Who owns QQQX
Which tracked institutional funds hold QQQX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
23 tracked funds added or opened QQQX while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QQQX’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 QQQX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QQQX 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 144 tracked filers holding QQQX, 72 increased or opened the position and 66 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 QQQX 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 4
- NewEdge Advisors, LLC$2M
- IHT Wealth Management, LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Shaker Financial Services, LLC$1M
Full exits 3
- HighTower Advisors, LLC$7M
- Janney Montgomery Scott LLC$6M
- MILLENNIUM MANAGEMENT LLC$658K
Largest adds
- Allspring Global Investments Holdings, LLC$6M
- LPL Financial LLC$5M
- MORGAN STANLEY$5M
- GUGGENHEIM CAPITAL LLC$4M
- WELLS FARGO & COMPANY/MN$3M
- UBS Group AG$3M
Largest trims
- Karpus Management, Inc.$2M
- 1607 Capital Partners, LLC$2M
- Advisor OS, LLC$1M
- Kestra Advisory Services, LLC$1M
- Ionic Capital Management LLC$454K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,877,709 | $57M | 15.0% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,393,850 | $42M | 11.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,220,343 | $37M | 9.7% | 2026-Q2 |
| UBS Group AG added | 742,278 | $22M | 5.9% | 2026-Q2 |
| LPL Financial LLC added | 740,519 | $22M | 5.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 738,826 | $22M | 5.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 735,304 | $22M | 5.9% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 647,564 | $20M | 5.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 613,256 | $18M | 4.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 425,446 | $13M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 343,339 | $10M | 2.7% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 261,137 | $8M | 2.1% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 245,130 | $7M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 214,358 | $6M | 1.7% | 2026-Q2 |
| Cypress Capital Management LLC (WY) added | 192,683 | $6M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 173,377 | $5M | 1.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 107,359 | $3M | 0.9% | 2026-Q2 |
| Advisor OS, LLC trimmed | 72,477 | $2M | 0.6% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 62,716 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 61,181 | $2M | 0.5% | 2026-Q2 |
| PMG Family Office LLC added | 60,839 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 59,971 | $2M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 59,742 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 57,584 | $2M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 56,020 | $2M | 0.4% | 2026-Q2 |
| High Point Wealth Management, LLC added | 53,804 | $2M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC new | 52,731 | $2M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 46,420 | $1M | 0.4% | 2026-Q2 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed | 46,015 | $1M | 0.4% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 45,069 | $1M | 0.4% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 44,170 | $1M | 0.4% | 2026-Q2 |
| Ionic Capital Management LLC trimmed | 43,447 | $1M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 34,937 | $1M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 34,702 | $1M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 31,690 | $955K | 0.3% | 2026-Q2 |
| &PARTNERS added | 31,679 | $955K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 28,643 | $863K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 28,395 | $856K | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 28,040 | $845K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,774 | $807K | 0.2% | 2026-Q2 |
| Advisory Advocates, LLC added | 25,648 | $773K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 24,738 | $746K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 23,835 | $718K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 23,543 | $710K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,727 | $685K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,164 | $668K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC added | 20,790 | $627K | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 19,736 | $595K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 18,921 | $570K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,268 | $551K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 18,174 | $548K | 0.1% | 2026-Q2 |
| Avory & Company, LLC | 17,157 | $517K | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 16,814 | $519K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,550 | $499K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,531 | $498K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 16,500 | $497K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 16,408 | $495K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 16,228 | $489K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 16,017 | $483K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 15,826 | $477K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 15,484 | $467K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 15,393 | $466K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 14,594 | $440K | 0.1% | 2026-Q2 |
| Tulsa Wealth Advisors, INC trimmed | 14,257 | $430K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 14,248 | $429K | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 14,080 | $424K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 13,615 | $413K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 13,390 | $404K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 13,146 | $387K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 13,146 | $387K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,033 | $393K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 12,732 | $384K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 12,199 | $368K | 0.1% | 2026-Q2 |
| Chancellor Financial Group WB LP added | 12,128 | $366K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,227 | $338K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 11,110 | $335K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 10,877 | $328K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,498 | $316K | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 10,069 | $303K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 9,948 | $300K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 9,895 | $298K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 9,733 | $293K | 0.1% | 2026-Q2 |
| Bay Capital Advisors, LLC trimmed | 8,860 | $267K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 8,632 | $267K | 0.1% | 2026-Q2 |
| Register Financial Advisors LLC trimmed | 8,615 | $260K | 0.1% | 2026-Q2 |
| WealthTrust Asset Management, LLC trimmed | 8,461 | $255K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 8,453 | $255K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 8,244 | $248K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. | 7,887 | $238K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 7,798 | $235K | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 7,720 | $233K | 0.1% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. | 7,440 | $224K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 7,403 | $223K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 7,250 | $219K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC new | 7,200 | $217K | 0.1% | 2026-Q2 |
| Main Street Group, LTD | 7,158 | $216K | 0.1% | 2026-Q2 |
| WILKINS INVESTMENT COUNSEL INC | 7,146 | $215K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,718 | $202K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 6,685 | $202K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 6,067 | $183K | 0.0% | 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.