Who owns QYLD
Which tracked institutional funds hold QYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QYLD 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
87 tracked funds added or opened QYLD while 39 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
QYLD’s largest tracked holder by dollar value, Global X Japan Co., Ltd., sizes it at 11.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 11.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QYLD 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 420 tracked filers holding QYLD, 234 increased or opened the position and 173 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 QYLD 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 13
- NewEdge Advisors, LLC$7M
- Diversify Advisory Services, LLC$3M
- Modern Wealth Management, LLC$2M
- Global Retirement Partners, LLC$2M
- Wealth High Governance Asset Management Ltda.$2M
- Y-Intercept (Hong Kong) Ltd$1M
Full exits 17
- CWM, LLC$44M
- Cambridge Investment Research Advisors, Inc.$17M
- Janney Montgomery Scott LLC$11M
- GOLDMAN SACHS GROUP INC$5M
- SOL Capital Management CO$5M
- MONTCHANIN ASSET MANAGEMENT, LLC$4M
Largest adds
- Global X Japan Co., Ltd.$39M
- MORGAN STANLEY$21M
- AMERIPRISE FINANCIAL INC$9M
- OSAIC HOLDINGS, INC.$8M
- LPL Financial LLC$7M
- Cetera Investment Advisers$7M
Largest trims
- Foguth Wealth Management, LLC.$31M
- Baker Avenue Asset Management, LP$11M
- IMC-Chicago, LLC$10M
- ARQ WEALTH ADVISORS, LLC$4M
- TWO SIGMA SECURITIES, LLC$2M
- Anchor Capital Management Group Inc$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 |
|---|---|---|---|---|
| Global X Japan Co., Ltd. added | 16,778,083 | $309M | 16.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 11,988,959 | $221M | 11.6% | 2026-Q2 |
| MORGAN STANLEY added | 11,101,876 | $205M | 10.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,826,913 | $89M | 4.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,954,058 | $73M | 3.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,945,132 | $54M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,797,506 | $52M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,323,840 | $43M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 2,196,192 | $40M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,624,281 | $30M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,590,654 | $29M | 1.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,494,112 | $27M | 1.4% | 2026-Q2 |
| Brookstone Capital Management added | 1,406,527 | $26M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,286,623 | $24M | 1.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 1,224,302 | $23M | 1.2% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC trimmed | 1,092,989 | $20M | 1.1% | 2026-Q2 |
| Sound Income Strategies, LLC added | 1,046,491 | $19M | 1.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,040,560 | $19M | 1.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 906,062 | $17M | 0.9% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 807,654 | $15M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 740,968 | $14M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 701,648 | $13M | 0.7% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 677,187 | $12M | 0.7% | 2026-Q2 |
| Caerus Investment Advisors, LLC added | 674,870 | $12M | 0.7% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 672,107 | $12M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 642,271 | $12M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 548,331 | $10M | 0.5% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 530,202 | $10M | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC added | 513,689 | $9M | 0.5% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 513,772 | $9M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 508,211 | $9M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 505,731 | $9M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 483,385 | $9M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 441,065 | $8M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 439,688 | $8M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 405,857 | $7M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 388,906 | $7M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 370,318 | $7M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 385,862 | $7M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 367,192 | $7M | 0.4% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 360,005 | $7M | 0.3% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 344,995 | $6M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 329,707 | $6M | 0.3% | 2026-Q2 |
| PFG Investments, LLC added | 328,168 | $6M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 313,714 | $6M | 0.3% | 2026-Q2 |
| NFSG Corp trimmed | 303,521 | $6M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 290,536 | $5M | 0.3% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY added | 275,764 | $5M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 275,331 | $5M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 263,269 | $5M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 258,195 | $5M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 249,129 | $5M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 245,550 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 240,892 | $4M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 237,585 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 234,940 | $4M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 232,950 | $4M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 227,828 | $4M | 0.2% | 2026-Q2 |
| Compass Financial Services Inc added | 222,006 | $4M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 219,085 | $4M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 204,438 | $4M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 204,179 | $4M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 197,360 | $4M | 0.2% | 2026-Q2 |
| Creative Planning added | 195,999 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 194,683 | $4M | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 193,410 | $4M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 183,887 | $3M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 178,804 | $3M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 175,329 | $3M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 172,862 | $3M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 172,862 | $3M | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 157,110 | $3M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 156,652 | $3M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 156,235 | $3M | 0.2% | 2026-Q2 |
| Note Advisors, LLC added | 152,902 | $3M | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 152,854 | $3M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 146,942 | $3M | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 143,872 | $3M | 0.1% | 2026-Q2 |
| Rockport Wealth LLC added | 142,721 | $3M | 0.1% | 2026-Q2 |
| RDA Financial Network added | 141,212 | $3M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 140,410 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 137,338 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 134,018 | $2M | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 128,483 | $2M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 3,849,837 | $68M | 3.6% | 2025-Q4 stale |
| CWM, LLC added | 2,560,465 | $44M | 2.3% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 978,843 | $17M | 0.9% | 2026-Q1 stale |
| Janney Montgomery Scott LLC added | 649,159 | $11M | 0.6% | 2026-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 528,084 | $9M | 0.5% | 2025-Q2 stale |
| Howard Capital Management Inc. added | 471,875 | $8M | 0.4% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 366,538 | $6M | 0.3% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 315,510 | $5M | 0.3% | 2026-Q1 stale |
| Cook Wealth, LLC trimmed | 276,719 | $5M | 0.2% | 2025-Q1 stale |
| SOL Capital Management CO new | 276,719 | $5M | 0.2% | 2026-Q1 stale |
| MONTCHANIN ASSET MANAGEMENT, LLC added | 208,395 | $4M | 0.2% | 2026-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 205,960 | $3M | 0.2% | 2025-Q2 stale |
| Pinnacle Financial Partners Inc | 190,133 | $3M | 0.2% | 2025-Q3 stale |
| WEDBUSH SECURITIES INC added | 177,360 | $3M | 0.2% | 2026-Q1 stale |
| Good Life Advisors, LLC added | 160,095 | $3M | 0.1% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 152,751 | $3M | 0.1% | 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.
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.