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Funds Holding QWLD

On this page, we present all of the funds holding QWLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding QWLD, with a link to that fund's top holdings. The next columns indicate the amount of QWLD stock held by each of the funds holding QWLD, followed by the QWLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding QWLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding QWLD), click the fund name in the "Holder" column of the funds-holding-QWLD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC221,955$24,444 12/31/2023
     QWLD221,955$24,444 12/31/2023
Jane Street Group LLC111,295$12,257 12/31/2023
     QWLD111,295$12,257 12/31/2023
Citadel Advisors LLC72,989$8,038 12/31/2023
     QWLD72,989$8,038 12/31/2023
Raymond James Financial Services Advisors Inc.52,879$6,341 03/31/2024
     QWLD52,879$6,341 03/31/2024
Wealth Enhancement Advisory Services LLC31,996$3,837 03/31/2024
     QWLD31,996$3,837 03/31/2024
SYM FINANCIAL Corp22,643$2,494 12/31/2023
     QWLD22,643$2,494 12/31/2023
Fingerlakes Wealth Management Inc.19,593$2,350 03/31/2024
     QWLD19,593$2,350 03/31/2024
Wealthcare Advisory Partners LLC16,976$2,036 03/31/2024
     QWLD16,976$2,036 03/31/2024
Ignite Planners LLC16,881$2,017 03/31/2024
     QWLD16,881$2,017 03/31/2024
Zimmermann Investment Management & Planning LLC16,627$1,994 03/31/2024
     QWLD16,627$1,994 03/31/2024
Cambridge Investment Research Advisors Inc.16,159$1,938 03/31/2024
     QWLD16,159$1,938 03/31/2024
Raymond James & Associates12,778$1,532 03/31/2024
     QWLD12,778$1,532 03/31/2024
Bank of Montreal Can12,843$1,417 12/31/2023
     QWLD12,843$1,417 12/31/2023
Stratos Wealth Partners LTD.11,440$1,372 03/31/2024
     QWLD11,440$1,372 03/31/2024
Geneos Wealth Management Inc.11,549$1,272 12/31/2023
     QWLD11,549$1,272 12/31/2023
Thrivent Financial for Lutherans9,977$1,099 12/31/2023
     QWLD9,977$1,099 12/31/2023
Advisor Group Holdings Inc.7,433$819 12/31/2023
     QWLD7,433$819 12/31/2023
Envestnet Asset Management Inc.7,127$785 12/31/2023
     QWLD7,127$785 12/31/2023
OLD Mission Capital LLC6,115$673 12/31/2023
     QWLD6,115$673 12/31/2023
Atlas Private Wealth Advisors6,046$666 12/31/2023
     QWLD6,046$666 12/31/2023
Financial Enhancement Group LLC4,280$497 03/31/2024
     QWLD4,280$497 03/31/2024
New England Private Wealth Advisors LLC4,062$447 12/31/2023
     QWLD4,062$447 12/31/2023
Capital Analysts LLC3,842$423 12/31/2023
     QWLD3,842$423 12/31/2023
Thoroughbred Financial Services LLC2,955$325 12/31/2023
     QWLD2,955$325 12/31/2023
Flagship Harbor Advisors LLC2,050$246 03/31/2024
     QWLD2,050$246 03/31/2024
First Heartland Consultants Inc.2,234$246 12/31/2023
     QWLD2,234$246 12/31/2023
IFP Advisors Inc1,997$220 12/31/2023
     QWLD1,997$220 12/31/2023
Cetera Investment Advisers1,942$214 12/31/2023
     QWLD1,942$214 12/31/2023
Principal Securities Inc.1,914$211 12/31/2023
     QWLD1,914$211 12/31/2023
Bank of America Corp DE410$45 12/31/2023
     QWLD410$45 12/31/2023
FMR LLC102$11 12/31/2023
     QWLD102$11 12/31/2023
Rockbridge Investment Management LCC82$9 12/31/2023
     QWLD82$9 12/31/2023
Global Retirement Partners LLC55$7 03/31/2024
     QWLD55$7 03/31/2024
Harbour Investments Inc.44$5 12/31/2023
     QWLD44$5 12/31/2023
Huntington National Bank1$0 12/31/2023
     QWLD1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     QWLD0$0 12/31/2023

See Summary: Institutional Holders of QWLD
See Details: Top 10 Hedge Funds Holding QWLD
Also See: QWLD Holdings Changes

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