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Disclosery

QLD PROSHARES TR

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PSHS ULTRA QQQ (fund)

170 managers (171 13F filers) reported a position in QLD shares at 2025-03-31, 4,830,718 shares in all. 10 filers opened a position and 35 filers sold out during the quarter.

Managers
170
13F filers
171
New
10
Added
47
Reduced
50
Sold out
35
Shares held by filers
4,830,718

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global View Capital Management LLC562,387$50M18.16%-79,39413F-HRTimeline
Main Street Group, LTD510,055$45.3M17.47%+20,89013F-HRTimeline
Clearstead Trust, LLC356,011$31.6M7.04%+4113F-HRTimeline
Focus Financial Network, Inc.299,079$26.6M1.09%013F-HRTimeline
Dale Q Rice Investment Management Ltd204,373$18.2M9.39%-22,29513F-HRTimeline
IMC-Chicago, LLC201,173$17.9M0.69%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP191,587$17M2.05%-12,92913F-HRTimeline
Marshall Financial Group, LLC183,401$16.3M3.56%new13F-HRTimeline
Westwood Wealth Management137,765$12.2M5.28%+4,40013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP97,637$8.68M0.06%013F-HRTimelineGroup
Howard Capital Management, LLC86,629$7.7M0.19%-7,323,57713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV72,222$6.42M1.42%-19,56613F-HRTimeline
UBS Group AGin group UBS Group AG71,230$6.33M<0.01%+44,53013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,038$6.14M0.01%+8,11613F-HRTimelineGroup
GenWealth Group, Inc.64,763$5.76M1.27%+3,12913F-HRTimeline
HighTower Advisors, LLC57,943$5.15M0.01%-1,07613F-HRTimeline
Connective Capital Management, LLC52,959$4.71M4.33%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,227$4.38M0.01%+20,22513F-HRTimelineGroup
ROANOKE ASSET MANAGEMENT CORP/ NY48,000$4.27M1.46%013F-HRTimeline
Mesirow Financial Investment Management…47,100$4.19M0.08%+60013F-HRTimeline
Bryn Mawr Trust Advisors, LLC45,266$4.02M0.24%-2,05413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.43,555$3.87M3.69%013F-HRTimeline
ONCE CAPITAL MANAGEMENT, LLC43,000$3.82M1.75%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,621$3.79M0.01%+27,32113F-HR/ATimelineGroup
LPL Financial LLC42,408$3.77M<0.01%+30,45613F-HRTimeline
Creative Planningin group Creative Planning40,707$3.62M<0.01%+29613F-HRTimelineGroup
FLOW TRADERS U.S. LLC38,098$3.39M0.14%+30,33013F-HRTimeline
Watts Gwilliam & Co., LLC34,899$3.1M0.67%+9613F-HRTimeline
Ridgepath Capital Management LLC31,856$2.83M1.36%-67,80013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,612$2.81M0.08%-68,04413F-HRTimeline
CIBC WORLD MARKET INC.29,779$2.65M0.01%013F-HRTimeline
Composition Wealth, LLC28,581$2.54M0.05%-19,49913F-HRTimeline
Mariner, LLCin group Mariner, LLC28,472$2.53M<0.01%+57213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth28,390$2.52M0.01%-38113F-HR/ATimelineGroup
Cresset Asset Management, LLC26,780$2.38M0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding26,634$2.37M+1,347Timeline
SteelPeak Wealth, LLC26,115$2.32M0.1%+60513F-HRTimeline
Sowell Financial Services LLC25,386$2.26M0.1%+87513F-HRTimeline
D. SCOTT NEAL, INC.24,928$2.22M1.23%013F-HRTimeline
TWO SIGMA SECURITIES, LLC23,935$2.13M0.33%+12,76013F-HRTimeline
SBI Securities Co., Ltd.22,841$2.03M0.07%-56413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,750$2.02M<0.01%-6,00013F-HRTimelineGroup
GROUP ONE TRADING LLC22,160$1.97M0.08%+3,00013F-HRTimeline
GTS SECURITIES LLC21,588$1.92M0.08%new13F-HRTimeline
CPR Investments Inc.20,735$1.86M1.65%+2,69413F-HRTimeline
Qube Research & Technologies Ltd20,024$1.78M<0.01%+14,25713F-HRTimeline
TOWNSQUARE CAPITAL LLC18,851$1.68M0.02%+15,32013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,128$1.56M0.05%+18,10213F-HRTimelineGroup
Arax Advisory Partners16,751$1.49M0.1%-2,51513F-HRTimeline
Canal Capital Management, LLC16,648$1.48M0.25%new13F-HRTimeline
