55 tracked 13F filers disclose a position in QVAL as of the latest SEC 13F filings, a combined $265.4M 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 | Strid Group, LLC | $101.0M | 1.8M | ▲+7.0% Added · +119K sh | Q2 2026 | |
| 2 | Valley Financial Group, Inc. | $17.1M | 328K | ▲+3.0% Added · +9K sh | Q1 2026 | |
| 3 | BWM Planning, LLC | $16.7M | 301K | ▲+3.6% Added · +10K sh | Q2 2026 | |
| 4 | Empirical Finance, LLC | $14.4M | 276K | ▼−78% Reduced · −996K sh | Q1 2026 | |
| 5 | CWM, LLC | $11.3M | 217K | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 6 | Waverly Advisors, LLC | $10.9M | 209K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.7M | 187K | ▲+8.7% Added · +15K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $9.5M | 182K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 9 | Well Done, LLC | $9.2M | 166K | ▲+8.6% Added · +13K sh | Q2 2026 | |
| 10 | Kathmere Capital Management, LLC | $8.5M | 153K | ▼−0.5% Reduced · −807 sh | Q2 2026 | |
| 11 | Stratos Wealth Advisors, LLC | $6.7M | 129K | ▲+6.2% Added · +7K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $5.9M | 112K | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 13 | Empowered Funds, LLC | $5.2M | 100K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $4.6M | 88K | ▲+9.1% Added · +7K sh | Q1 2026 | |
| 15 | Vestment Financial LLC | $3.8M | 67K | ▲+3.0% Added · +2K sh | Q2 2026 | |
| 16 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.6M | 65K | ▼−4.2% Reduced · −3K sh | Q2 2026 | |
| 17 | Mariner, LLC | $3.0M | 58K | ▲New +58K sh | Q1 2026 | |
| 18 | QUARRY HILL ADVISORS, LLC | $2.9M | 53K | —Held | Q2 2026 | |
| 19 | OneDigital Investment Advisors LLC | $2.6M | 50K | ▼−1.3% Reduced · −680 sh | Q1 2026 | |
| 20 | L.K. Benson & Company, P.C. | $2.0M | 37K | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 21 | Equitable Holdings, Inc. | $1.7M | 35K | ▲+16% Added · +5K sh | Q1 2026 | |
| 22 | Innova Wealth Partners | $1.5M | 28K | ▲+33% Added · +7K sh | Q2 2026 | |
| 23 | BAKER BOYER NATIONAL BANK | $1.4M | 25K | ▼−0.1% Reduced · −37 sh | Q2 2026 | |
| 24 | Meredith Wealth Planning | $1.4M | 25K | ▲+0.2% Added · +43 sh | Q2 2026 | |
| 25 | XY Planning Network, Inc. | $1.2M | 22K | ▼−12% Reduced · −3K 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 QVAL and 12 added to an existing one, while 6 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 | 30 funds | $9.7B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $1.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 29 funds | $1.5B |
| NVIDIA CORPNVDA | 28 funds | $11.7B |
| MICROSOFT CORPMSFT | 28 funds | $7.0B |
| AMAZON.COM INCAMZN | 27 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 27 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 27 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $2.1B |
| ELI LILLY & COLLY | 27 funds | $1.8B |
Ranked by how many of QVAL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 271 funds | $1.6B |
| FRDMmc | 241 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUmc | 59 funds | $129.2M |
| QVALthis pagemc | 55 funds | $265.4M |
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 QVAL
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/QVAL/capital-change-brief"
Use Arkolith's capital_change_brief for QVAL. 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 QVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.