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Disclosery

QQEW FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

250 managers (252 13F filers) reported a position in QQEW shares at 2026-03-31, 7,750,007 shares in all. 33 filers opened a position and 24 filers sold out during the quarter.

Managers
250
13F filers
252
New
33
Added
49
Reduced
91
Sold out
24
Shares held by filers
7,750,007

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,431,246$182M0.01%-81,50113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN868,666$110M0.02%-203,96813F-HR/ATimelineGroup
LPL Financial LLC669,312$85M0.02%-18,30513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC591,809$75.1M0.02%-136,91513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA291,854$37.1M0.01%-33,51513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding280,475$35.6M+10,872Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC206,287$26.2M<0.01%+26,39313F-HRTimelineGroup
Cambridge Investment Research Advisors,…165,111$21M0.05%-11,97813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP156,381$19.9M0.02%-33,80813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding149,636$19M+356Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,500$15.6M0.02%-9,66113F-HRTimelineGroup
BIP Wealth, LLC107,214$13.6M0.55%-9,51513F-HRTimeline
Gratus Wealth Advisors, LLC106,444$13.5M1.95%-164,63013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,739$11.8M<0.01%-6,07113F-HRTimelineGroup
Cetera Investment Advisers87,970$11.2M0.01%-40,17913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,712$11.1M<0.01%-15,76013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,923$10.9M0.02%-7,00013F-HRTimeline
GTS SECURITIES LLC81,017$10.3M0.36%new13F-HRTimeline
CX Institutional76,582$9.72M0.3%+5,71813F-HRTimeline
New England Private Wealth Advisors LLC69,367$8.81M1.02%-1813F-HRTimeline
Granite Bay Wealth Management, LLC62,858$7.98M1.7%+5,47113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60,538$7.45M<0.01%+90413F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP58,400$7.42M0.01%+19,10013F-HRTimelineGroup
HighTower Advisors, LLC52,204$6.63M0.01%+36113F-HRTimeline
Virtus Wealth Solutions LLC51,383$6.52M1.24%-34,82913F-HRTimeline
Frisch Financial Group, Inc.49,073$6.23M1.3%-2,93413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,965$6.22M0.01%-3,52113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC48,544$6.16M0.02%-26,01113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,398$6.09M<0.01%+4,58013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,381$5.89M<0.01%+3,65213F-HRTimelineGroup
Stenger Family Office, LLC37,038$4.7M0.83%new13F-HRTimeline
Independent Advisor Alliance36,090$4.58M0.05%new13F-HRTimeline
Davis Investment Partners, LLC35,999$4.57M1.61%-4,82013F-HRTimeline
NTV Asset Management LLC35,517$4.51M0.5%-1,09313F-HRTimeline
Shakespeare Wealth Management, LLC34,878$4.43M1.05%-8313F-HRTimeline
Vestmark Advisory Solutions, Inc.34,103$4.33M0.05%-31013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,419$4.24M0.01%-3,91013F-HRTimelineGroup
Crumly & Associates Inc.31,220$3.96M0.83%-1,71313F-HRTimeline
Darwin Wealth Management, LLC31,183$3.96M1.23%-25,55413F-HRTimeline
Cresset Asset Management, LLC29,797$3.78M0.02%-1,32713F-HRTimeline
B. Riley Wealth Advisors, Inc.29,798$3.67M0.24%-2,76913F-HRTimeline
Geneos Wealth Management Inc.28,559$3.63M0.08%-2,82513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,556$3.37M0.01%-13,96013F-HRTimelineGroup
CHOREO, LLC26,080$3.31M0.04%-67513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,865$3.16M0.2%+25113F-HRTimeline
COZAD ASSET MANAGEMENT INC23,901$3.03M0.24%-80113F-HRTimeline
Prospera Financial Services Inc23,357$2.97M0.05%-21313F-HRTimeline
Clear Creek Financial Management, LLC23,116$2.94M0.22%+2,61613F-HRTimeline
Gateway Wealth Partners, LLC22,558$2.86M0.11%+11,71013F-HRTimeline
D.A. DAVIDSON & CO.21,385$2.72M0.02%+56113F-HRTimeline
NewEdge Advisors, LLC20,299$2.58M0.01%-77113F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC20,222$2.57M0.06%+1613F-HR/ATimeline
Integrated Wealth Concepts LLC19,634$2.49M0.02%-70113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,341$2.46M0.08%+113F-HRTimelineGroup
DAVENPORT & Co LLC18,868$2.4M0.01%-4,17613F-HRTimeline
Sound Financial Strategies Group, LLC18,585$2.36M1.61%-37313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,459$2.34M<0.01%-12,47513F-HRTimelineGroup
Sowell Financial Services LLC17,741$2.25M0.08%-35013F-HRTimeline
