Who owns QQH
Which tracked institutional funds hold QQH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 QQH is one-sided between 2026-Q1 and 2026-Q2: 25 added or opened and 8 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
QQH’s largest tracked holder by dollar value, Howard Capital Management, LLC, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QQH 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 51 tracked filers holding QQH, 25 increased or opened the position and 31 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 QQH 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
- TUCKER ASSET MANAGEMENT LLC$3M
- Quadrature Capital Ltd$3M
- Nuveen, LLC$1M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$30M
- GTS SECURITIES LLC$4M
- MILLINGTON SECURITIES, LLC$2M
- Brooklyn Investment Group$1M
- Tactive Advisors, LLC$1M
- Mariner, LLC$572K
Largest adds
- Howard Capital Management, LLC$67M
- ENVESTNET ASSET MANAGEMENT INC$9M
- Discipline Wealth Solutions, LLC$5M
- LPL Financial LLC$5M
- NewEdge Advisors, LLC$5M
- Aegis Wealth Management, Inc.$4M
Largest trims
- Orion Porfolio Solutions, LLC$18M
- J2 Capital Management Inc$807K
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 |
|---|---|---|---|---|
| Howard Capital Management, LLC trimmed | 4,355,633 | $373M | 53.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 629,437 | $54M | 7.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 424,608 | $36M | 5.2% | 2026-Q2 |
| Wealth Watch Advisors, INC trimmed | 322,697 | $28M | 3.9% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 256,226 | $22M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 254,261 | $22M | 3.1% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 233,887 | $20M | 2.9% | 2026-Q2 |
| McKinney Capital Management, LLC added | 228,158 | $20M | 2.8% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 191,319 | $16M | 2.3% | 2026-Q2 |
| Lifestyle Asset Management, Inc. added | 115,143 | $10M | 1.4% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 80,132 | $7M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 56,372 | $5M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 47,325 | $4M | 0.6% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC new | 39,914 | $3M | 0.5% | 2026-Q2 |
| Quadrature Capital Ltd new | 37,260 | $3M | 0.5% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 37,186 | $3M | 0.5% | 2026-Q2 |
| Colonial River Investments, LLC added | 36,867 | $3M | 0.5% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 29,546 | $3M | 0.4% | 2026-Q2 |
| Delta Investment Management, LLC trimmed | 23,857 | $2M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 23,822 | $2M | 0.3% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 23,694 | $2M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 22,990 | $2M | 0.3% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC trimmed | 20,601 | $2M | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 18,146 | $2M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 15,652 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 14,590 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 14,517 | $1M | 0.2% | 2026-Q2 |
| Fiduciary Alliance LLC added | 9,199 | $787K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP | 7,590 | $650K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 6,794 | $582K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 5,561 | $476K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 5,423 | $464K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC added | 5,092 | $430K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 4,395 | $376K | 0.1% | 2026-Q2 |
| VestGen Investment Management trimmed | 4,133 | $354K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC | 3,789 | $324K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 3,653 | $313K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 3,583 | $307K | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 3,554 | $304K | 0.0% | 2026-Q2 |
| Worth Financial Advisory Group, LLC trimmed | 3,368 | $288K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 3,051 | $261K | 0.0% | 2026-Q2 |
| J2 Capital Management Inc trimmed | 2,879 | $246K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 2,661 | $228K | 0.0% | 2026-Q2 |
| GDS Wealth Management trimmed | 2,563 | $219K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,300 | $111K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors new | 1,106 | $95K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 823 | $70K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 813 | $70K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 502 | $43K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 181 | $15K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 136 | $12K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 426,406 | $30M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 61,677 | $4M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 22,728 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group | 15,652 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Tactive Advisors, LLC added | 14,452 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 8,186 | $572K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 5,591 | $390K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 5,442 | $380K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| KEYBANK NATIONAL ASSOCIATION/OH new | 3,534 | $247K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 3,159 | $221K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 751 | $52K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parsonex Advisory Services, Inc. trimmed | 13,683 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC added | 12,995 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,359 | $337K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Smithfield Trust Co new | 3,198 | $246K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC trimmed | 2,697 | $209K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC new | 2,658 | $206K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 923 | $71K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 365 | $28K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CPR Investments Inc. trimmed | 18,606 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Summit Financial, LLC new | 6,087 | $465K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA added | 484 | $37K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC | 290 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 27,773 | $2M | 0.3% | 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.