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Disclosery

QLD PROSHARES TR

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PSHS ULTRA QQQ (fund)

212 managers (212 13F filers) reported a position in QLD shares at 2025-12-31, 21,970,177 shares in all. 27 filers opened a position and 15 filers sold out during the quarter.

Managers
212
13F filers
212
New
27
Added
158
Reduced
11
Sold out
15
Shares held by filers
21,970,177

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Howard Capital Management, LLC12,277,706$864M11.19%+5,993,03513F-HRTimeline
Global View Capital Management LLC1,802,525$127M23.66%+968,72713F-HRTimeline
Main Street Group, LTD1,039,176$73.2M25.24%+491,86513F-HRTimeline
Clearstead Trust, LLC731,539$51.5M8.11%+370,08613F-HRTimeline
Focus Financial Network, Inc.599,334$42.2M1.47%+299,76113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC568,776$40M0.03%+516,12013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP262,628$18.5M2.01%+109,83913F-HRTimeline
Dedeker Financial LLC253,178$17.8M15.96%13F-HRTimeline
Dale Q Rice Investment Management Ltd239,454$16.9M12.07%+116,23613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP147,001$10.4M0.07%+72,42913F-HRTimelineGroup
LPL Financial LLC141,071$9.93M<0.01%+78,40213F-HRTimeline
GenWealth Group, Inc.135,127$9.79M1.67%+67,20713F-HRTimeline
HighTower Advisors, LLC136,905$9.64M0.01%+75,18513F-HRTimeline
Creative Planningin group Creative Planning132,214$9.31M0.01%+98,91613F-HRTimelineGroup
HUB Investment Partners, LLC127,047$8.95M0.24%+70,17113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,256$8.46M0.01%+83,40613F-HRTimeline
Connective Capital Management, LLC105,918$7.46M4.38%+52,95913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,426$7.28M0.01%+78,87113F-HRTimelineGroup
Mesirow Financial Investment Management…92,200$6.49M0.13%+45,10013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC91,687$6.46M0.08%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC86,700$6.1M0.29%+43,21513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …85,710$6.03M0.12%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,625$5.96M0.01%+43,43313F-HRTimelineGroup
Marshall Financial Group, LLC72,265$5.09M0.99%+25,85313F-HRTimeline
Mariner, LLCin group Mariner, LLC66,332$4.67M0.01%+31,46213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth63,372$4.47M0.01%+33,16213F-HRTimelineGroup
Turner Capital Investments, LLC84,396$4.38M5.1%13F-HRTimeline
SBI Securities Co., Ltd.60,940$4.29M0.11%+39,58213F-HRTimeline
CIBC WORLD MARKET INC.59,558$4.19M0.01%+29,77913F-HRTimeline
Composition Wealth, LLC54,594$3.84M0.06%+27,57413F-HRTimeline
Cresset Asset Management, LLC53,560$3.77M0.02%+26,78013F-HRTimeline
Tempus Wealth Planning, LLC53,301$3.75M0.86%+7,57413F-HRTimeline
Cambridge Investment Research Advisors,…53,089$3.74M0.01%+42,29913F-HRTimeline
SteelPeak Wealth, LLC52,229$3.68M0.12%+26,11413F-HRTimeline
UBS Group AGin group UBS Group AG48,310$3.4M<0.01%-29,79113F-HRTimelineGroup
Sowell Financial Services LLC46,863$3.3M0.12%+23,00213F-HRTimeline
Farther Finance Advisors, LLC46,151$3.25M0.03%+33,84513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,500$3.2M<0.01%+22,75013F-HRTimelineGroup
IMC-Chicago, LLC42,818$3.01M0.05%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,658$2.72M<0.01%+19,46613F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,739$2.52M0.01%+15,44213F-HRTimelineGroup
Arax Advisory Partners35,192$2.48M0.07%new13F-HRTimeline
