Skip to content

QQQ INVESCO QQQ TR

Follow

COM (fund)

3,312 managers (3,348 13F filers) reported a position in QQQ shares at 2025-03-31, 240,522,118 shares in all. 159 filers opened a position and 195 filers sold out during the quarter.

Managers
3,312
13F filers
3,348
New
159
Added
1,401
Reduced
1,299
Sold out
195
Shares held by filers
240,522,118

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
KIRR MARBACH & CO LLC /IN/750$352K0.08%013F-HRTimeline
Skylands Capital, LLC750$352K0.05%013F-HRTimeline
Parker Financial LLC750$352K0.17%013F-HRTimeline
Verus Financial Partners, Inc.766$351K0.04%+613F-HRTimeline
BFI Infinity Ltd.748$351K0.38%+31313F-HRTimeline
Providence First Trust Co747$350K0.14%+7113F-HRTimeline
MIDDLETON & CO INC/MA745$349K0.04%-17613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD745$349K0.02%-55613F-HR/ATimeline
Wingate Wealth Advisors, Inc.743$348K0.4%+28113F-HRTimeline
Financial & Tax Architects, LLC742$348K0.09%-17313F-HRTimeline
Clark Wealth Partners741$348K0.26%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co740$347K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.740$347K0.27%013F-HRTimeline
Suncoast Equity Management740$347K0.04%013F-HRTimeline
GRANDFIELD & DODD, LLC739$347K0.02%013F-HRTimeline
Lantz Financial LLC739$346K0.09%-713F-HRTimeline
1776 Wealth LLC738$346K0.16%+13813F-HRTimeline
Trueblood Wealth Management, LLC737$346K0.16%+10513F-HRTimeline
Brooklyn FI, LLC735$345K0.11%+4313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC734$345K0.16%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest733$344K0.27%+1213F-HRTimeline
Spectrum Planning & Advisory Services I…733$344K0.29%-3713F-HRTimeline
Bath Savings Trust Co732$343K0.04%+6713F-HRTimeline
Accelerate Investment Advisors LLC732$343K0.29%+25113F-HRTimeline
Shira Ridge Wealth Management731$343K0.17%013F-HRTimeline
Pavion Blue Capital, LLC731$343K0.16%013F-HRTimeline
Bedel Financial Consulting, Inc.711$342K0.05%+18213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC729$342K0.03%+513F-HRTimeline
Nalls Sherbakoff Group, LLC729$342K0.28%13F-HRTimeline
Legacy Capital Group California, Inc.724$340K0.12%+413F-HRTimeline
Sculati Wealth Management, LLC720$338K0.14%-3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…717$336K0.01%-37613F-HRTimelineGroup
RBA Wealth Management, LLC716$336K0.13%+813F-HRTimeline
Whitener Capital Management, Inc.716$336K0.1%-4813F-HRTimeline
Corundum Group, Inc.715$335K0.16%-3013F-HRTimeline
Vanguard Capital Wealth Advisors715$335K0.41%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hudson Portfolio Management LLC715$335K0.32%-2513F-HRTimeline
John W. Brooker & Co., CPAs714$335K0.14%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC711$333K0.09%-63913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC710$333K0.08%013F-HRTimeline
Aull & Monroe Investment Management Corp710$333K0.17%-17013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC708$332K0.14%+13213F-HRTimeline
Loudon Investment Management, LLC708$332K0.19%+813F-HRTimeline
Carson Advisory Inc.708$332K0.22%+6013F-HRTimeline
Mayfair Advisory Group, LLC708$332K0.19%-5013F-HRTimeline
MN Wealth Advisors, LLC707$332K0.19%013F-HRTimeline
Matthew Goff Investment Advisor, LLC706$331K0.06%013F-HRTimeline
Bridge Creek Capital Management LLC703$330K0.1%+10013F-HRTimeline
Francis Financial, Inc.700$328K0.08%013F-HRTimeline
Anthracite Investment Company, Inc.700$328K0.21%new13F-HRTimeline
Lakewood Asset Management LLC700$328K0.22%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC692$327K0.25%+1113F-HRTimeline
Compass Wealth Management LLC696$326K0.08%-3213F-HRTimeline
Burton Enright Welch692$324K0.07%+19113F-HRTimeline
Alternative Investment Advisors, LLC.691$324K0.17%+5413F-HRTimeline
Manuka Financial, LLC691$324K0.21%new13F-HRTimeline
Wernau Asset Management Inc.690$324K0.33%013F-HRTimeline
North Berkeley Wealth Management, LLC690$324K0.34%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK689$323K0.05%-2,48213F-HR/ATimelineGroup
Park Edge Advisors, LLC688$323K0.09%-1,18013F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC688$323K0.05%new13F-HRTimelineGroup
