IQQQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -3.2% ·
net new positions -6.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 807.91K | -15.1% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 676.61K | +11.3% | $34.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 636.36K | -6.9% | $32.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 454.68K | +0.2% | $23.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 365.56K | -1.5% | $18.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 92.02K | +7.3% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 46.19K | +7.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 23.82K | — | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 16.20K | +21.8% | $823,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 15.52K | +15.4% | $788,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 12.44K | +17.4% | $631,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Nuveen, LLC | 7.31K | New | $371,560 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 5.08K | +4.8% | $258,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 1.30K | +787.7% | $65,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 76 | +7500.0% | $3,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $371,560 | 0.0% |
Exited
| Lido Advisors, LLC | $818,640 | was 0.0% |
| Jane Street Group, Llc | $321,485 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 4.18M shares, $174.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.