Who owns QQQY
Which tracked institutional funds hold QQQY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 QQQY is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 0 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
QQQY’s largest tracked holder by dollar value, STIFEL FINANCIAL CORP, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QQQY 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 28 tracked filers holding QQQY, 17 increased or opened the position and 9 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 QQQY 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 1
- Quadrature Capital Ltd$1M
Largest adds
- STIFEL FINANCIAL CORP$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 |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP added | 73,296 | $2M | 16.3% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 72,658 | $2M | 16.2% | 2026-Q2 |
| Anchor Capital Management Group Inc | 54,833 | $1M | 12.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 41,595 | $1M | 9.3% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 32,538 | $783K | 7.3% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 30,000 | $722K | 6.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,346 | $441K | 4.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 14,047 | $338K | 3.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,444 | $203K | 1.9% | 2026-Q2 |
| ZEGA Investments, LLC new | 8,410 | $202K | 1.9% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 6,752 | $162K | 1.5% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 3,648 | $88K | 0.8% | 2026-Q2 |
| CoreCap Advisors, LLC new | 2,720 | $65K | 0.6% | 2026-Q2 |
| Spire Wealth Management new | 2,175 | $52K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,016 | $48K | 0.4% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,601 | $39K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,011 | $24K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC new | 1,000 | $24K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 998 | $24K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 314 | $8K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 101 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 101 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 80 | $2K | 0.0% | 2026-Q2 |
| DUNCKER STREETT & CO INC | 33 | $794 | 0.0% | 2026-Q2 |
| FMR LLC added | 23 | $553 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 5 | $120 | 0.0% | 2026-Q2 |
| UBS Group AG | 2 | $48 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $25 | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors new | 15,928 | $329K | 3.0% | 2026-Q1 stale (1 quarter behind) |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 8,000 | $311K | 2.9% | 2026-Q1 stale (1 quarter behind) |
| STANCE CAPITAL LLC added | 3,396 | $70K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC added | 422 | $9K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 18 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ORG Partners LLC added | 15,272 | $360K | 3.3% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 10,851 | $256K | 2.4% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 6,154 | $145K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 146 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Tidal Investments LLC new | 8,995 | $235K | 2.2% | 2025-Q2 stale (4 quarters behind) |
| Westend Capital Management, LLC | 491 | $13K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Hughes Financial Services, LLC new | 42 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ATTICUS WEALTH MANAGEMENT, LLC added | 26 | $667 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.