Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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 QQQM is one-sided between 2026-Q1 and 2026-Q2: 765 added or opened and 96 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
QQQM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 1303 tracked filers holding QQQM, 865 increased or opened the position and 418 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 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 89
- CI INVESTMENTS INC.$2.6B
- BANK OF NOVA SCOTIA$143M
- Jupiter Topco LLC$91M
- AdvisorShares Investments LLC$63M
- FIL Ltd$58M
- Kirkwood Financial Services$51M
Full exits 62
- Clal Insurance Enterprises Holdings Ltd$357M
- Provida Pension Fund Administrator$156M
- Main Management Fund Advisors LLC$117M
- HighTower Advisors, LLC$114M
- Cambridge Investment Research Advisors, Inc.$105M
- CWM, LLC$84M
Largest adds
- LPL Financial LLC$1.1B
- MORGAN STANLEY$581M
- ENVESTNET ASSET MANAGEMENT INC$534M
- MEITAV INVESTMENT HOUSE LTD$454M
- JONES FINANCIAL COMPANIES LLLP$421M
- National Mutual Insurance Federation of Agricultural Cooperatives$367M
Largest trims
- Invesco Ltd.$1.7B
- Independent Advisor Alliance$190M
- ROYAL BANK OF CANADA$129M
- HOLLENCREST CAPITAL MANAGEMENT$83M
- TWO SIGMA INVESTMENTS, LP$79M
- Mariner, LLC$68M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 11,727,434 | $3.6B | 11.5% | 2026-Q2 |
| CI INVESTMENTS INC. new | 8,678,658 | $2.6B | 8.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,557,285 | $2.3B | 7.4% | 2026-Q2 |
| MORGAN STANLEY added | 5,160,404 | $1.6B | 5.1% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 4,474,745 | $1.4B | 4.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,165,109 | $1.2B | 3.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,868,368 | $1.2B | 3.8% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 3,519,556 | $1.1B | 3.5% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives added | 3,322,000 | $1.0B | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,312,693 | $1.0B | 3.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 3,219,767 | $975M | 3.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,087,599 | $936M | 3.0% | 2026-Q2 |
| Cetera Investment Advisers added | 2,385,588 | $723M | 2.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,069,185 | $627M | 2.0% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,916,464 | $581M | 1.9% | 2026-Q2 |
| FMR LLC trimmed | 1,864,379 | $565M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,697,390 | $514M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,469,858 | $445M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,422,385 | $431M | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,100,665 | $333M | 1.1% | 2026-Q2 |
| Norinchukin Bank, The added | 1,080,000 | $327M | 1.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 1,002,640 | $304M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 941,419 | $285M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 891,072 | $270M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 883,746 | $268M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 859,095 | $255M | 0.8% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 821,445 | $249M | 0.8% | 2026-Q2 |
| UBS Group AG added | 748,818 | $227M | 0.7% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 711,937 | $216M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 658,384 | $199M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 626,388 | $187M | 0.6% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 588,006 | $178M | 0.6% | 2026-Q2 |
| Composition Wealth, LLC added | 484,041 | $147M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 481,421 | $114M | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 473,609 | $143M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 472,925 | $143M | 0.5% | 2026-Q2 |
| Paragon Advisors, LLC added | 454,343 | $138M | 0.4% | 2026-Q2 |
| Banco Santander, S.A. added | 446,330 | $135M | 0.4% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 432,731 | $131M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 425,069 | $129M | 0.4% | 2026-Q2 |
| Financial Security Advisor, Inc. added | 383,004 | $116M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 377,200 | $114M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 356,488 | $108M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 327,421 | $99M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 314,921 | $95M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 298,981 | $91M | 0.3% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 296,733 | $86M | 0.3% | 2026-Q2 |
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 294,421 | $83M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 293,890 | $89M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 289,917 | $88M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 273,436 | $83M | 0.3% | 2026-Q2 |
| Gradient Investments LLC trimmed | 272,631 | $83M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 267,702 | $81M | 0.3% | 2026-Q2 |
| Bogart Wealth, LLC added | 267,482 | $81M | 0.3% | 2026-Q2 |
| One Day In July LLC added | 265,841 | $81M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 252,056 | $76M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 252,021 | $76M | 0.2% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 249,211 | $76M | 0.2% | 2026-Q2 |
| Rolek Wealth Management LLC added | 241,261 | $73M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 237,933 | $72M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 229,703 | $70M | 0.2% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 217,587 | $66M | 0.2% | 2026-Q2 |
| Whelan Financial trimmed | 213,092 | $65M | 0.2% | 2026-Q2 |
| AdvisorShares Investments LLC added | 209,490 | $63M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 203,414 | $62M | 0.2% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 202,750 | $60M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 201,587 | $61M | 0.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC trimmed | 200,772 | $61M | 0.2% | 2026-Q2 |
| ALTFEST L J & CO INC trimmed | 191,528 | $58M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 190,470 | $58M | 0.2% | 2026-Q2 |
| FIL Ltd added | 190,216 | $58M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 188,652 | $57M | 0.2% | 2026-Q2 |
| Hamilton Capital Partners Inc. added | 186,222 | $56M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 183,409 | $56M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 180,750 | $55M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 171,271 | $52M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 170,157 | $51M | 0.2% | 2026-Q2 |
| Kirkwood Financial Services new | 168,645 | $51M | 0.2% | 2026-Q2 |
| Verde Capital Management added | 168,538 | $51M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 166,207 | $50M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 165,171 | $50M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 163,323 | $49M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 159,046 | $48M | 0.2% | 2026-Q2 |
| Fusion Family Wealth, LLC trimmed | 157,545 | $48M | 0.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 156,057 | $47M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 155,633 | $47M | 0.2% | 2026-Q2 |
| EdgeRock Capital LLC added | 154,804 | $47M | 0.2% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. trimmed | 153,000 | $46M | 0.2% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 151,497 | $46M | 0.1% | 2026-Q2 |
| ARTHUR M. COHEN & ASSOCIATES, LLC added | 150,909 | $46M | 0.1% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 150,719 | $46M | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC added | 150,298 | $46M | 0.1% | 2026-Q2 |
| Highland Financial Advisors, LLC trimmed | 149,327 | $45M | 0.1% | 2026-Q2 |
| 360 Financial, Inc. added | 148,542 | $45M | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC added | 145,412 | $44M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 144,788 | $44M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 144,178 | $44M | 0.1% | 2026-Q2 |
| Frank, Rimerman Advisors LLC trimmed | 141,373 | $43M | 0.1% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 141,092 | $43M | 0.1% | 2026-Q2 |
| CONSILIO WEALTH ADVISORS, LLC added | 138,941 | $42M | 0.1% | 2026-Q2 |
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.