Who Owns Q3 All-Season Active Rotation ETF (QVOY)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$9.610003600020599e+27T
% of Float Held
—
QoQ Change in Holders
+6 / -2
Price History
QVOY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | New Position | +35K | +$961.0M |
| CoreCap Advisors, LLC | New Position | +1K | +$36.0M |
| HBW ADVISORY SERVICES LLC | New Position | +766K | +$20.6M |
| Q3 Asset Management | New Position | +453K | +$12.2M |
| Cambridge Investment Research Advisors, Inc. | New Position | +12K | +$0 |
| AE Wealth Management LLC | New Position | +23K | +$0 |
| HARBOUR INVESTMENTS, INC. | Increased | +235 | +$-22.4M |
| Allworth Financial LP | Increased | +76 | +$-23.6M |
QVOY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Closed Position | -18K | -$522.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -82 | -$6.9M |
| Secure Asset Management, LLC | Decreased | -85K | -$2.4M |
| UBS Group AG | Decreased | -7 | -$2.2M |
| Arete Wealth Advisors, LLC | Closed Position | -7K | -$206K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SILVER OAK SECURITIES, INCORPORATED | 35,485 | $961.0M | 0.06% | Share |
| 2 | CoreCap Advisors, LLC | 1,352 | $36.0M | 0.00% | Share |
| 3 | HBW ADVISORY SERVICES LLC | 765,747 | $20.6M | 2.24% | Share |
| 4 | UBS Group AG | 594 | $15.0M | 0.00% | Share |
| 5 | Q3 Asset Management | 453,138 | $12.2M | 2.79% | Share |
| 6 | Secure Asset Management, LLC | 8,500 | $228K | 0.04% | Share |
| 7 | HARBOUR INVESTMENTS, INC. | 1,021 | $27K | 0.00% | Share |
| 8 | Allworth Financial LP | 901 | $24K | 0.00% | Share |
| 9 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 10 | Cambridge Investment Research Advisors, Inc. | 11,501 | $0 | 0.00% | Share |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 160 | $0 | 0.00% | Share |
| 12 | AE Wealth Management LLC | 22,830 | $0 | 0.00% | Share |
QVOY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $1.0B | +4 |
| Q3 2025 | 8 | $595.8M | -3 |
| Q2 2025 | 11 | $5.6B | -2 |
| Q1 2025 | 13 | $3.7B | -2 |
| Q4 2024 | 15 | $4.1B | +3 |
| Q3 2024 | 12 | $1.1T | +0 |
| Q2 2024 | 12 | $749.7B | +3 |
| Q1 2024 | 9 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold QVOY (Q3 All-Season Active Rotation ETF). The largest holder is SILVER OAK SECURITIES, INCORPORATED with $961.0M in shares. This quarter, 6 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own QVOY?
As of Q4 2025, 12 institutional investors report holding QVOY (Q3 All-Season Active Rotation ETF) in their 13F filings.
Who is the largest institutional holder of QVOY?
The largest institutional holder of QVOY is SILVER OAK SECURITIES, INCORPORATED with $961.0M in shares.
Is institutional ownership of QVOY increasing or decreasing?
This quarter, 6 institutions opened new positions in QVOY and 2 closed their positions.