Q3 ALL-SEASON ACTIVE ROT ETF (QVOY) Institutional Shareholders
Q3 ALL-SEASON ACTIVE ROT ETF (QVOY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $29.34M in QVOY holdings during the latest filing period.
Q3 Asset Management is currently the largest disclosed institutional shareholder of QVOY tracked by InsiderSet, reporting ownership valued at approximately $19.95M 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 $18.59M, representing an estimated loss of -6.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed QVOY value among the investors covered in this analysis. Major shareholders include Q3 Asset Management, Harbour Investments, Inc., Hbw Advisory Services Llc, and several other long-term asset managers with concentrated positions in Q3 ALL-SEASON ACTIVE ROT ETF (QVOY).
This page ranks the largest institutional QVOY 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
12
Total Reported Value
$29.34M
Largest Holder
Q3 Asset Management
Largest Position
$19.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Q3 Asset Management | 3.65% | 644,843 | $19,948,000 | $18,585,471 | -$1,362,529 | -6.83% | |
| Harbour Investments, Inc. | 0.05% | 126,114 | $3,901,325 | $3,634,820 | -$266,505 | -6.83% | |
| Hbw Advisory Services Llc | 0.16% | 3,908 | $1,762,429 | $112,635 | -$1,649,794 | -93.61% | |
| Cetera Investment Advisers | 0.00% | 41,488 | $1,283,423 | $1,195,755 | -$87,668 | -6.83% | |
| Silver Oak Securities, Incorporated | 0.07% | 35,485 | $1,097,721 | $1,022,738 | -$74,983 | -6.83% | |
| Gts Securities Llc | 0.01% | 20,214 | $625,320 | $582,602 | -$42,718 | -6.83% | |
| Axxcess Wealth Management, Llc | 0.01% | 13,411 | $414,867 | $386,528 | -$28,339 | -6.83% | |
| Secure Asset Management, Llc | 0.03% | 7,746 | $239,611 | $223,253 | -$16,358 | -6.83% | |
| Corecap Advisors, Llc | 0.00% | 1,352 | $41,824 | $38,967 | -$2,857 | -6.83% | |
| Allworth Financial Lp | 0.00% | 901 | $27,872 | $25,968 | -$1,904 | -6.83% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 73,574 | $2,276 | $2,120,528 | +$2,118,252 | +93069.06% | |
| Morgan Stanley | 0.00% | 1 | $31 | $29 | -$2 | -7.03% |
Frequently asked questions about QVOY
Who owns the most QVOY stock?
The largest holders of QVOY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Q3 ALL-SEASON ACTIVE ROT ETF (QVOY).
Is QVOY widely held by superinvestors?
Many widely followed stocks like QVOY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QVOY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.