RIA Advisory Group LLC34,820$2.45M0.59%-19,62513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,396$2.42M<0.01%+16,67813F-HRTimelineGroup
PMV Capital Advisers, LLC33,288$2.34M4.27%+18,53813F-HRTimeline
Financial Engines Advisors L.L.C.32,834$2.31M<0.01%+16,32113F-HRTimeline
IEQ CAPITAL, LLC31,144$2.19M0.01%+15,57413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,275$2.12M<0.01%+26,19013F-HRTimeline
Rollins Financial Advisors, LLC29,427$2.07M0.3%+15,40513F-HRTimeline
Discipline Wealth Solutions, LLC29,398$2.07M0.38%+20,21813F-HRTimeline
Beacon Capital Management, Inc.29,383$2.07M0.11%+24,10713F-HRTimeline
Richmond Brothers, Inc.29,152$2.05M1.31%+23,26113F-HRTimeline
Castleview Partners, LLC28,482$2.01M0.99%+8,74813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC28,000$1.97M0.06%+14,00013F-HRTimeline
Harvest Investment Services, LLC27,612$1.94M0.37%+13,10113F-HRTimeline
Latitude Advisors, LLC27,439$1.93M0.85%+14,76413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC26,519$1.87M0.86%+14,90113F-HRTimeline
GTS SECURITIES LLC26,486$1.86M0.06%new13F-HRTimeline
Meridian Wealth Management, LLC26,220$1.85M0.06%+13,15613F-HRTimeline
Orion Porfolio Solutions, LLC24,759$1.74M0.01%+13,89613F-HRTimeline
GeoWealth Management, LLC24,183$1.7M0.06%+12,26313F-HRTimeline
Innova Wealth Partners22,816$1.61M0.81%+10,84813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,240$1.5M0.01%+19,49513F-HRTimelineGroup
Permanens Capital L.P.20,750$1.46M0.19%+12,14513F-HRTimeline
Cassaday & Co Wealth Management LLC20,522$1.44M0.03%+10,21113F-HRTimeline
180 WEALTH ADVISORS, LLC19,979$1.41M0.16%-1,42413F-HRTimeline
Parsonex Advisory Services, Inc.19,236$1.35M0.86%+9,08913F-HRTimeline
WESBANCO BANK INC19,200$1.35M0.04%+9,60013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,009$1.27M<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17,756$1.25M0.6%+6,76013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,979$1.2M0.03%+2,26913F-HRTimelineGroup
Sanctuary Advisors, LLC16,863$1.19M0.01%+9,61513F-HRTimeline
Avior Wealth Management, LLC16,570$1.17M0.04%+6,88513F-HRTimeline
Foundations Investment Advisors, LLC16,296$1.15M0.02%+7,95713F-HRTimeline
Allworth Financial LP16,266$1.15M<0.01%+8,13313F-HRTimeline
Brooklyn Investment Group14,862$1.07M0.05%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,000$1.06M0.02%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC7,601$1.04M<0.01%013F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,570$1.03M0.3%+7,28513F-HRTimeline
FLOW TRADERS U.S. LLC14,314$1.01M0.03%-6,62813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors14,075$991K0.58%+6,51713F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC14,028$988K0.26%+7,01413F-HRTimeline
Modern Wealth Management, LLC13,916$980K0.02%+6,91713F-HRTimeline
Atlatl Advisers LLC13,838$974K0.37%+7,38413F-HRTimeline
GROUP ONE TRADING LLC13,820$973K0.03%-6,52313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,261$934K0.31%+6,61713F-HRTimelineGroup
CPR Investments Inc.12,673$926K0.62%+9,31413F-HRTimeline
Global Financial Private Client, LLC12,864$906K0.32%+6,43213F-HRTimeline
Galvin, Gaustad & Stein, LLC12,360$870K0.07%+6,78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,210$860K<0.01%+6,04013F-HRTimelineGroup
United Advisor Group, LLC11,562$814K0.1%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,466$807K0.01%+6,84913F-HRTimelineGroup
Virtue Capital Management, LLC11,112$779K0.12%+4,54613F-HR/ATimeline
Genesis Financial Group, LLC10,610$747K0.43%13F-HRTimeline
