Among active 13F managers last quarter, 5 opened and 26 added, while 14 reduced; the largest holder to move was Karpus Management, Inc. (−15%).
141 tracked 13F filers disclose a position in QQQX as of the latest SEC 13F filings, a combined $340.5M 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 | Morgan Stanley | 1.9M | $51.9M | ▼−3.5% Reduced · −71K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | 1.4M | $42.0M | ▼−15% Reduced · −243K sh | Q2 2026 | |
| 3 | Wells Fargo & Company | 1.2M | $33.3M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 746K | $19.9M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | 739K | $22.3M | ▲+23% Added · +140K sh | Q2 2026 | |
| 6 | UBS Group AG | 728K | $19.4M | ▲+0.1% Added · +905 sh | Q1 2026 | |
| 7 | LPL Financial LLC | 637K | $17.0M | ▲+8.9% Added · +52K sh | Q1 2026 | |
| 8 | Guggenheim Capital LLC | 569K | $15.2M | ▲+8.1% Added · +42K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 419K | $11.2M | ▲+4.2% Added · +17K sh | Q1 2026 | |
| 10 | Bank Of America Corp | 376K | $10.0M | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | 263K | $7.0M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 12 | Advisors Asset Management, Inc. | 261K | $7.9M | ▲+7.1% Added · +17K sh | Q2 2026 | |
| 13 | 1607 Capital Partners, LLC | 245K | $7.4M | ▼−27% Reduced · −91K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 213K | $5.7M | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 15 | Cypress Capital Management LLC (WY) | 193K | $5.9M | ▲+8.3% Added · +15K sh | Q2 2026 | |
| 16 | Ameriprise Financial Inc | 190K | $5.1M | ▼−7.5% Reduced · −15K sh | Q1 2026 | |
| 17 | D.A. Davidson & Co. | 107K | $3.2M | ▲+6.6% Added · +7K sh | Q2 2026 | |
| 18 | Advisor OS, LLC | 72K | $2.2M | ▼−43% Reduced · −55K sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 66K | $1.7M | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 20 | Huntleigh Advisors, Inc. | 63K | $1.9M | ▲+172% Added · +40K sh | Q2 2026 | |
| 21 | PMG Family Office LLC | 61K | $1.9M | ▲+1.0% Added · +611 sh | Q2 2026 | |
| 22 | Moneco Advisors, LLC | 60K | $1.8M | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | 58K | $1.7M | ▲+5.5% Added · +3K sh | Q2 2026 | |
| 24 | First Trust Advisors LP | 56K | $1.5M | ▲+9.7% Added · +5K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | 56K | $1.5M | ▲+24% Added · +11K 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.
Last quarter, 5 funds opened a new position in QQQX and 26 added to an existing one, while 14 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 | 66 funds | $5.2B |
| Eli Lilly & CoLLY | 66 funds | $3.3B |
| Apple IncAAPL | 65 funds | $9.2B |
| Nvidia CorpNVDA | 65 funds | $8.4B |
| Amazon.com IncAMZN | 65 funds | $4.5B |
| Invesco QQQ Trust Series 1QQQ | 65 funds | $3.0B |
| Chevron CorpCVX | 65 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 64 funds | $3.8B |
| JPMorgan Chase & CoJPM | 64 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 63 funds | $3.9B |
| Johnson & JohnsonJNJ | 63 funds | $1.3B |
| Broadcom IncAVGO | 62 funds | $3.8B |
Ranked by how many of QQQX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QQQX.
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.