KQQQ — Kurv ETF Tr Institutional Holders · Q2 2026
Who owns Kurv ETF Tr (KQQQ)? 20 institutions reported holding $7.78M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Newbridge Financial Services Group, Inc. ($3.7M), Triumph Capital Management ($849,388), Citadel Advisors LLC ($802,649).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Newbridge Financial Services Group, Inc. | $3.7M | 122,939 | Added |
| 2 | Triumph Capital Management | $849,388 | 27,968 | Added |
| 3 | CITADEL ADVISORS LLC | $802,649 | 26,429 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $743,000 | 24,456 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $542,135 | 17,851 | Added |
| 6 | Investmark Advisory Group LLC | $402,052 | 13,238 | New |
| 7 | Register Financial Advisors LLC | $346,541 | 11,411 | Trimmed |
| 8 | Pasadena Private Wealth, LLC | $218,664 | 7,200 | Trimmed |
| 9 | Allworth Financial LP | $54,666 | 1,800 | Hold |
| 10 | SWAN Capital LLC | $49,685 | 1,636 | Added |
| 11 | TSFG, LLC | $19,000 | 635 | Hold |
| 12 | SALEM INVESTMENT COUNSELORS INC | $9,111 | 300 | New |
| 13 | HARBOUR INVESTMENTS, INC. | $6,044 | 199 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $2,763 | 91 | New |
| 15 | SIGNATUREFD, LLC | $1,562 | 51 | Added |
| 16 | UBS Group AG | $1,093 | 36 | New |
| 17 | MORGAN STANLEY | $32 | 1 | New |
| 18 | WELLS FARGO & COMPANY/MN | $11 | 0 | Trimmed |
| 19 | PIN OAK INVESTMENT ADVISORS INC | $0 | 0 | Exited |
| 20 | Janney Montgomery Scott LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30