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Disclosery

QLD PROSHARES TR

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PSHS ULTRA QQQ (fund)

191 managers (192 13F filers) reported a position in QLD shares at 2025-06-30, 11,650,097 shares in all. 44 filers opened a position and 24 filers sold out during the quarter.

Managers
191
13F filers
192
New
44
Added
52
Reduced
39
Sold out
24
Shares held by filers
11,650,097

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Howard Capital Management, LLC6,471,937$763M11.42%+6,385,30813F-HRTimeline
Global View Capital Management LLC816,412$96.1M30.72%+254,02513F-HRTimeline
Main Street Group, LTD535,088$63M20.49%+25,03313F-HRTimeline
Clearstead Trust, LLC362,025$42.6M8.06%+6,01413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd339,321$39.9M0.69%new13F-HRTimelineGroup
Focus Financial Network, Inc.299,166$35.3M1.39%+8713F-HRTimeline
Marshall Financial Group, LLC256,981$30.2M5.93%+73,58013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP160,564$18.9M2.21%-31,02313F-HRTimeline
Westwood Wealth Management148,615$17.5M5.88%+10,85013F-HRTimeline
Dale Q Rice Investment Management Ltd116,416$13.9M11.57%-87,95713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC117,648$13.8M0.01%+117,03213F-HRTimelineGroup
GenWealth Group, Inc.79,730$9.39M1.89%+14,96713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV78,869$9.28M1.87%+6,64713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP74,572$8.78M0.06%-23,06513F-HRTimelineGroup
HighTower Advisors, LLC60,849$7.16M0.01%+2,90613F-HRTimeline
RIA Advisory Group LLC57,163$6.73M1.98%new13F-HRTimeline
HUB Investment Partners, LLC57,010$6.71M0.23%new13F-HRTimeline
LPL Financial LLC54,675$6.44M<0.01%+12,26713F-HRTimeline
Connective Capital Management, LLC52,959$6.23M5.83%013F-HRTimeline
Tempus Wealth Planning, LLC52,293$6.16M1.53%new13F-HRTimeline
GROUP ONE TRADING LLC47,958$5.65M0.19%+25,79813F-HRTimeline
Mesirow Financial Investment Management…47,100$5.54M0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,923$5.52M0.01%-2,30413F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC44,931$5.29M0.29%-33513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.43,555$5.13M4.67%013F-HRTimeline
Watts Gwilliam & Co., LLC35,361$4.77M0.78%+46213F-HRTimeline
Creative Planningin group Creative Planning32,934$3.88M<0.01%-7,77313F-HRTimelineGroup
Client First Investment Management LLC31,139$3.67M2.25%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,610$3.6M0.01%+2,22013F-HRTimelineGroup
CIBC WORLD MARKET INC.29,779$3.51M0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC29,403$3.46M<0.01%+93113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,469$3.35M0.01%-40,56913F-HRTimelineGroup
Cresset Asset Management, LLC26,780$3.16M0.02%013F-HR/ATimeline
Composition Wealth, LLC26,670$3.14M0.05%-1,91113F-HRTimeline
SteelPeak Wealth, LLC26,115$3.08M0.12%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…25,609$3.01M1.12%+17,39213F-HRTimelineGroup
D. SCOTT NEAL, INC.24,928$2.93M1.46%013F-HRTimeline
Sowell Financial Services LLC23,702$2.79M0.11%-1,68413F-HRTimeline
180 WEALTH ADVISORS, LLC23,135$2.72M0.38%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,750$2.68M<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.22,018$2.59M0.07%-82313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,345$2.28M-7,289Timeline
IEQ CAPITAL, LLC19,338$2.28M0.01%+3,77613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,192$2.26M<0.01%+14,35413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC18,200$2.14M<0.01%new13F-HRTimeline
Arax Advisory Partners17,596$2.07M0.1%+84513F-HRTimeline
Financial Engines Advisors L.L.C.16,391$1.93M<0.01%-12613F-HRTimeline
Legacy Investment Solutions, LLC16,228$1.91M1.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,228$1.91M1.01%+15,50813F-HRTimelineGroup
Castleview Partners, LLC15,603$1.84M1.18%+3,45713F-HRTimeline
Harvest Investment Services, LLC15,528$1.83M0.41%+75313F-HRTimeline
Revere Asset Management, Inc14,928$1.76M0.85%new13F-HRTimeline
Meridian Wealth Management, LLC14,905$1.75M0.07%+46913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,000$1.65M0.06%013F-HRTimeline
PMV Capital Advisers, LLC13,723$1.62M3.6%+6,87613F-HRTimeline
Rollins Financial Advisors, LLC13,116$1.54M0.25%-31113F-HRTimeline
