Who owns CQQQ (CQQQ)
Which tracked institutional funds hold CQQQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CQQQ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened CQQQ while 36 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CQQQ’s largest tracked holder by dollar value, PNC FINANCIAL SERVICES GROUP, INC., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CQQQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 114 tracked filers holding CQQQ, 57 increased or opened the position and 54 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CQQQ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Parkwood LLC$21M
- Evelyn Partners Asset Management Ltd$5M
- Carrera Capital Advisors$3M
- Baird Financial Group, Inc.$2M
- Qube Research & Technologies Ltd$2M
- Evelyn Partners Investment Management Services Ltd$1M
Full exits 15
- Quadrature Capital Ltd$13M
- Proficio Capital Partners LLC$11M
- MARSHALL WACE, LLP$7M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6M
- RENAISSANCE TECHNOLOGIES LLC$2M
- CITADEL ADVISORS LLC$2M
Largest adds
- PNC FINANCIAL SERVICES GROUP, INC.$38M
- Migdal Insurance & Financial Holdings Ltd.$22M
- BANK OF MONTREAL /CAN/$15M
- UBS Group AG$12M
- GOLDMAN SACHS GROUP INC$6M
- BANK OF AMERICA CORP /DE/$6M
Largest trims
- Cetera Investment Advisers$29M
- SCHRODER INVESTMENT MANAGEMENT GROUP$25M
- D. E. Shaw & Co., Inc.$19M
- MORGAN STANLEY$17M
- JPMORGAN CHASE & CO$13M
- BNP PARIBAS FINANCIAL MARKETS$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. added | 10,218,668 | $470M | 42.7% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 2,539,000 | $117M | 10.6% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 1,066,020 | $49M | 4.5% | 2026-Q1 |
| UBS Group AG added | 739,554 | $34M | 3.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 600,000 | $27M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 567,479 | $26M | 2.4% | 2026-Q1 |
| Parkwood LLC new | 456,000 | $21M | 1.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 383,341 | $18M | 1.6% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 306,917 | $14M | 1.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 240,245 | $11M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 207,995 | $10M | 0.9% | 2026-Q1 |
| GFG Capital, LLC added | 196,187 | $9M | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 174,564 | $8M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 159,898 | $7M | 0.7% | 2026-Q1 |
| Jessup Wealth Management, Inc added | 134,934 | $6M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 129,150 | $6M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 111,749 | $5M | 0.5% | 2026-Q1 |
| Evelyn Partners Asset Management Ltd new | 105,744 | $5M | 0.4% | 2026-Q1 |
| Trek Financial, LLC trimmed | 104,490 | $5M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 100,227 | $5M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 76,920 | $4M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 77,303 | $3M | 0.3% | 2026-Q1 |
| Carrera Capital Advisors new | 74,576 | $3M | 0.3% | 2026-Q1 |
| ICICI Prudential Asset Management Co Ltd | 55,928 | $3M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 51,849 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 48,710 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 47,940 | $2M | 0.2% | 2026-Q1 |
| Union Bancaire Privee, UBP SA added | 46,248 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 33,644 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 30,917 | $1M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. added | 30,600 | $1M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 29,489 | $1M | 0.1% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 28,905 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 26,500 | $1M | 0.1% | 2026-Q1 |
| Evelyn Partners Investment Management Services Ltd new | 23,709 | $1M | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 23,353 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 21,407 | $985K | 0.1% | 2026-Q1 |
| Eurizon Asset Management Hungary Ltd. new | 20,000 | $920K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 19,786 | $908K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 19,185 | $883K | 0.1% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 19,193 | $880K | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 18,391 | $846K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 16,052 | $739K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 14,626 | $673K | 0.1% | 2026-Q1 |