Baker Avenue Asset Management, LP17,350$2.2M0.05%-1,23413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,269$2.19M0.01%+2,36013F-HRTimeline
Arkadios Wealth Advisors16,904$2.15M0.04%-1,01713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,640$2.11M0.02%+2,54413F-HRTimelineGroup
Private Advisor Group, LLC16,244$2.06M0.01%-52813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,828$2.01M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,965$1.77M<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…13,029$1.65M0.02%-30013F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC12,893$1.64M0.79%-26913F-HRTimeline
Beacon Pointe Advisors, LLC12,859$1.63M0.01%-58813F-HRTimeline
Moors & Cabot, Inc.12,746$1.62M0.07%+1,03813F-HRTimeline
Hershey Financial Advisers, LLC12,697$1.61M1.39%new13F-HRTimeline
WealthBridge Capital Management, LLC12,657$1.61M0.37%-9,18813F-HRTimeline
Atlas Private Wealth Advisors12,351$1.57M0.37%-5,63913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,486$1.46M<0.01%-8,00613F-HRTimelineGroup
SCOTIA CAPITAL INC.11,210$1.42M0.01%+2,83413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,883$1.38M0.03%-2,09413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC10,375$1.32M0.17%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,078$1.28M0.35%013F-HRTimeline
Bawa N Mallick Trust10,000$1.27M0.52%-2,00413F-HRTimeline
Sachetta, LLC9,818$1.25M0.68%+22013F-HRTimeline
&PARTNERS9,497$1.21M0.01%-1,44213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,750$1.1M0.01%-11,05713F-HRTimelineGroup
Zullo Investment Group, Inc.8,650$1.1M0.42%013F-HRTimeline
Procyon Advisors, LLC8,569$1.09M0.05%new13F-HRTimeline
IFS Group,LLC8,541$1.08M0.97%13F-HRTimeline
FLOW TRADERS U.S. LLC8,466$1.07M0.03%new13F-HRTimeline
PARK NATIONAL CORP /OH/8,400$1.07M0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,167$1.04M0.07%-1,88613F-HRTimeline
Richard W. Paul & Associates, LLC8,169$1.04M0.35%+3413F-HRTimeline
Mariner, LLCin group Mariner, LLC7,876$1000K<0.01%+93913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,432$948K<0.01%-3,52813F-HRTimeline
Foundations Investment Advisors, LLC7,058$896K0.01%+28413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,029$892K<0.01%-31913F-HRTimelineGroup
Dana Investment Advisors, Inc.6,959$884K0.03%-8913F-HRTimeline
Luken Investment Analytics, LLC6,889$875K0.33%+2,47513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,830$867K0.02%+1,01413F-HRTimeline
Plotkin Financial Advisors, LLC6,756$858K0.43%013F-HRTimeline
AE Wealth Management LLC6,749$857K<0.01%new13F-HRTimeline
HRT FINANCIAL LP6,741$855K<0.01%new13F-HRTimeline
Purus Wealth Management, LLC6,623$841K0.27%-1,03213F-HRTimeline
Steward Partners Investment Advisory, L…6,605$839K<0.01%-1,16213F-HRTimeline
Ausdal Financial Partners, Inc.6,428$816K0.04%-2,65613F-HRTimeline
Wealthfront Advisers LLC6,153$781K<0.01%+79813F-HRTimeline
Janney Montgomery Scott LLC6,017$764K<0.01%+25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,994$762K0.01%-6913F-HRTimelineGroup
Capital Advisors, Ltd. LLC5,876$746K0.08%+2,98613F-HRTimeline
360 Financial, Inc.5,849$743K0.22%013F-HRTimeline
Kovack Advisors, Inc.5,898$739K0.04%-28713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,792$735K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.5,290$672K0.23%+42013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,164$656K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc5,144$653K0.01%+34113F-HRTimeline
Indivisible Partners4,960$630K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,953$629K0.01%-52613F-HRTimeline
Per Stirling Capital Management, LLC.4,686$595K0.07%013F-HRTimeline
Aft, Forsyth & Sober, LLC4,625$587K0.18%-75013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,493$570K0.1%013F-HRTimeline
Juno Financial Group LLC4,346$552K0.22%-23413F-HRTimeline
World Investment Advisors4,194$532K0.01%-72513F-HRTimeline
NOVEM GROUP4,000$508K0.06%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,996$507K0.01%013F-HRTimelineGroup
Merit Financial Group, LLC3,983$506K<0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC3,952$504K0.11%-1,30613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,951$502K<0.01%-86,77613F-HRTimelineGroup
Keystone Wealth Services, LLC3,935$500K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC3,840$488K<0.01%-13813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,812$484K<0.01%new13F-HRTimeline
Quantinno Capital Management LP3,780$480K<0.01%013F-HRTimeline
