Among active 13F managers last quarter, 3 opened and 1 added, while 7 reduced; the largest holder to move was Peoples Financial Services Corp. (−0.7%).
36 tracked 13F filers disclose a position in QLV as of the latest SEC 13F filings, a combined $116.1M 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 | Northern Trust Corp | 897K | $64.5M | ▲+127% Added · +501K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 199K | $14.3M | ▼−3.9% Reduced · −8K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 148K | $10.6M | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 4 | Morgan Stanley | 54K | $3.9M | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 5 | United Bank | 47K | $3.6M | ▲+5.6% Added · +3K sh | Q2 2026 | |
| 6 | Peoples Financial Services Corp. | 34K | $2.5M | ▼−0.7% Reduced · −226 sh | Q2 2026 | |
| 7 | Curry Webb Wealth Management LLC | 26K | $1.9M | ▼−16% Reduced · −5K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 23K | $1.7M | ▲+456% Added · +19K sh | Q1 2026 | |
| 9 | Rossby Financial, LCC | 20K | $1.5M | ▼−24% Reduced · −6K sh | Q2 2026 | |
| 10 | Crestwood Advisors Group, LLC | 16K | $1.2M | ▼−5.3% Reduced · −920 sh | Q2 2026 | |
| 11 | Equitable Holdings, Inc. | 16K | $1.2M | ▲+3.1% Added · +482 sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 14K | $974K | ▲+291% Added · +10K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 13K | $1.0M | ▲New +13K sh | Q2 2026 | |
| 14 | Beam Wealth Advisors, Inc. | 12K | $884K | ▼−1.4% Reduced · −168 sh | Q2 2026 | |
| 15 | MML Investors Services, LLC | 12K | $884K | ▲+7.1% Added · +779 sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 10K | $735K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 8K | $600K | ▲+0.1% Added · +5 sh | Q1 2026 | |
| 18 | Jane Street Group, LLC | 6K | $434K | ▲New +6K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | 6K | $424K | ▲New +6K sh | Q1 2026 | |
| 20 | Herold Advisors, Inc. | 6K | $441K | ▼−45% Reduced · −5K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | 5K | $370K | ▲~0% Added · +2 sh | Q1 2026 | |
| 22 | Envestnet Asset Management Inc | 5K | $370K | ▼−0.9% Reduced · −45 sh | Q1 2026 | |
| 23 | AQR Capital Management LLC | 5K | $360K | ▼−4.6% Reduced · −241 sh | Q1 2026 | |
| 24 | Colonial River Investments, LLC | 5K | $365K | ▼−21% Reduced · −1K sh | Q2 2026 | |
| 25 | Wealthcare Advisory Partners LLC | 4K | $295K | ▼−25% Reduced · −1K 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, 3 funds opened a new position in QLV and 1 added to an existing one, while 7 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 |
|---|---|---|
| Apple IncAAPL | 15 funds | $6.9B |
| Vanguard S&P 500 ETFVOO | 15 funds | $1.1B |
| Ishares Core S&P 500 ETFIVV | 14 funds | $14.6B |
| Nvidia CorpNVDA | 14 funds | $8.6B |
| Microsoft CorpMSFT | 14 funds | $5.7B |
| Amazon.com IncAMZN | 14 funds | $5.1B |
| Broadcom IncAVGO | 14 funds | $3.3B |
| Alphabet Inc-CL AGOOGL | 14 funds | $3.2B |
| Alphabet Inc-CL CGOOG | 14 funds | $2.8B |
| Micron Technology IncMU | 14 funds | $2.3B |
| Walmart IncWMT | 14 funds | $1.9B |
| JPMorgan Chase & CoJPM | 14 funds | $1.5B |
Ranked by how many of QLV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QLV.
No filings captured for this ticker in the live stream yet.
Connected entities for QLV
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/QLV/capital-change-brief"
Use Arkolith's capital_change_brief for QLV. 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 QLV. Filings are public domain, sourced to SEC EDGAR.