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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NFSG Corp | History | Added to | 122,939 | 3,733 | 0.46% | 0.44% | 1 | +13,061 | 11.89% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 27,968 | 849 | 0.15% | 0.12% | 2 | +3,335 | 13.54% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,429 | 802 | 0.0% | 0.0% | 3 | +15,565 | 143.27% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,456 | 743 | 0.0% | 0.0% | 4 | +13,632 | 125.94% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,851 | 542 | 0.0% | 0.0% | 5 | +138 | 0.78% | Q2 2026 | Sep 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 17,015 | 411 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investmark Advisory Group LLC | History | New | 13,238 | 402 | 0.15% | — | 7 | +13,238 | New | Q2 2026 | Aug 07, 2026 |
| Register Financial Advisors LLC | History | Reduced | 11,411 | 346 | 0.11% | 0.1% | 8 | -10 | -0.09% | Q2 2026 | Jul 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 7,200 | 218 | 0.03% | 0.03% | 9 | -2,200 | -23.4% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 1,800 | 54 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWAN Capital LLC | History | Added to | 1,636 | 49 | 0.02% | 0.01% | 11 | +798 | 95.23% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 635 | 19 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 300 | 9 | 0.0% | — | 13 | +300 | New | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 199 | 6 | 0.0% | 0.0% | 14 | -4,063 | -95.33% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 91 | 2 | 0.0% | — | 15 | +91 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 36 | 1 | 0.0% | — | 17 | +36 | New | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 16 | +1 | 2.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,584 | -100.0% | Q2 2026 | Aug 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |