Among active 13F managers last quarter, 5 added and 2 reduced; the largest holder to move was O'shaughnessy Asset Management, LLC (+492%).
30 tracked 13F filers disclose a position in QEMM as of the latest SEC 13F filings, a combined $27.8M 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 | LPL Financial LLC | 139K | $9.7M | ▲+12% Added · +15K sh | Q1 2026 | |
| 2 | Cabot Wealth Management Inc | 74K | $5.9M | ▲+54% Added · +26K sh | Q2 2026 | |
| 3 | Premier Path Wealth Partners, LLC | 45K | $3.6M | ▲+13% Added · +5K sh | Q2 2026 | |
| 4 | O'shaughnessy Asset Management, LLC | 20K | $1.6M | ▲+492% Added · +17K sh | Q2 2026 | |
| 5 | Old Mission Capital LLC | 15K | $1.0M | ▼−51% Reduced · −15K sh | Q1 2026 | |
| 6 | Aspiriant, LLC | 12K | $966K | —Held | Q2 2026 | |
| 7 | Ariadne Wealth Management, LP | 8K | $634K | ▼−9.0% Reduced · −785 sh | Q2 2026 | |
| 8 | Equitable Holdings, Inc. | 8K | $608K | ▲+7.1% Added · +505 sh | Q2 2026 | |
| 9 | Ethic Inc. | 6K | $462K | ▲+0.1% Added · +3 sh | Q2 2026 | |
| 10 | Keystone Financial Group | 6K | $457K | ▲+2.4% Added · +134 sh | Q2 2026 | |
| 11 | Western Wealth Management, LLC | 5K | $430K | ▼−21% Reduced · −1K sh | Q2 2026 | |
| 12 | Lutz Financial Services LLC | 5K | $401K | —Held | Q2 2026 | |
| 13 | Morgan Stanley | 5K | $326K | ▲+22% Added · +857 sh | Q1 2026 | |
| 14 | KWB Wealth | 4K | $349K | —Held | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 4K | $277K | ▲+12% Added · +422 sh | Q1 2026 | |
| 16 | Strategic Financial Partners, Ltd. | 4K | $316K | ▲+0.3% Added · +13 sh | Q2 2026 | |
| 17 | Bank Of America Corp | 4K | $252K | ▼−45% Reduced · −3K sh | Q1 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 4K | $285K | ▲+0.1% Added · +2 sh | Q2 2026 | |
| 19 | Lanark Financial, Inc. | 1K | $98K | —Held | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | 597 | $48K | ▲+1.0% Added · +6 sh | Q2 2026 | |
| 21 | Medallion Wealth Advisors, LLC | 589 | $47K | —Held | Q2 2026 | |
| 22 | VSM Wealth Advisory, LLC | 488 | $25K | ▲New +488 sh | Q2 2026 | |
| 23 | Asset Dedication, LLC | 277 | $22K | ▼−5.8% Reduced · −17 sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 178 | $12K | ▼−16% Reduced · −34 sh | Q1 2026 | |
| 25 | AdvisorNet Financial, Inc | 159 | $13K | —Held | 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, 5 funds added to an existing position in QEMM, while 2 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 | 13 funds | $1.9B |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $773.4M |
| Vanguard Total Stock MKT ETFVTI | 13 funds | $370.4M |
| Apple IncAAPL | 12 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $1.4B |
| Microsoft CorpMSFT | 12 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $1.0B |
| Amazon.com IncAMZN | 12 funds | $921.6M |
| Alphabet Inc-CL AGOOGL | 12 funds | $895.7M |
| Ishares Core Msci EmergingIEMG | 12 funds | $890.1M |
| Vanguard S&P 500 ETFVOO | 12 funds | $855.3M |
| Broadcom IncAVGO | 12 funds | $674.1M |
Ranked by how many of QEMM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QEMM.
No filings captured for this ticker in the live stream yet.
Connected entities for QEMM
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/QEMM/capital-change-brief"
Use Arkolith's capital_change_brief for QEMM. 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 QEMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.