Who owns QQH (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-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 QQH is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 18 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
QQH’s largest tracked holder by dollar value, Howard Capital Management Inc., sizes it at 5.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.0pp 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 2025-Q4 and 2026-Q1, across 53 tracked filers holding QQH, 29 increased or opened the position and 28 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 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 2
- McKinney Capital Management, LLC$16M
- WBI INVESTMENTS, LLC$2M
Full exits 2
- Parsonex Advisory Services, Inc.$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
Largest adds
- Discipline Wealth Solutions, LLC$7M
- GTS SECURITIES LLC$3M
- J.W. COLE ADVISORS, INC.$2M
- Lifestyle Asset Management, Inc.$2M
Largest trims
- Orion Porfolio Solutions, LLC$23M
- Howard Capital Management Inc.$9M
- Cambridge Investment Research Advisors, Inc.$4M
- Cetera Investment Advisers$4M
- LPL Financial LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
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 Inc. added | 6,797,385 | $306M | 48.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 635,692 | $44M | 7.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 494,994 | $35M | 5.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 426,406 | $30M | 4.7% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 362,022 | $25M | 4.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 266,467 | $19M | 3.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 262,765 | $18M | 2.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 242,552 | $17M | 2.7% | 2026-Q1 |
| McKinney Capital Management, LLC new | 224,885 | $16M | 2.5% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 224,538 | $16M | 2.5% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 156,159 | $11M | 1.7% | 2026-Q1 |
| Lifestyle Asset Management, Inc. added | 102,385 | $7M | 1.1% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 88,467 | $6M | 1.0% | 2026-Q1 |
| GTS SECURITIES LLC added | 61,677 | $4M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 48,119 | $3M | 0.5% | 2026-Q1 |
| Simplicity Wealth,LLC added | 37,753 | $3M | 0.4% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 28,785 | $2M | 0.3% | 2026-Q1 |
| Delta Investment Management, LLC added | 24,405 | $2M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 23,323 | $2M | 0.3% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC trimmed | 23,021 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 22,968 | $2M | 0.3% | 2026-Q1 |
| WBI INVESTMENTS, LLC new | 22,728 | $2M | 0.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 18,250 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,319 | $1M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group | 15,652 | $1M | 0.2% | 2026-Q1 |
| J2 Capital Management Inc trimmed | 15,089 | $1M | 0.2% | 2026-Q1 |
| Tactive Advisors, LLC added | 14,452 | $1M | 0.2% | 2026-Q1 |
| Colonial River Investments, LLC added | 13,586 | $949K | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 9,102 | $672K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 8,186 | $572K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 7,590 | $530K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 6,794 | $474K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC added | 4,746 | $402K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 4,702 | $392K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 5,591 | $390K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 5,442 | $380K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 5,384 | $376K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,271 | $368K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 5,195 | $363K | 0.1% | 2026-Q1 |
| VestGen Investment Management trimmed | 5,168 | $361K | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 4,318 | $302K | 0.0% | 2026-Q1 |
| GDS Wealth Management new | 4,309 | $301K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC | 3,789 | $265K | 0.0% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 3,534 | $247K | 0.0% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 3,373 | $236K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 3,159 | $221K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,300 | $91K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 824 | $58K | 0.0% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO new | 813 | $57K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 751 | $52K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 49,995 | $50K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 501 | $35K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 136 | $9K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 490,109 | $29M | 4.6% | 2025-Q1 stale |
| Efficient Advisors, LLC new | 101,450 | $6M | 0.9% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 27,773 | $2M | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. new | 23,665 | $2M | 0.3% | 2025-Q2 stale |
| CPR Investments Inc. trimmed | 18,606 | $1M | 0.2% | 2025-Q3 stale |
| Parsonex Advisory Services, Inc. trimmed | 13,683 | $1M | 0.2% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 12,995 | $1M | 0.2% | 2025-Q4 stale |
| Summit Financial, LLC new | 6,087 | $465K | 0.1% | 2025-Q3 stale |
| Worth Financial Advisory Group, LLC trimmed | 4,401 | $340K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,359 | $337K | 0.1% | 2025-Q4 stale |
| Smithfield Trust Co new | 3,198 | $246K | 0.0% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC new | 3,923 | $229K | 0.0% | 2025-Q1 stale |
| Synergy Asset Management, LLC trimmed | 2,697 | $209K | 0.0% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 2,658 | $206K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,418 | $83K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ added | 923 | $71K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA added | 484 | $37K | 0.0% | 2025-Q3 stale |
| WELLS FARGO & COMPANY/MN new | 365 | $28K | 0.0% | 2025-Q4 stale |
| Creekmur Asset Management LLC | 290 | $22K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.