QTPI

EXCHANGE PLACE ADVISORS TRUS

Institutional Ownership · Q4 2025

Filing: Q4 2025

EXCHANGE PLACE ADVISORS TRUS (QTPI) is held by 9 institutional investors with combined holdings of $41M. Major holders include SMI Advisory Services, LL, RED CEDAR INVESTMENT MANA, CSM Advisors, LLC.

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Institutional Holders

Total Value

$41.3M

Ownership %

—

🏦 Top Institutional Holders

SMI Advisory Services, LLC

808.2K shares

$20.9M

RED CEDAR INVESTMENT MANAGEMENT, LLC

Merit Financial Group, LLC

50.0K shares

$1.3M

WEST MICHIGAN ADVISORS, LLC

30.3K shares

$778.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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