Who owns QWLD
Which tracked institutional funds hold QWLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QWLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
7 tracked funds added or opened QWLD while 6 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
QWLD’s largest tracked holder by dollar value, LPL Financial LLC, 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 QWLD 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 51 tracked filers holding QWLD, 28 increased or opened the position and 21 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 QWLD 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
- Cambridge Investment Research Advisors, Inc.$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$1M
- Capital Analysts, LLC$538K
Largest adds
- MORGAN STANLEY$3M
- ASSETMARK, INC$2M
- OSAIC HOLDINGS, INC.$1M
- Fingerlakes Wealth Management, Inc.$639K
- RAYMOND JAMES FINANCIAL INC$622K
- Steward Partners Investment Advisory, LLC$582K
Largest trims
- LPL Financial LLC$18M
- CITADEL ADVISORS LLC$1M
- JANE STREET GROUP, LLC$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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 174,372 | $26M | 25.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 66,302 | $10M | 9.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,824 | $7M | 6.9% | 2026-Q2 |
| ASSETMARK, INC added | 46,047 | $7M | 6.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 39,631 | $6M | 5.7% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 33,473 | $5M | 4.8% | 2026-Q2 |
| SYM FINANCIAL Corp added | 23,518 | $4M | 3.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,457 | $3M | 3.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 22,091 | $3M | 3.2% | 2026-Q2 |
| MORGAN STANLEY added | 21,627 | $3M | 3.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 14,120 | $2M | 2.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 10,792 | $2M | 1.6% | 2026-Q2 |
| Palatine Hill Wealth Management, LLC added | 7,688 | $1M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,587 | $1M | 1.1% | 2026-Q2 |
| MCDONALD PARTNERS LLC | 6,635 | $1M | 1.0% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 5,800 | $887K | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,282 | $802K | 0.8% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 5,246 | $797K | 0.8% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 4,492 | $682K | 0.6% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 4,412 | $670K | 0.6% | 2026-Q2 |
| GATEWAY INVESTMENT ADVISERS LLC | 3,825 | $581K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,644 | $554K | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 3,584 | $544K | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 3,167 | $481K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,087 | $469K | 0.4% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 3,026 | $460K | 0.4% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 2,773 | $421K | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,435 | $370K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,787 | $271K | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 1,639 | $249K | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 1,550 | $235K | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 1,419 | $216K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 1,396 | $212K | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 1,151 | $175K | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 962 | $146K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 845 | $128K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 761 | $116K | 0.1% | 2026-Q2 |
| FMR LLC added | 677 | $103K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC | 616 | $94K | 0.1% | 2026-Q2 |
| UBS Group AG added | 445 | $68K | 0.1% | 2026-Q2 |
| Collier Financial | 407 | $62K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 345 | $52K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 107 | $16K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 104 | $16K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 55 | $8K | 0.0% | 2026-Q2 |
| BFSG, LLC | 44 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 44 | $7K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 33 | $5K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 3 | $456 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2 | $304 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $111 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 13,120 | $2M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 7,938 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 3,758 | $538K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 3,327 | $476K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 2,036 | $291K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,776 | $254K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Aspire Capital Advisors LLC trimmed | 1,566 | $224K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 1,485 | $213K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 1,415 | $202K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 230 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 60 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Merit Financial Group, LLC trimmed | 1,894 | $271K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 338 | $48K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 214 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 43 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Wealth Partners, Ltd. | 33 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| VestGen Advisors, LLC trimmed | 2,824 | $397K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC | 1,840 | $258K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ignite Planners, LLC trimmed | 1,533 | $215K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Root Financial Partners, LLC new | 654 | $92K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 56 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC added | 29,098 | $4M | 3.7% | 2025-Q2 stale (4 quarters behind) |
| ARQ WEALTH ADVISORS, LLC | 13,150 | $2M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 1,848 | $249K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| SIMPLEX TRADING, LLC new | 5 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Glenmede Investment Management, LP (last filed 2025-Q3, 962 shares) reconciles to its 1 current affiliate (962 shares) — 0.000% apart.
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.