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-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
The tracked-fund tape on QQEW is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 24 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
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 2026-Q1 and 2026-Q2, across 253 tracked filers holding QQEW, 85 increased or opened the position and 130 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 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
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- Vise Technologies, Inc.$3M
- PRESILIUM PRIVATE WEALTH, LLC$814K
- AMERIPRISE FINANCIAL INC$735K
Full exits 14
- Cambridge Investment Research Advisors, Inc.$21M
- GTS SECURITIES LLC$10M
- CX Institutional$10M
- Granite Bay Wealth Management, LLC$8M
- HighTower Advisors, LLC$7M
- Virtus Wealth Solutions LLC$7M
Largest adds
- MORGAN STANLEY$37M
- WELLS FARGO & COMPANY/MN$18M
- LPL Financial LLC$16M
- Corient Private Wealth LP$13M
- ROYAL BANK OF CANADA$10M
- UBS Group AG$8M
Largest trims
- GOLDMAN SACHS GROUP INC$17M
- RAYMOND JAMES FINANCIAL INC$13M
- BIP Wealth, LLC$10M
- TWO SIGMA INVESTMENTS, LP$6M
- JANE STREET GROUP, LLC$2M
- Gateway Wealth Partners, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,368,025 | $218M | 21.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 802,586 | $128M | 12.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 634,074 | $101M | 10.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 391,041 | $62M | 6.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 295,085 | $47M | 4.7% | 2026-Q2 |
| UBS Group AG trimmed | 270,962 | $43M | 4.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 151,670 | $24M | 2.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 136,087 | $22M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,270 | $20M | 2.0% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 107,823 | $17M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 86,960 | $14M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 86,576 | $14M | 1.4% | 2026-Q2 |
| Corient Private Wealth LP added | 85,319 | $14M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 82,793 | $13M | 1.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 69,371 | $10M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 68,383 | $11M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,744 | $10M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 57,444 | $9M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 52,834 | $8M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 50,087 | $8M | 0.8% | 2026-Q2 |
| Frisch Financial Group, Inc. trimmed | 46,886 | $7M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 45,352 | $7M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,759 | $7M | 0.6% | 2026-Q2 |
| Davis Investment Partners, LLC added | 37,940 | $6M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 35,629 | $6M | 0.6% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 35,292 | $6M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 34,442 | $5M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 34,171 | $5M | 0.5% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 32,925 | $5M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 32,425 | $5M | 0.5% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 32,425 | $5M | 0.5% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 31,065 | $5M | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC | 29,797 | $5M | 0.5% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 29,243 | $5M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 27,541 | $4M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 26,727 | $4M | 0.4% | 2026-Q2 |
| CHOREO, LLC | 26,080 | $4M | 0.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 24,472 | $4M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 23,428 | $4M | 0.4% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 23,148 | $4M | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 22,197 | $4M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 21,558 | $3M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 21,458 | $3M | 0.3% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 20,385 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 19,981 | $3M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 19,469 | $3M | 0.3% | 2026-Q2 |
| Spire Wealth Management | 19,341 | $3M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 19,168 | $3M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 18,442 | $3M | 0.3% | 2026-Q2 |
| Sound Financial Strategies Group, LLC trimmed | 18,437 | $3M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 18,305 | $3M | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC added | 18,001 | $3M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 17,231 | $3M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 17,228 | $3M | 0.3% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 16,127 | $3M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 16,038 | $3M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 13,904 | $2M | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 13,628 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 13,590 | $2M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ | 13,029 | $2M | 0.2% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 12,620 | $2M | 0.2% | 2026-Q2 |
| Bawa N Mallick Trust added | 12,004 | $2M | 0.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC trimmed | 11,737 | $2M | 0.2% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 11,642 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 11,425 | $2M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 11,319 | $2M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 11,078 | $2M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 10,650 | $2M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 10,387 | $2M | 0.2% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 10,092 | $2M | 0.2% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO trimmed | 9,918 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 9,640 | $2M | 0.2% | 2026-Q2 |
| IFS Group,LLC added | 9,484 | $2M | 0.2% | 2026-Q2 |
| Procyon Advisors, LLC added | 9,039 | $1M | 0.1% | 2026-Q2 |
| Sachetta, LLC trimmed | 8,841 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 8,700 | $1M | 0.1% | 2026-Q2 |
| Zullo Investment Group, Inc. | 8,650 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 8,276 | $1M | 0.1% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 8,028 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 7,892 | $1M | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 7,500 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,182 | $1M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 7,037 | $1M | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 6,932 | $1M | 0.1% | 2026-Q2 |
| Luken Investment Analytics, LLC added | 6,916 | $1M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 6,898 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,835 | $1M | 0.1% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 6,748 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,573 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,515 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,496 | $1M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 6,135 | $979K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 5,994 | $958K | 0.1% | 2026-Q2 |
| 360 Financial, Inc. | 5,849 | $934K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,791 | $924K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 5,788 | $924K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 5,782 | $923K | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 5,624 | $898K | 0.1% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 5,299 | $846K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 5,164 | $824K | 0.1% | 2026-Q2 |
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.