Who owns IQQQ
Which tracked institutional funds hold IQQQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQQQ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
7 tracked funds added or opened IQQQ while 11 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
IQQQ’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQQQ 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 60 tracked filers holding IQQQ, 31 increased or opened the position and 29 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 IQQQ 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 4
- IHT Wealth Management, LLC$5M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Lido Advisors, LLC$819K
- Gladstone Institutional Advisory LLC$654K
Full exits 2
- HighTower Advisors, LLC$3M
- Eldridge Investment Advisors, Inc.$2M
Largest adds
- MORGAN STANLEY$14M
- SageGuard Financial Group, LLC$1M
- AE Wealth Management LLC$334K
Largest trims
- BANK OF AMERICA CORP /DE/$11M
- RAYMOND JAMES FINANCIAL INC$5M
- Farther Finance Advisors, LLC$4M
- LPL Financial LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$986K
- LEVEL FOUR ADVISORY SERVICES, LLC$430K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 951,083 | $40M | 18.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 683,298 | $28M | 13.6% | 2026-Q1 |
| MORGAN STANLEY added | 608,020 | $25M | 12.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 453,905 | $19M | 9.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 371,074 | $15M | 7.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 180,137 | $8M | 3.6% | 2026-Q1 |
| IHT Wealth Management, LLC new | 128,675 | $5M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 85,772 | $4M | 1.7% | 2026-Q1 |
| PFG Investments, LLC added | 71,773 | $3M | 1.4% | 2026-Q1 |
| SageGuard Financial Group, LLC added | 69,441 | $3M | 1.4% | 2026-Q1 |
| PMG Family Office LLC added | 53,144 | $2M | 1.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 51,422 | $2M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 43,911 | $2M | 0.9% | 2026-Q1 |
| UBS Group AG added | 43,005 | $2M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 39,755 | $2M | 0.8% | 2026-Q1 |
| Essex Financial Services, Inc. added | 25,245 | $1M | 0.5% | 2026-Q1 |
| Clarus Wealth Advisors added | 23,194 | $980K | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 23,435 | $977K | 0.5% | 2026-Q1 |
| Lido Advisors, LLC new | 19,635 | $819K | 0.4% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 19,390 | $808K | 0.4% | 2026-Q1 |
| &PARTNERS added | 18,524 | $772K | 0.4% | 2026-Q1 |
| Wick Capital Partners, LLC trimmed | 17,763 | $741K | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 15,689 | $654K | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 0 | $649K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 13,542 | $565K | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 13,443 | $560K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,303 | $555K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,633 | $443K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,598 | $442K | 0.2% | 2026-Q1 |
| Element Wealth, LLC | 9,399 | $392K | 0.2% | 2026-Q1 |
| CAP Partners, LLC added | 8,952 | $373K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 8,633 | $360K | 0.2% | 2026-Q1 |
| Maia Wealth LLC added | 8,281 | $345K | 0.2% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 7,925 | $330K | 0.2% | 2026-Q1 |
| City Center Advisors, LLC trimmed | 7,752 | $323K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,711 | $321K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC new | 7,605 | $317K | 0.2% | 2026-Q1 |
| JBR Co Financial Management Inc | 6,675 | $297K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 6,300 | $263K | 0.1% | 2026-Q1 |
| Pitti Group Wealth Management, LLC added | 5,765 | $240K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA | 5,727 | $239K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 5,489 | $229K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. new | 5,030 | $211K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 4,495 | $207K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 4,849 | $202K | 0.1% | 2026-Q1 |
| Ulland Investment Advisors, LLC | 3,150 | $131K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 2,543 | $106K | 0.1% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. | 2,360 | $98K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,860 | $78K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 872 | $37K | 0.0% | 2026-Q1 |
| Triumph Capital Management trimmed | 400 | $17K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 327 | $14K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 245 | $10K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 237 | $10K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 146 | $6K | 0.0% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP | 34 | $1K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 17 | $730 | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 10 | $417 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 5 | $208 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $35 | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 350,000 | $14M | 6.8% | 2025-Q2 stale |
| BARCLAYS PLC added | 120,000 | $5M | 2.4% | 2025-Q3 stale |
| Masso Torrence Wealth Management Inc. added | 99,671 | $4M | 2.1% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 111,609 | $4M | 2.1% | 2025-Q1 stale |
| HighTower Advisors, LLC new | 66,855 | $3M | 1.4% | 2025-Q4 stale |
| Eldridge Investment Advisors, Inc. trimmed | 41,698 | $2M | 0.9% | 2025-Q4 stale |
| Meridian Wealth Management, LLC new | 5,900 | $262K | 0.1% | 2025-Q4 stale |
| Financial Partners Group, Inc trimmed | 5,947 | $243K | 0.1% | 2025-Q2 stale |
| Lifetime Wealth Management P.C. new | 9 | $239K | 0.1% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC | 5,200 | $231K | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC | 5,000 | $222K | 0.1% | 2025-Q4 stale |
| Cornerstone Wealth Management, LLC new | 4,507 | $200K | 0.1% | 2025-Q4 stale |
| MONTAG A & ASSOCIATES INC | 3,356 | $148K | 0.1% | 2025-Q3 stale |
| IFC & Insurance Marketing, Inc. new | 238 | $11K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 221 | $9K | 0.0% | 2025-Q2 stale |
| Cape Investment Advisory, Inc. added | 180 | $7K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC | 95 | $4K | 0.0% | 2025-Q4 stale |
| Sound Income Strategies, LLC trimmed | 50 | $2K | 0.0% | 2025-Q4 stale |
| ATTICUS WEALTH MANAGEMENT, LLC added | 18 | $752 | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners | 1 | $59 | 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.