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Disclosery

QQQ INVESCO QQQ TR

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COM (fund)

3,311 managers (3,347 13F filers) reported a position in QQQ shares at 2025-03-31, 240,513,506 shares in all. 159 filers opened a position and 195 filers sold out during the quarter.

Managers
3,311
13F filers
3,347
New
159
Added
1,401
Reduced
1,299
Sold out
195
Shares held by filers
240,513,506

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
5T Wealth, LLC2,591$1.22M0.69%-2413F-HRTimeline
Global Strategic Investment Solutions, …2,587$1.21M0.14%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,586$1.21M0.21%013F-HRTimeline
Thoma Capital Management LLC2,585$1.21M0.85%-8013F-HRTimeline
Graypoint LLC2,583$1.21M0.08%+1,19213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska2,575$1.21M0.18%+1,90413F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC2,571$1.21M0.16%+8113F-HRTimeline
Cedar Wealth Management, LLC2,566$1.2M0.43%+11813F-HRTimeline
StoneCrest Wealth Management, Inc.2,566$1.2M0.76%-17113F-HRTimeline
GM Advisory Group, LLC2,562$1.2M0.06%+33413F-HRTimeline
Core Wealth Partners LLC2,543$1.19M0.69%+34313F-HRTimeline
Walkner Condon Financial Advisors LLC2,540$1.19M0.24%-11813F-HRTimeline
BIP Wealth, LLC2,539$1.19M0.08%-11013F-HRTimeline
BigSur Wealth Management LLC2,535$1.19M0.32%-1,10013F-HRTimeline
Leading Edge Financial Planning LLC2,536$1.19M0.37%+3013F-HRTimeline
Baron Wealth Management LLC2,535$1.19M0.52%-20013F-HRTimeline
Three Cord True Wealth Management, LLC2,530$1.19M1.02%-65313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,528$1.19M0.06%-67913F-HRTimeline
Geometric Wealth Advisors2,521$1.18M0.2%+18713F-HRTimeline
FMB WEALTH MANAGEMENT2,515$1.18M0.65%+60513F-HRTimeline
Centurion Wealth Management LLC2,306$1.18M0.37%013F-HRTimeline
First PREMIER Bank2,514$1.18M0.3%-16013F-HRTimeline
Towne Trust Company, N.A2,507$1.18M0.41%+12513F-HRTimeline
NOVUS ADVISORS, LLC2,505$1.17M1.18%+13413F-HRTimeline
Meridian Wealth Advisors, LLC2,505$1.17M0.2%+66713F-HRTimeline
180 WEALTH ADVISORS, LLC2,482$1.17M0.19%-3413F-HRTimeline
Wick Capital Partners, LLC2,501$1.17M0.35%+70313F-HRTimeline
Parkside Investments, LLC2,500$1.17M0.17%new13F-HRTimeline
SLT Holdings LLC2,495$1.17M1.1%+4613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,489$1.17M0.07%+3013F-HRTimeline
Callan Capital, LLC2,488$1.17M0.09%-2513F-HRTimeline
Asset Allocation & Management Company, …2,484$1.17M0.59%-50013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,484$1.16M0.56%-13513F-HRTimeline
X-Square Capital, LLC2,481$1.16M0.5%+51513F-HRTimeline
Aspire Growth Partners LLC2,398$1.16M1.03%+1013F-HRTimeline
IMA Advisory Services, Inc.2,466$1.16M0.14%-14013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,465$1.16M0.08%+1,35413F-HRTimeline
OUTFITTERS FINANCIAL LLC2,463$1.15M1.04%+1,22713F-HRTimeline
Tradewinds Capital Management, LLC2,462$1.15M0.31%+1,92913F-HRTimeline
Mascoma Wealth Management LLC2,458$1.15M0.29%-26913F-HRTimeline
Arcadia Wealth Management, LLC2,450$1.15M0.57%+313F-HRTimeline
Beacon Bank & Trust2,449$1.15M0.28%-1913F-HRTimeline
Breakwater Capital Group2,447$1.15M0.2%+913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,444$1.15M0.04%013F-HRTimelineGroup
