58 tracked 13F filers disclose a position in IQQQ as of the latest SEC 13F filings, a combined $177.9M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $39.7M | 951K | ▼−5.4% Reduced · −54K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $28.5M | 683K | ▼−23% Reduced · −204K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $25.3M | 608K | ▲+130% Added · +344K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $18.9M | 454K | ▲+4.7% Added · +20K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $15.5M | 371K | ▼−4.5% Reduced · −18K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $7.5M | 180K | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 7 | IHT Wealth Management, LLC | $5.4M | 129K | ▲New +129K sh | Q1 2026 | |
| 8 | SageGuard Financial Group, LLC | $4.5M | 89K | ▲+28% Added · +19K sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.6M | 86K | ▲+13% Added · +10K sh | Q1 2026 | |
| 10 | PFG Investments, LLC | $3.0M | 72K | ▲+13% Added · +8K sh | Q1 2026 | |
| 11 | PMG Family Office LLC | $2.7M | 53K | ▲+0.3% Added · +184 sh | Q2 2026 | |
| 12 | Sanctuary Advisors, LLC | $1.8M | 44K | ▼−9.4% Reduced · −5K sh | Q1 2026 | |
| 13 | UBS Group AG | $1.8M | 43K | ▲+14% Added · +5K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | $1.7M | 40K | ▼−0.8% Reduced · −339 sh | Q1 2026 | |
| 15 | Benchmark Financial, LLC | $1.7M | 33K | ▲New +33K sh | Q2 2026 | |
| 16 | Essex Financial Services, Inc. | $1.1M | 25K | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 17 | Clarus Wealth Advisors | $1.2M | 24K | ▲+5.4% Added · +1K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $977K | 23K | ▼−2.1% Reduced · −511 sh | Q1 2026 | |
| 19 | Lido Advisors, LLC | $819K | 20K | ▲New +20K sh | Q1 2026 | |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $808K | 19K | ▼−30% Reduced · −8K sh | Q1 2026 | |
| 21 | Gladstone Institutional Advisory LLC | $983K | 19K | ▲+23% Added · +4K sh | Q2 2026 | |
| 22 | &PARTNERS | $772K | 19K | ▲+0.9% Added · +158 sh | Q1 2026 | |
| 23 | Wick Capital Partners, LLC | $741K | 18K | ▼−0.3% Reduced · −51 sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $565K | 14K | ▲+161% Added · +8K sh | Q1 2026 | |
| 25 | Creative Planning | $560K | 13K | ▼−0.2% Reduced · −25 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.
Last quarter, 5 funds opened a new position in IQQQ and 13 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 27 funds | $2.4B |
| APPLE INCAAPL | 27 funds | $2.2B |
| MICROSOFT CORPMSFT | 27 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 27 funds | $1.0B |
| BROADCOM INCAVGO | 27 funds | $580.0M |
| VANGUARD S&P 500 ETFVOO | 26 funds | $1.5B |
| AMAZON.COM INCAMZN | 26 funds | $1.0B |
| TESLA INCTSLA | 26 funds | $526.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 25 funds | $796.2M |
| WALMART INCWMT | 25 funds | $479.0M |
| VANGUARD VALUE ETFVTV | 25 funds | $472.9M |
Ranked by how many of IQQQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 154 funds | $60.6M |
| ISPYmc | 100 funds | $697.1M |
| TDVmc | 65 funds | $141.2M |
| IQQQthis pagemc | 58 funds | $177.9M |
| OILKMF Closed and MF Open | 36 funds | $98.9M |
| SDOWULTRAPRO SRT DOW | 21 funds | $15.3M |
| DIGULTRA ENERGY | 18 funds | $6.1M |
| TWMULTRASHORT RUSSE | 15 funds | $18.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IQQQ
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/IQQQ/capital-change-brief"
Use Arkolith's capital_change_brief for IQQQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IQQQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.