DOSSIER · 13F Holders · Q2 2026
KQQQ

KURV ETF TR

22 institutions still hold KURV ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948302·22 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
22
filers reporting
Concentration
49.05%
Newbridge Financial Services Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported KQQQ in Q2 2026. Newbridge Financial Services Group, Inc. leads at 49.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Newbridge Financial Services Group, Inc.
CIK 0001879757
$4M123K0.46%Q2 2026
02
Triumph Capital Management
CIK 0001730765
$849K28K0.15%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$542K18K0.00%Q2 2026
04
WOLVERINE TRADING, LLC
CIK 0000927337
$486K17K0.00%Q3 2025
05
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$411K17K0.02%Q1 2026
06
Investmark Advisory Group LLC
CIK 0001926349
$402K13K0.15%Q2 2026
07
Register Financial Advisors LLC
CIK 0001962636
$347K11K0.11%Q2 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$262K11K0.00%Q1 2026
09
Pasadena Private Wealth, LLC
CIK 0001760578
$219K7K0.03%Q2 2026
10
Janney Montgomery Scott LLC
CIK 0001329948
$207K9K0.00%Q1 2026
11
Allworth Financial LP
CIK 0001555170
$55K2K0.00%Q2 2026
12
SWAN Capital LLC
CIK 0001952722
$50K2K0.02%Q2 2026
13
TSFG, LLC
CIK 0001800513
$15K6350.00%Q1 2026
14
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$13K5500.01%Q1 2026
15
SALEM INVESTMENT COUNSELORS INC
CIK 0000884423
$9K3000.00%Q2 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6K1990.00%Q2 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$3K910.00%Q2 2026
18
SIGNATUREFD, LLC
CIK 0001456048
$2K510.00%Q2 2026
19
UBS Group AG
CIK 0001610520
$1K360.00%Q2 2026
20
MORGAN STANLEY
CIK 0000895421
$3210.00%Q2 2026
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