Financial Engines Advisors L.L.C.16,517$1.47M<0.01%+24613F-HRTimeline
Aveo Capital Partners, LLC16,031$1.47M0.24%-127,16613F-HRTimeline
IEQ CAPITAL, LLC15,562$1.38M0.01%new13F-HRTimeline
Balefire, LLC15,175$1.35M0.46%+6,93213F-HRTimeline
Harvest Investment Services, LLC14,775$1.31M0.37%-1,65413F-HRTimeline
GeoWealth Management, LLC14,570$1.29M0.05%+3013F-HRTimeline
Meridian Wealth Management, LLC14,436$1.28M0.06%+89813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,000$1.24M0.05%013F-HRTimeline
SIMPLEX TRADING, LLC13,773$1.22M0.04%+13,04513F-HRTimeline
Rollins Financial Advisors, LLC13,427$1.19M0.21%-12713F-HR/ATimeline
Cambridge Investment Research Advisors,…13,394$1.19M<0.01%-7,43613F-HRTimeline
Castleview Partners, LLC12,146$1.08M0.73%-3,35113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors11,609$1.03M0.6%-44813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC11,469$1.02M0.03%+10013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,240$999K0.01%-59313F-HRTimelineGroup
Discipline Wealth Solutions, LLC10,917$970K0.46%-4,88813F-HRTimeline
Avior Wealth Management, LLC10,285$914K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC10,055$894K0.02%-1,18213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,000$889K0.21%013F-HRTimeline
WESBANCO BANK INC9,600$853K0.03%013F-HRTimeline
Orion Porfolio Solutions, LLC9,559$850K0.01%-59813F-HRTimeline
Orion Portfolio Solutions, LLC9,559$850K0.01%-59813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV9,555$849K<0.01%-25,83013F-HRTimeline
Empower Advisory Group, LLC8,891$790K<0.01%+4,54313F-HRTimeline
AlpenGlobal Capital LLC8,542$759K0.55%+87613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,669$740K<0.01%013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,217$730K0.34%-124,73813F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …8,026$713K0.44%013F-HRTimeline
Innova Wealth Partners7,960$707K0.44%-21513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,100$631K0.24%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC7,014$623K0.24%+413F-HRTimeline
Sheaff Brock Investment Advisors, LLC7,000$622K0.06%013F-HRTimeline
PMV Capital Advisers, LLC6,847$609K1.48%+4,19613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,800$605K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC6,432$572K0.22%013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,405$569K0.05%+54013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC6,320$562K0.04%+3,50013F-HRTimeline
Integrated Wealth Concepts LLC6,269$557K0.01%new13F-HRTimeline
Atlatl Advisers LLC6,052$538K0.35%-46313F-HRTimeline
Sanctuary Advisors, LLC6,034$536K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,987$532K0.03%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,555$494K0.01%-61913F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,313$472K0.01%-5,07213F-HRTimeline
Farther Finance Advisors, LLC5,030$454K0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,838$430K<0.01%+6413F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,800$427K0.02%13F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC4,800$427K0.16%013F-HRTimeline
Koshinski Asset Management, Inc.4,754$423K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,627$411K0.01%-12613F-HRTimeline
Horizon Wealth Management, LLC4,406$392K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.4,391$390K0.05%013F-HRTimeline
NWAM LLC4,321$384K0.03%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA4,240$377K0.1%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,180$372K0.18%013F-HRTimeline
SpringVest Wealth Management LLC4,002$356K0.29%new13F-HRTimeline
Sollinda Capital Management LLC3,732$332K0.09%-4,58613F-HRTimeline
LOWERY THOMAS, LLC3,703$329K0.23%+15013F-HRTimeline
Goldstone Financial Group, LLC3,608$321K0.05%013F-HRTimeline
