Among active 13F managers last quarter, 2 opened and 7 added, while 4 reduced; the largest holder to move was Sym Financial Corp (+0.2%).
52 tracked 13F filers disclose a position in QWLD as of the latest SEC 13F filings, a combined $107.1M 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 | LPL Financial LLC | 310K | $44.4M | ▼−6.1% Reduced · −20K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | 66K | $10.1M | ▲~0% Added · +3 sh | Q2 2026 | |
| 3 | AssetMark, Inc | 46K | $7.0M | ▲+28% Added · +10K sh | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 43K | $6.2M | ▲+5.0% Added · +2K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 38K | $5.4M | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 6 | Fingerlakes Wealth Management, Inc. | 33K | $5.1M | ▲+7.8% Added · +2K sh | Q2 2026 | |
| 7 | Sym Financial Corp | 24K | $3.6M | ▲+0.2% Added · +53 sh | Q2 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 22K | $3.5M | ▼−1.1% Reduced · −247 sh | Q2 2026 | |
| 9 | Stratos Wealth Partners, LTD. | 22K | $3.4M | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 10 | Wealthcare Advisory Partners LLC | 14K | $2.1M | ▼−8.2% Reduced · −1K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 11K | $1.6M | ▲+57% Added · +4K sh | Q1 2026 | |
| 12 | Geneos Wealth Management Inc. | 11K | $1.6M | ▲+0.4% Added · +43 sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 8K | $1.2M | ▼−18% Reduced · −2K sh | Q1 2026 | |
| 14 | Palatine Hill Wealth Management, LLC | 8K | $1.2M | ▲+7.8% Added · +555 sh | Q2 2026 | |
| 15 | McDonald Partners LLC | 7K | $1.0M | —Held | Q2 2026 | |
| 16 | New England Private Wealth Advisors LLC | 6K | $887K | ▲+0.3% Added · +15 sh | Q2 2026 | |
| 17 | Atlas Private Wealth Advisors | 5K | $797K | ▲+1.3% Added · +67 sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 5K | $700K | ▲+2.2% Added · +106 sh | Q1 2026 | |
| 19 | First Heartland Consultants, Inc. | 4K | $682K | ▲+3.2% Added · +141 sh | Q2 2026 | |
| 20 | Perigon Wealth Management, LLC | 4K | $670K | ▲+13% Added · +510 sh | Q2 2026 | |
| 21 | Focus Partners Wealth | 4K | $624K | —Held | Q1 2026 | |
| 22 | Gateway Investment Advisers LLC | 4K | $581K | —Held | Q2 2026 | |
| 23 | Citadel Advisors LLC | 4K | $554K | ▼−72% Reduced · −9K sh | Q2 2026 | |
| 24 | Principal Securities, Inc. | 4K | $544K | ▲+11% Added · +367 sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | 3K | $476K | —Held | 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, 2 funds opened a new position in QWLD and 7 added to an existing one, while 4 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 22 funds | $14.7B |
| Apple IncAAPL | 22 funds | $5.1B |
| Amazon.com IncAMZN | 22 funds | $3.9B |
| Microsoft CorpMSFT | 22 funds | $3.0B |
| JPMorgan Chase & CoJPM | 22 funds | $1.4B |
| Walmart IncWMT | 22 funds | $1.0B |
| Oracle CorpORCL | 22 funds | $876.6M |
| Home Depot IncHD | 22 funds | $841.3M |
| Costco Wholesale CorpCOST | 22 funds | $791.6M |
| Procter & Gamble CoPG | 22 funds | $665.2M |
| Bank Of America CorpBAC | 22 funds | $430.9M |
| McDonald's CorpMCD | 22 funds | $353.5M |
Ranked by how many of QWLD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QWLD.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXcs | 246 funds | $558.0M |
| EDIVmc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
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 QWLD
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/QWLD/capital-change-brief"
Use Arkolith's capital_change_brief for QWLD. 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 QWLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.