Powers Advisory Group, LLC2,444$1.15M0.55%013F-HRTimeline
Aspect Partners, LLC2,438$1.14M0.65%+22413F-HRTimeline
ROMANO BROTHERS AND COMPANY2,437$1.14M0.15%+1013F-HRTimeline
Wealth Architects, LLC2,435$1.14M0.13%+1913F-HR/ATimeline
Clear Harbor Asset Management, LLC2,434$1.14M0.09%+11413F-HRTimeline
Crown Wealth Group, LLC2,424$1.14M0.59%-1,07613F-HRTimeline
Private Capital Management, LLC2,406$1.13M0.13%-8613F-HRTimeline
JDM Financial Group LLC2,403$1.13M0.57%+5313F-HRTimeline
Delta Accumulation, LLC2,308$1.13M10.03%+313F-HRTimeline
Hoxton Planning & Management, LLC2,402$1.13M0.43%+1,36813F-HRTimeline
Wealthquest Corp2,397$1.12M0.09%-3513F-HR/ATimeline
Mascagni Wealth Management, Inc.2,396$1.12M1.12%013F-HR/ATimeline
Maple Capital Management, Inc.2,393$1.12M0.09%013F-HRTimeline
Beacon Financial Advisory LLC2,387$1.12M0.34%+89413F-HRTimeline
3EDGE Asset Management, LP2,386$1.12M0.08%+54713F-HRTimeline
Nicholas Wealth, LLC.2,378$1.11M1.16%-39713F-HR/ATimeline
TigerOak Management, L.L.C.2,377$1.11M0.43%013F-HRTimeline
Empirical Asset Management, LLC2,376$1.11M0.38%-200,50713F-HRTimeline
Sulzberger Capital Advisors, Inc.2,368$1.11M1.46%-1,31013F-HRTimeline
Ipsen Advisor Group LLC2,366$1.11M0.96%-71913F-HRTimeline
Werba Rubin Papier Wealth Management2,364$1.11M0.24%+1313F-HRTimeline
Catalina Capital Group, LLC2,354$1.1M0.74%-70313F-HRTimeline
City Center Advisors, LLC2,345$1.1M1.28%+25713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,344$1.1M1.07%13F-HRTimeline
Lewis Asset Management, LLC2,336$1.1M0.91%-1113F-HRTimeline
Aaron Wealth Advisors LLC2,334$1.09M0.13%-5313F-HRTimeline
JCIC Asset Management Inc.2,330$1.09M0.46%013F-HRTimeline
Financial Sense Advisors, Inc.2,325$1.09M0.31%-7513F-HRTimeline
Heritage Wealth Management, Inc. /CA/2,315$1.09M0.93%+213F-HRTimeline
17 CAPITAL PARTNERS, LLC2,312$1.08M0.7%-1413F-HRTimeline
First Washington CORP2,308$1.08M0.38%013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC2,307$1.08M0.45%-18813F-HRTimeline
Clearwater Capital Advisors, LLC2,300$1.08M0.1%+15213F-HRTimeline
Community Bank, N.A.2,296$1.08M0.14%-513F-HRTimeline
Curran Financial Partners, LLC2,291$1.07M0.26%+49013F-HRTimeline
Nilsine Partners, LLC2,286$1.07M0.12%-27613F-HRTimeline
Pamplona Capital Management, LLCin group Pamplona Capital Management, …2,284$1.07M0.17%013F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,280$1.07M0.07%-22813F-HRTimelineGroup
First International Bank & Trust2,257$1.06M0.33%013F-HRTimeline
Seelaus Asset Management LLC2,249$1.05M1.01%-12713F-HRTimeline
Enclave Advisors LLC2,233$1.05M0.18%-21013F-HRTimeline
Granger Management LLC2,229$1.05M0.38%-21813F-HRTimeline
RB Capital Management, LLC2,228$1.04M0.25%+3313F-HRTimeline
WOLFF WIESE MAGANA LLC2,218$1.04M0.71%+5013F-HRTimeline
WealthTrust Axiom LLC2,213$1.04M0.32%+20413F-HRTimeline
Cornerstone Capital, Inc.2,212$1.04M0.11%-9713F-HRTimeline
Purkiss Capital Advisors LLC2,206$1.03M0.78%+96713F-HRTimeline
Sivia Capital Partners, LLC2,202$1.03M0.48%+1,65113F-HRTimeline
Fiduciary Group, LLC2,198$1.03M0.1%-1513F-HRTimeline
International Private Wealth Advisors L…2,195$1.03M0.99%+12213F-HRTimeline
Philip James Wealth Mangement, LLC2,188$1.03M0.12%-7513F-HRTimeline
