Who owns GQQQ
Which tracked institutional funds hold GQQQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GQQQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 GQQQ is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 1 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
GQQQ’s largest tracked holder by dollar value, Astoria Portfolio Advisors LLC., sizes it at 10.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 9.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GQQQ 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 20 tracked filers holding GQQQ, 12 increased or opened the position and 7 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 GQQQ 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 3
- PUFF WEALTH MANAGEMENT, LLC$7M
- Stegent Equity Advisors, Inc.$4M
- Equitable Holdings, Inc.$549K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- Astoria Portfolio Advisors LLC.$13M
- Hobbs Group Advisors, LLC$10M
- Vermillion & White Wealth Management Group, LLC$7M
- Oregon Pacific Wealth Management, LLC$2M
- Sound Income Strategies, LLC$2M
- Ashton Thomas Private Wealth, LLC$1M
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 |
|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. added | 1,629,060 | $59M | 37.0% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 1,096,944 | $40M | 24.9% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC trimmed | 597,457 | $22M | 13.6% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 297,176 | $11M | 6.7% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC added | 193,875 | $7M | 4.4% | 2026-Q2 |
| Stegent Equity Advisors, Inc. new | 116,739 | $4M | 2.7% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 64,841 | $2M | 1.5% | 2026-Q2 |
| Sound Income Strategies, LLC added | 61,381 | $2M | 1.4% | 2026-Q2 |
| World Investment Advisors | 68,858 | $2M | 1.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 38,217 | $1M | 0.9% | 2026-Q2 |
| Latitude Advisors, LLC trimmed | 37,979 | $1M | 0.9% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 37,142 | $1M | 0.8% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 34,509 | $1M | 0.8% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 19,322 | $702K | 0.4% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 17,363 | $631K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. new | 15,109 | $549K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,509 | $161K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 4,117 | $150K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 600 | $22K | 0.0% | 2026-Q2 |
| UBS Group AG added | 594 | $22K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 35,508 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 6,974 | $201K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC added | 14,479 | $434K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,635 | $259K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Town Capital LLC new | 7,051 | $211K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 227 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 7,066 | $209K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Sensible Financial Planning & Management, LLC. new | 22,153 | $600K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.