173 tracked 13F filers disclose a position in QUS 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $353.0M | 2.1M | ▲+1.2% Added · +24K sh | Q1 2026 | |
| 2 | Tolleson Wealth Management, Inc. | $92.3M | 538K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $60.6M | 353K | ▲+5.9% Added · +20K sh | Q1 2026 | |
| 4 | Perennial Investment Advisors, LLC | $54.5M | 318K | ▲+6.5% Added · +19K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $37.8M | 220K | ▼−43% Reduced · −169K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $36.6M | 213K | ▲+8.4% Added · +17K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $35.0M | 204K | ▲+2.8% Added · +6K sh | Q1 2026 | |
| 8 | Howard Capital Management Inc. | $37.7M | 202K | ▲Added Added · +202K sh | Q2 2026 | |
| 9 | BIP Wealth, LLC | $32.3M | 173K | ▲+63% Added · +67K sh | Q2 2026 | |
| 10 | Sage Mountain Advisors LLC | $31.1M | 166K | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $21.5M | 125K | ▼−24% Reduced · −40K sh | Q1 2026 | |
| 12 | Marotta Asset Management | $15.9M | 85K | ▲+27% Added · +18K sh | Q2 2026 | |
| 13 | Paul R. Ried Financial Group, LLC | $14.3M | 76K | ▲+3.4% Added · +2K sh | Q2 2026 | |
| 14 | Great Point Wealth Advisors, LLC | $13.8M | 74K | ▼−13% Reduced · −11K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $11.6M | 67K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 16 | VAQUERO PRIVATE WEALTH, LTD | $11.8M | 63K | ▲New +63K sh | Q2 2026 | |
| 17 | ARQ WEALTH ADVISORS, LLC | $10.7M | 57K | ▲+35% Added · +15K sh | Q2 2026 | |
| 18 | Eagle Strategies LLC | $10.7M | 57K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 19 | Garrett Wealth Advisory Group, LLC | $10.0M | 53K | ▼−6.1% Reduced · −3K sh | Q2 2026 | |
| 20 | Kingsview Wealth Management, LLC | $7.5M | 44K | ▲New +44K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $7.4M | 43K | ▲+20% Added · +7K sh | Q1 2026 | |
| 22 | Hughes Financial Services, LLC | $8.0M | 43K | ▼−1.3% Reduced · −575 sh | Q2 2026 | |
| 23 | AlTi Global, Inc. | $7.4M | 40K | ▲+0.1% Added · +35 sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $6.4M | 37K | ▲+2.3% Added · +823 sh | Q1 2026 | |
| 25 | VISTA INVESTMENT MANAGEMENT | $6.4M | 37K | ▼−2.6% Reduced · −989 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, 4 funds opened a new position in QUS and 16 added to an existing one, while 24 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 |
|---|---|---|
| APPLE INCAAPL | 88 funds | $55.5B |
| MICROSOFT CORPMSFT | 87 funds | $41.6B |
| ALPHABET INC-CL AGOOGL | 87 funds | $30.3B |
| AMAZON.COM INCAMZN | 87 funds | $29.7B |
| JPMORGAN CHASE & COJPM | 86 funds | $14.6B |
| NVIDIA CORPNVDA | 85 funds | $64.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 85 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 85 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 83 funds | $9.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 83 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $15.1B |
| ALPHABET INC-CL CGOOG | 82 funds | $14.3B |
Ranked by how many of QUS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for QUS
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/QUS/capital-change-brief"
Use Arkolith's capital_change_brief for QUS. 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 QUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.