Koshinski Asset Management, Inc.10,251$722K0.05%+5,94313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,000$704K<0.01%+2,74413F-HRTimelineGroup
Betterment LLC9,988$703K<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC9,827$692K0.08%+5,49313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,600$676K0.02%+4,80013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC9,600$676K0.2%+4,80013F-HRTimeline
DV Trading LLC9,100$641K0.06%13F-HRTimeline
WealthBridge Capital Management, LLC8,844$623K0.14%+4,42213F-HRTimeline
Horizon Wealth Management, LLC8,813$621K0.1%+4,40713F-HRTimeline
Institute for Wealth Management, LLC.8,782$618K0.07%+4,39113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,696$612K<0.01%+4,34813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,599$605K0.01%+6,03613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,483$597K<0.01%+5,12513F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,435$594K0.01%+3,42013F-HRTimeline
Spectrum Wealth Advisory Group, LLC8,360$589K0.22%+4,18013F-HRTimeline
Capital Investment Advisory Services, L…8,195$577K0.04%+4,14513F-HRTimeline
FOCUSED ALPHA, LLC8,085$569K0.17%13F-HRTimeline
SpringVest Wealth Management LLC8,019$565K0.39%+4,01113F-HRTimeline
HRT FINANCIAL LP7,976$561K<0.01%new13F-HRTimeline
LOWERY THOMAS, LLC7,875$554K0.31%+4,03613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,858$553K<0.01%+5,01313F-HR/ATimelineGroup
Quantinno Capital Management LP7,668$540K<0.01%+3,83413F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,615$536K0.12%+3,80713F-HRTimeline
Appalachian Capital Management Ltd7,327$516K0.41%13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,267$512K0.07%-2,25813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,112$501K0.03%+3,55613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,828$481K<0.01%+3,41413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,618$466K<0.01%+3,30913F-HRTimelineGroup
American Alpha Advisors, LLC6,604$465K0.29%+3,30213F-HR/ATimeline
ADELL HARRIMAN & CARPENTER INC6,520$459K0.03%+3,06013F-HRTimeline
Safe Harbor Fiduciary, LLC6,508$458K0.4%13F-HRTimeline
Edgestream Partners, L.P.6,493$457K0.01%+4,08813F-HRTimeline
Ausdal Financial Partners, Inc.6,424$452K0.02%+3,89513F-HRTimeline
Advyzon Investment Management, LLC6,424$452K0.05%+4,13913F-HRTimeline
Grandview Asset Management LLC6,400$451K0.12%+3,20013F-HRTimeline
NORDEN GROUP LLC6,284$442K0.04%+3,20413F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC6,063$427K0.26%13F-HRTimeline
AIRE ADVISORS, LLC6,003$423K0.08%+3,00213F-HRTimeline
Massar Capital Management, LP6,001$423K0.08%new13F-HRTimeline
CRA Financial Services, LLC5,714$402K0.05%+2,91713F-HRTimeline
James J. Burns & Company, LLC5,688$400K0.06%+2,84413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,616$395K<0.01%+2,80813F-HRTimelineGroup
Ethos Financial Group, LLC5,488$386K0.03%+2,74413F-HRTimeline
Balefire, LLC5,396$380K0.07%+2,45813F-HRTimeline
Vise Technologies, Inc.5,269$371K0.01%+2,63413F-HRTimeline
GREENBERG FINANCIAL GROUP5,200$366K0.15%13F-HRTimeline
Merit Financial Group, LLC5,200$366K<0.01%+2,60013F-HRTimeline
FineMark National Bank & Trust5,180$365K0.01%+2,59013F-HRTimeline
Wealth Watch Advisors, INC4,920$346K0.13%+2,40513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,911$346K0.03%+2,45513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,897$345K0.01%new13F-HRTimelineGroup
Apriem Advisors4,884$344K0.03%+2,44213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,848$341K<0.01%+2,42413F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,837$341K<0.01%+2,41813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,801$338K<0.01%+2,40113F-HRTimelineGroup
