QBUF Institutional Ownership & Shareholders
INNV NASDAQ -100 10 B - QRT (QBUF) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $110.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Central Valley Advisors, Llc is currently the largest disclosed institutional shareholder of QBUF tracked by InsiderSet, reporting ownership valued at approximately $13.64M 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 $13.22M, representing an estimated loss of -3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed QBUF value among the investors covered in this analysis. Major shareholders include Central Valley Advisors, Llc, Prasad Wealth Partners, Llc, Mutual Advisors, Llc, and several other long-term asset managers with concentrated positions in INNV NASDAQ -100 10 B - QRT (QBUF).
This page ranks the largest institutional QBUF 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
60
Total Reported Value
$110.49M
Largest Holder
Central Valley Advisors, Llc
Largest Position
$13.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Central Valley Advisors, Llc | 3.66% | 441,766 | $13,637,328 | $13,222,145 | -$415,183 | -3.04% | |
| Prasad Wealth Partners, Llc | 2.89% | 389,781 | $11,992,026 | $11,666,223 | -$325,803 | -2.72% | |
| Mutual Advisors, Llc | 0.16% | 268,610 | $8,264,082 | $8,039,551 | -$224,531 | -2.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 225,521 | $6,988,896 | $6,749,889 | -$239,007 | -3.42% | |
| Centaurus Financial, Inc. | 0.22% | 187,194 | $5,759,000 | $5,602,754 | -$156,246 | -2.71% | |
| Smart Wealth Llc | 1.19% | 179,444 | $5,520,792 | $5,370,795 | -$149,997 | -2.72% | |
| Creativeone Wealth, Llc | 0.11% | 172,638 | $5,311,398 | $5,167,090 | -$144,308 | -2.72% | |
| Osaic Holdings, Inc. | 0.01% | 140,000 | $4,307,638 | $4,190,228 | -$117,410 | -2.73% | |
| Raymond James Financial Inc | 0.00% | 139,875 | $4,303,408 | $4,186,487 | -$116,921 | -2.72% | |
| Sovran Advisors, Llc | 0.27% | 126,432 | $3,867,004 | $3,784,135 | -$82,869 | -2.14% | |
| Farther Finance Advisors, Llc | 0.02% | 103,458 | $3,193,748 | $3,096,519 | -$97,229 | -3.04% | |
| Cary Street Partners Financial Llc | 0.07% | 100,421 | $3,089,563 | $3,005,621 | -$83,942 | -2.72% | |
| Beacon Pointe Advisors, Llc | 0.01% | 99,760 | $3,069,227 | $2,985,837 | -$83,390 | -2.72% | |
| Kestra Advisory Services, Llc | 0.01% | 89,329 | $2,757,586 | $2,673,635 | -$83,951 | -3.04% | |
| Cetera Investment Advisers | 0.00% | 67,239 | $2,068,682 | $2,012,477 | -$56,205 | -2.72% | |
| Kingsview Wealth Management, Llc | 0.02% | 64,523 | $1,985,121 | $1,931,186 | -$53,935 | -2.72% | |
| Planvest Financial, Inc | 1.27% | 61,772 | $1,900,484 | $1,848,848 | -$51,636 | -2.72% | |
| Summit Financial, Llc | 0.02% | 53,293 | $1,639,623 | $1,595,070 | -$44,553 | -2.72% | |
| Brookstone Capital Management | 0.02% | 51,559 | $1,591,626 | $1,543,171 | -$48,455 | -3.04% | |
| Arq Wealth Advisors, Llc | 0.17% | 47,097 | $1,453,889 | $1,409,623 | -$44,266 | -3.04% | |
| Hollencrest Capital Management | 0.09% | 46,034 | $1,416,287 | $1,377,807 | -$38,480 | -2.72% | |
| Crux Wealth Advisors | 0.44% | 41,572 | $1,279,008 | $1,244,258 | -$34,750 | -2.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,330 | $1,275,860 | $1,237,015 | -$38,845 | -3.04% | |
| Triumph Capital Management | 0.20% | 36,147 | $1,115,856 | $1,081,887 | -$33,969 | -3.04% | |
| Independent Financial Group, Llc | 0.02% | 32,199 | $993,983 | $963,723 | -$30,260 | -3.04% | |
| Hofer & Associates. Inc | 0.66% | 30,589 | $944,280 | $915,535 | -$28,745 | -3.04% | |
| Red Crane Wealth Management, Llc | 0.66% | 30,589 | $944,280 | $915,535 | -$28,745 | -3.04% | |
