Who owns TQQQ (TQQQ)
Which tracked institutional funds hold TQQQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TQQQ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
47 tracked funds added or opened TQQQ while 106 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
TQQQ’s largest tracked holder by dollar value, Oriental Harbor Investment Master Fund, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 7.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TQQQ 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 2025-Q4 and 2026-Q1, across 323 tracked filers holding TQQQ, 163 increased or opened the position and 170 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 TQQQ between the 2025-Q4 and 2026-Q1 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 16
- OLD MISSION CAPITAL LLC$12M
- Div Capital Phoenix Assets Ltd$11M
- HRT FINANCIAL LP$9M
- RD Finance Ltd$6M
- Baker Avenue Asset Management, LP$6M
- Variant Private Wealth, LLC$4M
Full exits 13
- McElhenny Sheffield Capital Management, LLC$64M
- Modern Wealth Management, LLC$8M
- MFG WEALTH MANAGEMENT, INC.$4M
- Encompass More Asset Management$3M
- DRW Securities, LLC$3M
- BARCLAYS PLC$2M
Largest adds
- GTS SECURITIES LLC$38M
- UBS Group AG$34M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
- Paragon Advisors, LLC$12M
- Jump Financial, LLC$10M
- IMC-Chicago, LLC$8M
Largest trims
- CITADEL ADVISORS LLC$513M
- Howard Capital Management Inc.$433M
- Oriental Harbor Investment Master Fund$45M
- PPSC Investment Service Corp$12M
- CITIGROUP INC$9M
- Optiver Holding B.V.$8M
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 |
|---|---|---|---|---|
| Oriental Harbor Investment Master Fund trimmed | 1,961,664 | $82M | 8.0% | 2026-Q1 |
| CITIGROUP INC added | 1,809,575 | $75M | 7.4% | 2026-Q1 |
| PPSC Investment Service Corp added | 1,279,774 | $53M | 5.2% | 2026-Q1 |
| UBS Group AG added | 1,187,915 | $50M | 4.9% | 2026-Q1 |
| GTS SECURITIES LLC added | 908,472 | $38M | 3.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 835,092 | $35M | 3.4% | 2026-Q1 |
| Jump Financial, LLC added | 522,419 | $22M | 2.1% | 2026-Q1 |
| Paragon Advisors, LLC added | 473,631 | $20M | 1.9% | 2026-Q1 |
| Howard Capital Management Inc. trimmed | 325,486 | $14M | 1.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 322,996 | $13M | 1.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 298,228 | $12M | 1.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 295,031 | $12M | 1.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 289,517 | $12M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 284,044 | $12M | 1.2% | 2026-Q1 |
| Div Capital Phoenix Assets Ltd new | 267,501 | $11M | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 263,544 | $11M | 1.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 263,009 | $11M | 1.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 227,130 | $9M | 0.9% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 217,000 | $9M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 189,806 | $8M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 186,831 | $8M | 0.8% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 29,100 | $7M | 0.7% | 2026-Q1 |
| Ridgepath Capital Management LLC added | 175,735 | $7M | 0.7% | 2026-Q1 |
| RD Finance Ltd new | 151,750 | $6M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 151,022 | $6M | 0.6% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 144,144 | $6M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 132,593 | $6M | 0.6% | 2026-Q1 |
| Q3 Asset Management trimmed | 135,848 | $6M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 131,363 | $5M | 0.5% | 2026-Q1 |
| Rollins Financial Advisors, LLC trimmed | 123,638 | $5M | 0.5% | 2026-Q1 |
| NorthRock Partners, LLC added | 122,144 | $5M | 0.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 115,397 | $5M | 0.5% | 2026-Q1 |
| Main Street Group, LTD trimmed | 111,036 | $5M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 121,531 | $5M | 0.5% | 2026-Q1 |
| Diversified Trust Co | 110,000 | $5M | 0.4% | 2026-Q1 |
| Variant Private Wealth, LLC added | 98,851 | $4M | 0.4% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 92,831 | $4M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 91,959 | $4M | 0.4% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 79,641 | $3M | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC | 78,862 | $3M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 78,625 | $3M | 0.3% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP trimmed | 76,572 | $3M | 0.3% | 2026-Q1 |
