Skip to main content
Institutional Ownership · SEC Form 13F

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.

420
Institutional holders
102M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
Global X Japan Co., Ltd. added16,778,083$309M17.8%2026-Q2
LPL Financial LLC trimmed11,988,959$221M12.7%2026-Q2
MORGAN STANLEY added11,101,876$205M11.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed4,826,913$89M5.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed3,954,058$73M4.2%2026-Q2
AMERIPRISE FINANCIAL INC added2,945,132$54M3.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added2,797,506$52M3.0%2026-Q2
OSAIC HOLDINGS, INC. added2,323,840$43M2.5%2026-Q2
Cetera Investment Advisers added2,196,192$40M2.3%2026-Q2
UBS Group AG trimmed1,624,281$30M1.7%2026-Q2
ROYAL BANK OF CANADA trimmed1,590,654$29M1.7%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,494,112$27M1.6%2026-Q2
Brookstone Capital Management added1,406,527$26M1.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,286,623$24M1.4%2026-Q2
HUB Investment Partners, LLC added1,224,302$23M1.3%2026-Q2
SIMS INVESTMENT MANAGEMENT, LLC trimmed1,092,989$20M1.2%2026-Q2
Sound Income Strategies, LLC added1,046,491$19M1.1%2026-Q2
PRINCIPAL SECURITIES, INC. added1,040,560$19M1.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed906,062$17M1.0%2026-Q2
Mission Hills Financial Advisory, LLC added807,654$15M0.9%2026-Q2
MML INVESTORS SERVICES, LLC added740,968$14M0.8%2026-Q2
HARBOUR INVESTMENTS, INC. added701,648$13M0.7%2026-Q2
SBI Securities Co., Ltd. added677,187$12M0.7%2026-Q2
Caerus Investment Advisors, LLC added674,870$12M0.7%2026-Q2
IMC-Chicago, LLC trimmed672,107$12M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added642,271$12M0.7%2026-Q2
STIFEL FINANCIAL CORP trimmed548,331$10M0.6%2026-Q2
Beta Wealth Group, Inc. added530,202$10M0.6%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added513,772$9M0.5%2026-Q2
Thrive Capital Management, LLC added513,689$9M0.5%2026-Q2
Kestra Advisory Services, LLC trimmed508,211$9M0.5%2026-Q2
Cerity Partners LLC added505,731$9M0.5%2026-Q2
Mirae Asset Global Investments Co., Ltd. added483,385$9M0.5%2026-Q2
Steward Partners Investment Advisory, LLC added441,065$8M0.5%2026-Q2
Rockefeller Capital Management L.P. trimmed439,688$8M0.5%2026-Q2
CITADEL ADVISORS LLC added405,857$7M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed388,906$7M0.4%2026-Q2
Foguth Wealth Management, LLC. trimmed385,862$7M0.4%2026-Q2
Equitable Holdings, Inc. trimmed370,318$7M0.4%2026-Q2
NewEdge Advisors, LLC new367,192$7M0.4%2026-Q2
Atlas Private Wealth Advisors trimmed360,005$7M0.4%2026-Q2
Solutions 4 Wealth, Ltd added344,995$6M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added329,707$6M0.4%2026-Q2
PFG Investments, LLC added328,168$6M0.3%2026-Q2
Pinnacle Financial Partners, Inc. added313,714$6M0.3%2026-Q2
NFSG Corp trimmed303,521$6M0.3%2026-Q2
Private Advisor Group, LLC trimmed290,536$5M0.3%2026-Q2
RETIREMENT PLANNING GROUP, LLC / NY added275,764$5M0.3%2026-Q2
TRUIST FINANCIAL CORP added275,331$5M0.3%2026-Q2
CreativeOne Wealth, LLC added263,269$5M0.3%2026-Q2
JANE STREET GROUP, LLC added258,195$5M0.3%2026-Q2
Hennion & Walsh Asset Management, Inc. added249,129$5M0.3%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added245,550$5M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added240,892$4M0.3%2026-Q2
Integrated Wealth Concepts LLC added237,585$4M0.3%2026-Q2
Concurrent Investment Advisors, LLC added234,940$4M0.2%2026-Q2
Arkadios Wealth Advisors added232,950$4M0.2%2026-Q2
Wealthfront Advisers LLC trimmed227,828$4M0.2%2026-Q2
Compass Financial Services Inc added222,006$4M0.2%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed219,085$4M0.2%2026-Q2
Jefferies Financial Group Inc. added204,438$4M0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added204,179$4M0.2%2026-Q2
Belpointe Asset Management LLC added197,360$4M0.2%2026-Q2
Creative Planning added195,999$4M0.2%2026-Q2
Sanctuary Advisors, LLC added194,683$4M0.2%2026-Q2
Daiwa Securities Group Inc. added193,410$4M0.2%2026-Q2
Ameritas Advisory Services, LLC added183,887$3M0.2%2026-Q2
LEVEL FOUR ADVISORY SERVICES, LLC added178,804$3M0.2%2026-Q2
HBW ADVISORY SERVICES LLC added175,329$3M0.2%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added172,862$3M0.2%2026-Q2
Diversify Advisory Services, LLC172,862$3M0.2%2026-Q2
Redwood Financial Network Corp trimmed157,110$3M0.2%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added156,652$3M0.2%2026-Q2
WCG Wealth Advisors LLC trimmed156,235$3M0.2%2026-Q2
Note Advisors, LLC added152,902$3M0.2%2026-Q2
NWF Advisory Services Inc. trimmed152,854$3M0.2%2026-Q2
Arax Advisory Partners added146,942$3M0.2%2026-Q2
Wealthspire Retirement, LLC added143,872$3M0.2%2026-Q2
Rockport Wealth LLC added142,721$3M0.2%2026-Q2
RDA Financial Network added141,212$3M0.2%2026-Q2
Stratos Wealth Partners, LTD. trimmed140,410$3M0.1%2026-Q2
&PARTNERS trimmed137,338$3M0.1%2026-Q2
Mariner, LLC trimmed134,018$2M0.1%2026-Q2
Joseph P. Lucia & Associates, LLC added128,483$2M0.1%2026-Q2
J. Team Financial, Inc. added126,837$2M0.1%2026-Q2
Modern Wealth Management, LLC new120,046$2M0.1%2026-Q2
Fiduciary Group, LLC118,979$2M0.1%2026-Q2
Sowell Financial Services LLC added116,978$2M0.1%2026-Q2
Blue Chip Partners, LLC added116,900$2M0.1%2026-Q2
Focus Partners Advisor Solutions, LLC trimmed115,007$2M0.1%2026-Q2
VICUS CAPITAL added113,311$2M0.1%2026-Q2
Perissos Private Wealth Management, LLC trimmed113,214$2M0.1%2026-Q2
Mesirow Financial Investment Management, Inc. added112,498$2M0.1%2026-Q2
Institute for Wealth Management, LLC. trimmed110,971$2M0.1%2026-Q2
SHARPEPOINT LLC added109,913$2M0.1%2026-Q2
Significant Wealth Partners LLC added108,187$2M0.1%2026-Q2
Independent Wealth Network Inc. trimmed107,004$2M0.1%2026-Q2
APS Management Group, Inc. trimmed104,167$2M0.1%2026-Q2
Global Retirement Partners, LLC102,732$2M0.1%2026-Q2
Anchor Capital Management Group Inc trimmed99,500$2M0.1%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.

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