Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Schiavi & Co LLC (new position).
9 tracked 13F filers disclose a position in QOWZ as of the latest SEC 13F filings, a combined $5.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 72K | $2.5M | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 2 | Onyx Bridge Wealth Group LLC | 62K | $2.1M | ▼−48% Reduced · −58K sh | Q2 2026 | |
| 3 | Goldman Sachs Group Inc | 13K | $421K | ▲New +13K sh | Q1 2026 | |
| 4 | Concurrent Investment Advisors, LLC | 6K | $206K | ▲New +6K sh | Q2 2026 | |
| 5 | Schiavi & Co LLC | 740 | $224K | ▲New +740 sh | Q2 2026 | |
| 6 | UBS Group AG | 608 | $19K | ▲+108% Added · +316 sh | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | 125 | $4K | —Held | Q2 2026 | |
| 8 | CWM, LLC | 92 | $3K | —Held | Q1 2026 | |
| 9 | JPMorgan Chase & Co | 51 | $2K | ▲New +51 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 QOWZ, while none reduced or exited. 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 2 funds | $375.6M |
| Apple IncAAPL | 2 funds | $325.2M |
| Nvidia CorpNVDA | 2 funds | $293.3M |
| Microsoft CorpMSFT | 2 funds | $241.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $175.9M |
| Amazon.com IncAMZN | 2 funds | $172.2M |
| Alphabet Inc-CL AGOOGL | 2 funds | $156.7M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $149.9M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $108.0M |
| Alphabet Inc-CL CGOOG | 2 funds | $100.6M |
| Ishares Core Msci Eafe ETFIEFA | 2 funds | $94.6M |
| Vanguard Growth ETFVUG | 2 funds | $93.0M |
Ranked by how many of QOWZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QOWZ.
No filings captured for this ticker in the live stream yet.
Connected entities for QOWZ
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/QOWZ/capital-change-brief"
Use Arkolith's capital_change_brief for QOWZ. 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 QOWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.