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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
Henrickson Nauta Wealth Advisors, Inc.554$247K0.1%-48513F-HRTimeline
Commonwealth Retirement Investments LLC527$247K0.1%-10213F-HRTimeline
BetterWealth, LLC526$247K0.07%new13F-HRTimeline
Curi Capital, LLC524$246K0.01%-1,28513F-HRTimeline
Better Money Decisions, LLC524$245K0.16%013F-HRTimeline
Perissos Private Wealth Management, LLC523$245K0.22%-47913F-HRTimeline
Horan Capital Advisors, LLC.523$245K0.08%013F-HRTimeline
Argyle Capital Partners, LLC521$244K0.21%-38913F-HRTimeline
Mountain Capital Investment Advisors In…520$243K0.05%+6013F-HRTimeline
City State Bank518$243K0.08%-213F-HRTimeline
Old North State Wealth Management, LLC515$243K0.14%013F-HRTimeline
4Thought Financial Group Inc.517$242K0.15%+51113F-HRTimeline
Elser Financial Planning, Inc516$242K0.33%013F-HRTimeline
EnRich Financial Partners LLC516$242K0.08%013F-HRTimeline
ArborFi Advisors, LLC516$242K0.24%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…516$242K0.19%-57513F-HRTimelineGroup
L. Roy Papp & Associates, LLP515$241K0.03%+11313F-HRTimeline
BRIGHTON SECURITIES CORP.514$241K0.12%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV515$241K0.08%+44213F-HRTimeline
Wayfinding Financial, LLC515$241K0.11%013F-HRTimeline
Legacy Wealth Management, LLC512$240K0.02%+413F-HRTimeline
SilverOak Wealth Management LLC511$240K0.05%013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…511$240K0.19%new13F-HRTimelineGroup
Asset Advisors Investment Management, L…511$240K0.03%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC510$240K0.14%+5513F-HRTimeline
Cedar Point Capital Partners, LLC510$239K0.16%+6613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC509$239K0.13%-2813F-HRTimeline
One Wealth Map LLC549$238K0.16%013F-HRTimeline
Ruedi Wealth Management, Inc.505$237K0.07%-14113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.505$237K0.13%013F-HRTimeline
Shearwater Capital LLC505$237K0.17%013F-HR/ATimeline
Colony Family Offices, LLC504$237K0.07%-35213F-HRTimeline
BURLING WEALTH PARTNERS, LLC504$236K0.05%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/503$236K0.05%+313F-HRTimeline
Clarkston Capital Partners, LLC503$236K<0.01%new13F-HRTimeline
Gallacher Capital Management LLC503$236K0.11%+1213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC502$236K0.24%-7813F-HRTimeline
ATWOOD & PALMER INC502$235K0.02%+33013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC501$235K0.03%013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC500$234K0.06%-25013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, LLC500$234K0.02%new13F-HRTimeline
Knuff & Co LLC500$234K0.08%-1,30613F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…500$234K0.15%new13F-HRTimeline
Carnegie Lake Advisors LLC500$234K0.09%013F-HRTimeline
CLG LLC498$233K0.08%new13F-HRTimeline
POSTROCK PARTNERS LLC497$233K0.12%+6613F-HRTimeline
MARATHON CAPITAL MANAGEMENT496$233K0.06%-4613F-HRTimeline
CoreFirst Bank & Trust495$232K0.15%013F-HRTimeline
Harbour Capital Advisors, LLC515$232K0.06%new13F-HRTimeline
CORRADO ADVISORS, LLC494$232K0.15%+3013F-HRTimeline
Tufton Capital Management492$231K0.04%+8513F-HRTimeline
Coston, McIsaac & Partners493$231K0.07%-513F-HRTimeline
GEM Asset Management, LLC488$231K0.13%-21613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC490$230K0.13%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.488$229K0.03%013F-HRTimeline
Vawter Financial, Ltd.487$228K0.13%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC484$227K0.11%-1813F-HRTimeline
Private Wealth Management Group, LLC484$227K0.08%013F-HRTimeline
Bell & Brown Wealth Advisors, LLC484$227K0.09%-3113F-HRTimeline
Tranquilli Financial Advisor LLC484$227K0.14%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC483$226K0.06%-113F-HRTimeline
GKV Capital Management Co., Inc.482$226K0.11%013F-HR/ATimeline
NESTEGG ADVISORS, INC.481$226K0.24%013F-HRTimeline
Twelve Points Wealth Management LLC481$225K0.06%-11213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC480$225K0.03%013F-HRTimeline
Seneca Financial Advisors LLC479$225K0.11%013F-HRTimeline
FIRST AMERICAN BANK478$224K0.02%013F-HRTimeline
Signature Resources Capital Management,…478$224K0.19%013F-HRTimeline
North Forty Two & Co.477$224K0.25%+3013F-HRTimeline
ONE Advisory Partners, LLC476$223K0.1%013F-HRTimeline
Cypress Capital, LLC476$223K0.06%+713F-HRTimeline
Capital A Wealth Management, LLC476$223K0.23%-10113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd475$223K<0.01%new13F-HRTimelineGroup
3Chopt Investment Partners, LLC471$221K0.06%new13F-HRTimeline
Vermillion Wealth Management, Inc.471$221K0.06%-10413F-HRTimeline
Centricity Wealth Management, LLC470$220K0.2%013F-HRTimeline
BLALOCK WILLIAMS, LLC470$220K0.25%013F-HRTimeline
Versant Capital Management, Inc468$219K0.04%+813F-HRTimeline
SEVEN MILE ADVISORY467$219K0.15%+713F-HRTimeline