| Demars Financial Group, LLC added | 76,110 | $3M | 0.3% | 2026-Q1 |
| Finward Bancorp | 71,744 | $3M | 0.3% | 2026-Q1 |
| SteelPeak Wealth, LLC | 71,575 | $3M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 71,099 | $3M | 0.3% | 2026-Q1 |
| BXM Wealth LLC trimmed | 69,338 | $3M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 67,946 | $3M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 66,899 | $3M | 0.3% | 2026-Q1 |
| Sollinda Capital Management LLC trimmed | 65,402 | $3M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 62,011 | $3M | 0.3% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 61,663 | $3M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 60,249 | $3M | 0.2% | 2026-Q1 |
| Headlands Technologies LLC trimmed | 59,213 | $2M | 0.2% | 2026-Q1 |
| Dedeker Financial LLC added | 57,321 | $2M | 0.2% | 2026-Q1 |
| October Effect Ltd trimmed | 54,523 | $2M | 0.2% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 52,864 | $2M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 52,630 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 52,367 | $2M | 0.2% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 52,284 | $2M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 51,195 | $2M | 0.2% | 2026-Q1 |
| Retirement Planning Co of New England, Inc. trimmed | 47,921 | $2M | 0.2% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. trimmed | 45,584 | $2M | 0.2% | 2026-Q1 |
| DeDora Capital, Inc. trimmed | 45,064 | $2M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 44,211 | $2M | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 42,367 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 41,530 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 40,910 | $2M | 0.2% | 2026-Q1 |
| ATX Financial Planning, LLC added | 39,050 | $2M | 0.2% | 2026-Q1 |
| FORTRESS PRIVATE LEDGER, LLC added | 37,480 | $2M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 35,819 | $1M | 0.1% | 2026-Q1 |
| Clarity Wealth Advisors, LLC added | 35,740 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 35,633 | $1M | 0.1% | 2026-Q1 |
| Belvedere Trading LLC added | 35,560 | $1M | 0.1% | 2026-Q1 |
| CANTOR FITZGERALD, L. P. added | 779,017 | $81M | 7.9% | 2025-Q3 stale |
| McElhenny Sheffield Capital Management, LLC added | 1,213,489 | $64M | 6.3% | 2025-Q4 stale |
| Tidal Investments LLC added | 385,100 | $32M | 3.1% | 2025-Q2 stale |
| TB Alternative Assets Ltd. added | 462,387 | $26M | 2.6% | 2025-Q1 stale |
| WT Asset Management Ltd added | 370,000 | $21M | 2.1% | 2025-Q1 stale |
| POTOMAC FUND MANAGEMENT INC /ADV added | 260,997 | $15M | 1.5% | 2025-Q1 stale |
| Blue Owl Capital Holdings LP trimmed | 175,000 | $10M | 1.0% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 169,149 | $10M | 0.9% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 112,600 | $9M | 0.9% | 2025-Q2 stale |
| Modern Wealth Management, LLC added | 151,034 | $8M | 0.8% | 2025-Q4 stale |
| OLD NATIONAL BANCORP /IN/ trimmed | 91,761 | $8M | 0.7% | 2025-Q2 stale |
| Charles Schwab Trust Co new | 83,209 | $5M | 0.5% | 2025-Q1 stale |
| Alpha Wealth Funds, LLC added | 51,171 | $4M | 0.4% | 2025-Q2 stale |
| Maxi Investments CY Ltd new | 73,200 | $4M | 0.4% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 36,700 | $4M | 0.4% | 2025-Q3 stale |
| MFG WEALTH MANAGEMENT, INC. added | 67,453 | $4M | 0.3% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 33,382 | $3M | 0.3% | 2025-Q3 stale |
| Encompass More Asset Management added | 65,009 | $3M | 0.3% | 2025-Q4 stale |
| DRW Securities, LLC added | 59,808 | $3M | 0.3% | 2025-Q4 stale |
| Efficient Advisors, LLC new | 42,232 | $2M | 0.2% | 2025-Q1 stale |
| BARCLAYS PLC added | 40,200 | $2M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 35,760 | $2M | 0.2% | 2025-Q1 stale |
| Prosperity Wealth Management, Inc. added | 37,859 | $2M | 0.2% | 2025-Q4 stale |
| Avestar Capital, LLC new | 21,710 | $2M | 0.2% | 2025-Q2 stale |
| Marshall Financial Group, LLC added | 21,313 | $2M | 0.2% | 2025-Q2 stale |
| Sheaff Brock Investment Advisors, LLC added | 26,495 | $2M | 0.1% | 2025-Q1 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.