Security record · archived quarter
IQQQ
name pending profile ingest
15Tracked holders
0Δ holders
3.25MShares held
$144.36MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -1 | 3.16M | $160.59M | +1 | −2 |
| Q1 2026 | 16 | +1 | 3.27M | $136.81M | +3 | −2 |
| Q4 2025 | 15 | 0 | 3.25M | $144.36M | — | — |
| Q3 2025 | 1 | — | 71.15K | $3.13M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.01M | — | $44.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.01M | — | $44.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.01M | — | $44.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 886.96K | — | $39.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 886.96K | — | $39.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 886.96K | — | $39.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 433.64K | — | $19.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 388.74K | — | $17.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 264.02K | +271.1% | $11.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 264.02K | +271.1% | $11.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 75.81K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 66.86K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 37.65K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 37.65K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 34.64K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 34.64K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 15.20K | — | $669,365 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 13.47K | — | $599,057 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 9.53K | — | $424,072 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 8.86K | — | $393,940 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 5.20K | — | $231,296 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | — | $8 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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