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Institutional Ownership · SEC Form 13F

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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

67
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened QQXT while 16 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

QQXT’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 67 tracked filers holding QQXT, 25 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 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 3

  • GTS SECURITIES LLC$3M
  • TWO SIGMA INVESTMENTS, LP$1M
  • JPMORGAN CHASE & CO$718K

Full exits 1

  • BENJAMIN EDWARDS INC$4M

Largest adds

  • GOLDMAN SACHS GROUP INC$3M
  • Proactive Wealth Strategies LLC$2M
  • Steward Partners Investment Advisory, LLC$1M

Largest trims

  • Summit Financial, LLC$7M
  • ROYAL BANK OF CANADA$5M
  • RAYMOND JAMES FINANCIAL INC$5M
  • UBS Group AG$3M
  • WELLS FARGO & COMPANY/MN$3M
  • Arkadios Wealth Advisors$2M

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).

FundSharesReported value% of valueQuarter
GOLDMAN SACHS GROUP INC added186,644$18M1.9%2026-Q1
EARNED WEALTH ADVISORS, LLC added182,083$18M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed154,439$15M1.6%2026-Q1
MORGAN STANLEY added151,023$15M1.6%2026-Q1
TRUIST FINANCIAL CORP added93,513$9M1.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed76,070$7M0.8%2026-Q1
Proactive Wealth Strategies LLC added46,047$4M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed45,879$4M0.5%2026-Q1
LPL Financial LLC trimmed41,520$4M0.4%2026-Q1
Corient Private Wealth LLC37,721$4M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed34,643$3M0.4%2026-Q1
GTS SECURITIES LLC new32,754$3M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed29,036$3M0.3%2026-Q1
ROYAL BANK OF CANADA trimmed26,199$3M0.3%2026-Q1
BostonPremier Wealth LLC added22,494$2M0.2%2026-Q1
UBS Group AG trimmed17,147$2M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added16,069$2M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed14,936$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed13,113$1M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed12,589$1M0.1%2026-Q1
Summit Financial, LLC trimmed12,115$1M0.1%2026-Q1
Paragon Private Wealth Management, LLC trimmed11,978$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added11,883$1M0.1%2026-Q1
Arkadios Wealth Advisors trimmed11,520$1M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added11,028$1M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added10,300$1M0.1%2026-Q1
Regal Investment Advisors LLC trimmed7,690$751K0.1%2026-Q1
JPMORGAN CHASE & CO added7,450$718K0.1%2026-Q1
Baird Financial Group, Inc. trimmed7,221$705K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed5,741$560K0.1%2026-Q1
Kesler, Norman & Wride, LLC trimmed5,709$557K0.1%2026-Q1
HFG Advisors, Inc. trimmed5,109$499K0.1%2026-Q1
Sound Income Strategies, LLC4,618$451K0.0%2026-Q1
TWO SIGMA SECURITIES, LLC trimmed3,639$355K0.0%2026-Q1
Cetera Investment Advisers added3,623$354K0.0%2026-Q1
EQUITABLE TRUST CO new3,600$351K0.0%2026-Q1
HARMONY ASSET MANAGEMENT LLC trimmed3,157$308K0.0%2026-Q1
Kestra Advisory Services, LLC trimmed3,021$295K0.0%2026-Q1
OneDigital Investment Advisors LLC2,936$287K0.0%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed2,597$254K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed2,550$249K0.0%2026-Q1
Clear Creek Financial Management, LLC new2,500$244K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,293$220K0.0%2026-Q1
Kraft, Davis & Associates, LLC2,166$214K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,080$203K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,861$182K0.0%2026-Q1
Nova Wealth Management, Inc. added1,536$150K0.0%2026-Q1
Rockefeller Capital Management L.P.1,124$110K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added906$88K0.0%2026-Q1
FMR LLC764$75K0.0%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC added641$63K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed554$54K0.0%2026-Q1
MAI Capital Management449$44K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added269$26K0.0%2026-Q1
NFSG Corp200$20K0.0%2026-Q1
CoreCap Advisors, LLC added170$17K0.0%2026-Q1
Smartleaf Asset Management LLC new146$14K0.0%2026-Q1
Transamerica Financial Advisors, LLC trimmed115$11K0.0%2026-Q1
CWM, LLC trimmed65$6K0.0%2026-Q1
FIFTH THIRD BANCORP new49$5K0.0%2026-Q1
ASSETMARK, INC added44$4K0.0%2026-Q1
Russell Investments Group, Ltd.34$3K0.0%2026-Q1
Bogart Wealth, LLC28$3K0.0%2026-Q1
VANGUARD ADVISERS INC new17$2K0.0%2026-Q1
Capital Investment Advisory Services, LLC12$1K0.0%2026-Q1
POM Investment Strategies, LLC11$1K0.0%2026-Q1
Realta Investment Advisors0$380.0%2026-Q1
FIRST TRUST ADVISORS LP trimmed7,199,549$712M75.8%2025-Q3 stale
O'Dell Group, LLC trimmed214,151$21M2.3%2025-Q3 stale
Nilsine Partners, LLC added184,961$18M1.9%2025-Q3 stale
Advisory Services Network, LLC trimmed177,271$18M1.9%2025-Q3 stale
WCG Wealth Advisors LLC trimmed57,456$6M0.6%2025-Q3 stale
BNP PARIBAS FINANCIAL MARKETS50,000$5M0.5%2025-Q3 stale
World Investment Advisors added48,297$5M0.5%2025-Q3 stale
Northeast Financial Consultants Inc39,821$4M0.4%2025-Q2 stale
BENJAMIN EDWARDS INC trimmed39,214$4M0.4%2025-Q4 stale
TriaGen Wealth Management LLC trimmed21,957$2M0.2%2025-Q3 stale
StoneX Group Inc. added12,796$1M0.1%2025-Q3 stale
Davis Investment Partners, LLC added11,758$1M0.1%2025-Q3 stale
TRUST CO OF OKLAHOMA added9,650$955K0.1%2025-Q3 stale
JANE STREET GROUP, LLC added9,589$949K0.1%2025-Q3 stale
Tudor Financial Inc. trimmed8,117$803K0.1%2025-Q3 stale
Private Advisor Group, LLC added7,542$746K0.1%2025-Q3 stale
MinichMacGregor Wealth Management, LLC trimmed6,801$673K0.1%2025-Q3 stale
NewEdge Advisors, LLC trimmed4,900$487K0.1%2025-Q4 stale
WMG Financial Advisors, LLC trimmed4,790$474K0.1%2025-Q3 stale
MARSHALL WACE, LLP new4,365$434K0.0%2025-Q4 stale
Kovack Advisors, Inc. added2,976$294K0.0%2025-Q3 stale
&PARTNERS new4,469$292K0.0%2025-Q4 stale
Claro Advisors LLC trimmed2,231$221K0.0%2025-Q3 stale
BURNEY CO/2,133$211K0.0%2025-Q2 stale
EP Wealth Advisors, LLC1,205$113K0.0%2025-Q1 stale
Global Retirement Partners, LLC703$70K0.0%2025-Q4 stale
Providence Capital Advisors, LLC new249$25K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.190$19K0.0%2025-Q3 stale
PRIVATE TRUST CO NA182$18K0.0%2025-Q3 stale
Reyes Financial Architecture, Inc. new66$7K0.0%2025-Q4 stale
COMERICA BANK trimmed49$5K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership