QABA Institutional Ownership & Shareholders

FIRST TRUST NASDAQ ABA CBIF (QABA) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $48.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Morgan Stanley is currently the largest disclosed institutional shareholder of QABA tracked by InsiderSet, reporting ownership valued at approximately $9.06M in its June 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 $9.16M, representing an estimated gain of +1.08% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed QABA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST NASDAQ ABA CBIF (QABA).

This page ranks the largest institutional QABA 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

43

Total Reported Value

$48.14M

Largest Holder

Morgan Stanley

Largest Position

$9.06M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

58

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%134,714$9,064,880$9,163,031+$98,151+1.08%
Bank Of America Corp0.00%84,280$5,671,117$5,732,591+$61,474+1.08%
Wells Fargo & Company/Mn0.00%79,038$5,318,400$5,376,038+$57,638+1.08%
Royal Bank Of Canada0.00%68,681$4,622,000$4,671,572+$49,572+1.07%
Susquehanna International Group, Llp0.00%60,503$4,071,211$4,115,317+$44,106+1.08%
Lumbard & Kellner, Llc1.18%57,811$3,890,068$3,932,212+$42,144+1.08%
Goldman Sachs Group Inc0.00%39,920$2,686,193$2,715,295+$29,102+1.08%
Ubs Group Ag0.00%36,359$2,446,561$2,473,081+$26,520+1.08%
Lpl Financial Llc0.00%27,254$1,833,931$1,853,773+$19,842+1.08%
Sanctuary Advisors, Llc0.00%15,850$1,066,537$1,078,092+$11,555+1.08%
Raymond James Financial Inc0.00%12,059$811,473$820,234+$8,761+1.08%
Two Sigma Investments, Lp0.00%11,243$756,535$764,731+$8,196+1.08%
Citadel Advisors Llc0.00%10,006$673,298$680,592+$7,294+1.08%
Cutler Capital Management, Llc0.17%9,868$664,002$671,206+$7,204+1.08%
Cetera Investment Advisers0.00%9,796$659,155$666,308+$7,153+1.09%
Signet Financial Management, Llc0.06%8,929$520,089$607,336+$87,247+16.78%
Summit Financial, Llc0.01%7,518$505,894$511,362+$5,468+1.08%
Spinnaker Trust0.02%5,745$386,578$390,766+$4,188+1.08%
Commonwealth Equity Services, Llc0.00%5,087$326,650$346,010+$19,360+5.93%
Sound Income Strategies, Llc0.01%4,784$308,314$325,400+$17,086+5.54%
Envestnet Asset Management Inc0.00%4,504$303,102$306,355+$3,253+1.07%
Osaic Holdings, Inc.0.00%4,021$270,627$273,502+$2,875+1.06%
Stonex Group Inc.0.01%3,938$247,965$267,856+$19,891+8.02%
Creativeone Wealth, Llc0.01%3,504$235,813$238,336+$2,523+1.07%
Nicholson Wealth Management Group, Llc0.12%3,040$204,560$206,776+$2,216+1.08%
Harbour Investments, Inc.0.00%2,324$156,381$158,075+$1,694+1.08%
Dunhill Financial, Llc0.02%1,712$115,199$116,448+$1,249+1.08%
Gunpowder Capital Management, Llc Dba Oliver Wealth Management0.06%1,325$89,158$90,124+$966+1.08%
Hhm Wealth Advisors, Llc0.01%785$52,823$53,394+$571+1.08%
Action Point Financial Planning, Llc0.01%735$49,391$49,994+$603+1.22%
Rockefeller Capital Management L.P.0.00%445$29,944$30,268+$324+1.08%
Srh Advisors, Llc0.01%460$29,535$31,288+$1,753+5.94%
Umb Bank, N.A.0.00%400$26,916$27,207+$291+1.08%
Independence Bank Of Kentucky0.00%250$16,052$17,005+$953+5.93%
Blair William & Co/Il0.00%150$10,093$10,203+$110+1.09%
Assetmark, Inc0.00%104$6,677$7,074+$397+5.94%
Newedge Advisors, Llc0.00%55$3,701$3,741+$40+1.08%
Nbc Securities, Inc.0.00%46$2,968$3,129+$161+5.42%
Farther Finance Advisors, Llc0.00%35$2,247$2,381+$134+5.95%
Rosenberg Matthew Hamilton0.00%20$1,284$1,360+$76+5.95%
Cambridge Investment Research Advisors, Inc.0.00%14,567$935$990,824+$989,889+105870.48%
Russell Investments Group, Ltd.0.00%1$67$68+$1+1.52%
Beacon Capital Management, Inc.0.00%1$56$68+$12+21.46%
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Frequently asked questions about QABA

  • Who are the largest institutional holders of QABA?

    The largest institutional holders of QABA reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Royal Bank Of Canada, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported QABA position.

  • What is QABA institutional ownership?

    This page tracks QABA positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NASDAQ ABA CBIF (QABA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own QABA?

    InsiderSet currently tracks 43 institutional managers reporting QABA 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 QABA shareholders.

  • How much QABA stock do institutions own?

    Institutional investment managers disclosed approximately $48.14M in QABA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was QABA institutional ownership last updated?

    The latest QABA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 QABA 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 QABA position after the reporting date.

  • Are institutions buying or selling QABA?

    Institutional buying and selling can be analyzed by comparing QABA positions across consecutive 13F reporting periods. InsiderSet's QABA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QABA ownership changes.

  • How has QABA institutional ownership changed over time?

    InsiderSet tracks QABA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.