# QUAKER INVT TR (OWNS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OWNS/

- Reporting holders: 2
- Reported value: $431.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $420.3K | 25,816 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.7K | 657 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $431.0K |
| Q2 2026 | 28 | $57.4M |
| Q1 2026 | 26 | $53.3M |
| Q4 2025 | 27 | $65.4M |
| Q3 2025 | 23 | $57.3M |
| Q2 2025 | 30 | $61.6M |
| Q1 2025 | 27 | $64.5M |
| Q4 2024 | 23 | $59.9M |
| Q3 2024 | 20 | $52.0M |
| Q2 2024 | 20 | $50.6M |
| Q1 2024 | 18 | $43.0M |
| Q4 2023 | 13 | $42.7M |