ETF Holders

Who owns QALT?

Other

SEI DBi Multi-Strategy Alternative ETF · SEI

38 institutions reported holding QALT, worth $22.6M, in Form 13F filings for June 30, 2026.

13F holders
38
Institutional value
$22.6M
Change from prior quarter
+15.8%
+$3.1M, with price moves
New and sold-out firms
11 / 3
8 added, 13 trimmed

Top 10 institutional holders of QALT

FirmLocationValueSharesChange
Merit Financial Group, LLCAlpharetta, GA$6.6M248,263+4,922 shares
Osaic Holdings, Inc.Scottsdale, AZ$6.5M246,018+5,476 shares
James Hambro & Partners LLPLondon, United Kingdom$1.4M52,283No change
55 North Private Wealth, LLCWinter Park, FL$1.2M45,186New position
Wealth Enhancement Advisory Services, LLCPlymouth, MN$1.1M43,224−757 shares
SEI Investments CoOaks, PA$698K26,295New position
Envestnet Asset Management Inc.Berwyn, PA$529K19,918+4,597 shares
Stewardship Advisors, LLCMount Joy, PA$522K19,684−91 shares
Janney Montgomery Scott LLCPhiladelphia, PA$521K19,641−50 shares
Ameriflex Group, Inc.Las Vegas, NV$436K16,440New position
28 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns QALT?

38 institutional managers reported holding QALT in Form 13F filings for June 30, 2026, worth $22.6M in total. The largest reported position was held by Merit Financial Group, LLC, at $6.6M.

Did institutions buy or sell QALT last quarter?

Reported 13F value rose 15.8% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is QALT ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.