Who owns QQQE (QQQE)
Which tracked institutional funds hold QQQE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQE 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
26 tracked funds added or opened QQQE while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
QQQE’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 QQQE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQQE 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 197 tracked filers holding QQQE, 93 increased or opened the position and 89 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 QQQE 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 10
- BALYASNY ASSET MANAGEMENT L.P.$12M
- JANE STREET GROUP, LLC$9M
- TWO SIGMA INVESTMENTS, LP$9M
- Ramiah Investment Group$6M
- Redhawk Wealth Advisors, Inc.$3M
- Innovative Asset Advisors Group, LLC$1M
Full exits 10
- Avestar Capital, LLC$8M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
- SOL Capital Management CO$4M
- CITADEL ADVISORS LLC$3M
- Militia Capital Partners, LP$3M
- Virtu Financial LLC$2M
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$10M
- BANK OF AMERICA CORP /DE/$6M
- UBS Group AG$4M
- Cerity Partners LLC$4M
- Jump Financial, LLC$4M
- ROYAL BANK OF CANADA$3M
Largest trims
- SteelPeak Wealth, LLC$57M
- Frisch Financial Group, Inc.$11M
- Watershed Asset Management, L.L.C.$10M
- INDEPENDENT FINANCIAL GROUP, LLC$8M
- GOLDMAN SACHS GROUP INC$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
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 added | 749,497 | $74M | 11.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 724,041 | $71M | 11.5% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 428,472 | $42M | 6.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 366,062 | $36M | 5.8% | 2026-Q1 |
| Endurance Services Ltd | 347,500 | $34M | 5.5% | 2026-Q1 |
| UBS Group AG added | 278,318 | $27M | 4.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 238,827 | $24M | 3.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 164,991 | $16M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 127,223 | $13M | 2.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 123,448 | $12M | 2.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 119,932 | $12M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 92,947 | $9M | 1.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 88,600 | $9M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 76,631 | $8M | 1.2% | 2026-Q1 |
| Frisch Financial Group, Inc. trimmed | 74,429 | $7M | 1.2% | 2026-Q1 |
| MRA Advisory Group trimmed | 71,972 | $7M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 70,937 | $7M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 67,943 | $7M | 1.1% | 2026-Q1 |
| Ramiah Investment Group new | 65,072 | $6M | 1.0% | 2026-Q1 |
| LeConte Wealth Management, LLC trimmed | 64,509 | $6M | 1.0% | 2026-Q1 |
| Jump Financial, LLC added | 61,990 | $6M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 55,123 | $5M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 55,076 | $5M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 54,750 | $5M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 54,138 | $5M | 0.9% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 52,644 | $5M | 0.8% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 52,632 | $5M | 0.8% | 2026-Q1 |
| CITIGROUP INC trimmed | 49,900 | $5M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 43,552 | $4M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 42,268 | $4M | 0.7% | 2026-Q1 |
| Creative Planning trimmed | 39,798 | $4M | 0.6% | 2026-Q1 |
| White Pine Investment CO added | 37,273 | $4M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 33,435 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,913 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,555 | $3M | 0.5% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 32,460 | $3M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 30,540 | $3M | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 29,781 | $3M | 0.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 29,233 | $3M | 0.5% | 2026-Q1 |
| Cannon Advisors, Inc. added | 27,197 | $3M | 0.4% | 2026-Q1 |
| LifeWealth Investments, LLC added | 24,630 | $2M | 0.4% | 2026-Q1 |
| Regal Investment Advisors LLC added | 24,003 | $2M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,448 | $2M | 0.4% | 2026-Q1 |
| Watershed Asset Management, L.L.C. trimmed | 20,200 | $2M | 0.3% | 2026-Q1 |
| WARNER FINANCIAL, INC added | 15,577 | $2M | 0.2% | 2026-Q1 |
| Private Capital Management, LLC added | 15,331 | $2M | 0.2% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 15,234 | $2M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC added | 14,485 | $1M | 0.2% | 2026-Q1 |
| Innovative Asset Advisors Group, LLC new | 14,410 | $1M | 0.2% | 2026-Q1 |
| Mystic Asset Management, Inc. | 13,416 | $1M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 12,608 | $1M | 0.2% | 2026-Q1 |
| CAP Partners, LLC trimmed | 12,531 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 12,439 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 12,357 | $1M | 0.2% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 11,805 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 11,753 | $1M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 11,085 | $1M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 11,048 | $1M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC | 11,033 | $1M | 0.2% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 10,465 | $1M | 0.2% | 2026-Q1 |
| Thayer Partners, LLC / MA added | 10,605 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,325 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 10,205 | $1M | 0.2% | 2026-Q1 |
| IMC-Chicago, LLC new | 9,707 | $956K | 0.2% | 2026-Q1 |
| Fulton Bank, N.A. | 9,627 | $949K | 0.2% | 2026-Q1 |
| Paulson Wealth Management Inc. trimmed | 9,508 | $937K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 9,362 | $922K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 9,059 | $893K | 0.1% | 2026-Q1 |
| Prism Advisors, Inc. added | 8,676 | $855K | 0.1% | 2026-Q1 |
| Retirement Planning Co of New England, Inc. added | 8,364 | $824K | 0.1% | 2026-Q1 |
| Carr Financial Group Corp trimmed | 7,812 | $770K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 7,408 | $730K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 7,263 | $716K | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 6,854 | $701K | 0.1% | 2026-Q1 |
| MTM Investment Management, LLC added | 6,791 | $669K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 6,383 | $628K | 0.1% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 6,182 | $609K | 0.1% | 2026-Q1 |
| PKO Investment Management Joint-Stock Co trimmed | 100,000 | $10M | 1.6% | 2025-Q2 stale |
| Avestar Capital, LLC added | 82,535 | $8M | 1.4% | 2025-Q4 stale |
| Astor Investment Management LLC trimmed | 71,620 | $6M | 1.0% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 51,943 | $5M | 0.9% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 43,000 | $4M | 0.7% | 2025-Q4 stale |
| SOL Capital Management CO trimmed | 39,951 | $4M | 0.7% | 2025-Q4 stale |
| Stonegate Management LLC new | 34,830 | $4M | 0.6% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 29,751 | $3M | 0.5% | 2025-Q4 stale |
| Militia Capital Partners, LP added | 27,800 | $3M | 0.5% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 23,515 | $2M | 0.4% | 2025-Q4 stale |
| Wambolt & Associates, LLC trimmed | 22,471 | $2M | 0.4% | 2025-Q2 stale |
| Atria Investments, Inc added | 23,284 | $2M | 0.3% | 2025-Q1 stale |
| Shoker Investment Counsel, Inc. trimmed | 17,212 | $2M | 0.3% | 2025-Q2 stale |
| Curtis Advisory Group, LLC added | 18,166 | $2M | 0.3% | 2025-Q1 stale |
| Legacy Capital Group California, Inc. added | 17,409 | $2M | 0.2% | 2025-Q1 stale |
| COMERICA BANK trimmed | 12,798 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 11,153 | $1M | 0.2% | 2025-Q2 stale |
| AE Wealth Management LLC trimmed | 12,464 | $1M | 0.2% | 2025-Q1 stale |
| CreativeOne Wealth, LLC trimmed | 10,268 | $1M | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,438 | $966K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 6,368 | $652K | 0.1% | 2025-Q4 stale |
| Capital Market Strategies LLC trimmed | 6,423 | $631K | 0.1% | 2025-Q2 stale |
| WELCH & FORBES LLC | 6,975 | $608K | 0.1% | 2025-Q1 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.