Who owns QQWZ?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QQWZ from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 1.0M shares of QQWZ worth $29.8M; the largest disclosed holder is ROYAL BANK OF CANADA. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$29.8M
value, 2026 filers
1.0M
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QQWZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 484,022 | $14.2M | 0.0% | — | -0.5% |
| 2 | Sigma Planning Corp | 223,852 | $6.6M | 0.2% | — | -4.0% |
| 3 | Fortis Group Advisors, LLCNEW | 118,231 | $3.5M | 0.6% | — | new |
| 4 | MBL Wealth, LLC | 101,068 | $3.0M | 0.2% | — | +46.1% |
| 5 | NWAM LLC | 34,043 | $1.0M | 0.1% | — | +141.5% |
| 6 | MATHER GROUP, LLC. | 28,664 | $843,034 | 0.0% | — | -32.5% |
| 7 | MIRAE ASSET SECURITIES (USA) INC. | 16,642 | $489,456 | 0.0% | — | -29.0% |
| 8 | Cambridge Investment Research Advisors, Inc. | 16,148 | $475 | 0.0% | — | +0.3% |
| 9 | Tactive Advisors, LLC | 7,072 | $207,994 | 0.1% | — | -55.5% |
| 10 | Medallion Wealth Advisors, LLCNEW | 841 | $24,735 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.