5 institutions reported holding $149.4M of INVESTMENT MANAGERS SER TR I (MQQQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Global View Capital Management LLC ($145.5M), Discipline Wealth Solutions, LLC ($2.0M), FOUNDERS FINANCIAL SECURITIES LLC ($1.4M), Castleview Partners, LLC ($561,388), Physician Wealth Advisors, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Global View Capital Management LLC | $145.5M | 592,523 | Added |
| 2 | Discipline Wealth Solutions, LLC | $2.0M | 7,999 | New |
| 3 | FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 5,746 | New |
| 4 | Castleview Partners, LLC | $561,388 | 2,286 | New |
| 5 | Physician Wealth Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30