Midwest Financial Network, LLC687$322K0.32%+2613F-HRTimeline
FOCUS Wealth Advisors, LLC684$321K0.18%+6913F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC683$320K0.27%013F-HRTimeline
SevenBridge Financial Group, LLC629$319K0.06%-413F-HRTimeline
Disciplined Investors, L.L.C.678$318K0.29%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/677$317K0.1%013F-HRTimeline
Bank of New Hampshire677$317K0.08%013F-HRTimeline
BluePointe Capital Management, LLC673$316K0.12%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…674$316K<0.01%-32013F-HRTimeline
Permanens Capital L.P.671$315K0.06%new13F-HRTimeline
CNB Bank672$315K0.16%-3513F-HRTimeline
Clarity Wealth Development LLC660$314K0.35%-10013F-HRTimeline
Optas, LLC667$313K0.05%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC662$310K0.02%013F-HRTimeline
Atwater Malick LLC661$310K0.1%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …660$310K0.03%013F-HRTimeline
Wells Trecaso Financial Group, LLC658$309K0.1%013F-HRTimeline
von Borstel & Associates, Inc.658$308K0.09%013F-HRTimeline
Rodgers Brothers Inc.655$307K0.04%013F-HRTimeline
BEARING POINT CAPITAL, LLC655$307K0.07%-8513F-HRTimeline
Sloy Dahl & Holst, LLC654$307K0.05%+813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC651$305K<0.01%-50413F-HRTimeline
Sabal Trust CO650$305K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC648$304K0.1%+27013F-HRTimeline
Tevis Investment Management595$304K0.23%013F-HRTimeline
GK Wealth Management LLC648$304K0.38%+4513F-HR/ATimeline
America First Investment Advisors, LLC648$304K0.06%013F-HRTimeline
New Hampshire Trust646$303K0.07%013F-HRTimeline
Integris Wealth Management, LLC646$303K0.09%+7713F-HRTimeline
Abacus Wealth Partners, LLC643$302K0.05%+8113F-HRTimeline
Transce3nd, LLC643$301K0.13%-8,28813F-HRTimeline
Uptown Financial Advisors LLC642$301K0.31%new13F-HRTimeline
EagleClaw Capital Managment, LLC640$300K0.05%013F-HRTimeline
Canvas Wealth Advisors, LLC673$299K0.08%+13013F-HRTimeline
Upper Left Wealth Management, LLC636$298K0.21%new13F-HRTimeline
Northstar Financial Companies, Inc.636$298K0.32%+4313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…635$298K0.11%-2313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC574$296K0.12%-47913F-HRTimeline
Gordian Advisors LLC628$294K0.23%+12613F-HRTimeline
FSA Wealth Management LLC628$294K0.12%-4913F-HRTimeline
Payne Capital Management, LLC627$294K0.13%013F-HRTimeline
Cetera Trust Company, N.A627$294K0.19%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC627$294K0.14%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC626$294K0.19%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN625$293K0.03%+9713F-HRTimeline
DAHRING | CUSMANO LLC624$293K0.25%+313F-HRTimeline
First Western Trust Bank624$293K0.01%-9113F-HRTimeline
Copia Wealth Management624$293K0.27%-1413F-HRTimeline
AAF Wealth Management, LLC624$293K0.16%-43213F-HRTimeline
Thomasville National Bank623$292K0.02%-14213F-HRTimeline
Leisure Capital Management618$290K0.12%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC616$289K0.04%+14813F-HRTimeline
Parkside Advisors LLC615$289K0.07%013F-HRTimeline
Note Advisors, LLC616$289K0.24%new13F-HRTimeline
Great Waters Wealth Management615$288K0.04%-2813F-HRTimeline
Wambolt & Associates, LLC609$288K0.1%-20113F-HRTimeline
SAGE RHINO CAPITAL LLC612$287K0.07%-13,98313F-HRTimeline
Crescent Sterling, Ltd.612$287K0.29%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC612$287K0.14%-14313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC610$286K0.03%-6413F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.606$284K0.18%013F-HRTimeline
TFO Wealth Partners, LLC606$284K0.06%-1,13913F-HRTimeline
Brand Asset Management Group, Inc.606$284K0.12%013F-HRTimeline
Hendershot Investments Inc.605$284K0.04%013F-HRTimeline
Northstar Advisory Group, LLC604$283K0.19%-2313F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV603$283K0.16%-55413F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.602$282K0.11%013F-HRTimeline
