Who owns XQQI?
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11 institutions reported holding XQQI, worth $15.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XQQI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Independent Financial Group, LLC | San Diego, CA | $8.3M | 155,229 | +136,859 shares |
| Wellington Grp LLC | Indianapolis, IN | $3.4M | 63,504 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.1M | 20,735 | New position |
| Citadel Advisors LLC | Miami, FL | $888K | 16,691 | New position |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $493K | 9,662 | New position |
| Jane Street Group, LLC | New York, NY | $470K | 8,837 | −15,861 shares |
| Chung Wu Investment Group, LLC | Sugar Land, TX | $436K | 8,200 | New position |
| MADDEN SECURITIES Corp | Dallas, TX | $396K | 7,450 | +1,600 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $65K | 1,217 | New position |
| Tower Research Capital LLC (TRC) | New York, NY | $638 | 12 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XQQI?
11 institutional managers reported holding XQQI in Form 13F filings for June 30, 2026, worth $15.5M in total. The largest reported position was held by Independent Financial Group, LLC, at $8.3M.
Did institutions buy or sell XQQI last quarter?
Reported 13F value rose 617.2% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XQQI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.