Among active 13F managers last quarter, 5 opened and 14 added, while 5 reduced; the largest holder to move was SageGuard Financial Group, LLC (+28%).
62 tracked 13F filers disclose a position in IQQQ as of the latest SEC 13F filings, a combined $183.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 951K | $39.7M | ▼−5.4% Reduced · −54K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 683K | $28.5M | ▼−23% Reduced · −204K sh | Q1 2026 | |
| 3 | Morgan Stanley | 608K | $25.3M | ▲+130% Added · +344K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 454K | $18.9M | ▲+4.7% Added · +20K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 371K | $15.5M | ▼−4.5% Reduced · −18K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | 176K | $9.0M | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 7 | IHT Wealth Management, LLC | 106K | $5.4M | ▼−18% Reduced · −23K sh | Q2 2026 | |
| 8 | SageGuard Financial Group, LLC | 89K | $4.5M | ▲+28% Added · +19K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 86K | $3.6M | ▲+13% Added · +10K sh | Q1 2026 | |
| 10 | PFG Investments, LLC | 72K | $3.0M | ▲+13% Added · +8K sh | Q1 2026 | |
| 11 | PMG Family Office LLC | 53K | $2.7M | ▲+0.3% Added · +184 sh | Q2 2026 | |
| 12 | Sanctuary Advisors, LLC | 45K | $2.3M | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 13 | UBS Group AG | 43K | $1.8M | ▲+14% Added · +5K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | 39K | $2.0M | ▼−1.3% Reduced · −529 sh | Q2 2026 | |
| 15 | Maridea Wealth Management LLC | 39K | $2.0M | ▲New +39K sh | Q2 2026 | |
| 16 | Benchmark Financial, LLC | 33K | $1.7M | ▲New +33K sh | Q2 2026 | |
| 17 | Essex Financial Services, Inc. | 28K | $1.4M | ▲+12% Added · +3K sh | Q2 2026 | |
| 18 | Clarus Wealth Advisors | 24K | $1.2M | ▲+5.4% Added · +1K sh | Q2 2026 | |
| 19 | Integrated Wealth Concepts LLC | 23K | $1.1M | ▼−3.4% Reduced · −802 sh | Q2 2026 | |
| 20 | Level Four Advisory Services, LLC | 20K | $993K | ▲+0.8% Added · +160 sh | Q2 2026 | |
| 21 | Gladstone Institutional Advisory LLC | 19K | $983K | ▲+23% Added · +4K sh | Q2 2026 | |
| 22 | &Partners | 19K | $956K | ▲+1.6% Added · +293 sh | Q2 2026 | |
| 23 | Wick Capital Partners, LLC | 18K | $896K | ▼−0.7% Reduced · −126 sh | Q2 2026 | |
| 24 | AE Wealth Management LLC | 14K | $565K | ▲+161% Added · +8K sh | Q1 2026 | |
| 25 | Creative Planning | 13K | $560K | ▼−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 14 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 28 funds | $2.4B |
| Apple IncAAPL | 28 funds | $2.3B |
| Microsoft CorpMSFT | 28 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 28 funds | $1.1B |
| Broadcom IncAVGO | 28 funds | $627.5M |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.5B |
| Amazon.com IncAMZN | 27 funds | $1.1B |
| Tesla IncTSLA | 27 funds | $541.6M |
| Advanced Micro DevicesAMD | 27 funds | $379.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 26 funds | $847.0M |
| Vanguard Value ETFVTV | 26 funds | $477.5M |
Ranked by how many of IQQQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IQQQ.
| Class | 13F holders | Value held |
|---|---|---|
| BITOmc | 176 funds | $68.2M |
| ISPYmc | 115 funds | $719.0M |
| TDVmc | 75 funds | $153.7M |
| IQQQthis pagemc | 62 funds | $183.4M |
| OILKUIT EXCHANGE TRADED | 38 funds | $120.9M |
| SDOWULTRAPRO SRT DOW | 23 funds | $15.6M |
| QQQANASDAQ100 DORSEY | 20 funds | $21.0M |
| BITISHORT BITCOIN ET | 19 funds | $9.0M |
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.