PQUS Institutional Ownership & Shareholders
PICTET AI ENHD US EQTY ETF (PQUS) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.66M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Banque Pictet & Cie Sa is currently the largest disclosed institutional shareholder of PQUS tracked by InsiderSet, reporting ownership valued at approximately $70.49M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.66M, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed PQUS value among the investors covered in this analysis. Major shareholders include Banque Pictet & Cie Sa, Heritage Oak Wealth Advisors Llc, Atria Investments, Inc, and several other long-term asset managers with concentrated positions in PICTET AI ENHD US EQTY ETF (PQUS).
This page ranks the largest institutional PQUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$99.66M
Largest Holder
Banque Pictet & Cie Sa
Largest Position
$70.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Banque Pictet & Cie Sa | 0.68% | 2,469,829 | $70,488,920 | $69,662,762 | -$826,158 | -1.17% | |
| Heritage Oak Wealth Advisors Llc | 3.00% | 342,168 | $9,765,475 | $9,651,020 | -$114,455 | -1.17% | |
| Atria Investments, Inc | 0.08% | 276,564 | $7,893,137 | $7,800,626 | -$92,511 | -1.17% | |
| Virtue Capital Management, Llc | 0.35% | 92,928 | $2,652,165 | $2,621,081 | -$31,084 | -1.17% | |
| Global View Capital Management Llc | 0.42% | 65,658 | $1,873,879 | $1,851,917 | -$21,962 | -1.17% | |
| Balefire, Llc | 0.20% | 45,173 | $1,289,237 | $1,274,127 | -$15,110 | -1.17% | |
| Swmg, Llc | 0.28% | 45,140 | $1,288,747 | $1,273,196 | -$15,551 | -1.21% | |
| Legacy Wealth Partners, Llc | 0.22% | 36,247 | $1,034,489 | $1,022,365 | -$12,124 | -1.17% | |
| Fulcrum Equity Management | 0.77% | 33,407 | $953,436 | $942,261 | -$11,175 | -1.17% | |
| Hutchens & Kramer Investment Management Group, Llc | 0.25% | 28,819 | $822,494 | $812,854 | -$9,640 | -1.17% | |
| Concurrent Investment Advisors, Llc | 0.01% | 26,787 | $764,501 | $755,541 | -$8,960 | -1.17% | |
| Legacy Capital Wealth Partners, Llc | 0.08% | 14,253 | $406,781 | $402,013 | -$4,768 | -1.17% | |
| Ifp Advisors, Inc | 0.00% | 7,677 | $219,102 | $216,534 | -$2,568 | -1.17% | |
| Mgo One Seven Llc | 0.00% | 7,092 | $202,406 | $200,033 | -$2,373 | -1.17% | |
| Ubs Group Ag | 0.00% | 272 | $7,533 | $7,672 | +$139 | +1.84% |
Frequently asked questions about PQUS
Who are the largest institutional holders of PQUS?
The largest institutional holders of PQUS reported in the latest SEC Form 13F filings include Banque Pictet & Cie Sa, Heritage Oak Wealth Advisors Llc, Atria Investments, Inc, Virtue Capital Management, Llc, and Global View Capital Management Llc. InsiderSet ranks institutional holders by their latest reported PQUS position.
What is PQUS institutional ownership?
This page tracks PQUS positions reported by institutional investment managers through SEC Form 13F. PICTET AI ENHD US EQTY ETF (PQUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PQUS?
InsiderSet currently tracks 15 institutional managers reporting PQUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PQUS shareholders.
How much PQUS stock do institutions own?
Institutional investment managers disclosed approximately $99.66M in PQUS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PQUS institutional ownership last updated?
The latest PQUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PQUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PQUS position after the reporting date.
Are institutions buying or selling PQUS?
Institutional buying and selling can be analyzed by comparing PQUS positions across consecutive 13F reporting periods. InsiderSet's PQUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PQUS ownership changes.
How has PQUS institutional ownership changed over time?
InsiderSet tracks PQUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.