Among active 13F managers last quarter, 2 opened and 11 added, while 4 reduced; the largest holder to move was Merit Financial Group, LLC (+0.3%).
44 tracked 13F filers disclose a position in QDVO as of the latest SEC 13F filings, a combined $117.1M 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 | 1.9M | $51.5M | ▲+62% Added · +740K sh | Q1 2026 | |
| 2 | Merit Financial Group, LLC | 690K | $20.6M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 365K | $9.7M | ▲+15% Added · +48K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 280K | $7.5M | ▲+15% Added · +36K sh | Q1 2026 | |
| 5 | Visionary Wealth Advisors | 206K | $6.1M | ▲+21% Added · +36K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 100K | $2.7M | ▲+44% Added · +31K sh | Q1 2026 | |
| 7 | Sagespring Wealth Partners, LLC | 95K | $2.8M | ▲+6.7% Added · +6K sh | Q2 2026 | |
| 8 | Cassady Wealth & Retirement Planning, LLC | 57K | $1.7M | ▲+22% Added · +10K sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 43K | $1.3M | ▼−43% Reduced · −33K sh | Q2 2026 | |
| 10 | CAP Partners, LLC | 38K | $1.1M | ▲+125% Added · +21K sh | Q2 2026 | |
| 11 | Sigma Planning Corp | 36K | $1.1M | ▼−24% Reduced · −11K sh | Q2 2026 | |
| 12 | Bank Of Montreal | 35K | $944K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | 33K | $983K | ▼−7.6% Reduced · −3K sh | Q2 2026 | |
| 14 | Stifel Financial Corp | 30K | $787K | ▲New +30K sh | Q1 2026 | |
| 15 | Tactive Advisors, LLC | 27K | $793K | ▲+3.2% Added · +828 sh | Q2 2026 | |
| 16 | Souders Financial Advisors | 25K | $755K | ▲+46% Added · +8K sh | Q2 2026 | |
| 17 | Claris Financial LLC | 25K | $673K | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 18 | Great Valley Advisor Group, Inc. | 24K | $708K | ▲+5.2% Added · +1K sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | 21K | $613K | ▲+110% Added · +11K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 13K | $378K | ▼−9.9% Reduced · −1K sh | Q2 2026 | |
| 21 | Latitude Advisors, LLC | 13K | $376K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 22 | NWF Advisory Services Inc. | 12K | $358K | ▲Added Added · +12K sh | Q2 2026 | |
| 23 | Capital Wealth Planning, LLC | 12K | $358K | ▲+2.6% Added · +300 sh | Q2 2026 | |
| 24 | PFG Investments, LLC | 12K | $316K | ▲+1.0% Added · +116 sh | Q1 2026 | |
| 25 | Susquehanna International Group, LLP | 11K | $299K | ▲New +11K 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, 2 funds opened a new position in QDVO and 11 added to an existing one, while 4 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 |
|---|---|---|
| Microsoft CorpMSFT | 19 funds | $4.4B |
| Nvidia CorpNVDA | 19 funds | $3.4B |
| Apple IncAAPL | 19 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 19 funds | $2.5B |
| Visa Inc-Class A SharesV | 19 funds | $2.5B |
| Amazon.com IncAMZN | 19 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.3B |
| Broadcom IncAVGO | 19 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $823.4M |
| Meta Platforms Inc-Class AMETA | 19 funds | $816.8M |
| Caterpillar IncCAT | 19 funds | $308.5M |
| Tesla IncTSLA | 19 funds | $290.5M |
Ranked by how many of QDVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QDVO.
No filings captured for this ticker in the live stream yet.
Connected entities for QDVO
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/QDVO/capital-change-brief"
Use Arkolith's capital_change_brief for QDVO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for QDVO. Filings are public domain, sourced to SEC EDGAR.