116 tracked 13F filers disclose a position in QQQX as of the latest SEC 13F filings, a combined $322.8M 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 | MORGAN STANLEY | $51.9M | 1.9M | ▼−3.5% Reduced · −71K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $43.7M | 1.6M | ▼−2.0% Reduced · −34K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $33.3M | 1.2M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $19.9M | 746K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 5 | UBS Group AG | $19.4M | 728K | ▲+0.1% Added · +905 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $17.0M | 637K | ▲+8.9% Added · +52K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $16.0M | 599K | ▲+7.4% Added · +42K sh | Q1 2026 | |
| 8 | GUGGENHEIM CAPITAL LLC | $15.2M | 569K | ▲+8.1% Added · +42K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.2M | 419K | ▲+4.2% Added · +17K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $10.0M | 376K | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 11 | 1607 Capital Partners, LLC | $9.0M | 336K | ▼−35% Reduced · −178K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $7.0M | 263K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $6.5M | 244K | ▲+25% Added · +49K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $5.7M | 213K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $5.1M | 190K | ▼−7.5% Reduced · −15K sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $3.2M | 107K | ▲+6.6% Added · +7K sh | Q2 2026 | |
| 17 | Advisor OS, LLC | $2.2M | 72K | ▼−43% Reduced · −55K sh | Q2 2026 | |
| 18 | Ionic Capital Management LLC | $1.8M | 66K | ▲+6.9% Added · +4K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 66K | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 20 | Huntleigh Advisors, Inc. | $1.9M | 63K | ▲+172% Added · +40K sh | Q2 2026 | |
| 21 | PMG Family Office LLC | $1.9M | 61K | ▲+1.0% Added · +611 sh | Q2 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $1.5M | 56K | ▲+9.7% Added · +5K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $1.5M | 56K | ▲+24% Added · +11K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $1.5M | 55K | ▲+14% Added · +7K sh | Q1 2026 | |
| 25 | High Point Wealth Management, LLC | $1.6M | 54K | ▲+21% Added · +9K 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, 7 funds opened a new position in QQQX and 23 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 49 funds | $5.0B |
| ELI LILLY & COLLY | 49 funds | $3.0B |
| APPLE INCAAPL | 48 funds | $7.3B |
| NVIDIA CORPNVDA | 48 funds | $7.0B |
| AMAZON.COM INCAMZN | 48 funds | $3.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 48 funds | $2.4B |
| CHEVRON CORPCVX | 48 funds | $982.5M |
| ABBVIE INCABBV | 48 funds | $888.9M |
| RTX CORPRTX | 48 funds | $818.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 47 funds | $1.7B |
| BROADCOM INCAVGO | 46 funds | $3.1B |
Ranked by how many of QQQX's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for QQQX
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/QQQX/capital-change-brief"
Use Arkolith's capital_change_brief for QQQX. 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 QQQX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.