KQQQ — KURV ETF TR
As of Q2 2026, 3 SEC-registered investment managers reported holding KQQQ (KURV ETF TR) in their latest 13F filings, with a combined reported value of $803.77K across 26.47K shares. That is +143.6% by share count (+15.60K shares) versus the previous quarter, while reported value moved +206.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 26.43K | $802.65K | 0.00% | Add |
| UBS Group AG history | 36 | $1.09K | 0.00% | New |
| Morgan Stanley history | 1 | $32 | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.86K | $262.47K | 0.00% | New |
| Wells Fargo & Co history | 1 | $14 | 0.00% | New |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 1 | $18 | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 216 | $5.83K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3 | $81 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3 | $81 | 0.00% | Reduce |
| Morgan Stanley history | 1 | $43 | 0.00% | Hold |
| Morgan Stanley history | 1 | $43 | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 5 | $116 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5 | $116 | 0.00% | New |
| Morgan Stanley history | 1 | $38 | 0.00% | New |
| Morgan Stanley history | 1 | $38 | 0.00% | New |
Q3 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1 | $25 | 0.00% | New |
New Positions (Q2 2026)
- UBS Group AG 36 sh · $1.09K
- Morgan Stanley 1 sh · $32
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1 sh · $14
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|---|---|
| Citadel Advisors | 26.43K | 10.86K | — | — | — | — |
| UBS Group AG | 36 | — | — | 216 | — | — |
| Morgan Stanley | 1 | — | — | 1 | 1 | — |
| Fidelity Management & Research (FMR) | — | — | — | 3 | 5 | 1 |
| Wells Fargo & Co | — | 1 | 1 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details