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 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How tracked funds are positioned
225 tracked funds added shares of QYLD or opened a position while 158 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 24 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
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, 225 increased or opened the position and 158 reduced or closed it, by share count adjusted for splits; 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.
Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 24 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.
New buyers 28
- NewEdge Advisors, LLC$7M
- Modern Wealth Management, LLC$2M
- Wealth High Governance Asset Management Ltda.$2M
- Y-Intercept (Hong Kong) Ltd$1M
- SIMPLEX TRADING, LLC$1M
- OLD MISSION CAPITAL LLC$1M
Full exits 37
- GOLDMAN SACHS GROUP INC$5M
- San Luis Wealth Advisors LLC$2M
- Flaharty Asset Management, LLC$2M
- Synergy Asset Management, LLC$2M
- Independent Advisor Alliance$826K
- Cresset Asset Management, LLC$504K
Largest adds
- Global X Japan Co., Ltd.$18M
- MORGAN STANLEY$7M
- AMERIPRISE FINANCIAL INC$6M
- OSAIC HOLDINGS, INC.$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- CITADEL ADVISORS LLC$4M
Largest trims
- Foguth Wealth Management, LLC.$30M
- Baker Avenue Asset Management, LP$12M
- IMC-Chicago, LLC$11M
- LPL Financial LLC$9M
- ARQ WEALTH ADVISORS, LLC$5M
- ROYAL BANK OF CANADA$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Global X Japan Co., Ltd. added | 16,778,083 | $309M | 17.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 11,988,959 | $221M | 12.7% | 2026-Q2 |
| MORGAN STANLEY added | 11,101,876 | $205M | 11.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,826,913 | $89M | 5.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,954,058 | $73M | 4.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,945,132 | $54M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,797,506 | $52M | 3.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,323,840 | $43M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,196,192 | $40M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,624,281 | $30M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,590,654 | $29M | 1.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,494,112 | $27M | 1.6% | 2026-Q2 |
| Brookstone Capital Management added | 1,406,527 | $26M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,286,623 | $24M | 1.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 1,224,302 | $23M | 1.3% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC trimmed | 1,092,989 | $20M | 1.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 1,046,491 | $19M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,040,560 | $19M | 1.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 906,062 | $17M | 1.0% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 807,654 | $15M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 740,968 | $14M | 0.8% | 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 | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 548,331 | $10M | 0.6% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 530,202 | $10M | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 513,772 | $9M | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC added | 513,689 | $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 | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 439,688 | $8M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 405,857 | $7M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 388,906 | $7M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 385,862 | $7M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 370,318 | $7M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC new | 367,192 | $7M | 0.4% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 360,005 | $7M | 0.4% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 344,995 | $6M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 329,707 | $6M | 0.4% | 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 | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 245,550 | $5M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 240,892 | $4M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 237,585 | $4M | 0.3% | 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 | 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 | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 152,854 | $3M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 146,942 | $3M | 0.2% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 143,872 | $3M | 0.2% | 2026-Q2 |
| Rockport Wealth LLC added | 142,721 | $3M | 0.2% | 2026-Q2 |
| RDA Financial Network added | 141,212 | $3M | 0.2% | 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 |
| J. Team Financial, Inc. added | 126,837 | $2M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 120,046 | $2M | 0.1% | 2026-Q2 |
| Fiduciary Group, LLC | 118,979 | $2M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 116,978 | $2M | 0.1% | 2026-Q2 |
| Blue Chip Partners, LLC added | 116,900 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 115,007 | $2M | 0.1% | 2026-Q2 |
| VICUS CAPITAL added | 113,311 | $2M | 0.1% | 2026-Q2 |
| Perissos Private Wealth Management, LLC trimmed | 113,214 | $2M | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 112,498 | $2M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 110,971 | $2M | 0.1% | 2026-Q2 |
| SHARPEPOINT LLC added | 109,913 | $2M | 0.1% | 2026-Q2 |
| Significant Wealth Partners LLC added | 108,187 | $2M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 107,004 | $2M | 0.1% | 2026-Q2 |
| APS Management Group, Inc. trimmed | 104,167 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 102,732 | $2M | 0.1% | 2026-Q2 |
| Anchor Capital Management Group Inc trimmed | 99,500 | $2M | 0.1% | 2026-Q2 |
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.