Among active 13F managers last quarter, 2 opened and 13 added, while 8 reduced; the largest holder to move was Strid Group, LLC (+7.0%).
58 tracked 13F filers disclose a position in QVAL as of the latest SEC 13F filings, a combined $284.3M 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 | Strid Group, LLC | 1.8M | $101.0M | ▲+7.0% Added · +119K sh | Q2 2026 | |
| 2 | Valley Financial Group, Inc. | 333K | $18.5M | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 3 | BWM Planning, LLC | 301K | $16.7M | ▲+3.6% Added · +10K sh | Q2 2026 | |
| 4 | Empirical Finance, LLC | 276K | $14.4M | ▼−78% Reduced · −996K sh | Q1 2026 | |
| 5 | CWM, LLC | 217K | $11.3M | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 6 | Waverly Advisors, LLC | 208K | $11.5M | ▼−0.3% Reduced · −539 sh | Q2 2026 | |
| 7 | Ethos Financial Group, LLC | 203K | $12.0M | ▼−22% Reduced · −58K sh | Q2 2026 | |
| 8 | Northwestern Mutual Wealth Management Co | 187K | $9.7M | ▲+8.7% Added · +15K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 182K | $9.5M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 10 | Well Done, LLC | 166K | $9.2M | ▲+8.6% Added · +13K sh | Q2 2026 | |
| 11 | Kathmere Capital Management, LLC | 153K | $8.5M | ▼−0.5% Reduced · −807 sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 112K | $5.9M | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 13 | Empowered Funds, LLC | 100K | $5.2M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 14 | Stratos Wealth Advisors, LLC | 98K | $5.4M | ▼−24% Reduced · −31K sh | Q2 2026 | |
| 15 | LPL Financial LLC | 88K | $4.6M | ▲+9.1% Added · +7K sh | Q1 2026 | |
| 16 | Vise Technologies, Inc. | 77K | $4.3M | ▲13× Added · +71K sh | Q2 2026 | |
| 17 | Vestment Financial LLC | 67K | $3.8M | ▲+3.0% Added · +2K sh | Q2 2026 | |
| 18 | One Plus One Wealth Management, LLC | 65K | $3.6M | ▼−4.2% Reduced · −3K sh | Q2 2026 | |
| 19 | Mariner, LLC | 58K | $3.0M | ▲New +58K sh | Q1 2026 | |
| 20 | Quarry Hill Advisors, LLC | 53K | $2.9M | —Held | Q2 2026 | |
| 21 | OneDigital Investment Advisors LLC | 50K | $2.6M | ▼−1.3% Reduced · −680 sh | Q1 2026 | |
| 22 | Equitable Holdings, Inc. | 38K | $2.1M | ▲+7.6% Added · +3K sh | Q2 2026 | |
| 23 | L.K. Benson & Company, P.C. | 37K | $2.0M | ▼−3.6% Reduced · −1K sh | Q2 2026 | |
| 24 | Innova Wealth Partners | 28K | $1.5M | ▲+33% Added · +7K sh | Q2 2026 | |
| 25 | Baker Boyer National Bank | 25K | $1.4M | ▼−0.1% Reduced · −37 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 13 added to an existing one, while 8 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 |
|---|---|---|
| Apple IncAAPL | 31 funds | $10.0B |
| Vanguard S&P 500 ETFVOO | 31 funds | $2.2B |
| Nvidia CorpNVDA | 30 funds | $11.9B |
| Microsoft CorpMSFT | 30 funds | $7.0B |
| Vanguard Total Stock MKT ETFVTI | 30 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 29 funds | $4.2B |
| Alphabet Inc-CL CGOOG | 29 funds | $3.6B |
| Ishares Core S&P 500 ETFIVV | 29 funds | $3.5B |
| Meta Platforms Inc-Class AMETA | 29 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 29 funds | $2.2B |
| Eli Lilly & CoLLY | 29 funds | $1.9B |
| JPMorgan Chase & CoJPM | 29 funds | $1.9B |
Ranked by how many of QVAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QVAL.
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.