QVOY Institutional Ownership & Shareholders
Q3 ALL-SEASON ACTIVE ROT ETF (QVOY) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $17.90M, representing an estimated loss of -10.26% 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., Cetera Investment Advisers, 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
14
Total Reported Value
$9.16M
Largest Holder
Q3 Asset Management
Largest Position
$19.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
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 | $17,900,842 | -$2,047,158 | -10.26% | |
| Harbour Investments, Inc. | 0.05% | 126,114 | $3,901,325 | $3,500,925 | -$400,400 | -10.26% | |
| Cetera Investment Advisers | 0.00% | 41,488 | $1,283,423 | $1,151,707 | -$131,716 | -10.26% | |
| Silver Oak Securities, Incorporated | 0.07% | 35,485 | $1,097,721 | $985,064 | -$112,657 | -10.26% | |
| Hbw Advisory Services Llc | 0.08% | 29,547 | $829,501 | $820,225 | -$9,276 | -1.12% | |
| Cpr Investments Inc. | 0.51% | 24,204 | $679,488 | $671,903 | -$7,585 | -1.12% | |
| Gts Securities Llc | 0.01% | 20,214 | $625,320 | $561,141 | -$64,179 | -10.26% | |
| Axxcess Wealth Management, Llc | 0.02% | 13,411 | $376,499 | $372,289 | -$4,210 | -1.12% | |
| Secure Asset Management, Llc | 0.03% | 7,676 | $215,488 | $213,086 | -$2,402 | -1.11% | |
| Nfsg Corp | 0.01% | 2,500 | $70,185 | $69,400 | -$785 | -1.12% | |
| Corecap Advisors, Llc | 0.00% | 1,352 | $37,956 | $37,532 | -$424 | -1.12% | |
| Allworth Financial Lp | 0.00% | 901 | $27,872 | $25,012 | -$2,860 | -10.26% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 85,943 | $2,413 | $2,385,778 | +$2,383,365 | +98771.85% | |
| Morgan Stanley | 0.00% | 1 | $31 | $28 | -$3 | -10.45% |
Frequently asked questions about QVOY
Who are the largest institutional holders of QVOY?
The largest institutional holders of QVOY reported in the latest SEC Form 13F filings include Q3 Asset Management, Harbour Investments, Inc., Cetera Investment Advisers, Silver Oak Securities, Incorporated, and Hbw Advisory Services Llc. InsiderSet ranks institutional holders by their latest reported QVOY position.
What is QVOY institutional ownership?
This page tracks QVOY positions reported by institutional investment managers through SEC Form 13F. Q3 ALL-SEASON ACTIVE ROT ETF (QVOY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QVOY?
InsiderSet currently tracks 14 institutional managers reporting QVOY 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 QVOY shareholders.
How much QVOY stock do institutions own?
Institutional investment managers disclosed approximately $9.16M in QVOY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QVOY institutional ownership last updated?
The latest QVOY 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 QVOY 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 QVOY position after the reporting date.
Are institutions buying or selling QVOY?
Institutional buying and selling can be analyzed by comparing QVOY positions across consecutive 13F reporting periods. InsiderSet's QVOY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QVOY ownership changes.
How has QVOY institutional ownership changed over time?
InsiderSet tracks QVOY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.