Among active 13F managers last quarter, 4 opened and 48 added, while 3 reduced; the largest holder to move was Howard Capital Management, LLC (+155%).
334 tracked 13F filers disclose a position in QQQI as of the latest SEC 13F filings, a combined $1.1B 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 | LPL Financial LLC | 2.2M | $107.5M | ▲+13% Added · +242K sh | Q1 2026 | |
| 2 | Morgan Stanley | 1.0M | $50.8M | ▲+145% Added · +605K sh | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 947K | $47.1M | ▲+456% Added · +777K sh | Q1 2026 | |
| 4 | Howard Capital Management, LLC | 941K | $53.4M | ▲+155% Added · +571K sh | Q2 2026 | |
| 5 | Foguth Wealth Management, LLC. | 735K | $39.9M | ▲+51% Added · +249K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 655K | $32.6M | ▲+11% Added · +65K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | 559K | $31.7M | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 8 | Independent Financial Group, LLC | 534K | $30.3M | ▲+20% Added · +88K sh | Q2 2026 | |
| 9 | UBS Group AG | 489K | $24.3M | ▼−30% Reduced · −215K sh | Q1 2026 | |
| 10 | MML Investors Services, LLC | 480K | $27.3M | ▲+114% Added · +256K sh | Q2 2026 | |
| 11 | Madden Securities Corp | 455K | $25.8M | ▲+6.4% Added · +27K sh | Q2 2026 | |
| 12 | Capital Investment Advisory Services, LLC | 414K | $23.5M | ▲+11% Added · +41K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | 329K | $18.7M | ▲+58% Added · +121K sh | Q2 2026 | |
| 14 | MBL Wealth, LLC | 292K | $16.6M | ▲+5.8% Added · +16K sh | Q2 2026 | |
| 15 | Raymond James Financial Inc | 273K | $13.6M | ▲60× Added · +269K sh | Q1 2026 | |
| 16 | Apollon Wealth Management, LLC | 257K | $12.8M | ▲+23% Added · +49K sh | Q1 2026 | |
| 17 | URS Advisory LLC | 251K | $14.3M | ▲+14% Added · +31K sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 250K | $14.2M | ▲Added Added · +250K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | 243K | $13.8M | ▲+20% Added · +40K sh | Q2 2026 | |
| 20 | Aventura Private Wealth, LLC | 229K | $13.0M | ▲+58% Added · +85K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 217K | $10.8M | ▲+13% Added · +24K sh | Q1 2026 | |
| 22 | J.W. Cole Advisors, Inc. | 208K | $11.8M | ▲+275% Added · +152K sh | Q2 2026 | |
| 23 | Baker Avenue Asset Management, LP | 204K | $11.6M | ▲New +204K sh | Q2 2026 | |
| 24 | Choreo, LLC | 177K | $10.1M | ▲+14% Added · +22K sh | Q2 2026 | |
| 25 | Gotham Asset Management, LLC | 171K | $9.7M | ▲+134% Added · +98K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in QQQI and 48 added to an existing one, while 3 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 195 funds | $22.2B |
| Nvidia CorpNVDA | 194 funds | $29.7B |
| Apple IncAAPL | 194 funds | $29.1B |
| Amazon.com IncAMZN | 193 funds | $17.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 193 funds | $16.8B |
| Broadcom IncAVGO | 188 funds | $10.5B |
| Alphabet Inc-CL AGOOGL | 186 funds | $13.2B |
| Meta Platforms Inc-Class AMETA | 186 funds | $8.0B |
| Alphabet Inc-CL CGOOG | 185 funds | $11.4B |
| Tesla IncTSLA | 184 funds | $5.4B |
| JPMorgan Chase & CoJPM | 183 funds | $6.9B |
| Advanced Micro DevicesAMD | 183 funds | $4.2B |
Ranked by how many of QQQI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QQQI.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 409 funds | $1.5B |
| QQQIthis pagemc | 334 funds | $1.1B |
| CSHImc | 122 funds | $431.6M |
| IWMImc | 97 funds | $148.2M |
| QQQHmc | 82 funds | $67.1M |
| IAUImc | 54 funds | $43.5M |
| BTCImc | 51 funds | $30.1M |
| IYRImc | 41 funds | $41.3M |
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.