Who owns QQQH
Which tracked institutional funds hold QQQH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
5 tracked funds added or opened QQQH while 2 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
QQQH’s largest tracked holder by dollar value, LPL Financial LLC, 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 QQQH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQQH 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 79 tracked filers holding QQQH, 49 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 QQQH 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 1
- ENVESTNET ASSET MANAGEMENT INC$700K
Full exits 1
- Janney Montgomery Scott LLC$8M
Largest adds
- Moran Wealth Management, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- RAYMOND JAMES FINANCIAL INC$1M
- ROYAL BANK OF CANADA$329K
Largest trims
- Private Advisor Group, LLC$296K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 231,934 | $12M | 14.8% | 2026-Q1 |
| PFG Investments, LLC added | 74,915 | $4M | 4.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 70,634 | $4M | 4.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 66,742 | $3M | 4.3% | 2026-Q1 |
| Wealthstar Advisors, LLC added | 65,783 | $3M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 58,861 | $3M | 3.8% | 2026-Q1 |
| Thayer Partners, LLC / MA added | 56,465 | $3M | 3.6% | 2026-Q1 |
| Moran Wealth Management, LLC added | 49,727 | $3M | 3.2% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 40,240 | $2M | 2.6% | 2026-Q1 |
| RFG Advisory, LLC added | 38,274 | $2M | 2.4% | 2026-Q1 |
| Guilbault Capital LLC trimmed | 33,393 | $2M | 2.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 28,836 | $1M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 28,561 | $1M | 1.8% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 25,057 | $1M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 20,299 | $1M | 1.3% | 2026-Q1 |
| Focus Partners Wealth added | 17,400 | $892K | 1.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 16,541 | $848K | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 15,692 | $804K | 1.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 15,670 | $803K | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 14,772 | $757K | 0.9% | 2026-Q1 |
| Anchor Capital Management Group Inc | 14,000 | $717K | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,655 | $700K | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 13,252 | $679K | 0.8% | 2026-Q1 |
| StoneX Group Inc. added | 11,833 | $606K | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 11,597 | $594K | 0.7% | 2026-Q1 |
| CAP Partners, LLC added | 11,375 | $583K | 0.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 9,951 | $539K | 0.7% | 2026-Q1 |
| TPG Advisors LLC added | 10,096 | $517K | 0.6% | 2026-Q1 |
| ATLANTIC FAMILY WEALTH, LLC | 8,858 | $454K | 0.6% | 2026-Q1 |
| Commerce Advisors, LLC new | 8,259 | $423K | 0.5% | 2026-Q1 |
| Millennium Capital Advisors, LLC added | 8,004 | $410K | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 7,510 | $385K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,232 | $371K | 0.5% | 2026-Q1 |
| MCCARTER PRIVATE WEALTH SERVICES LLC trimmed | 7,091 | $363K | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 7,008 | $359K | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc new | 6,627 | $340K | 0.4% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC added | 6,592 | $338K | 0.4% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC new | 6,320 | $324K | 0.4% | 2026-Q1 |
| High Net Worth Advisory Group LLC | 5,950 | $305K | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 5,239 | $269K | 0.3% | 2026-Q1 |
| Palacios Wealth Management, LLC | 4,946 | $267K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,061 | $259K | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 4,814 | $247K | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 4,582 | $235K | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 4,562 | $234K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,557 | $234K | 0.3% | 2026-Q1 |
| Summit Financial, LLC new | 4,387 | $225K | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 4,324 | $222K | 0.3% | 2026-Q1 |
| CWM, LLC added | 4,151 | $213K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC | 4,065 | $208K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 4,046 | $207K | 0.3% | 2026-Q1 |
| Elevated Capital Advisors, LLC | 4,021 | $206K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,891 | $199K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,216 | $165K | 0.2% | 2026-Q1 |
| UBS Group AG added | 3,067 | $157K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 2,876 | $147K | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 2,826 | $145K | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 2,479 | $127K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,653 | $85K | 0.1% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 1,622 | $83K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 1,092 | $56K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 942 | $48K | 0.1% | 2026-Q1 |
| SHP Wealth Management trimmed | 848 | $43K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 835 | $43K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 700 | $36K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 540 | $28K | 0.0% | 2026-Q1 |
| United Community Bank | 380 | $19K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 270 | $14K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 250 | $13K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 209 | $11K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC new | 177 | $9K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 176 | $9K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 132 | $7K | 0.0% | 2026-Q1 |
| Quaker Wealth Management, LLC | 125 | $6K | 0.0% | 2026-Q1 |
| Innovative Asset Advisors Group, LLC new | 100 | $5K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 140,520 | $8M | 9.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 38,442 | $2M | 2.3% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC new | 24,144 | $1M | 1.6% | 2025-Q3 stale |
| RiverTree Advisors, LLC new | 23,153 | $1M | 1.6% | 2025-Q3 stale |
| Davies Financial Advisors, Inc. trimmed | 22,316 | $1M | 1.5% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,171 | $638K | 0.8% | 2025-Q2 stale |
| STEPHENS INC /AR/ new | 11,072 | $541K | 0.7% | 2025-Q1 stale |
| Collaborative Wealth Managment Inc. | 6,756 | $367K | 0.5% | 2025-Q4 stale |
| Meridian Wealth Management, LLC | 4,816 | $262K | 0.3% | 2025-Q4 stale |
| Smith Anglin Financial, LLC added | 4,782 | $250K | 0.3% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 5,034 | $245K | 0.3% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC trimmed | 4,664 | $244K | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 4,359 | $228K | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 4,519 | $221K | 0.3% | 2025-Q1 stale |
| PUFF WEALTH MANAGEMENT, LLC new | 3,740 | $203K | 0.3% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 2,551 | $139K | 0.2% | 2025-Q3 stale |
| GPS Wealth Strategies Group, LLC trimmed | 1,653 | $90K | 0.1% | 2025-Q3 stale |
| Garton & Associates Financial Advisors LLC new | 902 | $49K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 744 | $40K | 0.1% | 2025-Q4 stale |
| Capital Investment Advisory Services, LLC | 630 | $34K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 606 | $33K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 423 | $23K | 0.0% | 2025-Q4 stale |
| Concord Wealth Partners added | 140 | $8K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 100 | $5K | 0.0% | 2025-Q3 stale |
| Essential Partners LLC new | 54 | $3K | 0.0% | 2025-Q4 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.