Who owns QQQM (QQQM)
Which tracked institutional funds hold QQQM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQM 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
251 tracked funds added or opened QQQM while 347 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
QQQM’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.2pp gap the other way — the median holder sizes QQQM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQQM 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 1183 tracked filers holding QQQM, 717 increased or opened the position and 463 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 QQQM 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 42
- ODonnell Financial Services, LLC$13M
- FLOW TRADERS U.S. LLC$10M
- Intentional Wealth Strategies, LLC$8M
- Mueller Wealth, LLC$7M
- GILL CAPITAL PARTNERS, LLC$7M
- Ascent Advisors, LLC$6M
Full exits 58
- BANK OF NOVA SCOTIA$127M
- Mizuho Bank, Ltd.$123M
- Provida Pension Fund Administrator$97M
- Foguth Wealth Management, LLC.$37M
- Global Retirement Partners, LLC$30M
- AllGen Financial Advisors, Inc.$26M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$866M
- Independent Advisor Alliance$194M
- Norinchukin Bank, The$98M
- MEITAV INVESTMENT HOUSE LTD$92M
- CITADEL ADVISORS LLC$89M
- ROYAL BANK OF CANADA$89M
Largest trims
- Migdal Insurance & Financial Holdings Ltd.$776M
- Clal Insurance Enterprises Holdings Ltd$346M
- Invesco Ltd.$287M
- LPL Financial LLC$212M
- Mirae Asset Global Investments Co., Ltd.$141M
- MORGAN STANLEY$122M
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 |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 11,197,020 | $2.7B | 11.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 10,526,183 | $2.5B | 10.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,387,215 | $1.8B | 7.4% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 4,764,517 | $1.1B | 4.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,134,354 | $982M | 4.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,694,937 | $878M | 3.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,415,137 | $791M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,189,189 | $758M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,748,266 | $656M | 2.7% | 2026-Q1 |
| National Mutual Insurance Federation of Agricultural Cooperatives added | 2,691,000 | $639M | 2.7% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 2,576,146 | $612M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,235,446 | $531M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers added | 2,217,040 | $527M | 2.2% | 2026-Q1 |
| FMR LLC added | 2,080,820 | $494M | 2.1% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,942,336 | $462M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,743,076 | $414M | 1.7% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 1,500,663 | $357M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,175,381 | $279M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,170,927 | $278M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,007,267 | $239M | 1.0% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 1,003,302 | $239M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 895,507 | $213M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 886,351 | $211M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 852,166 | $204M | 0.9% | 2026-Q1 |
| Independent Advisor Alliance added | 841,158 | $200M | 0.8% | 2026-Q1 |
| Norinchukin Bank, The added | 823,000 | $196M | 0.8% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 821,445 | $195M | 0.8% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 803,930 | $191M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 746,482 | $177M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 735,529 | $175M | 0.7% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 613,454 | $154M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 497,553 | $118M | 0.5% | 2026-Q1 |
| Main Management Fund Advisors LLC added | 1,059,100 | $117M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 480,372 | $114M | 0.5% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 441,361 | $112M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 443,314 | $105M | 0.4% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 441,718 | $105M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC added | 438,348 | $104M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 424,408 | $98M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 404,800 | $96M | 0.4% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 402,000 | $96M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 390,837 | $93M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 386,700 | $92M | 0.4% | 2026-Q1 |
| Financial Security Advisor, Inc. added | 377,396 | $90M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 359,351 | $85M | 0.4% | 2026-Q1 |
| CWM, LLC added | 354,132 | $84M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 344,553 | $82M | 0.3% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 290,204 | $81M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 317,576 | $75M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC added | 312,615 | $74M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 286,321 | $72M | 0.3% | 2026-Q1 |
| TOTAL INVESTMENT MANAGEMENT INC added | 300,039 | $71M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 291,465 | $69M | 0.3% | 2026-Q1 |
| Paragon Advisors, LLC added | 287,831 | $68M | 0.3% | 2026-Q1 |
| Gradient Investments LLC added | 279,062 | $66M | 0.3% | 2026-Q1 |
| Bogart Wealth, LLC added | 266,867 | $63M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 263,368 | $63M | 0.3% | 2026-Q1 |
| TAIYO LIFE INSURANCE CO trimmed | 263,000 | $62M | 0.3% | 2026-Q1 |
| One Day In July LLC added | 261,249 | $62M | 0.3% | 2026-Q1 |
| Wealthfront Advisers LLC added | 259,607 | $62M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 227,469 | $54M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 226,706 | $54M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 222,614 | $53M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 220,323 | $52M | 0.2% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 217,138 | $52M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 216,296 | $51M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 223,502 | $51M | 0.2% | 2026-Q1 |
| Rolek Wealth Management LLC added | 215,245 | $51M | 0.2% | 2026-Q1 |
| Scarborough Advisors, LLC trimmed | 213,731 | $51M | 0.2% | 2026-Q1 |
| Whelan Financial added | 213,128 | $51M | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 201,639 | $48M | 0.2% | 2026-Q1 |
| Betterment LLC added | 201,037 | $48M | 0.2% | 2026-Q1 |
| ALTFEST L J & CO INC added | 194,905 | $46M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 193,372 | $46M | 0.2% | 2026-Q1 |
| RATIONAL ADVISORS, INC. added | 187,473 | $45M | 0.2% | 2026-Q1 |
| Main Management LLC trimmed | 186,163 | $44M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 179,046 | $43M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 176,266 | $42M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 174,496 | $41M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 168,569 | $40M | 0.2% | 2026-Q1 |
| Verde Capital Management added | 165,987 | $39M | 0.2% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 159,278 | $38M | 0.2% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 157,863 | $38M | 0.2% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. trimmed | 155,379 | $37M | 0.2% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 154,458 | $37M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 152,725 | $36M | 0.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 152,480 | $36M | 0.2% | 2026-Q1 |
| EdgeRock Capital LLC trimmed | 152,199 | $36M | 0.2% | 2026-Q1 |
| ARTHUR M. COHEN & ASSOCIATES, LLC trimmed | 149,033 | $36M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 150,786 | $36M | 0.2% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 149,900 | $36M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 149,843 | $36M | 0.1% | 2026-Q1 |
| SMITH CHAS P & ASSOCIATES PA CPAS added | 147,234 | $35M | 0.1% | 2026-Q1 |
| USS Investment Management Ltd new | 1,523,993 | $377M | 1.6% | 2025-Q3 stale |
| BANK OF NOVA SCOTIA trimmed | 501,567 | $127M | 0.5% | 2025-Q4 stale |
| Mizuho Bank, Ltd. trimmed | 485,000 | $123M | 0.5% | 2025-Q4 stale |
| Provida Pension Fund Administrator added | 384,443 | $97M | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 265,759 | $60M | 0.3% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. added | 145,552 | $37M | 0.2% | 2025-Q4 stale |
| Brueske Advisory Services, LLC added | 148,545 | $37M | 0.2% | 2025-Q3 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.