Institutional Holders (2026 Q1)
51 + 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. | 2.12% | 80,941 | $3.2M |
| 2 | Stewardship Advisors, LLC | 1.38% | 151,760 | $6.0M |
| 3 | Pearl Planning LLC | 1.20% | 56,942 | $2.3M |
| 4 | Prism Advisors, Inc. | 0.19% | 17,980 | $711K |
| 5 | HILL ISLAND FINANCIAL LLC | 0.14% | 15,086 | $597K |
| 6 | SFM, LLC | 0.14% | 5,895 | $233K |
| 7 | Onyx Bridge Wealth Group LLC | 0.11% | 27,015 | $1.1M |
| 8 | Sand Hill Global Advisors, LLC | 0.10% | 71,636 | $2.8M |
| 9 | JOURNEY STRATEGIC WEALTH LLC | 0.07% | 72,107 | $2.9M |
| 10 | Ascentis Independent Advisors | 0.03% | 11,442 | $453K |
| 11 | MCGUIRE CAPITAL ADVISORS INC | 0.03% | 1,339 | $53K |
| 12 | Dynamic Advisor Solutions LLC | 0.03% | 22,393 | $886K |
| 13 | Envestnet Portfolio Solutions, Inc. | 0.02% | 76,643 | $3.0M |
| 14 | PFG Advisors | 0.01% | 6,337 | $251K |
| 15 | Gerber Kawasaki Wealth & Investment Management | 0.01% | 8,932 | $353K |
| 16 | Cassaday & Co Wealth Management LLC | 0.01% | 12,140 | $480K |
| 17 | GTS SECURITIES LLC | 0.01% | 5,642 | $223K |
| 18 | NBC SECURITIES, INC. | 0.01% | 2,209 | $87K |
| 19 | TRUIST FINANCIAL CORP | 0.00% | 66,220 | $2.6M |
| 20 | HighTower Advisors, LLC | 0.00% | 32,344 | $1.3M |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 23,838 | $943K |
| 22 | Kestra Advisory Services, LLC | 0.00% | 7,783 | $308K |
| 23 | CVA Family Office, LLC | 0.00% | 233 | $9K |
| 24 | Triumph Capital Management | 0.00% | 110 | $4K |
| 25 | LPL Financial LLC | 0.00% | 83,387 | $3.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|