REDW Wealth LLC2,187$1.03M0.38%-4513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,187$1.03M0.02%+1113F-HRTimelineGroup
Teamwork Financial Advisors, LLC2,168$1.02M0.14%+1,22213F-HRTimeline
Argentarii, LLC2,166$1.02M0.5%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,164$1.01M0.24%-9313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,156$1.01M0.06%-21913F-HRTimelineGroup
Ruggaard & Associates LLC2,153$1.01M0.44%+813F-HRTimeline
Heritage Wealth Advisors2,152$1.01M0.05%-12613F-HRTimeline
THREADGILL FINANCIAL, LLC2,149$1.01M0.54%+1,18013F-HRTimeline
Diversified Investment Strategies, LLC2,147$1.01M0.68%+10013F-HRTimeline
S.A. Mason LLC2,144$1.01M0.53%+2013F-HRTimeline
Aviso Financial Inc.2,144$1.01M0.05%+28213F-HRTimeline
Richardson Capital Management LLC2,136$1M0.62%+1113F-HRTimeline
PYA Waltman Capital, LLC2,134$1M0.31%+25313F-HRTimeline
1832 Asset Management L.P.2,133$1M<0.01%-33813F-HRTimeline
Fragasso Financial Advisors Inc2,132$1000K0.07%-913F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC2,129$998K5.02%-8,46413F-HRTimeline
Intelligence Driven Advisers, LLC2,129$998K0.19%+16613F-HRTimeline
WorthPointe, LLC2,125$996K0.45%+10313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,039$996K0.05%+19213F-HRTimeline
Trivant Custom Portfolio Group, LLC2,121$994K0.57%013F-HRTimeline
HHM Wealth Advisors, LLC2,120$994K0.13%+4013F-HRTimeline
SITTNER & NELSON, LLC2,117$993K0.42%+713F-HRTimeline
Confluence Wealth Services, Inc.2,176$989K0.06%new13F-HRTimeline
Northstar Group, Inc.2,106$988K0.16%+3013F-HRTimeline
Westhampton Capital, LLC2,104$987K0.54%+10113F-HRTimeline
Veltria Advisors Corp.2,100$985K0.64%new13F-HRTimeline
TFG Advisers LLC2,100$985K0.36%+22613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,091$980K0.21%+5813F-HRTimeline
Rialto Wealth Management, LLC2,086$978K0.31%-73713F-HRTimeline
Salomon & Ludwin, LLC2,086$978K0.1%+2513F-HRTimeline
MANCHESTER FINANCIAL INC2,084$977K0.22%+4913F-HRTimeline
Miller Investment Management, LP2,084$977K0.11%013F-HRTimeline
Trajan Wealth LLC2,082$976K0.05%-5313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,081$976K0.14%-21513F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,079$975K0.12%-81213F-HRTimeline
Sterling Financial Group, Inc.2,079$975K0.35%013F-HRTimeline
Guardian Asset Advisors, LLC2,081$975K0.64%-4413F-HRTimeline
AMJ Financial Wealth Management2,075$973K0.29%+11713F-HRTimeline
ETF Store, Inc.2,072$972K1.19%-10813F-HRTimeline
Maia Wealth LLC2,123$971K0.22%+6513F-HRTimeline
Iyo Bank, Ltd.2,070$971K0.31%new13F-HRTimeline
BAXTER BROS INC2,068$970K0.13%-5813F-HRTimeline
Security National Bank2,068$970K0.18%+62413F-HRTimeline
NDWM LLC2,065$968K0.95%-3,70013F-HRTimeline
PDS Planning, Inc2,064$968K0.08%-18313F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,903$966K0.87%-23213F-HRTimeline
WESPAC Advisors, LLC2,055$964K0.79%+15213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,053$963K0.47%+59413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,051$962K0.54%+3513F-HRTimeline
Financial Advisors, LLC2,048$960K0.19%013F-HRTimeline
Penbrook Management LLC2,045$959K0.72%-15013F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,042$958K0.38%+92813F-HRTimeline
PARK NATIONAL CORP /OH/2,041$957K0.04%-38213F-HRTimeline