UBS Group AGin group UBS Group AG13,039$1.53M<0.01%-58,19113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,801$1.51M0.01%+6,00113F-HRTimelineGroup
GeoWealth Management, LLC12,256$1.44M0.06%-2,31413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,714$1.38M<0.01%+11,68613F-HRTimelineGroup
Innova Wealth Partners11,582$1.36M0.8%+3,62213F-HRTimeline
Cambridge Investment Research Advisors,…10,684$1.26M<0.01%-2,71013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,669$1.26M<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC10,660$1.25M0.48%-25713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,640$1.25M0.01%-60013F-HRTimelineGroup
Parsonex Advisory Services, Inc.10,548$1.24M1.04%13F-HRTimeline
Orion Porfolio Solutions, LLC10,488$1.23M0.01%+92913F-HR/ATimeline
Cassaday & Co Wealth Management LLC10,311$1.21M0.03%-1,15813F-HRTimeline
Avior Wealth Management, LLC10,285$1.21M0.04%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,000$1.18M0.26%013F-HRTimeline
AlpenGlobal Capital LLC9,678$1.14M0.68%+1,13613F-HRTimeline
WESBANCO BANK INC9,600$1.13M0.03%013F-HRTimeline
Farther Finance Advisors, LLC9,558$1.13M0.02%+4,52813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,556$1.12M<0.01%+113F-HRTimeline
Foundations Investment Advisors, LLC9,342$1.1M0.02%-71313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,363$985K0.22%new13F-HRTimeline
Allworth Financial LP8,132$957K<0.01%+6,99513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors7,577$892K0.44%-4,03213F-HRTimelineGroup
Sanctuary Advisors, LLC7,248$853K0.01%+1,21413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,100$836K0.3%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,020$826K0.01%+1,46513F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC7,014$826K0.27%013F-HRTimeline
Modern Wealth Management, LLC6,999$824K0.02%new13F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,844$806K<0.01%new13F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC6,830$804K0.05%+51013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,564$773K<0.01%+3,93013F-HRTimelineGroup
Global Financial Private Client, LLC6,432$757K0.28%013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,405$754K0.06%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,202$730K<0.01%+4,00013F-HRTimelineGroup
Atlatl Advisers LLC6,024$709K0.34%-2813F-HRTimeline
Virtue Capital Management, LLC5,548$653K0.12%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,220$614K0.02%+59313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC5,104$601K0.3%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,800$565K0.19%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,800$565K0.02%013F-HRTimelineGroup
Koshinski Asset Management, Inc.4,754$560K0.04%013F-HRTimeline
WOLVERINE TRADING, LLC4,750$552K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC4,604$542K0.02%-33,49413F-HRTimeline
NWAM LLC4,321$530K0.03%013F-HR/ATimeline
WealthBridge Capital Management, LLC4,423$521K0.13%new13F-HRTimeline
Horizon Wealth Management, LLC4,406$519K0.09%013F-HRTimeline
Institute for Wealth Management, LLC.4,391$517K0.06%013F-HRTimeline
Empower Advisory Group, LLC4,348$512K<0.01%-4,54313F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,180$492K0.23%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA4,080$480K0.12%-16013F-HRTimeline
SpringVest Wealth Management LLC4,003$472K0.38%+113F-HRTimeline
GREENBERG FINANCIAL GROUP4,800$464K0.17%-40013F-HRTimeline
HRT FINANCIAL LP3,862$454K<0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.3,856$454K0.41%+70313F-HRTimeline
LOWERY THOMAS, LLC3,834$451K0.29%+13113F-HRTimeline
Goldstone Financial Group, LLC3,608$431K0.06%013F-HRTimeline
Van Hulzen Asset Management, LLC3,600$424K0.04%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,556$419K0.03%013F-HRTimeline
Old Mission Investment Co LLC3,545$417K0.11%-4613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,414$402K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC3,357$395K<0.01%-20013F-HR/ATimelineGroup
Balefire, LLC3,210$378K0.08%-11,96513F-HRTimeline
Grandview Asset Management LLC3,200$377K0.12%013F-HRTimeline
Capital Investment Advisory Services, L…3,200$377K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,087$369K<0.01%new13F-HRTimeline
NORDEN GROUP LLC3,006$354K0.04%+74113F-HRTimeline
AIRE ADVISORS, LLC3,001$353K0.07%013F-HRTimeline
