Who owns QMMY
Which tracked institutional funds hold QMMY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QMMY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 QMMY is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 6 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
QMMY’s largest tracked holder by dollar value, Sequent Planning LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QMMY 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 62 tracked filers holding QMMY, 48 increased or opened the position and 16 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 QMMY 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 11
- Prosperity Financial Group, Inc.$5M
- Capital CS Group, LLC$3M
- Maia Wealth LLC$3M
- Jefferies Financial Group Inc.$2M
- AE Wealth Management LLC$1M
- Harvest Investment Services, LLC$974K
Full exits 5
- Clear Creek Financial Management, LLC$903K
- Capital Analysts, LLC$757K
- Cambridge Investment Research Advisors, Inc.$575K
- Sunbelt Securities, Inc.$559K
- OLD MISSION CAPITAL LLC$537K
Largest adds
- LPL Financial LLC$8M
- Sequent Planning LLC$8M
- Cetera Investment Advisers$3M
- RAYMOND JAMES FINANCIAL INC$3M
- OSAIC HOLDINGS, INC.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- Kestra Advisory Services, 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 |
|---|---|---|---|---|
| Sequent Planning LLC added | 407,015 | $11M | 11.3% | 2026-Q2 |
| LPL Financial LLC added | 339,513 | $9M | 9.4% | 2026-Q2 |
| Cetera Investment Advisers added | 226,880 | $6M | 6.3% | 2026-Q2 |
| Prosperity Financial Group, Inc. new | 191,218 | $5M | 5.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 161,819 | $4M | 4.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 160,019 | $4M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 148,671 | $4M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 127,385 | $3M | 3.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 125,048 | $3M | 3.5% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 123,812 | $3M | 3.4% | 2026-Q2 |
| Capital CS Group, LLC new | 116,102 | $3M | 3.2% | 2026-Q2 |
| Maia Wealth LLC new | 113,000 | $3M | 3.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 112,199 | $3M | 3.1% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 86,665 | $2M | 2.4% | 2026-Q2 |
| Avantra Family Wealth, Inc. added | 78,856 | $2M | 2.2% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 58,884 | $2M | 1.6% | 2026-Q2 |
| AE Wealth Management LLC added | 39,133 | $1M | 1.1% | 2026-Q2 |
| Harvest Investment Services, LLC new | 36,753 | $974K | 1.0% | 2026-Q2 |
| Diligent Investors, LLC new | 35,735 | $947K | 1.0% | 2026-Q2 |
| StoneX Group Inc. added | 34,325 | $909K | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,295 | $829K | 0.9% | 2026-Q2 |
| Summit Financial, LLC new | 23,692 | $628K | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 23,020 | $610K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,449 | $595K | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 22,345 | $592K | 0.6% | 2026-Q2 |
| Grantvest Financial Group LLC added | 21,107 | $559K | 0.6% | 2026-Q2 |
| Mayfair Advisory Group, LLC new | 19,600 | $503K | 0.5% | 2026-Q2 |
| Synergy Asset Management, LLC added | 18,541 | $491K | 0.5% | 2026-Q2 |
| Triumph Capital Management new | 18,447 | $489K | 0.5% | 2026-Q2 |
| Kovack Advisors, Inc. new | 17,926 | $475K | 0.5% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 17,255 | $457K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 16,195 | $429K | 0.5% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 15,935 | $422K | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 15,382 | $407K | 0.4% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 14,495 | $384K | 0.4% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT new | 13,435 | $356K | 0.4% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID trimmed | 12,176 | $323K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 10,750 | $285K | 0.3% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. new | 10,632 | $282K | 0.3% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 9,759 | $259K | 0.3% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 9,501 | $252K | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO | 8,771 | $232K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC new | 8,108 | $215K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 7,927 | $210K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 7,700 | $204K | 0.2% | 2026-Q2 |
| Signature Equity Partners, LLC added | 4,414 | $117K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 4,200 | $111K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 4,000 | $106K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 3,500 | $93K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 3,000 | $79K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,794 | $74K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 1,909 | $51K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 1,823 | $48K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 1,727 | $45K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,250 | $33K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 620 | $16K | 0.0% | 2026-Q2 |
| Topsail Wealth Management, LLC new | 200 | $5K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 178 | $5K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 176 | $5K | 0.0% | 2026-Q2 |
| LANGLEY WEALTH MANAGEMENT, LLC new | 36,501 | $3K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 31 | $821 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 7 | $185 | 0.0% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 36,371 | $903K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 30,464 | $757K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 23,160 | $575K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 22,503 | $559K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 21,627 | $537K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC | 13,808 | $343K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SACKS & ASSOCIATES, LLC trimmed | 12,095 | $300K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,023 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,000 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 242,677 | $6M | 6.4% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 100 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 50,100 | $1M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 10,166 | $249K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 10 | $245 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 14,663 | $344K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| ORG Partners LLC trimmed | 3,000 | $70K | 0.1% | 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.