Old Mission Investment Co LLC3,591$319K0.1%013F-HRTimeline
GREENBERG FINANCIAL GROUP5,200$317K0.13%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,557$316K<0.01%-11,00013F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC3,556$316K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,525$313K<0.01%+80513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,486$310K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC3,330$296K0.24%+15613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,235$288K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,200$284K0.03%013F-HRTimeline
Grandview Asset Management LLC3,200$284K0.11%013F-HRTimeline
Wall Street Financial Group, Inc.3,153$280K0.29%+60513F-HRTimeline
Silverleafe Capital Partners, LLC3,028$269K0.09%-42413F-HRTimeline
AIRE ADVISORS, LLC3,001$267K0.06%-3,84313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…2,870$255K0.09%013F-HRTimeline
James J. Burns & Company, LLC2,844$253K0.05%013F-HRTimeline
Segment Wealth Management, LLC2,814$250K0.02%013F-HRTimeline
Ground Swell Capital, LLC2,798$249K0.57%-4,25313F-HRTimeline
CRA Financial Services, LLC2,654$236K0.04%+1513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,634$234K<0.01%-2,02613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,626$233K<0.01%013F-HRTimelineGroup
FineMark National Bank & Trust2,590$230K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,559$227K0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,495$222K<0.01%013F-HRTimeline
Apriem Advisors2,442$217K0.03%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,424$215K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,400$213K<0.01%-113F-HRTimelineGroup
Second Half Financial Partners, LLC2,400$213K0.11%-1013F-HRTimeline
Safe Harbor Fiduciary, LLC2,398$213K0.22%+8313F-HRTimeline
Hilltop Partners LLC2,336$208K0.07%013F-HRTimeline
ALTFEST L J & CO INC2,291$204K0.03%-16513F-HRTimeline
Seek First Inc.2,285$203K0.18%13F-HRTimeline
NORDEN GROUP LLC2,265$201K0.02%-7713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,202$196K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC1,920$171K0.02%-16,13013F-HRTimeline
Anchor Investment Management, LLC1,687$150K0.01%-62513F-HRTimeline
BLAIR WILLIAM & CO/IL1,636$145K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,144$102K<0.01%+15513F-HRTimelineGroup
Allworth Financial LP1,137$97.4K<0.01%+9813F-HRTimeline
Sandy Spring Bank990$88K<0.01%013F-HRTimeline
IFP Advisors, Inc899$79.9K<0.01%+40013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…720$64K0.05%+8113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB687$61.1K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC616$54.8K<0.01%-28,39013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.480$42.7K0.02%013F-HRTimeline
Parallel Advisors, LLC461$41K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…400$35.6K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.392$34.9K0.01%-10413F-HRTimeline
Compass Planning Associates Inc372$33.1K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC305$27.1K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC230$20.4K<0.01%-72713F-HR/ATimelineGroup
SIGNATUREFD, LLC228$20.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC164$14.6K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$9K<0.01%013F-HRTimeline
Lindbrook Capital, LLC60$5.33K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc45$4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28$2.53K<0.01%-7213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$2.13K<0.01%013F-HRTimelineGroup
Davidson Capital Management Inc.3$267<0.01%013F-HRTimeline
Beacon Capital Management, LLC3$267<0.01%-22613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$178<0.01%13F-HRTimelineGroup
CoreCap Advisors, LLC0$13<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.