268 tracked 13F filers disclose a position in QQQI as of the latest SEC 13F filings, a combined $968.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $107.5M | 2.2M | ▲+13% Added · +242K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $50.8M | 1.0M | ▲+145% Added · +605K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $47.1M | 947K | ▲+456% Added · +777K sh | Q1 2026 | |
| 4 | Howard Capital Management Inc. | $53.4M | 941K | ▲+155% Added · +571K sh | Q2 2026 | |
| 5 | Foguth Wealth Management, LLC. | $39.9M | 735K | ▲+51% Added · +249K sh | Q2 2026 | |
| 6 | Nearwater Capital Markets, Ltd | $34.8M | 700K | ▲New +700K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $32.6M | 655K | ▲+11% Added · +65K sh | Q1 2026 | |
| 8 | Merit Financial Group, LLC | $31.7M | 559K | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $30.3M | 534K | ▲+20% Added · +88K sh | Q2 2026 | |
| 10 | UBS Group AG | $24.3M | 489K | ▼−30% Reduced · −215K sh | Q1 2026 | |
| 11 | MADDEN SECURITIES Corp | $25.8M | 455K | ▲+6.4% Added · +27K sh | Q2 2026 | |
| 12 | Capital Investment Advisory Services, LLC | $23.5M | 414K | ▲+11% Added · +41K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | $18.7M | 329K | ▲+58% Added · +121K sh | Q2 2026 | |
| 14 | MBL Wealth, LLC | $16.6M | 292K | ▲+5.8% Added · +16K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $13.6M | 273K | ▲60× Added · +269K sh | Q1 2026 | |
| 16 | Apollon Wealth Management, LLC | $12.8M | 257K | ▲+23% Added · +49K sh | Q1 2026 | |
| 17 | URS Advisory LLC | $14.3M | 251K | ▲+14% Added · +31K sh | Q2 2026 | |
| 18 | Aventura Private Wealth, LLC | $13.0M | 229K | ▲+58% Added · +85K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $11.1M | 224K | ▼−40% Reduced · −148K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 217K | ▲+13% Added · +24K sh | Q1 2026 | |
| 21 | J.W. COLE ADVISORS, INC. | $11.8M | 208K | ▲+275% Added · +152K sh | Q2 2026 | |
| 22 | Baker Avenue Asset Management, LP | $11.6M | 204K | ▲New +204K sh | Q2 2026 | |
| 23 | Summit Financial, LLC | $10.1M | 203K | ▲+30% Added · +47K sh | Q1 2026 | |
| 24 | CHOREO, LLC | $10.1M | 177K | ▲+14% Added · +22K sh | Q2 2026 | |
| 25 | Palacios Wealth Management, LLC | $9.1M | 160K | ▲+14% Added · +19K 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, 8 funds opened a new position in QQQI and 45 added to an existing one, while 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 143 funds | $23.9B |
| MICROSOFT CORPMSFT | 143 funds | $19.9B |
| AMAZON.COM INCAMZN | 143 funds | $13.9B |
| NVIDIA CORPNVDA | 142 funds | $25.1B |
| BROADCOM INCAVGO | 142 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 141 funds | $11.5B |
| ALPHABET INC-CL AGOOGL | 138 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 136 funds | $5.5B |
| TESLA INCTSLA | 136 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 135 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 134 funds | $9.5B |
Ranked by how many of QQQI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 330 funds | $1.4B |
| QQQIthis pagemc | 268 funds | $968.3M |
| CSHImc | 102 funds | $363.3M |
| IWMImc | 77 funds | $130.4M |
| QQQHmc | 73 funds | $60.4M |
| IAUImc | 45 funds | $40.6M |
| BTCImc | 43 funds | $22.4M |
| IYRImc | 35 funds | $36.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for QQQI
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/QQQI/capital-change-brief"
Use Arkolith's capital_change_brief for QQQI. 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 QQQI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.