TruNorth Capital Management, LLC601$282K0.07%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD600$281K0.06%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC600$281K0.38%013F-HRTimeline
Forza Wealth Management, LLC600$281K0.13%013F-HRTimeline
Caitlin John, LLC598$280K0.27%-1,36213F-HRTimeline
F/m Investments LLC597$280K0.01%new13F-HRTimeline
American Trust597$280K0.07%-44,60113F-HRTimeline
Wolf Group Capital Advisors594$279K0.09%new13F-HRTimeline
Interchange Capital Partners, LLC592$278K0.08%+613F-HRTimeline
China Universal Asset Management Co., L…590$277K0.03%+7913F-HRTimeline
Strategic Point Investment Advisors, LLC590$277K0.05%-1313F-HRTimeline
Herold Advisors, Inc.587$276K0.06%013F-HRTimeline
PUREfi Wealth, LLC586$275K0.28%+15113F-HRTimeline
YANKCOM Partnership585$274K0.15%+7413F-HRTimeline
West Wealth Group, LLC578$274K0.08%+8613F-HRTimeline
Sendero Wealth Management, LLC583$273K0.04%new13F-HRTimeline
Shaker Financial Services, LLC582$273K0.11%013F-HRTimeline
Biondo Investment Advisors, LLC582$273K0.04%013F-HRTimeline
Guardian Partners Inc.600$273K0.03%-10013F-HRTimeline
HOWE & RUSLING INC579$272K0.02%+14713F-HRTimeline
Kingsman Wealth Management, Inc.579$271K0.2%13F-HRTimeline
Clay Northam Wealth Management, LLC577$271K0.19%013F-HRTimeline
SUTTON PLACE INVESTORS LLC577$271K0.18%new13F-HRTimeline
Plan Group Financial, LLC576$270K0.1%new13F-HRTimeline
Summa Corp.575$270K0.16%013F-HRTimeline
V2 Financial group LLC575$270K0.17%-7513F-HRTimeline
Bishop & Co Investment Management, LLC574$269K0.1%013F-HRTimeline
Summit Financial Wealth Advisors, LLC574$269K0.05%+16113F-HRTimeline
Laurel Wealth Advisors LLC574$269K0.04%+11913F-HRTimeline
SWEENEY & MICHEL, LLC645$268K0.12%13F-HRTimeline
Endowment Wealth Management, Inc.572$268K0.17%013F-HRTimeline
Rooted Wealth Advisors, Inc.631$267K0.11%-913F-HRTimeline
Mengis Capital Management, Inc.565$265K0.06%-4513F-HRTimeline
James J. Burns & Company, LLC565$265K0.05%+1213F-HRTimeline
Wiser Advisor Group LLC565$265K0.39%-2413F-HRTimeline
TD Capital Management LLC563$264K0.03%013F-HRTimeline
CURIO WEALTH, LLC5$264K1.93%-48413F-HRTimeline
Next Level Wealth Planning, LLC563$264K0.2%013F-HRTimeline
LCM Capital Management Inc560$263K0.15%-813F-HRTimeline
Vision Capital Management, Inc.559$262K0.04%-22013F-HRTimeline
Quantum Financial Advisors, LLC558$262K0.04%-2,05013F-HRTimeline
Financial Security Advisor, Inc.555$260K0.07%+3613F-HRTimeline
DMC Group, LLC555$260K0.21%-20513F-HRTimeline
Kathmere Capital Management, LLC552$259K0.02%-17813F-HRTimeline
Houlihan Financial Resource Group, Ltd.550$258K0.12%013F-HRTimeline
Allred Capital Management, LLC549$257K0.1%013F-HRTimeline
LifeGoal Investments, LLC549$257K0.28%013F-HRTimeline
VestGen Investment Management549$257K0.19%013F-HRTimeline
Successful Portfolios LLC548$257K0.17%-2013F-HRTimeline
Fonville Wealth Management LLC547$257K0.08%new13F-HRTimeline
Measured Risk Portfolios, Inc.546$256K0.27%-913F-HRTimeline
Rede Wealth, LLC546$256K0.09%-313F-HRTimeline
Constitution Capital LLC546$256K0.14%+1213F-HRTimeline
Capital Square, LLC546$256K0.15%+14413F-HRTimeline
Resurgent Financial Advisors LLC545$256K0.15%+213F-HRTimeline
Cherry Tree Wealth Management, LLC543$255K0.06%+613F-HRTimeline
Almanack Investment Partners, LLC.542$254K0.05%-70113F-HRTimeline
Hexagon Capital Partners LLC542$254K0.05%-26413F-HRTimeline
Apeiron RIA LLC540$253K0.08%new13F-HRTimeline
Allen Capital Group, LLC540$253K0.03%new13F-HRTimeline
Lutz Financial Services LLC539$253K0.02%013F-HRTimeline
IFC Advisors LLC538$252K0.05%-1013F-HRTimeline
KEB ASSET MANAGEMENT, LLC538$252K0.07%+5413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…537$252K<0.01%013F-HRTimeline
LWM ADVISORS INC515$251K0.26%+7913F-HRTimeline
Medallion Wealth Advisors, LLC533$250K0.11%013F-HRTimeline
Weaver Capital Management LLC533$250K0.07%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC532$250K0.05%13F-HRTimeline
Balanced Rock Investment Advisors LLC532$249K0.2%new13F-HRTimeline
JACOBS & CO/CA532$249K0.03%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC529$248K0.18%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC529$248K0.07%013F-HRTimeline