Who owns QQXT
Which tracked institutional funds hold QQXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQXT 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 QQXT is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 16 trimmed or exited — on balance reducing.
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
QQXT’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QQXT 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 62 tracked filers holding QQXT, 18 increased or opened the position and 36 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 QQXT 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.
Full exits 3
- Janney Montgomery Scott LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
- TWO SIGMA INVESTMENTS, LP$1M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$1M
- BANK OF AMERICA CORP /DE/$1M
Largest trims
- GOLDMAN SACHS GROUP INC$13M
- TRUIST FINANCIAL CORP$8M
- WELLS FARGO & COMPANY/MN$2M
- MORGAN STANLEY$634K
- EARNED WEALTH ADVISORS, LLC$620K
- ENVESTNET ASSET MANAGEMENT INC$462K
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 |
|---|---|---|---|---|
| EARNED WEALTH ADVISORS, LLC trimmed | 175,744 | $17M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 151,624 | $15M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 144,542 | $14M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 61,524 | $6M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 58,356 | $6M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 54,172 | $5M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 47,598 | $5M | 0.5% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 43,370 | $4M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 37,341 | $4M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 36,621 | $4M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC | 32,754 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 28,516 | $3M | 0.3% | 2026-Q2 |
| BostonPremier Wealth LLC added | 22,739 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 19,550 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,198 | $2M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 16,574 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,151 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 12,248 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,238 | $1M | 0.1% | 2026-Q2 |
| Paragon Private Wealth Management, LLC added | 11,991 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 8,649 | $844K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,614 | $743K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 7,075 | $691K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 6,480 | $633K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 6,460 | $631K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,292 | $614K | 0.1% | 2026-Q2 |
| Kesler, Norman & Wride, LLC trimmed | 5,503 | $537K | 0.1% | 2026-Q2 |
| HFG Advisors, Inc. added | 5,111 | $499K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,508 | $443K | 0.0% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 4,521 | $441K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 3,977 | $388K | 0.0% | 2026-Q2 |
| EQUITABLE TRUST CO | 3,600 | $351K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,577 | $349K | 0.0% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 3,206 | $313K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,049 | $298K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 2,934 | $286K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 2,598 | $254K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 2,577 | $252K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 2,551 | $249K | 0.0% | 2026-Q2 |
| Kraft, Davis & Associates, LLC | 2,166 | $214K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,080 | $205K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,003 | $196K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 1,539 | $150K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 1,124 | $110K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,000 | $98K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 906 | $88K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 746 | $73K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 703 | $69K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 641 | $63K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 290 | $28K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 269 | $26K | 0.0% | 2026-Q2 |
| Providence Capital Advisors, LLC | 249 | $24K | 0.0% | 2026-Q2 |
| NFSG Corp | 200 | $20K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 170 | $17K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 146 | $14K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 70 | $7K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 49 | $5K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 44 | $4K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 28 | $3K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 12 | $1K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC | 11 | $1K | 0.0% | 2026-Q2 |
| Realta Investment Advisors | 0 | $38 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC trimmed | 29,036 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 11,883 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 10,300 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Clear Creek Financial Management, LLC new | 2,500 | $244K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 554 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 449 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 65 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Russell Investments Group, Ltd. | 34 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 17 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BENJAMIN EDWARDS INC trimmed | 39,214 | $4M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| MARSHALL WACE, LLP new | 4,365 | $434K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| &PARTNERS new | 4,469 | $292K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Reyes Financial Architecture, Inc. new | 66 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 49 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FIRST TRUST ADVISORS LP trimmed | 7,199,549 | $712M | 77.7% | 2025-Q3 stale (3 quarters behind) |
| O'Dell Group, LLC trimmed | 214,151 | $21M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| Nilsine Partners, LLC added | 184,961 | $18M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC trimmed | 177,271 | $18M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| WCG Wealth Advisors LLC trimmed | 57,456 | $6M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $5M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| World Investment Advisors added | 48,297 | $5M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| TriaGen Wealth Management LLC trimmed | 21,957 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| StoneX Group Inc. new | 12,796 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Davis Investment Partners, LLC added | 11,758 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| TRUST CO OF OKLAHOMA added | 9,650 | $955K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 9,589 | $949K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Tudor Financial Inc. trimmed | 8,117 | $803K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC added | 7,542 | $746K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MinichMacGregor Wealth Management, LLC trimmed | 6,801 | $673K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WMG Financial Advisors, LLC trimmed | 4,790 | $474K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Kovack Advisors, Inc. added | 2,976 | $294K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Claro Advisors LLC trimmed | 2,231 | $221K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 190 | $19K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRIVATE TRUST CO NA | 182 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Northeast Financial Consultants Inc | 39,821 | $4M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BURNEY CO/ | 2,133 | $211K | 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.