13F Insight
DOSSIER · 13F Holders · Q3 2026
KQQQ

KURV ETF TR

22 institutions still hold KURV ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948302·22 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
22
filers reporting
Concentration
38.78%
Newbridge Financial Services Group, Inc. #1
top holder share
AI Holders Summary · Q3 2026

22 institutions reported KQQQ in Q3 2026. Newbridge Financial Services Group, Inc. leads at 38.8% 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
$4M138K0.47%Q3 202602
LPL Financial LLC
CIK 0001403438
$1M42K0.00%Q3 202603
Triumph Capital Management
CIK 0001730765
$823K28K0.14%Q3 202604
CITADEL ADVISORS LLC
CIK 0001423053
$803K26K0.00%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$641K22K0.00%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$542K18K0.00%Q2 202607
WOLVERINE TRADING, LLC
CIK 0000927337
$486K17K0.00%Q3 202508
Investmark Advisory Group LLC
CIK 0001926349
$479K16K0.16%Q3 202609
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$458K15K0.02%Q2 202610
Register Financial Advisors LLC
CIK 0001962636
$350K12K0.11%Q3 202611
Pasadena Private Wealth, LLC
CIK 0001760578
$211K7K0.03%Q3 202612
Janney Montgomery Scott LLC
CIK 0001329948
$207K9K0.00%Q1 202613
Allworth Financial LP
CIK 0001555170
$55K2K0.00%Q3 202614
SWAN Capital LLC
CIK 0001952722
$50K2K0.02%Q2 202615
EverSource Wealth Advisors, LLC
CIK 0001710537
$29K1K0.00%Q3 202616
TSFG, LLC
CIK 0001800513
$15K6350.00%Q1 202617
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$13K5500.01%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3K910.00%Q2 202619
SIGNATUREFD, LLC
CIK 0001456048
$2K530.00%Q3 202620
MORGAN STANLEY
CIK 0000895421
$3210.00%Q2 2026
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