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-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 IQQQ is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 4 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
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 2026-Q1 and 2026-Q2, across 61 tracked filers holding IQQQ, 40 increased or opened the position and 21 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 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
- Maridea Wealth Management LLC$2M
- Benchmark Financial, LLC$2M
- Colonial River Investments, LLC$551K
Full exits 3
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Integrated Wealth Concepts LLC$977K
- Lido Advisors, LLC$819K
Largest adds
- MORGAN STANLEY$9M
- ROYAL BANK OF CANADA$4M
- BANK OF AMERICA CORP /DE/$4M
- LPL Financial LLC$3M
- SageGuard Financial Group, LLC$2M
- Steward Partners Investment Advisory, LLC$1M
Largest trims
- AE Wealth Management LLC$312K
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 | 807,914 | $41M | 17.0% | 2026-Q2 |
| MORGAN STANLEY added | 676,607 | $34M | 14.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 636,361 | $32M | 13.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 454,680 | $23M | 9.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 365,561 | $19M | 7.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 176,304 | $9M | 3.7% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 105,529 | $5M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 92,023 | $5M | 1.9% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 88,867 | $5M | 1.9% | 2026-Q2 |
| PFG Investments, LLC trimmed | 65,455 | $3M | 1.4% | 2026-Q2 |
| PMG Family Office LLC added | 53,328 | $3M | 1.1% | 2026-Q2 |
| UBS Group AG added | 46,191 | $2M | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 44,917 | $2M | 0.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 39,226 | $2M | 0.8% | 2026-Q2 |
| Maridea Wealth Management LLC new | 38,894 | $2M | 0.8% | 2026-Q2 |
| Benchmark Financial, LLC new | 32,773 | $2M | 0.7% | 2026-Q2 |
| Essex Financial Services, Inc. added | 28,312 | $1M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 23,822 | $1M | 0.5% | 2026-Q2 |
| Clarus Wealth Advisors added | 24,443 | $1M | 0.5% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 19,550 | $993K | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 19,358 | $983K | 0.4% | 2026-Q2 |
| &PARTNERS added | 18,817 | $956K | 0.4% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 17,637 | $896K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,202 | $823K | 0.3% | 2026-Q2 |
| Creative Planning added | 15,518 | $788K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,440 | $632K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 11,157 | $567K | 0.2% | 2026-Q2 |
| Colonial River Investments, LLC new | 10,846 | $551K | 0.2% | 2026-Q2 |
| City Center Advisors, LLC added | 9,919 | $504K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 9,553 | $485K | 0.2% | 2026-Q2 |
| CAP Partners, LLC added | 9,038 | $459K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC | 8,633 | $439K | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc added | 8,625 | $438K | 0.2% | 2026-Q2 |
| Element Wealth, LLC trimmed | 8,406 | $427K | 0.2% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 8,375 | $425K | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 8,207 | $417K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 7,314 | $372K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors new | 7,314 | $372K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 6,524 | $331K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 6,500 | $330K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 5,925 | $301K | 0.1% | 2026-Q2 |
| Pitti Group Wealth Management, LLC trimmed | 5,588 | $284K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 5,521 | $280K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,083 | $258K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 4,970 | $252K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 5,035 | $249K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 4,555 | $216K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 3,950 | $201K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 2,612 | $133K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,860 | $94K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,296 | $66K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 677 | $34K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 400 | $20K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 400 | $20K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 327 | $17K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 245 | $12K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 237 | $12K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 76 | $4K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 35 | $2K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 14 | $687 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $509 | 0.0% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 51,422 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 23,435 | $977K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC new | 19,635 | $819K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,711 | $321K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ulland Investment Advisors, LLC | 3,150 | $131K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BROWN, LISLE/CUMMINGS, INC. | 2,360 | $98K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. new | 5 | $208 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 66,855 | $3M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Eldridge Investment Advisors, Inc. trimmed | 41,698 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Meridian Wealth Management, LLC new | 5,900 | $262K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lifetime Wealth Management P.C. new | 9 | $239K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC | 5,200 | $231K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Concurrent Investment Advisors, LLC | 5,000 | $222K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| IFC & Insurance Marketing, Inc. new | 238 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC | 95 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sound Income Strategies, LLC trimmed | 50 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Arax Advisory Partners | 1 | $59 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC added | 120,000 | $5M | 2.1% | 2025-Q3 stale (3 quarters behind) |
| Masso Torrence Wealth Management Inc. added | 99,671 | $4M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| MONTAG A & ASSOCIATES INC | 3,356 | $148K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC | 350,000 | $14M | 5.9% | 2025-Q2 stale (4 quarters behind) |
| Financial Partners Group, Inc trimmed | 5,947 | $243K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CITIGROUP INC trimmed | 221 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ATTICUS WEALTH MANAGEMENT, LLC added | 18 | $752 | 0.0% | 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.