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/QQH/capital-change-brief"
Use Arkolith's capital_change_brief for QQH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | $305.8M | 6.8M | ▲+4.7% Added · +307K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $44.4M | 636K | ▲+5.3% Added · +32K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $34.6M | 495K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 4 | Wealth Watch Advisors, INC | $25.3M | 362K | ▲+4.2% Added · +15K sh | Q1 2026 | |
| 5 | J.W. COLE ADVISORS, INC. | $18.6M | 266K | ▼−5.4% Reduced · −15K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $18.3M | 263K | ▼−51% Reduced · −269K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $16.9M | 243K | ▼−8.6% Reduced · −23K sh | Q1 2026 | |
| 8 | Aegis Wealth Management, Inc. | $20.0M | 234K | ▲+4.2% Added · +9K sh | Q2 2026 | |
| 9 | Optivise Advisory Services LLC | $6.9M | 80K | ▼−9.4% Reduced · −8K sh | Q2 2026 | |
| 10 | GTS SECURITIES LLC | $4.3M | 62K | ▲+345% Added · +48K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $3.5M | 50K | ▲+136% Added · +29K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.4M | 48K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 13 | HighPoint Advisor Group LLC | $2.0M | 29K | ▼−30% Reduced · −13K sh | Q1 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.6M | 23K | ▼−1.5% Reduced · −350 sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $1.6M | 23K | ▲+1.4% Added · +310 sh | Q1 2026 | |
| 16 | MILLINGTON SECURITIES, LLC | $1.6M | 23K | ▲New +23K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 17K | ▼−30% Reduced · −8K sh | Q1 2026 | |
| 18 | Brooklyn Investment Group | $1.1M | 16K | —Held | Q1 2026 | |
| 19 | Fiduciary Alliance LLC | $672K | 9K | ▼−35% Reduced · −5K sh | Q1 2026 | |
| 20 | Mariner, LLC | $572K | 8K | ▲+20% Added · +1K sh | Q1 2026 | |
| 21 | MONEY CONCEPTS CAPITAL CORP | $530K | 8K | ▲+0.5% Added · +40 sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $474K | 7K | —Held | Q1 2026 | |
| 23 | Atria Investments, Inc | $380K | 5K | ▲+43% Added · +2K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $376K | 5K | ▲+0.2% Added · +9 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $368K | 5K | ▼−61% Reduced · −8K 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.
| Class | 13F holders | Value held |
|---|---|---|
| QQHthis pagemc | 39 funds | $517.2M |
| LGHmc | 35 funds | $398.8M |
| CPAImc | 24 funds | $80.4M |
| HYTRMF Closed and MF Open | 18 funds | $226.2M |
| SCLZSWAN ENHAN DIVID | 6 funds | $6.8M |
| 66538R524PLANROCK ALT GRO | 1 funds | $259K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $8.0B |
| APPLE INCAAPL | 21 funds | $6.8B |
| MICROSOFT CORPMSFT | 21 funds | $4.9B |
| AMAZON.COM INCAMZN | 21 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.8B |
| BROADCOM INCAVGO | 21 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.0B |
Ranked by how many of QQH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QQH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.