5 institutions reported holding $67.4M of INVESTMENT MANAGERS SER TR I (MQQQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Global View Capital Management LLC ($67.3M), Physician Wealth Advisors, Inc. ($30,656), SHP Wealth Management ($7,860), Encompass More Asset Management ($0), Belvedere Trading LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Global View Capital Management LLC | $67.3M | 428,380 | Trimmed |
| 2 | Physician Wealth Advisors, Inc. | $30,656 | 195 | New |
| 3 | SHP Wealth Management | $7,860 | 50 | Hold |
| 4 | Encompass More Asset Management | $0 | 0 | Exited |
| 5 | Belvedere Trading LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31