Wall Street Financial Group, Inc.4,684$330K0.24%+1,24013F-HRTimeline
Hilltop Partners LLC4,672$329K0.08%+2,33613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,600$324K0.05%+2,30013F-HRTimeline
Chicago Partners Investment Group LLC4,469$322K0.01%+2,23413F-HRTimeline
Aspiring Ventures, LLC4,531$319K0.11%new13F-HRTimeline
Accurate Wealth Management, LLC4,360$319K0.04%+2,18013F-HRTimeline
Silverleafe Capital Partners, LLC4,522$318K0.09%+2,26113F-HRTimeline
NWAM LLC4,130$300K0.02%+1,06513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,244$299K<0.01%+2,12213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,147$292K<0.01%-1,55313F-HRTimelineGroup
Tradition Wealth Management, LLC4,000$282K0.02%+2,00013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,948$278K<0.01%+1,97413F-HRTimeline
Legacy Wealth Partners, LLC3,936$277K0.07%13F-HRTimeline
Coppell Advisory Solutions LLC3,771$270K0.03%+1,78413F-HRTimeline
Ashton Thomas Private Wealth, LLC3,735$263K0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC3,664$258K0.06%+1,83213F-HRTimeline
Wealthspire Advisors, LLC3,608$254K<0.01%+1,80413F-HRTimeline
Zullo Investment Group, Inc.3,602$254K0.09%+1,80113F-HRTimeline
Anchor Investment Management, LLC3,480$245K0.02%+1,74013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,418$241K<0.01%+1,78013F-HRTimelineGroup
Segment Wealth Management, LLC3,394$239K0.01%+1,69713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,328$234K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,272$230K<0.01%+1,63613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,242$228K0.04%+1,33413F-HRTimeline
Aegis Wealth Management, Inc.3,146$222K0.17%13F-HRTimeline
Financial Life Planners3,094$218K0.16%+2,07813F-HRTimeline
WealthShield Partners, LLC3,048$215K0.02%+1,52413F-HRTimeline
Momentous Wealth Management, Inc.3,043$214K0.12%new13F-HRTimeline
Seek First Inc.3,018$212K0.15%+1,45613F-HRTimeline
Traynor Capital Management, Inc.3,000$211K0.01%+1,50013F-HRTimeline
Clear Creek Financial Management, LLC2,950$208K0.02%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC2,948$208K0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,937$207K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc2,900$204K0.02%+1,14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,462$173K<0.01%+72113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,996$141K<0.01%+1,00213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,898$134K<0.01%+94913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,870$132K<0.01%-75613F-HR/ATimelineGroup
Benson Wealth Management INC1,594$112K0.12%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,527$108K<0.01%+92113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,422$100K<0.01%+65213F-HRTimelineGroup
FINANCIAL CONSULATE, INC1,067$75.2K0.01%+50113F-HRTimeline
CWM, LLCin group CWM, LLC1,018$72K<0.01%-123,60113F-HRTimelineGroup
IFP Advisors, Inc998$70.3K<0.01%+74913F-HRTimeline
Parallel Advisors, LLC923$65.1K<0.01%+46213F-HRTimeline
Monetary Solutions, Ltd840$59.1K0.06%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…800$56.3K<0.01%+40013F-HRTimelineGroup
Cape Investment Advisory, Inc.697$49.1K0.02%new13F-HRTimeline
Boreal Capital Management LLC692$48.7K0.04%new13F-HRTimeline
Qube Research & Technologies Ltd502$35.3K<0.01%-1313F-HRTimeline
American Capital Advisory, LLC328$23.1K0.01%+16413F-HRTimeline