Kraft, Davis & Associates, LLC3,497$480K0.1%-11013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,759$477K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,700$470K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC3,593$456K0.08%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,530$448K<0.01%+95013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,436$436K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,299$419K0.01%+39113F-HRTimelineGroup
Cornerstone Wealth Management, LLC3,270$415K0.02%+4913F-HRTimeline
Runnymede Capital Advisors, Inc.3,261$414K0.36%new13F-HRTimeline
tru Independence LLC3,248$412K0.2%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,209$407K<0.01%-1513F-HRTimelineGroup
FMR LLCin group FMR LLC3,192$405K<0.01%-35913F-HRTimelineGroup
Advisory Services Network, LLC3,178$404K0.01%-29513F-HRTimeline
Summit Financial, LLC3,119$396K0.01%+213F-HRTimeline
Snowden Capital Advisors LLC3,097$393K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC3,003$383K<0.01%+2,55613F-HRTimeline
GenWealth Group, Inc.3,014$383K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.2,965$376K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,852$362K0.03%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,821$358K0.02%-12613F-HRTimeline
Verdence Capital Advisors LLC2,820$358K0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,775$352K0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,739$348K<0.01%+15913F-HRTimelineGroup
POTENTIA WEALTH2,728$346K0.13%-38313F-HRTimeline
Sequent Planning LLC2,692$342K0.08%+313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,683$341K0.02%-45613F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,670$339K0.05%+4013F-HRTimelineGroup
CEERA INVESTMENTS, LLC2,605$331K0.15%013F-HRTimeline
Proactive Wealth Strategies LLC2,595$330K0.06%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,567$326K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO2,500$321K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,523$320K0.02%-2513F-HRTimeline
Beck Bode, LLC2,470$314K0.05%-71113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,422$308K<0.01%+18213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,335$296K<0.01%+93213F-HRTimelineGroup
Operose Advisors LLC2,330$296K0.07%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,289$291K<0.01%013F-HRTimeline
Mullooly Asset Management, Inc.2,233$283K0.1%-17713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,217$282K<0.01%+5613F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,190$278K0.04%013F-HRTimeline
Glassman Wealth Services2,188$278K0.04%013F-HRTimeline
Rede Wealth, LLC2,169$275K0.1%013F-HRTimeline
McGuire Investment Group, LLC2,150$273K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,113$268K0.01%+4113F-HRTimeline
CWM, LLCin group CWM, LLC2,084$265K<0.01%+8013F-HRTimelineGroup
Valmark Advisers, Inc.2,046$260K<0.01%013F-HRTimeline
Clark Capital Management Group, Inc.2,015$256K<0.01%new13F-HRTimeline
Western Wealth Management, LLC2,006$255K0.01%new13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,909$242K<0.01%+1113F-HRTimelineGroup
SMITH, MOORE & CO.1,871$238K0.02%013F-HRTimeline
IHT Wealth Management, LLC1,861$236K0.01%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,857$236K0.02%-5413F-HRTimeline
PRIVATE TRUST CO NA1,844$234K0.02%-6613F-HRTimeline
Valeo Financial Advisors, LLC1,746$222K0.01%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,731$220K0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC1,723$219K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC1,706$217K<0.01%new13F-HRTimeline
Payne Capital Management, LLC1,700$216K0.07%013F-HRTimeline
Perissos Private Wealth Management, LLC1,698$216K0.19%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,686$214K<0.01%new13F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC1,639$208K0.04%-9913F-HRTimeline
Cyndeo Wealth Partners, LLC1,586$201K0.01%-2713F-HRTimeline
Ashton Thomas Private Wealth, LLC1,584$201K<0.01%-19413F-HRTimeline
McIlrath & Eck, LLC1,452$184K0.01%013F-HRTimeline
IFP Advisors, Inc1,289$164K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,158$147K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,103$140K0.01%-13313F-HRTimeline
Manchester Capital Management LLC1,100$140K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,081$137K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,024$130K<0.01%-4613F-HRTimeline
Parkside Financial Bank & Trust1,000$127K0.01%013F-HRTimeline
SIGNATUREFD, LLC997$127K<0.01%013F-HRTimeline
CoreCap Advisors, LLC984$125K<0.01%-5313F-HRTimeline