| Transce3Nd, Llc | 0.76% | 24,713 | $759,430 | $739,665 | -$19,765 | -2.60% | |
| Beam Wealth Advisors, Inc. | 0.16% | 24,548 | $757,797 | $734,727 | -$23,070 | -3.04% | |
| Sugar Maple Asset Management, Llc | 0.42% | 23,943 | $739,120 | $716,619 | -$22,501 | -3.04% | |
| Mml Investors Services, Llc | 0.00% | 23,962 | $737,217 | $717,187 | -$20,030 | -2.72% | |
| Envestnet Asset Management Inc | 0.00% | 20,538 | $631,874 | $614,706 | -$17,168 | -2.72% | |
| Lpl Financial Llc | 0.00% | 20,371 | $626,736 | $609,708 | -$17,028 | -2.72% | |
| Bright Futures Wealth Management, Llc. | 0.37% | 17,174 | $530,161 | $514,021 | -$16,140 | -3.04% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 17,092 | $527,630 | $511,567 | -$16,063 | -3.04% | |
| Valmark Advisers, Inc. | 0.01% | 16,445 | $505,949 | $492,202 | -$13,747 | -2.72% | |
| Keating Financial Advisory Services, Inc. | 0.06% | 13,890 | $427,341 | $415,730 | -$11,611 | -2.72% | |
| Stratos Wealth Advisors, Llc | 0.02% | 12,199 | $375,316 | $365,119 | -$10,197 | -2.72% | |
| Kestra Private Wealth Services, Llc | 0.00% | 11,022 | $340,249 | $329,891 | -$10,358 | -3.04% | |
| Pitti Group Wealth Management, Llc | 0.24% | 10,584 | $325,628 | $316,781 | -$8,847 | -2.72% | |
| Calton & Associates, Inc. | 0.04% | 9,873 | $303,754 | $295,501 | -$8,253 | -2.72% | |
| Visionary Wealth Advisors | 0.01% | 9,333 | $287,141 | $279,339 | -$7,802 | -2.72% | |
| Harbour Investments, Inc. | 0.00% | 8,995 | $276,741 | $269,222 | -$7,519 | -2.72% | |
| Trustbank | 0.08% | 8,657 | $267,242 | $259,106 | -$8,136 | -3.04% | |
| Diversify Advisory Services, Llc | 0.00% | 7,720 | $237,622 | $231,061 | -$6,561 | -2.76% | |
| Diversify Wealth Management, Llc | 0.00% | 7,720 | $237,622 | $231,061 | -$6,561 | -2.76% | |
| Diligent Investors, Llc | 0.05% | 6,814 | $210,348 | $203,944 | -$6,404 | -3.04% | |
| Yarger Wealth Strategies, Llc | 0.07% | 6,573 | $202,120 | $196,731 | -$5,389 | -2.67% | |
| First Heartland Consultants, Inc. | 0.01% | 6,522 | $201,334 | $195,205 | -$6,129 | -3.04% | |
| Wealthshield Partners, Llc | 0.02% | 4,000 | $123,064 | $119,721 | -$3,343 | -2.72% |
Frequently asked questions about QBUF
Who are the largest institutional holders of QBUF?
The largest institutional holders of QBUF reported in the latest SEC Form 13F filings include Central Valley Advisors, Llc, Prasad Wealth Partners, Llc, Mutual Advisors, Llc, Wealth Enhancement Advisory Services, Llc, and Centaurus Financial, Inc.. InsiderSet ranks institutional holders by their latest reported QBUF position.
What is QBUF institutional ownership?
This page tracks QBUF positions reported by institutional investment managers through SEC Form 13F. INNV NASDAQ -100 10 B - QRT (QBUF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QBUF?
InsiderSet currently tracks 60 institutional managers reporting QBUF 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 QBUF shareholders.
How much QBUF stock do institutions own?
Institutional investment managers disclosed approximately $110.49M in QBUF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QBUF institutional ownership last updated?
The latest QBUF 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 QBUF 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 QBUF position after the reporting date.
Are institutions buying or selling QBUF?
Institutional buying and selling can be analyzed by comparing QBUF positions across consecutive 13F reporting periods. InsiderSet's QBUF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QBUF ownership changes.
How has QBUF institutional ownership changed over time?
InsiderSet tracks QBUF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.