Who owns QQEW
Which tracked institutional funds hold QQEW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQEW 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
The tracked-fund tape on QQEW is one-sided between 2025-Q4 and 2026-Q1: 21 added or opened and 74 trimmed or exited — on balance reducing.
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
QQEW’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes QQEW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQEW 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 251 tracked filers holding QQEW, 82 increased or opened the position and 122 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 QQEW 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 15
- GTS SECURITIES LLC$10M
- Stenger Family Office, LLC$5M
- Independent Advisor Alliance$5M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$2M
- Hershey Financial Advisers, LLC$2M
Full exits 8
- AXXCESS WEALTH MANAGEMENT, LLC$8M
- IronBridge Private Wealth, LLC$2M
- Ameritas Advisory Services, LLC$1M
- Larry Mathis Financial Planning, LLC$1M
- FOUNDERS FINANCIAL SECURITIES LLC$1M
- CENTAURUS FINANCIAL, INC.$864K
Largest adds
- TWO SIGMA INVESTMENTS, LP$2M
- Gateway Wealth Partners, LLC$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$730K
- GOLDMAN SACHS GROUP INC$625K
- Capital Advisors, Ltd. LLC$335K
- Farther Finance Advisors, LLC$320K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55M
- WELLS FARGO & COMPANY/MN$42M
- MORGAN STANLEY$33M
- RAYMOND JAMES FINANCIAL INC$28M
- Gratus Wealth Advisors, LLC$25M
- LPL Financial LLC$13M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,431,246 | $182M | 17.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 868,666 | $110M | 10.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 669,312 | $85M | 8.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 591,809 | $75M | 7.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 291,854 | $37M | 3.6% | 2026-Q1 |
| UBS Group AG added | 273,902 | $35M | 3.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 206,287 | $26M | 2.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 165,111 | $21M | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 156,381 | $20M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 133,973 | $17M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 122,500 | $16M | 1.5% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 107,214 | $14M | 1.3% | 2026-Q1 |
| Gratus Wealth Advisors, LLC trimmed | 106,444 | $14M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 92,739 | $12M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 87,970 | $11M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,712 | $11M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 85,923 | $11M | 1.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 81,017 | $10M | 1.0% | 2026-Q1 |
| CX Institutional added | 76,582 | $10M | 1.0% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 69,367 | $9M | 0.9% | 2026-Q1 |
| Granite Bay Wealth Management, LLC added | 62,858 | $8M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 60,538 | $7M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 58,400 | $7M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 52,204 | $7M | 0.6% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 51,383 | $7M | 0.6% | 2026-Q1 |
| Frisch Financial Group, Inc. trimmed | 49,073 | $6M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 48,965 | $6M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 48,544 | $6M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 49,398 | $6M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 46,381 | $6M | 0.6% | 2026-Q1 |
| Stenger Family Office, LLC trimmed | 37,038 | $5M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 36,090 | $5M | 0.4% | 2026-Q1 |
| Davis Investment Partners, LLC trimmed | 35,999 | $5M | 0.4% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 35,517 | $5M | 0.4% | 2026-Q1 |
| Shakespeare Wealth Management, LLC trimmed | 34,878 | $4M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 34,103 | $4M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 33,419 | $4M | 0.4% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 31,220 | $4M | 0.4% | 2026-Q1 |
| Darwin Wealth Management, LLC trimmed | 31,183 | $4M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 29,797 | $4M | 0.4% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 29,798 | $4M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 28,559 | $4M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 26,556 | $3M | 0.3% | 2026-Q1 |
| CHOREO, LLC trimmed | 26,080 | $3M | 0.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 24,865 | $3M | 0.3% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 23,901 | $3M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 23,357 | $3M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 23,116 | $3M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 22,558 | $3M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 21,385 | $3M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 19,634 | $2M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 19,515 | $2M | 0.2% | 2026-Q1 |
| Spire Wealth Management added | 19,341 | $2M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 18,868 | $2M | 0.2% | 2026-Q1 |
| Sound Financial Strategies Group, LLC trimmed | 18,585 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 18,459 | $2M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 17,741 | $2M | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP trimmed | 17,350 | $2M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 17,269 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 16,904 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 16,640 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 16,244 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,828 | $2M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 15,663 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 13,965 | $2M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 13,029 | $2M | 0.2% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 12,893 | $2M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 12,859 | $2M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 12,746 | $2M | 0.2% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 12,697 | $2M | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 12,657 | $2M | 0.2% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 12,351 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,486 | $1M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 11,210 | $1M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 10,883 | $1M | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC new | 10,375 | $1M | 0.1% | 2026-Q1 |
| BURKE & HERBERT BANK & TRUST CO | 10,078 | $1M | 0.1% | 2026-Q1 |
| Bawa N Mallick Trust trimmed | 10,000 | $1M | 0.1% | 2026-Q1 |
| Sachetta, LLC added | 9,818 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 9,497 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 7,750 | $1M | 0.1% | 2026-Q1 |
| Zullo Investment Group, Inc. | 8,650 | $1M | 0.1% | 2026-Q1 |
| Procyon Advisors, LLC new | 8,569 | $1M | 0.1% | 2026-Q1 |
| IFS Group,LLC added | 8,541 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 8,466 | $1M | 0.1% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ | 8,400 | $1M | 0.1% | 2026-Q1 |
| JP Wealth Management, Inc. trimmed | 126,339 | $18M | 1.7% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 129,137 | $18M | 1.7% | 2025-Q2 stale |
| Strategic Blueprint, LLC added | 110,737 | $16M | 1.5% | 2025-Q3 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 100,000 | $14M | 1.3% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 56,491 | $8M | 0.8% | 2025-Q4 stale |
| Elios Financial Group Inc. trimmed | 44,244 | $6M | 0.6% | 2025-Q2 stale |
| POLEN CAPITAL MANAGEMENT LLC new | 22,529 | $3M | 0.3% | 2025-Q3 stale |
| IronBridge Private Wealth, LLC | 16,721 | $2M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 14,701 | $2M | 0.2% | 2025-Q2 stale |
| Secure Asset Management, LLC added | 13,665 | $2M | 0.2% | 2025-Q1 stale |
| Columbus Macro, LLC new | 12,760 | $2M | 0.2% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC added | 9,359 | $1M | 0.1% | 2025-Q4 stale |
| Larry Mathis Financial Planning, LLC new | 9,271 | $1M | 0.1% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 8,105 | $1M | 0.1% | 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.