43 tracked 13F filers disclose a position in QDVO as of the latest SEC 13F filings, a combined $116.5M 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 | $51.5M | 1.9M | ▲+62% Added · +740K sh | Q1 2026 | |
| 2 | Merit Financial Group, LLC | $20.6M | 690K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 3 | ROYAL BANK OF CANADA | $9.7M | 365K | ▲+15% Added · +48K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $7.5M | 280K | ▲+15% Added · +36K sh | Q1 2026 | |
| 5 | Visionary Wealth Advisors | $4.5M | 170K | ▲+50% Added · +57K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $2.7M | 100K | ▲+44% Added · +31K sh | Q1 2026 | |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $2.8M | 95K | ▲+6.7% Added · +6K sh | Q2 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $2.0M | 76K | ▲+16% Added · +10K sh | Q1 2026 | |
| 9 | Cassady Wealth & Retirement Planning, LLC | $1.7M | 57K | ▲+22% Added · +10K sh | Q2 2026 | |
| 10 | Sigma Planning Corp | $1.2M | 47K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 11 | CAP Partners, LLC | $1.1M | 38K | ▲+125% Added · +21K sh | Q2 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $951K | 36K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $944K | 35K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $787K | 30K | ▲New +30K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $774K | 29K | ▼−70% Reduced · −69K sh | Q1 2026 | |
| 16 | Tactive Advisors, LLC | $793K | 27K | ▲+3.2% Added · +828 sh | Q2 2026 | |
| 17 | Souders Financial Advisors | $755K | 25K | ▲+46% Added · +8K sh | Q2 2026 | |
| 18 | Claris Financial LLC | $673K | 25K | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $601K | 23K | ▲+198% Added · +15K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $613K | 21K | ▲+110% Added · +11K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $375K | 14K | ▲+3.4% Added · +459 sh | Q1 2026 | |
| 22 | Latitude Advisors, LLC | $376K | 13K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 23 | NWF Advisory Services Inc. | $358K | 12K | ▲Added Added · +12K sh | Q2 2026 | |
| 24 | PFG Investments, LLC | $316K | 12K | ▲+1.0% Added · +116 sh | Q1 2026 | |
| 25 | Capital Wealth Planning, LLC | $312K | 12K | ▼−16% Reduced · −2K 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, 1 fund opened a new position in QDVO and 11 added to an existing one, while 4 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 | 19 funds | $6.4B |
| MICROSOFT CORPMSFT | 19 funds | $5.2B |
| AMAZON.COM INCAMZN | 19 funds | $4.0B |
| APPLE INCAAPL | 19 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 19 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 19 funds | $2.6B |
| BROADCOM INCAVGO | 19 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $1.4B |
| TESLA INCTSLA | 19 funds | $1.0B |
| HOME DEPOT INCHD | 19 funds | $709.4M |
Ranked by how many of QDVO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HACKmc | 317 funds | $517.3M |
| DIVOmc | 304 funds | $3.4B |
| BLOKmc | 202 funds | $355.7M |
| SILJmc | 193 funds | $949.9M |
| IDVOmc | 106 funds | $405.9M |
| MJmc | 89 funds | $12.1M |
| YYYcommon | 74 funds | $180.0M |
| IPAYmc | 62 funds | $31.0M |
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 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 + end-of-day price history + the live filing stream, joined for QDVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.