Copley Financial Group, Inc.2,040$957K0.73%-4813F-HR/ATimeline
Roble, Belko & Company, Inc2,036$955K0.15%-2713F-HRTimeline
Key Financial Inc2,033$953K0.21%+26413F-HRTimeline
Landmark Wealth Management, LLC2,032$953K0.42%-1713F-HRTimeline
WADDELL & ASSOCIATES, LLC2,031$952K0.12%+16313F-HR/ATimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,026$950K0.53%-13413F-HRTimeline
MEMBERS WEALTH LLC2,020$947K0.71%+1,04713F-HRTimeline
Quantum Portfolio Management LLC2,020$947K0.48%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC2,020$947K0.33%+4713F-HRTimeline
Harbor Group, Inc.2,010$943K0.19%+9613F-HRTimeline
Blue Investment Partners LLC2,006$941K0.35%013F-HRTimeline
Darden Wealth Group Inc2,005$940K0.73%-11913F-HRTimeline
Eisler Capital Management Ltd.2,000$938K0.03%-420,23313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,000$938K1.06%+4713F-HRTimeline
Castleview Partners, LLC1,998$937K0.63%-1,12713F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,998$937K0.53%-18313F-HRTimeline
Seneschal Advisors, LLC1,994$935K0.8%+1113F-HRTimeline
FORTE CAPITAL LLC /ADV1,993$934K0.11%+16513F-HRTimeline
Wilkins Miller Wealth Management, LLC1,991$934K0.7%013F-HRTimeline
NOVEM GROUP1,982$930K0.13%-31113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,979$929K0.88%+1513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,977$927K0.18%+813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,976$927K0.08%+10913F-HRTimelineGroup
Advyzon Investment Management, LLC1,976$926K0.33%-3,19713F-HRTimeline
MEANS INVESTMENT CO., INC.1,976$926K0.1%-36713F-HRTimeline
McHugh Group, LLC1,975$926K0.7%-28713F-HRTimeline
WEALTHGARDEN F.S. LLC1,974$926K0.89%+12013F-HRTimeline
LCNB CORP1,960$919K0.34%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,959$919K0.09%+3013F-HRTimeline
SONATA CAPITAL GROUP INC1,955$917K0.4%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,950$916K0.07%+1,04113F-HRTimeline
HFG Wealth Management, LLC1,788$914K0.55%-17613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,946$912K0.36%+32313F-HRTimeline
Axecap Investments, LLC1,935$907K0.77%-37813F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,930$905K0.81%-13213F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,927$904K0.22%+61213F-HRTimeline
Sincerus Advisory, LLC1,919$900K0.95%-313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,919$900K0.06%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,914$898K0.08%013F-HRTimeline
Accretive Wealth Partners, LLC1,860$895K0.32%new13F-HRTimeline
Arlington Capital Management, Inc.1,902$892K0.68%-64213F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,900$891K0.24%-5013F-HRTimeline
Second Line Capital, LLC1,895$889K0.23%+3013F-HRTimeline
Axis Wealth Partners, LLC1,893$887K0.66%+4213F-HRTimeline
IRON Financial LLC1,891$887K0.5%+113F-HRTimeline
4WEALTH ADVISORS, INC.1,889$886K0.98%+21313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,884$883K0.11%-9013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,880$881K0.07%+7913F-HRTimeline
Smartleaf Asset Management LLC1,879$881K0.09%+213F-HRTimeline
Pinnacle Financial Group, LLC / IL1,878$880K0.32%+9513F-HRTimeline
Synergy Investment Management, LLC1,875$879K0.37%+46013F-HRTimeline