Institutional Holders (2026 Q2)
57 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQMG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Fingerlakes Wealth Management, Inc. | 2.34% | 84,778 | $4.3M |
| 2 | Stewardship Advisors, LLC | 1.54% | 144,892 | $7.4M |
| 3 | Pearl Planning LLC | 1.47% | 62,588 | $3.2M |
| 4 | Seven Mile Advisory | 0.49% | 14,308 | $733K |
| 5 | Prism Advisors, Inc. | 0.22% | 17,484 | $896K |
| 6 | Hill Island Financial LLC | 0.20% | 18,162 | $930K |
| 7 | Basso Capital Management, L.P. | 0.15% | 13,739 | $704K |
| 8 | Perennial Investment Advisors, LLC | 0.15% | 43,701 | $2.2M |
| 9 | Sfm, LLC | 0.15% | 5,633 | $289K |
| 10 | Sand Hill Global Advisors, LLC | 0.11% | 69,826 | $3.6M |
| 11 | Onyx Bridge Wealth Group LLC | 0.08% | 17,082 | $875K |
| 12 | KFA Private Wealth Group, LLC | 0.06% | 4,858 | $249K |
| 13 | Odyssey Group, LLC | 0.06% | 3,982 | $204K |
| 14 | Mcguire Capital Advisors Inc | 0.04% | 1,340 | $69K |
| 15 | Dynamic Advisor Solutions LLC | 0.03% | 23,429 | $1.2M |
| 16 | StrongBox Wealth, LLC | 0.03% | 1,731 | $89K |
| 17 | Harbour Investments, INC. | 0.02% | 30,082 | $1.5M |
| 18 | Envestnet Portfolio Solutions, Inc. | 0.02% | 81,810 | $4.2M |
| 19 | Focused Wealth Management, Inc | 0.02% | 4,269 | $219K |
| 20 | PFG Advisors | 0.02% | 6,882 | $353K |
| 21 | Ameritas Advisory Services, LLC | 0.01% | 13,849 | $710K |
| 22 | Gerber Kawasaki Wealth & Investment Management | 0.01% | 8,586 | $440K |
| 23 | Cassaday & Co Wealth Management LLC | 0.01% | 12,140 | $622K |
| 24 | Tower Research Capital LLC (TRC) | 0.01% | 9,126 | $468K |
| 25 | PFG Investments, LLC | 0.01% | 5,760 | $295K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|