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/QQQE/capital-change-brief"
Use Arkolith's capital_change_brief for QQQE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $73.8M | 749K | ▲+7.7% Added · +54K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $71.3M | 724K | ▲+14% Added · +87K sh | Q1 2026 | |
| 3 | WADDELL & ASSOCIATES, LLC | $52.3M | 429K | ▲+0.1% Added · +517 sh | Q2 2026 | |
| 4 | LPL Financial LLC | $36.1M | 366K | ▼−9.9% Reduced · −40K sh | Q1 2026 | |
| 5 | UBS Group AG | $27.4M | 278K | ▲+23% Added · +53K sh | Q1 2026 | |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $23.5M | 239K | ▲+80% Added · +106K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $16.3M | 165K | ▼−24% Reduced · −51K sh | Q1 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $17.7M | 145K | ▼−17% Reduced · −30K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $12.5M | 127K | ▲+38% Added · +35K sh | Q1 2026 | |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | $12.2M | 123K | ▲New +123K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $9.2M | 93K | ▲New +93K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $8.7M | 89K | ▲New +89K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $7.6M | 77K | ▼−3.1% Reduced · −2K sh | Q1 2026 | |
| 14 | MRA Advisory Group | $8.9M | 73K | ▲+1.0% Added · +743 sh | Q2 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $6.8M | 71K | ▲+11% Added · +7K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $6.7M | 68K | ▲+8.2% Added · +5K sh | Q1 2026 | |
| 17 | Jump Financial, LLC | $6.1M | 62K | ▲+182% Added · +40K sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $5.4M | 55K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.4M | 55K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 55K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $5.3M | 54K | ▲+6.3% Added · +3K sh | Q1 2026 | |
| 22 | Gateway Wealth Partners, LLC | $5.2M | 53K | ▲+92% Added · +25K sh | Q1 2026 | |
| 23 | CITIGROUP INC | $4.9M | 50K | ▼−50% Reduced · −50K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $4.3M | 44K | ▲12× Added · +40K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 42K | ▼−13% Reduced · −6K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 51 funds | $12.7B |
| MICROSOFT CORPMSFT | 51 funds | $11.1B |
| VANGUARD S&P 500 ETFVOO | 51 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 51 funds | $7.4B |
| VANGUARD VALUE ETFVTV | 51 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.2B |
| BROADCOM INCAVGO | 51 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 51 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 51 funds | $3.0B |
| EXXON MOBIL CORPXOM | 51 funds | $3.0B |
Ranked by how many of QQQE'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 QQQE. 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.