Who owns QYLG
Which tracked institutional funds hold QYLG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QYLG 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
The tracked-fund tape on QYLG is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1 trimmed or exited — on balance accumulating.
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
QYLG’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 QYLG 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 32 tracked filers holding QYLG, 21 increased or opened the position and 14 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 QYLG 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 1
- Private Advisor Group, LLC$729K
Largest adds
- LPL Financial LLC$1M
- RAYMOND JAMES FINANCIAL INC$958K
- OSAIC HOLDINGS, INC.$687K
- PMG Family Office LLC$443K
- Cetera Investment Advisers$344K
Largest trims
- BANK OF AMERICA CORP /DE/$3M
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 added | 217,326 | $7M | 22.1% | 2026-Q2 |
| PMG Family Office LLC added | 99,572 | $3M | 10.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 93,688 | $3M | 9.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 61,414 | $2M | 6.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 40,986 | $1M | 4.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 38,345 | $1M | 3.9% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 30,251 | $917K | 3.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 24,037 | $729K | 2.4% | 2026-Q2 |
| Triumph Capital Management added | 20,138 | $610K | 2.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 18,030 | $546K | 1.8% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 16,650 | $505K | 1.7% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 15,199 | $461K | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,929 | $452K | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 14,111 | $428K | 1.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 13,697 | $415K | 1.4% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC trimmed | 12,265 | $372K | 1.2% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 12,116 | $367K | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,339 | $313K | 1.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 10,066 | $302K | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,802 | $236K | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,059 | $153K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,101 | $33K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,100 | $33K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 850 | $25K | 0.1% | 2026-Q2 |
| FMR LLC | 819 | $25K | 0.1% | 2026-Q2 |
| Harbor Asset Planning, Inc. | 580 | $18K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 362 | $11K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC new | 100 | $3K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 85 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 16 | $485 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $304 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $21 | 0.0% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC new | 10,416 | $270K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Opal Wealth Advisors, LLC | 4,833 | $125K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 495 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| STANCE CAPITAL LLC added | 331 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP added | 102 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY | 1 | $37 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Compass Financial Services Inc added | 86,458 | $2M | 7.9% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 29,264 | $798K | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Collaborative Wealth Managment Inc. | 10,545 | $287K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 9,789 | $267K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. | 1,025 | $28K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC added | 980 | $27K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 371 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 1 | $27 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,273 | $418K | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Solutions 4 Wealth, Ltd new | 6,916 | $203K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 863 | $25K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CROWLEY WEALTH MANAGEMENT, INC. | 711 | $21K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Aspect Partners, LLC | 100 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 36,243 | $1M | 3.4% | 2025-Q2 stale (4 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 8,363 | $233K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| MeadowBrook Investment Advisors LLC new | 900 | $25K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| SIMPLEX TRADING, LLC trimmed | 312 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BANK OF MONTREAL /CAN/ | 175 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Financial Management Professionals, Inc. added | 167 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.