The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query QQQI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QQQI"
Use Arkolith to show who owns QQQI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Nearwater Capital Markets, Ltd | $34.8M | 700K | ▲New +700K sh | Q1 2026 | |
| 2 | Merit Financial Group, LLC | $27.5M | 554K | ▲+9.5% Added · +48K sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $22.2M | 447K | ▲+3.1% Added · +13K sh | Q1 2026 | |
| 4 | Howard Capital Management Inc. | $18.4M | 369K | ▼−39% Reduced · −237K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $11.1M | 224K | ▼−40% Reduced · −148K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $10.3M | 208K | ▲+24% Added · +40K sh | Q1 2026 | |
| 7 | Summit Financial, LLC | $10.1M | 203K | ▲+30% Added · +47K sh | Q1 2026 | |
| 8 | CHOREO, LLC | $7.7M | 155K | ▲New +155K sh | Q1 2026 | |
| 9 | SBI Securities Co., Ltd. | $5.9M | 119K | ▲+212% Added · +81K sh | Q1 2026 | |
| 10 | RFG Advisory, LLC | $5.6M | 112K | ▲+7.5% Added · +8K sh | Q1 2026 | |
| 11 | Kingsview Wealth Management, LLC | $5.4M | 108K | ▲+18% Added · +17K sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $5.3M | 106K | ▲+28% Added · +23K sh | Q1 2026 | |
| 13 | IEQ CAPITAL, LLC | $4.7M | 95K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 14 | Gotham Asset Management, LLC | $3.6M | 73K | ▲+25% Added · +15K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $3.4M | 68K | ▲+0.6% Added · +388 sh | Q1 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 66K | ▼−0.3% Reduced · −174 sh | Q1 2026 | |
| 17 | J.W. COLE ADVISORS, INC. | $2.8M | 55K | ▲+215% Added · +38K sh | Q1 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.5M | 51K | ▲+47% Added · +16K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $2.5M | 51K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 20 | CHILTON INVESTMENT CO INC. | $2.5M | 50K | ▲New +50K sh | Q1 2026 | |
| 21 | Kovack Advisors, Inc. | $2.3M | 45K | ▲+19% Added · +7K sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $2.2M | 45K | ▲+20% Added · +8K sh | Q1 2026 | |
| 23 | Sowell Financial Services LLC | $2.0M | 40K | ▲+11% Added · +4K sh | Q1 2026 | |
| 24 | SteelPeak Wealth, LLC | $1.9M | 39K | ▲New +39K sh | Q1 2026 | |
| 25 | PFG Advisors | $1.9M | 39K | ▲New +39K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 183 funds | $971.9M |
| QQQIthis pagemc | 154 funds | $618.0M |
| CSHImc | 64 funds | $214.3M |
| QQQHmc | 50 funds | $45.2M |
| IWMImc | 49 funds | $74.0M |
| BTCImc | 28 funds | $13.4M |
| IAUImc | 26 funds | $34.3M |
| IYRImc | 21 funds | $17.4M |
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 |
|---|---|---|
| MICROSOFT CORPMSFT | 104 funds | $18.9B |
| BROADCOM INCAVGO | 104 funds | $8.6B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 104 funds | $6.3B |
| ELI LILLY & COLLY | 104 funds | $4.7B |
| COSTCO WHOLESALE CORPCOST | 104 funds | $4.6B |
| TESLA INCTSLA | 104 funds | $4.1B |
| CHEVRON CORPCVX | 104 funds | $3.4B |
| CATERPILLAR INCCAT | 104 funds | $3.0B |
| MASTERCARD INC - AMA | 104 funds | $2.4B |
| MCDONALD'S CORPMCD | 104 funds | $2.1B |
| PEPSICO INCPEP | 104 funds | $2.1B |
Ranked by how many of QQQI'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.