Kurv ETF Trust - KQQQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | New | 87,484 | 2,456 | 0.01% | — | 1 | +87,484 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62,446 | 1,752 | 0.04% | 0.04% | 2 | +105 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 21,919 | 615 | 0.04% | — | 3 | +21,919 | New | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,590 | 493 | 0.0% | 0.0% | 4 | -193 | -1.09% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 16,893 | 474 | 0.07% | — | 5 | +16,893 | New | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,577 | 465 | 0.0% | — | 6 | +16,577 | New | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | New | 9,400 | 263 | 0.04% | — | 7 | +9,400 | New | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 1,702 | 47 | 0.01% | — | 8 | +1,702 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 635 | 18 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 550 | 15 | 0.01% | — | 10 | +550 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 11 | +2 | 4.44% | Q4 2025 | Jan 20, 2026 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -24,776 | -100.0% | Q3 2025 | Oct 20, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealth Watch Advisors, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |