This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CQQQ/capital-change-brief"
Use Arkolith's capital_change_brief for CQQQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | $470.3M | 10.2M | ▲+23% Added · +1.9M sh | Q1 2026 | |
| 2 | Migdal Insurance & Financial Holdings Ltd. | $116.8M | 2.5M | ▲+39% Added · +713K sh | Q1 2026 | |
| 3 | MEITAV INVESTMENT HOUSE LTD | $49.1M | 1.1M | ▲+9.8% Added · +96K sh | Q1 2026 | |
| 4 | UBS Group AG | $34.0M | 740K | ▲+76% Added · +319K sh | Q1 2026 | |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | $26.8M | 600K | ▼−40% Reduced · −400K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $26.1M | 567K | ▲+50% Added · +188K sh | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $17.6M | 383K | ▲+578% Added · +327K sh | Q1 2026 | |
| 8 | BANQUE PICTET & CIE SA | $14.1M | 307K | ▼−6.4% Reduced · −21K sh | Q1 2026 | |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $11.1M | 240K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $9.6M | 208K | ▲+171% Added · +131K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $8.0M | 175K | ▼−66% Reduced · −341K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $7.4M | 160K | ▼−66% Reduced · −311K sh | Q1 2026 | |
| 13 | Jessup Wealth Management, Inc | $6.2M | 135K | ▲+0.5% Added · +697 sh | Q1 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $5.9M | 129K | ▼−50% Reduced · −131K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 112K | ▲+0.4% Added · +440 sh | Q1 2026 | |
| 16 | Evelyn Partners Asset Management Ltd | $4.9M | 106K | ▲New +106K sh | Q1 2026 | |
| 17 | Trek Financial, LLC | $4.8M | 104K | ▼−49% Reduced · −102K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $4.6M | 100K | —Held | Q1 2026 | |
| 19 | Union Bancaire Privee, UBP SA | $4.7M | 86K | ▲+87% Added · +40K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $3.5M | 77K | ▼−75% Reduced · −230K sh | Q1 2026 | |
| 21 | BANK OF NOVA SCOTIA | $3.5M | 77K | ▲+17% Added · +11K sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $2.4M | 52K | ▲New +52K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $2.2M | 48K | ▲10× Added · +43K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $1.5M | 34K | ▲+126% Added · +19K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $1.4M | 31K | ▼−49% Reduced · −30K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 43 funds | $8.8B |
| VISA INC-CLASS A SHARESV | 43 funds | $4.7B |
| TESLA INCTSLA | 43 funds | $3.5B |
| MICROSOFT CORPMSFT | 42 funds | $19.5B |
| AMAZON.COM INCAMZN | 42 funds | $14.3B |
| ALPHABET INC-CL AGOOGL | 42 funds | $13.4B |
| JPMORGAN CHASE & COJPM | 42 funds | $7.8B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 42 funds | $7.4B |
| COSTCO WHOLESALE CORPCOST | 42 funds | $3.7B |
| MASTERCARD INC - AMA | 42 funds | $3.5B |
| NETFLIX INCNFLX | 42 funds | $3.0B |
Ranked by how many of CQQQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CQQQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.