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-Q2 13F filings (latest filed 2026-08-17). 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 QQQH is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 2 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
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 2026-Q1 and 2026-Q2, across 81 tracked filers holding QQQH, 47 increased or opened the position and 27 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 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
- OneDigital Investment Advisors LLC$5M
- OLD MISSION CAPITAL LLC$1M
- Stratos Wealth Partners, LTD.$1M
- JANE STREET GROUP, LLC$1M
- Waverly Advisors, LLC$996K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$757K
Largest adds
- LPL Financial LLC$3M
- Moran Wealth Management, LLC$1M
- RFG Advisory, LLC$556K
- PFG Investments, LLC$552K
- OSAIC HOLDINGS, INC.$549K
- Thayer Partners, LLC / MA$362K
Largest trims
- RAYMOND JAMES FINANCIAL INC$1M
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 | 259,821 | $15M | 15.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 81,932 | $5M | 4.9% | 2026-Q2 |
| PFG Investments, LLC added | 78,646 | $4M | 4.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 74,652 | $4M | 4.5% | 2026-Q2 |
| Clearstead Advisors, LLC | 66,742 | $4M | 4.0% | 2026-Q2 |
| Moran Wealth Management, LLC added | 65,483 | $4M | 3.9% | 2026-Q2 |
| Wealthstar Advisors, LLC trimmed | 63,051 | $4M | 3.8% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 58,304 | $3M | 3.5% | 2026-Q2 |
| RFG Advisory, LLC added | 45,092 | $3M | 2.7% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 40,030 | $2M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 35,380 | $2M | 2.1% | 2026-Q2 |
| Guilbault Capital LLC trimmed | 30,289 | $2M | 1.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 29,793 | $2M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,993 | $2M | 1.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 25,916 | $1M | 1.6% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 24,048 | $1M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 20,661 | $1M | 1.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 18,877 | $1M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,646 | $1M | 1.1% | 2026-Q2 |
| Waverly Advisors, LLC new | 17,840 | $996K | 1.1% | 2026-Q2 |
| Focus Partners Wealth added | 17,536 | $979K | 1.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 16,794 | $938K | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,492 | $921K | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,164 | $791K | 0.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 14,062 | $785K | 0.8% | 2026-Q2 |
| Anchor Capital Management Group Inc | 14,000 | $782K | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 12,907 | $721K | 0.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 11,837 | $661K | 0.7% | 2026-Q2 |
| StoneX Group Inc. | 11,833 | $661K | 0.7% | 2026-Q2 |
| CAP Partners, LLC added | 11,597 | $648K | 0.7% | 2026-Q2 |
| TPG Advisors LLC added | 10,199 | $570K | 0.6% | 2026-Q2 |
| Millennium Capital Advisors, LLC added | 10,166 | $568K | 0.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 10,099 | $546K | 0.6% | 2026-Q2 |
| Commerce Advisors, LLC trimmed | 8,065 | $450K | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc added | 7,584 | $424K | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 7,168 | $400K | 0.4% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 7,091 | $396K | 0.4% | 2026-Q2 |
| Lido Advisors, LLC new | 6,592 | $368K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,591 | $368K | 0.4% | 2026-Q2 |
| ATLANTIC FAMILY WEALTH, LLC trimmed | 6,377 | $356K | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 6,325 | $353K | 0.4% | 2026-Q2 |
| High Net Worth Advisory Group LLC | 5,950 | $332K | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 5,359 | $299K | 0.3% | 2026-Q2 |
| Nvest Financial, LLC new | 5,250 | $293K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 5,080 | $284K | 0.3% | 2026-Q2 |
| Sound Income Strategies, LLC new | 5,011 | $280K | 0.3% | 2026-Q2 |
| Palacios Wealth Management, LLC | 4,946 | $276K | 0.3% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 4,768 | $266K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 4,654 | $260K | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 4,560 | $255K | 0.3% | 2026-Q2 |
| Berger Financial Group, Inc new | 4,502 | $251K | 0.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 4,387 | $245K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC | 4,065 | $227K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 4,056 | $227K | 0.2% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 4,021 | $225K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,944 | $220K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 3,879 | $217K | 0.2% | 2026-Q2 |
| MORGAN STANLEY | 3,216 | $180K | 0.2% | 2026-Q2 |
| UBS Group AG | 3,067 | $171K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 2,903 | $162K | 0.2% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 2,853 | $159K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 2,566 | $143K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 2,479 | $138K | 0.1% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 2,042 | $114K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 921 | $51K | 0.1% | 2026-Q2 |
| SHP Wealth Management added | 866 | $48K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 835 | $47K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC | 700 | $39K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 642 | $36K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 631 | $35K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 540 | $30K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 490 | $27K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 473 | $26K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 413 | $23K | 0.0% | 2026-Q2 |
| United Community Bank | 380 | $21K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 176 | $10K | 0.0% | 2026-Q2 |
| Concord Wealth Partners added | 147 | $8K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC | 125 | $7K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 49 | $3K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 14 | $782 | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 2 | $112 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 14,772 | $757K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Jackson Hole Capital Partners, LLC added | 6,592 | $338K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 5,061 | $259K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 4,814 | $247K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 4,151 | $213K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 4,046 | $207K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 1,653 | $85K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 942 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 140,520 | $8M | 8.2% | 2025-Q4 stale (2 quarters behind) |
| Collaborative Wealth Managment Inc. | 6,756 | $367K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| PUFF WEALTH MANAGEMENT, LLC new | 3,740 | $203K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 902 | $49K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| RiverTree Advisors, LLC new | 23,153 | $1M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Davies Financial Advisors, Inc. trimmed | 22,316 | $1M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC trimmed | 1,653 | $90K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 12,171 | $638K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Smith Anglin Financial, LLC added | 4,782 | $250K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Moloney Securities Asset Management, LLC trimmed | 4,664 | $244K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 4,359 | $228K | 0.2% | 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.