Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on CQQQ is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 14 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 119 tracked filers holding CQQQ, 76 increased or opened the position and 45 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 2026-Q1 and 2026-Q2 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 14
- Summit Rock Advisors, LP$31M
- Quadrature Capital Ltd$10M
- Evelyn Partners Group Ltd$9M
- BlueCrest Capital Management Ltd$5M
- Optiver Holding B.V.$5M
- Sumitomo Mitsui Trust Group, Inc.$4M
Full exits 9
- Parkwood LLC$21M
- D. E. Shaw & Co., Inc.$8M
- Evelyn Partners Asset Management Ltd$5M
- Baird Financial Group, Inc.$2M
- Prospera Financial Services Inc$2M
- Qube Research & Technologies Ltd$2M
Largest adds
- PNC Financial Services Group, Inc.$160M
- SCHRODER INVESTMENT MANAGEMENT GROUP$71M
- Migdal Insurance & Financial Holdings Ltd.$28M
- OLD MISSION CAPITAL LLC$22M
- UBS Group AG$20M
- JPMORGAN CHASE & CO$15M
Largest trims
- BANK OF MONTREAL /CAN/$15M
- GFG Capital, LLC$4M
- GOLDMAN SACHS GROUP INC$1M
- BANK OF NOVA SCOTIA$1M
- Clearstead Advisors, LLC$256K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. added | 11,053,921 | $630M | 48.3% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 2,539,000 | $145M | 11.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,770,000 | $98M | 7.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 1,065,720 | $61M | 4.7% | 2026-Q2 |
| UBS Group AG added | 943,378 | $54M | 4.1% | 2026-Q2 |
| Summit Rock Advisors, LP new | 537,658 | $31M | 2.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 485,263 | $28M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 436,293 | $25M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 366,945 | $21M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 329,980 | $18M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 322,903 | $18M | 1.4% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 259,878 | $15M | 1.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 239,052 | $14M | 1.0% | 2026-Q2 |
| Trek Financial, LLC added | 207,996 | $12M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 166,713 | $10M | 0.7% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 154,424 | $9M | 0.7% | 2026-Q2 |
| Jessup Wealth Management, Inc added | 144,529 | $8M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 131,531 | $8M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 112,965 | $6M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 100,330 | $6M | 0.4% | 2026-Q2 |
| BlueCrest Capital Management Ltd new | 95,096 | $5M | 0.4% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 86,281 | $5M | 0.4% | 2026-Q2 |
| Optiver Holding B.V. new | 85,470 | $5M | 0.4% | 2026-Q2 |
| GFG Capital, LLC trimmed | 84,425 | $5M | 0.4% | 2026-Q2 |
| Carrera Capital Advisors added | 76,509 | $4M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 68,594 | $4M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 62,775 | $4M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. added | 57,120 | $3M | 0.2% | 2026-Q2 |
| ICICI Prudential Asset Management Co Ltd | 55,928 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 53,653 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 49,447 | $3M | 0.2% | 2026-Q2 |
| Banco Santander, S.A. added | 49,408 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 47,240 | $3M | 0.2% | 2026-Q2 |
| Wealth High Governance Asset Management Ltda. new | 43,583 | $2M | 0.2% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 41,841 | $2M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 41,770 | $2M | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 41,325 | $2M | 0.2% | 2026-Q2 |
| Blue Line Capital, LLC / IL new | 30,327 | $2M | 0.1% | 2026-Q2 |
| WIT Partners Advisory Pte. Ltd. new | 27,110 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 26,862 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC | 26,500 | $2M | 0.1% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. new | 22,000 | $1M | 0.1% | 2026-Q2 |
| Eurizon Asset Management Hungary Ltd. added | 22,000 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,700 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 20,168 | $1M | 0.1% | 2026-Q2 |
| Bramshill Investments, LLC new | 19,833 | $1M | 0.1% | 2026-Q2 |
| Cordoba Advisory Partners LLC | 19,193 | $1M | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 19,070 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 17,717 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 16,103 | $918K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 14,778 | $843K | 0.1% | 2026-Q2 |
| NATIXIS | 13,862 | $791K | 0.1% | 2026-Q2 |
| FourThought Financial Partners, LLC added | 12,500 | $713K | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 11,163 | $637K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 11,110 | $634K | 0.0% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management | 10,110 | $577K | 0.0% | 2026-Q2 |
| First Growth Capital LLC trimmed | 10,090 | $575K | 0.0% | 2026-Q2 |
| Global Endowment Management, LP | 10,000 | $570K | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 8,899 | $508K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 8,780 | $500K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 8,746 | $499K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 8,623 | $492K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 8,396 | $479K | 0.0% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 7,507 | $345K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 7,379 | $421K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 7,313 | $417K | 0.0% | 2026-Q2 |
| J. Safra Sarasin Holding AG | 7,240 | $333K | 0.0% | 2026-Q2 |
| Pictet North America Advisors SA added | 6,815 | $389K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,840 | $333K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,629 | $321K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,060 | $289K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 5,050 | $288K | 0.0% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 5,000 | $285K | 0.0% | 2026-Q2 |
| Polymer Capital Management (HK) LTD trimmed | 5,000 | $285K | 0.0% | 2026-Q2 |
| Glaxis Capital Management, LLC added | 5,000 | $285K | 0.0% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 4,361 | $242K | 0.0% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. new | 4,302 | $245K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 4,221 | $241K | 0.0% | 2026-Q2 |
| AUGUSTINE ASSET MANAGEMENT INC | 4,073 | $232K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 4,044 | $231K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 3,734 | $213K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,645 | $208K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,912 | $166K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 2,269 | $129K | 0.0% | 2026-Q2 |
| Stelac Advisory Services LLC | 2,100 | $120K | 0.0% | 2026-Q2 |
| Finley Financial, LLC added | 2,010 | $115K | 0.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,000 | $114K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 1,360 | $78K | 0.0% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,230 | $70K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 1,182 | $67K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,096 | $63K | 0.0% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,000 | $57K | 0.0% | 2026-Q2 |
| Bank of New Hampshire added | 996 | $57K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 952 | $54K | 0.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 925 | $53K | 0.0% | 2026-Q2 |
| Biltmore Family Office, LLC added | 901 | $51K | 0.0% | 2026-Q2 |
| Manchester Capital Management LLC | 650 | $37K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 628 | $36K | 0.0% | 2026-Q2 |
| Heritage Wealth Advisors | 578 | $33K | 0.0% | 2026-Q2 |
| FMR LLC added | 377 | $21K | 0.0% | 2026-Q2 |
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.