Who owns GQQQ (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-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
3 tracked funds added or opened GQQQ while 2 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
GQQQ’s largest tracked holder by dollar value, Astoria Portfolio Advisors LLC., sizes it at 9.9% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2025-Q4 and 2026-Q1, across 19 tracked filers holding GQQQ, 16 increased or opened the position and 6 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 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 1
- Cambridge Investment Research Advisors, Inc.$1M
Full exits 1
- PUFF WEALTH MANAGEMENT, LLC$5M
Largest adds
- Astoria Portfolio Advisors LLC.$6M
- Oregon Pacific Wealth Management, LLC$323K
Largest trims
- Vermillion & White Wealth Management Group, 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 | 1,408,678 | $47M | 39.5% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 1,052,953 | $30M | 25.7% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 619,567 | $14M | 12.3% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC added | 304,450 | $9M | 7.4% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 75,489 | $2M | 1.8% | 2026-Q1 |
| World Investment Advisors added | 68,858 | $2M | 1.7% | 2026-Q1 |
| Latitude Advisors, LLC added | 40,621 | $1M | 1.0% | 2026-Q1 |
| GeoWealth Management, LLC added | 38,730 | $1M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 35,508 | $1M | 0.9% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 33,981 | $978K | 0.8% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 18,266 | $526K | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC new | 10,638 | $310K | 0.3% | 2026-Q1 |
| WealthTrak Capital Management LLC trimmed | 7,418 | $214K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 6,974 | $201K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 4,993 | $144K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 4,117 | $118K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 923 | $26K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 600 | $17K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 61 | $2K | 0.0% | 2026-Q1 |
| PUFF WEALTH MANAGEMENT, LLC added | 167,608 | $5M | 4.3% | 2025-Q4 stale |
| StoneX Group Inc. added | 27,244 | $636K | 0.5% | 2025-Q1 stale |
| GWN SECURITIES INC. new | 26,385 | $616K | 0.5% | 2025-Q1 stale |
| Sensible Financial Planning & Management, LLC. new | 22,153 | $600K | 0.5% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 14,479 | $434K | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,635 | $259K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 7,066 | $209K | 0.2% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 227 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.