James J. Burns & Company, LLC2,844$335K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,808$331K<0.01%-67813F-HRTimelineGroup
CRA Financial Services, LLC2,754$324K0.05%+10013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,720$320K<0.01%-80513F-HR/ATimelineGroup
Vise Technologies, Inc.2,681$316K0.01%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,655$313K0.02%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,626$309K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC2,613$308K0.18%-71713F-HRTimeline
FineMark National Bank & Trust2,590$305K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,559$301K0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC2,481$292K0.27%+8313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,456$289K0.03%new13F-HRTimeline
Apriem Advisors2,442$287K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,430$286K<0.01%+3013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,424$285K<0.01%013F-HR/ATimelineGroup
Second Half Financial Partners, LLC2,400$283K0.13%013F-HRTimeline
Sequoia Financial Advisors, LLC2,396$282K<0.01%-9913F-HRTimeline
Silverleafe Capital Partners, LLC2,339$275K0.1%-68913F-HRTimeline
Hilltop Partners LLC2,336$275K0.08%013F-HRTimeline
Seek First Inc.2,333$275K0.22%+4813F-HR/ATimeline
Chicago Partners Investment Group LLC2,235$274K0.01%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,300$271K0.05%new13F-HRTimeline
Quantinno Capital Management LP2,234$263K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC2,180$260K0.04%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,034$239K0.03%new13F-HRTimeline
Tradition Wealth Management, LLC2,000$235K0.02%new13F-HRTimeline
Chung Wu Investment Group, LLC2,000$235K0.25%new13F-HRTimeline
BLVD Private Wealth, LLC1,980$233K0.22%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,974$232K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC1,960$228K0.03%new13F-HR/ATimeline
Atria Wealth Solutions, Inc.1,922$227K0.01%-3,39113F-HRTimeline
Capital Investment Counsel, Inc1,890$222K0.03%+1,84513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,852$218K0.05%new13F-HRTimeline
Outlook Wealth Advisors, LLC1,832$216K0.06%new13F-HRTimeline
Traynor Capital Management, Inc.1,860$215K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,827$215K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC1,804$212K<0.01%new13F-HRTimeline
Zullo Investment Group, Inc.1,800$212K0.09%new13F-HRTimeline
Anchor Investment Management, LLC1,740$205K0.02%+5313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,638$193K<0.01%new13F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL1,636$193K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,624$191K0.01%+48013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,596$188K0.01%-16,53213F-HRTimelineGroup
WealthShield Partners, LLC1,524$179K0.02%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,742$155K0.06%13F-HRTimeline
Manchester Capital Management LLC1,000$118K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp990$117K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB949$112K<0.01%+26213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC800$94.2K<0.01%+57013F-HR/ATimelineGroup
CarsonAllaria Wealth Management, Ltd.480$56.5K0.03%013F-HRTimeline
Parallel Advisors, LLC461$54.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…400$47.1K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc372$43.8K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.348$41K0.01%-4413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC322$37.9K<0.01%new13F-HR/ATimeline
Aptus Capital Advisors, LLC305$35.9K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers280$33K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc249$29.3K<0.01%-65013F-HRTimeline
Beacon Capital Management, Inc.231$27.2K<0.01%new13F-HRTimeline
American Capital Advisory, LLC164$19.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$12K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24$2.83K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16$1.88K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC12$1.41K<0.01%13F-HRTimeline
Davidson Capital Management Inc.3$354<0.01%013F-HRTimeline
Beacon Capital Management, LLC3$353<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$118<0.01%13F-HRTimelineGroup
CoreCap Advisors, LLC0$17<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.