92 tracked 13F filers disclose a position in QDEF as of the latest SEC 13F filings, a combined $396.6M 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 | NORTHERN TRUST CORP | $272.6M | 3.4M | ▲+1.6% Added · +55K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $14.4M | 181K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $7.3M | 91K | ▲+9.6% Added · +8K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 91K | ▲+28% Added · +20K sh | Q1 2026 | |
| 5 | RVW Wealth, LLC | $7.7M | 88K | ▲+9.2% Added · +7K sh | Q2 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 82K | ▲+22% Added · +15K sh | Q1 2026 | |
| 7 | Sloy Dahl & Holst, LLC | $6.3M | 73K | ▲+0.7% Added · +488 sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $5.5M | 69K | ▼−0.9% Reduced · −650 sh | Q1 2026 | |
| 9 | VAQUERO PRIVATE WEALTH, LTD | $5.8M | 67K | ▲New +67K sh | Q2 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $3.6M | 41K | ▲+113% Added · +22K sh | Q2 2026 | |
| 11 | Texas Capital Bank Wealth Management Services Inc | $2.7M | 34K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 12 | Creative Planning | $2.4M | 30K | —Held | Q1 2026 | |
| 13 | WT Wealth Management | $2.4M | 28K | ▲+40% Added · +8K sh | Q2 2026 | |
| 14 | L & S Advisors Inc | $2.1M | 24K | ▼−1.3% Reduced · −318 sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.9M | 24K | ▲+1.5% Added · +349 sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $1.9M | 24K | ▼−49% Reduced · −23K sh | Q1 2026 | |
| 17 | FLPUTNAM INVESTMENT MANAGEMENT CO | $1.9M | 21K | ▼−15% Reduced · −4K sh | Q2 2026 | |
| 18 | Anson Capital, Inc. | $1.8M | 20K | ▲+12% Added · +2K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $1.5M | 19K | ▲+0.9% Added · +168 sh | Q1 2026 | |
| 20 | RIK SAYLOR FINANCIAL, INC. | $1.7M | 19K | ▼−0.9% Reduced · −173 sh | Q2 2026 | |
| 21 | BLAIR WILLIAM & CO/IL | $1.6M | 18K | ▲+0.3% Added · +57 sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $1.3M | 17K | ▲~0% Added · +8 sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 16K | ▼−23% Reduced · −5K sh | Q1 2026 | |
| 24 | SCS Capital Management LLC | $1.4M | 16K | —Held | Q2 2026 | |
| 25 | REDW Wealth LLC | $1.4M | 16K | ▲+0.1% Added · +15 sh | Q2 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, 1 fund opened a new position in QDEF and 11 added to an existing one, while 15 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 |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $5.6B |
| NVIDIA CORPNVDA | 39 funds | $41.1B |
| APPLE INCAAPL | 39 funds | $34.0B |
| ALPHABET INC-CL AGOOGL | 39 funds | $15.5B |
| TESLA INCTSLA | 39 funds | $8.9B |
| MICROSOFT CORPMSFT | 38 funds | $27.3B |
| AMAZON.COM INCAMZN | 38 funds | $18.2B |
| ALPHABET INC-CL CGOOG | 38 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $8.8B |
| JPMORGAN CHASE & COJPM | 38 funds | $7.0B |
| WALMART INCWMT | 38 funds | $4.3B |
| CISCO SYSTEMS INCCSCO | 38 funds | $3.9B |
Ranked by how many of QDEF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GUNRmc | 290 funds | $5.6B |
| QDFmc | 169 funds | $1.7B |
| NFRAmc | 138 funds | $2.6B |
| TDTTmc | 113 funds | $2.5B |
| HYGVmc | 111 funds | $899.4M |
| TILTmc | 108 funds | $1.7B |
| IQDFSHARES | 95 funds | $907.4M |
| QDEFthis pagecommon | 92 funds | $396.6M |
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 QDEF
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/QDEF/capital-change-brief"
Use Arkolith's capital_change_brief for QDEF. 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 QDEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.