Among active 13F managers last quarter, 2 opened and 1 added, while 3 reduced; the largest holder to move was Sigma Planning Corp (−4.0%).
9 tracked 13F filers disclose a position in QQWZ as of the latest SEC 13F filings, a combined $28.7M 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 | Royal Bank Of Canada | 486K | $12.8M | ▲+114% Added · +259K sh | Q1 2026 | |
| 2 | Sigma Planning Corp | 224K | $6.6M | ▼−4.0% Reduced · −9K sh | Q2 2026 | |
| 3 | Fortis Group Advisors, LLC | 118K | $3.5M | ▲New +118K sh | Q2 2026 | |
| 4 | MBL Wealth, LLC | 101K | $3.0M | ▲+46% Added · +32K sh | Q2 2026 | |
| 5 | Mather Group, LLC. | 42K | $1.1M | ▲New +42K sh | Q1 2026 | |
| 6 | Nwam LLC | 34K | $1.0M | ▲+142% Added · +20K sh | Q2 2026 | |
| 7 | Mirae Asset Securities (USA) Inc. | 17K | $489K | ▼−29% Reduced · −7K sh | Q2 2026 | |
| 8 | Tactive Advisors, LLC | 7K | $208K | ▼−56% Reduced · −9K sh | Q2 2026 | |
| 9 | Medallion Wealth Advisors, LLC | 841 | $25K | ▲New +841 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, 2 funds opened a new position in QQWZ and 1 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $741.8M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $474.9M |
| Apple IncAAPL | 6 funds | $335.2M |
| Nvidia CorpNVDA | 6 funds | $264.5M |
| Microsoft CorpMSFT | 6 funds | $226.1M |
| Amazon.com IncAMZN | 6 funds | $165.6M |
| Vaneck Semiconductor ETFSMH | 6 funds | $135.3M |
| Alphabet Inc-CL CGOOG | 6 funds | $130.1M |
| Alphabet Inc-CL AGOOGL | 6 funds | $126.0M |
| Broadcom IncAVGO | 6 funds | $93.4M |
| Meta Platforms Inc-Class AMETA | 6 funds | $76.4M |
| Tesla IncTSLA | 6 funds | $74.4M |
Ranked by how many of QQWZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QQWZ.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 793 funds | $11.5B |
| CALFmc | 366 funds | $2.0B |
| GCOWmc | 233 funds | $2.0B |
| PTLCmc | 228 funds | $2.1B |
| COWGmc | 225 funds | $1.4B |
| QDPLmc | 182 funds | $936.8M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 148 funds | $684.6M |
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 QQWZ
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/QQWZ/capital-change-brief"
Use Arkolith's capital_change_brief for QQWZ. 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 QQWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.