| NATIXIS added | 13,862 | $621K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC trimmed | 13,191 | $607K | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12,749 | $587K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 11,975 | $551K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 9,515 | $511K | 0.0% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 9,501 | $494K | 0.0% | 2026-Q1 |
| First Growth Capital LLC added | 10,169 | $467K | 0.0% | 2026-Q1 |
| Focus Partners Wealth | 10,114 | $465K | 0.0% | 2026-Q1 |
| Intesa Sanpaolo Wealth Management | 10,110 | $465K | 0.0% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 10,047 | $462K | 0.0% | 2026-Q1 |
| Global Endowment Management, LP | 10,000 | $460K | 0.0% | 2026-Q1 |
| Tidal Investments LLC new | 8,988 | $414K | 0.0% | 2026-Q1 |
| Cerity Partners LLC added | 8,744 | $402K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 8,077 | $372K | 0.0% | 2026-Q1 |
| FourThought Financial Partners, LLC new | 7,800 | $359K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,785 | $358K | 0.0% | 2026-Q1 |
| J. Safra Sarasin Holding AG trimmed | 7,240 | $333K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 7,090 | $325K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,000,000 | $59M | 5.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 795,123 | $47M | 4.3% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 253,407 | $13M | 1.2% | 2025-Q4 stale |
| Proficio Capital Partners LLC trimmed | 213,854 | $11M | 1.0% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 186,174 | $8M | 0.7% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC new | 174,532 | $8M | 0.7% | 2025-Q2 stale |
| WEXFORD CAPITAL LP new | 173,835 | $8M | 0.7% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 125,528 | $7M | 0.6% | 2025-Q4 stale |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 107,292 | $6M | 0.5% | 2025-Q4 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 58,646 | $3M | 0.3% | 2025-Q3 stale |
| London & Capital Asset Management Ltd new | 65,511 | $3M | 0.3% | 2025-Q1 stale |
| Synergy Asset Management, LLC new | 41,980 | $2M | 0.2% | 2025-Q3 stale |
| RFG Advisory, LLC added | 52,433 | $2M | 0.2% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 44,200 | $2M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 43,178 | $2M | 0.2% | 2025-Q4 stale |
| IBEX WEALTH ADVISORS new | 45,002 | $2M | 0.2% | 2025-Q1 stale |
| INTERCAPITAL, LLC new | 38,000 | $2M | 0.2% | 2025-Q4 stale |
| Q Global Advisors, LLC | 40,250 | $2M | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 28,600 | $1M | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 20,900 | $1M | 0.1% | 2025-Q4 stale |
| Polymer Capital Management (HK) LTD new | 18,200 | $1M | 0.1% | 2025-Q3 stale |
| MIdWestOne Financial Group, Inc. trimmed | 20,136 | $1M | 0.1% | 2025-Q4 stale |
| Bank Pictet & Cie (Europe) AG trimmed | 18,523 | $963K | 0.1% | 2025-Q4 stale |
| Del-Sette Capital Management, LLC trimmed | 17,835 | $927K | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 13,733 | $714K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 12,065 | $712K | 0.1% | 2025-Q3 stale |
| Ground Swell Capital, LLC added | 10,675 | $630K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 11,595 | $603K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC added | 13,301 | $589K | 0.1% | 2025-Q1 stale |
| CIBC WORLD MARKET INC. trimmed | 10,941 | $569K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC new | 8,754 | $509K | 0.0% | 2025-Q3 stale |
| STIFEL FINANCIAL CORP trimmed | 10,193 | $452K | 0.0% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC new | 7,012 | $414K | 0.0% | 2025-Q3 stale |
| Amundi trimmed | 7,671 | $399K | 0.0% | 2025-Q4 stale |
| Clarius Group, LLC added | 7,313 | $380K | 0.0% | 2025-Q4 stale |
| PRUDENTIAL PLC | 8,506 | $376K | 0.0% | 2025-Q2 stale |
| OPTIMUM INVESTMENT ADVISORS added | 6,000 | $354K | 0.0% | 2025-Q3 stale |
| Value Investment Professionals, LLC new | 7,226 | $329K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.