Who owns QMOM
Which tracked institutional funds hold QMOM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QMOM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
25 tracked funds added or opened QMOM while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QMOM’s largest tracked holder by dollar value, Revolve Wealth Partners, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QMOM 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 67 tracked filers holding QMOM, 39 increased or opened the position and 32 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 QMOM 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 4
- TWO SIGMA INVESTMENTS, LP$3M
- GOLDMAN SACHS GROUP INC$2M
- OPPENHEIMER & CO INC$838K
- Global Retirement Partners, LLC$753K
Full exits 5
- One Degree Advisors Inc$9M
- Cambridge Investment Research Advisors, Inc.$3M
- CWM, LLC$2M
- Independent Advisor Alliance$945K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$733K
Largest adds
- D.A. DAVIDSON & CO.$5M
- Revolve Wealth Partners, LLC$5M
- Vise Technologies, Inc.$4M
- Valley Financial Group, Inc.$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- BWM Planning, LLC$2M
Largest trims
- Commonwealth Financial Services, LLC$12M
- Stokes Family Office, LLC$4M
- Ethos Financial Group, LLC$1M
- Empirical Finance, LLC$284K
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 |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC added | 411,612 | $32M | 13.1% | 2026-Q2 |
| Valley Financial Group, Inc. added | 236,631 | $19M | 7.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 217,012 | $17M | 6.9% | 2026-Q2 |
| BWM Planning, LLC added | 205,011 | $16M | 6.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 199,352 | $16M | 6.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 158,850 | $13M | 5.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 132,599 | $10M | 4.2% | 2026-Q2 |
| JPL Wealth Management, LLC added | 115,998 | $9M | 3.7% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 112,150 | $9M | 3.6% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 101,120 | $8M | 3.2% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 100,539 | $8M | 3.2% | 2026-Q2 |
| Empowered Funds, LLC added | 72,997 | $6M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 68,422 | $5M | 2.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 61,678 | $5M | 2.0% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 53,727 | $4M | 1.5% | 2026-Q2 |
| Vestment Financial LLC added | 49,076 | $4M | 1.5% | 2026-Q2 |
| Advantage Trust Co added | 45,684 | $4M | 1.5% | 2026-Q2 |
| Savvy Advisors, Inc. added | 43,998 | $3M | 1.4% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 41,836 | $3M | 1.3% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 40,273 | $3M | 1.3% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 38,672 | $3M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 36,500 | $3M | 1.2% | 2026-Q2 |
| Seed Wealth Management, Inc. | 30,940 | $2M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 29,889 | $2M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 29,988 | $2M | 0.9% | 2026-Q2 |
| L.K. Benson & Company, P.C. trimmed | 25,196 | $2M | 0.8% | 2026-Q2 |
| Innova Wealth Partners added | 21,061 | $2M | 0.7% | 2026-Q2 |
| Well Done, LLC added | 18,513 | $1M | 0.6% | 2026-Q2 |
| BAKER BOYER NATIONAL BANK added | 17,017 | $1M | 0.5% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 16,137 | $1M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 14,500 | $1M | 0.5% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 13,784 | $1M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,198 | $960K | 0.4% | 2026-Q2 |
| Sankala Group LLC added | 11,252 | $863K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 10,640 | $838K | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 9,570 | $753K | 0.3% | 2026-Q2 |
| Almanack Investment Partners, LLC. added | 7,238 | $570K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 6,732 | $530K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 6,730 | $530K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 6,622 | $521K | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 6,130 | $483K | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 4,829 | $381K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,438 | $349K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 4,264 | $336K | 0.1% | 2026-Q2 |
| Redwood Family Wealth LLC added | 4,211 | $332K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 4,181 | $329K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,778 | $297K | 0.1% | 2026-Q2 |
| Hudock, Inc. | 3,563 | $281K | 0.1% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 3,543 | $279K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 3,388 | $267K | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC | 3,222 | $254K | 0.1% | 2026-Q2 |
| Foundry Financial LLC trimmed | 3,208 | $253K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 3,102 | $244K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC new | 3,034 | $239K | 0.1% | 2026-Q2 |
| Kesler, Norman & Wride, LLC new | 2,656 | $209K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,330 | $183K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,817 | $143K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 1,015 | $80K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 847 | $67K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 814 | $64K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 523 | $41K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 450 | $35K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 180 | $14K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 104 | $8K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 68 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 13 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $24 | 0.0% | 2026-Q2 |
| One Degree Advisors Inc added | 128,591 | $9M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 39,721 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 27,021 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 13,833 | $945K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,727 | $733K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 5,762 | $394K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 5,132 | $351K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 4,000 | $273K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 750 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| QUADRANT CAPITAL GROUP LLC | 860 | $49K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates trimmed | 23 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lifeworks Advisors, LLC trimmed | 4,873 | $318K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OPAL CAPITAL LLC new | 4,219 | $300K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC trimmed | 4,347 | $284K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Equitable Holdings, Inc. trimmed | 4,297 | $281K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Daviman Financial, LLC new | 3,111 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UMB Bank, n.a. | 1,785 | $117K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC new | 410 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 150 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 6,745 | $435K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SAX WEALTH ADVISORS, LLC new | 4,286 | $276K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| World Investment Advisors trimmed | 3,267 | $211K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 613 | $40K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Inlight Wealth Management, LLC | 373 | $24K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Realta Investment Advisors new | 200 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 100 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWC Advisors, LLC. trimmed | 13,108 | $852K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Thrivent Financial for Lutherans new | 7,135 | $464K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Vanguard Personalized Indexing Management, LLC new | 5,213 | $339K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Ancora Advisors LLC | 0 | $4 | 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.