Signals

← Signals

☆QQEW

303 in-universe funds with a nonzero position in QQEW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19696
Score / z0.000 / -0.02
Consensus82.05 over 152 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 181.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 110.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 85.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 75.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 13.6 0.6% 4 -0.0 pp +0.5 pp +0.5 pp +0.6 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 13.5 2.0% 4 -3.4 pp -3.4 pp -3.5 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 10.3 0.4% 1 +0.4 pp +0.4 pp -0.2 pp +0.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.7 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 8.8 1.0% 4 +0.4 pp -0.3 pp -0.4 pp +1.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 8.0 1.7% 3 -0.3 pp -0.3 pp +1.7 pp +1.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 6.5 1.2% 4 -1.1 pp -1.1 pp -1.2 pp +1.2 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 6.2 1.3% 4 -0.4 pp -0.4 pp -0.5 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 4.6 1.6% 4 -0.4 pp -0.4 pp -0.4 pp +1.6 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 4.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 4.4 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 4.0 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 4.0 1.2% 5 -1.3 pp -1.2 pp -1.1 pp -0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.9 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.4 1.6% 4 -0.3 pp -0.4 pp -0.3 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 1.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.6 0.4% 4 -0.3 pp -0.3 pp -0.3 pp +0.4 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.6 0.4% 4 -0.2 pp -0.4 pp -2.2 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 1.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.2 0.7% 4 -0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.0 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.9 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.9 0.0% 4 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.9 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.5 0.1% 4 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just QQEW). Qtrs Held counts distinct quarters this fund has actually held QQEW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QQEW position size. Δ columns are the percentage-point change in QQEW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status