Latest Period
Q1 2026
Security Snapshot
SPINNAKER ETF SERIES - INDEXPERTS QUALI (QIDX) Institutional Ownership
CUSIP: 84858T756
13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026
Institutions Reporting
3
Shares (Excl. Options)
49,642
Price
$10.66
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / INDEXPERTS QUALI
- Symbol
- QIDX
- Reported price per share
- $11.16
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 49,642
- Total reported value
- $529,192
- Portfolio coverage rank
- 0%
- Share change
- -55,484
- Value change
- -$591,461
- Number of holders
- 3
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- QIDX - SPINNAKER ETF SERIES - INDEXPERTS QUALI is tracked under CUSIP 84858T756.
- 3 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $1,127,894 to $529,192.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 3 institutions filings for Q1 2026.
Security key
84858T756
Latest holder period
Q1 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 84858T756:
As of 31 Mar 2026, 3 institutional investors reported holding 49,642 shares of SPINNAKER ETF SERIES - INDEXPERTS QUALI (QIDX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 49,642 | $529,192 | -$591,461 | $10.66 | 3 |
| 2025 Q4 | 105,126 | $1,127,894 | +$601,972 | $10.73 | 2 |
| 2025 Q3 | 49,019 | $537,690 | -$128,071 | $10.97 | 2 |
| 2025 Q2 | 60,805 | $642,709 | +$442,924 | $10.57 | 3 |
| 2025 Q1 | 19,841 | $198,343 | +$198,343 | $10.00 | 2 |