46 tracked 13F filers disclose a position in QWLD as of the latest SEC 13F filings, a combined $105.2M 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 | LPL Financial LLC | $44.4M | 310K | ▼−6.1% Reduced · −20K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $9.5M | 66K | ▲+34% Added · +17K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $7.0M | 46K | ▲+28% Added · +10K sh | Q2 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $6.2M | 43K | ▲+5.0% Added · +2K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.4M | 38K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 6 | Fingerlakes Wealth Management, Inc. | $5.1M | 33K | ▲+7.8% Added · +2K sh | Q2 2026 | |
| 7 | SYM FINANCIAL Corp | $3.6M | 24K | ▲+0.2% Added · +53 sh | Q2 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 22K | ▼−1.1% Reduced · −247 sh | Q2 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $3.0M | 21K | ▲+15% Added · +3K sh | Q1 2026 | |
| 10 | Wealthcare Advisory Partners LLC | $2.1M | 14K | ▼−8.2% Reduced · −1K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.9M | 13K | ▼−68% Reduced · −28K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $1.6M | 11K | ▲+57% Added · +4K sh | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $1.5M | 11K | ▼−6.8% Reduced · −791 sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.2M | 8K | ▼−18% Reduced · −2K sh | Q1 2026 | |
| 15 | MCDONALD PARTNERS LLC | $1.0M | 7K | —Held | Q2 2026 | |
| 16 | New England Private Wealth Advisors LLC | $887K | 6K | ▲+0.3% Added · +15 sh | Q2 2026 | |
| 17 | Atlas Private Wealth Advisors | $797K | 5K | ▲+1.3% Added · +67 sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $700K | 5K | ▲+2.2% Added · +106 sh | Q1 2026 | |
| 19 | First Heartland Consultants, Inc. | $682K | 4K | ▲+3.2% Added · +141 sh | Q2 2026 | |
| 20 | Focus Partners Wealth | $624K | 4K | —Held | Q1 2026 | |
| 21 | Perigon Wealth Management, LLC | $559K | 4K | ▲+0.1% Added · +6 sh | Q1 2026 | |
| 22 | GATEWAY INVESTMENT ADVISERS LLC | $581K | 4K | —Held | Q2 2026 | |
| 23 | PRINCIPAL SECURITIES, INC. | $544K | 4K | ▲+11% Added · +367 sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $476K | 3K | —Held | Q1 2026 | |
| 25 | WILLNER & HELLER, LLC | $460K | 3K | ▲+0.8% Added · +25 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, 1 fund opened a new position in QWLD and 7 added to an existing one, while 3 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 | 17 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $3.8B |
| AMAZON.COM INCAMZN | 17 funds | $2.9B |
| MICROSOFT CORPMSFT | 17 funds | $2.5B |
| BROADCOM INCAVGO | 17 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 17 funds | $1.3B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $830.3M |
| HOME DEPOT INCHD | 17 funds | $750.4M |
| WALMART INCWMT | 17 funds | $516.2M |
| LOCKHEED MARTIN CORPLMT | 17 funds | $510.5M |
| ORACLE CORPORCL | 17 funds | $503.5M |
| ADVANCED MICRO DEVICESAMD | 17 funds | $465.2M |
Ranked by how many of QWLD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for QWLD
This stock 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 + Form 4 insider transactions + 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.