Who owns QQMG
Which tracked institutional funds hold QQMG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQMG 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 QQMG is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 6 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
QQMG’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 QQMG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQMG 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 54 tracked filers holding QQMG, 34 increased or opened the position and 25 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 QQMG 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 5
- NewEdge Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- SEVEN MILE ADVISORY$733K
- Ameritas Advisory Services, LLC$710K
- BASSO CAPITAL MANAGEMENT, L.P.$704K
Full exits 5
- JOURNEY STRATEGIC WEALTH LLC$3M
- CITADEL ADVISORS LLC$1M
- HighTower Advisors, LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
- Sonoma Allocations LLC$882K
Largest adds
- JPMORGAN CHASE & CO$10M
- LPL Financial LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Stewardship Advisors, LLC$1M
- Envestnet Portfolio Solutions, Inc.$1M
- Fingerlakes Wealth Management, Inc.$1M
Largest trims
- Perennial Investment Advisors, LLC$635K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 852,955 | $43M | 36.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 144,892 | $7M | 6.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 115,945 | $6M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 100,524 | $5M | 4.3% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 84,778 | $4M | 3.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 81,810 | $4M | 3.5% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 69,826 | $4M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 67,344 | $3M | 2.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 62,737 | $3M | 2.7% | 2026-Q2 |
| Pearl Planning LLC added | 62,588 | $3M | 2.7% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 43,701 | $2M | 1.9% | 2026-Q2 |
| NewEdge Advisors, LLC new | 37,651 | $2M | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,972 | $2M | 1.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 30,082 | $2M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,022 | $1M | 1.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 23,429 | $1M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 20,271 | $1M | 0.9% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC added | 18,162 | $930K | 0.8% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 17,484 | $896K | 0.8% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 17,082 | $875K | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 16,536 | $847K | 0.7% | 2026-Q2 |
| SEVEN MILE ADVISORY new | 14,308 | $733K | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 13,849 | $710K | 0.6% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 13,739 | $704K | 0.6% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 12,140 | $622K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 10,746 | $551K | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 9,126 | $468K | 0.4% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 8,586 | $440K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,027 | $411K | 0.3% | 2026-Q2 |
| PFG Advisors added | 6,882 | $353K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,350 | $325K | 0.3% | 2026-Q2 |
| PFG Investments, LLC new | 5,760 | $295K | 0.2% | 2026-Q2 |
| SFM, LLC trimmed | 5,633 | $289K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 5,070 | $260K | 0.2% | 2026-Q2 |
| KFA Private Wealth Group, LLC | 4,858 | $249K | 0.2% | 2026-Q2 |
| Focused Wealth Management, Inc new | 4,269 | $219K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 4,020 | $206K | 0.2% | 2026-Q2 |
| Odyssey Group, LLC new | 3,982 | $204K | 0.2% | 2026-Q2 |
| Sigma Planning Corp new | 3,939 | $202K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 2,209 | $113K | 0.1% | 2026-Q2 |
| StrongBox Wealth, LLC new | 1,731 | $89K | 0.1% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC added | 1,340 | $69K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1,100 | $56K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 965 | $49K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 914 | $47K | 0.0% | 2026-Q2 |
| UBS Group AG added | 904 | $46K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 495 | $25K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 435 | $22K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 222 | $11K | 0.0% | 2026-Q2 |
| Sankala Group LLC | 223 | $11K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 136 | $7K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 110 | $6K | 0.0% | 2026-Q2 |
| Peachtree Investment Partners, LLC new | 75 | $4K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 35 | $2K | 0.0% | 2026-Q2 |
| JOURNEY STRATEGIC WEALTH LLC added | 72,107 | $3M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 33,026 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 32,344 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 30,900 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Sonoma Allocations LLC added | 21,878 | $882K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors added | 11,442 | $453K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC added | 9,436 | $373K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 5,642 | $223K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,169 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN added | 341 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 311 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CVA Family Office, LLC new | 233 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2 | $79 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 14,384 | $610K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC added | 8,109 | $344K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC new | 7,506 | $318K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ROVIN CAPITAL /UT/ /ADV added | 7,280 | $308K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Focus Partners Advisor Solutions, LLC | 5,192 | $220K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC new | 1 | $42 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fermata Advisors, LLC trimmed | 7,718 | $319K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC new | 380 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Stephens Consulting, LLC added | 44,946 | $2M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC | 3,431 | $129K | 0.1% | 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.