KURV ETF TR (KQQQ)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
16
Reporting holders
$7.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NFSG Corp | $3.7M | 122,939 | 0.46% | 3q | +11.9%+$396.7K |
| Triumph Capital Management | $849.4K | 27,968 | 0.15% | 3q | +13.5%+$101.3K |
| CITADEL ADVISORS LLC | $802.6K | 26,429 | 0.00% | 2q | +143.3%+$472.7K |
| ENVESTNET ASSET MANAGEMENT INC | $542.1K | 17,851 | 0.00% | 4q | +0.8%+$4.2K |
| Investmark Advisory Group LLC | $402.1K | 13,238 | 0.15% | new | NEW |
| Register Financial Advisors LLC | $346.5K | 11,411 | 0.11% | 2q | HELD |
| Pasadena Private Wealth, LLC | $218.7K | 7,200 | 0.03% | 3q | -23.4%-$66.8K |
| Allworth Financial LP | $54.7K | 1,800 | 0.00% | 2q | HELD |
| SWAN Capital LLC | $49.7K | 1,636 | 0.02% | 2q | +95.2%+$24.2K |
| SALEM INVESTMENT COUNSELORS INC | $9.1K | 300 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.0K | 199 | 0.00% | 8q | -95.3%-$123.4K |
| OSAIC HOLDINGS, INC. | $2.8K | 91 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $1.6K | 51 | 0.00% | 6q | +2.0% |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 48,912 | 0.00% | 2q | +351.9%+$1.2K |
| UBS Group AG | $1.1K | 36 | 0.00% | new | NEW |
| MORGAN STANLEY | $32 | 1 | 0.00% | new | NEW |
| TSFG, LLC | $19 | 635 | 0.00% | 4q | HELD |
| PIN OAK INVESTMENT ADVISORS INC | $14 | 550 | 0.01% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $11 | 0 | 0.00% | 4q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $7.0M | 231,150 | 5 | 6 | 3 | 0.0% |
| Q1 2026 | 12 | $5.0M | 207,876 | 4 | 4 | 2 | 0.0% |
| Q4 2025 | 10 | $4.1M | 146,575 | 6 | 1 | 2 | 0.0% |
| Q3 2025 | 6 | $3.5M | 121,686 | 3 | 1 | 2 | 0.0% |
| Q2 2025 | 6 | $2.5M | 93,257 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $2.3M | 98,554 | 5 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $1.2M | 44,268 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $133.6K | 5,276 | 2 | 0 | 0 | 0.0% |