CMC Financial Group464$218K0.49%-513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV459$217K0.21%+1113F-HRTimeline
Boulder Wealth Advisors, LLC463$217K0.13%+5513F-HRTimeline
Callahan Advisors, LLC463$217K0.02%-6913F-HRTimeline
Kelly Financial Services LLC463$217K0.08%-413F-HRTimeline
One Wealth Advisors, LLC460$216K0.03%013F-HRTimeline
HEADINVEST, LLC460$216K0.04%013F-HRTimeline
Boston Common Asset Management, LLC459$215K0.01%013F-HRTimeline
Salvus Wealth Management, LLC459$215K0.13%-5213F-HRTimeline
Columbus Macro, LLC458$215K0.03%-113F-HRTimeline
Leverty Financial Group, LLC457$214K0.09%+4413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC456$214K0.04%-4113F-HRTimeline
CMH Wealth Management LLC456$214K0.05%-7013F-HRTimeline
Calydon Capital455$213K0.04%new13F-HRTimeline
LMG Wealth Partners, LLC454$213K0.05%013F-HRTimeline
May Hill Capital, LLC452$212K0.08%new13F-HRTimeline
Tiller Private Wealth, Inc.452$212K0.09%013F-HRTimeline
Vestmark Advisory Solutions, Inc.452$212K0.01%new13F-HRTimeline
HighMark Wealth Management LLC452$212K0.13%+4513F-HRTimeline
Landing Point Financial Group, LLC451$212K0.16%+2413F-HRTimeline
Plum Street Advisors, LLC450$211K0.1%+5313F-HRTimeline
Whitcomb & Hess, Inc.450$211K0.06%013F-HRTimeline
Turn8 Private Wealth Inc.450$211K0.16%new13F-HRTimeline
Santori & Peters, Inc.448$210K0.08%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…448$210K0.2%13F-HRTimeline
Spectrum Financial Alliance Ltd LLC448$210K0.07%-12013F-HRTimeline
Hudson Capital Management LLC448$210K0.06%013F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO447$210K0.04%+4313F-HRTimeline
FUTURE YOU WEALTH LLC447$210K0.13%new13F-HRTimeline
Townsend & Associates, Inc484$209K0.02%+1613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.446$209K0.11%+16113F-HRTimeline
Mainstream Capital Management LLC445$209K0.17%+6513F-HRTimeline
Broadview Financial Management, LLC442$207K0.15%013F-HRTimeline
Sicart Associates LLC441$207K0.07%+1013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…440$207K0.03%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC440$206K0.08%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.440$206K0.16%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC439$206K0.11%-27313F-HRTimeline
PLANWISER FINANCIAL, LLC426$206K0.19%13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO438$205K<0.01%013F-HRTimeline
SkyView Investment Advisors, LLC436$205K0.03%013F-HRTimeline
Douglass Winthrop Advisors, LLC437$205K<0.01%-113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…437$205K0.05%-7713F-HRTimeline
Rench Wealth Management, Inc.435$204K0.07%-513F-HRTimeline
Comprehensive Money Management Services…435$204K0.16%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC434$204K0.09%new13F-HRTimeline
Morling Financial Advisors, LLC433$203K0.07%-62113F-HRTimeline
Ring Mountain Capital, LLC433$203K0.15%+1713F-HRTimeline
FAIRFIELD, BUSH & CO.433$203K0.13%013F-HRTimeline
Solutions 4 Wealth, Ltd432$203K0.36%+213F-HRTimeline
Kuhn & Co Investment Counsel431$202K0.17%new13F-HRTimeline
Newport Capital Group, LLC431$202K0.15%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…430$202K0.14%-1513F-HRTimeline
Beckerman Institutional, LLC429$201K0.15%013F-HRTimeline
Convergence Financial, LLC428$201K0.04%-4613F-HRTimeline
Centered Wealth LLC dba Miller Equity C…428$201K13.87%-13,39013F-HRTimeline
Burford Brothers, Inc.428$201K0.1%+813F-HRTimeline
Portland Financial Advisors Inc428$201K0.51%013F-HRTimeline
Luminist Capital LLC425$200K0.22%-32913F-HRTimeline
Wharton Business Group, LLC426$200K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.426$200K0.1%-1513F-HRTimeline
Missouri Trust & Investment Co420$197K0.07%-4013F-HRTimeline
Robinswood Financial LLC416$195K0.07%-213F-HRTimeline
1834 INVESTMENT ADVISORS CO415$195K0.03%new13F-HRTimeline
IFS Advisors, LLC414$194K0.16%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co412$193K0.01%+4613F-HRTimelineGroup
Centerpoint Advisors, LLC412$193K0.07%-7313F-HRTimeline
Olistico Wealth, LLC401$188K0.12%-11613F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.400$188K0.06%13F-HRTimeline
ESL Trust Services, LLC400$188K0.04%+20013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…397$186K<0.01%-6,71813F-HRTimelineGroup
Creative Capital Management Investments…396$186K0.07%+27013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC379$178K0.02%+213F-HRTimeline
Dixon Mitchell Investment Counsel Inc.376$177K0.01%-68513F-HRTimeline
Aventura Private Wealth, LLC376$176K0.09%-15313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV372$174K0.02%+913F-HRTimeline
Hughes Financial Services, LLC367$173K0.03%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …358$168K0.33%+1313F-HRTimeline
Bare Financial Services, Inc356$167K0.06%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY352$165K0.03%+213F-HRTimeline
St. Johns Investment Management Company…351$164K0.08%-39813F-HRTimeline
Valued Wealth Advisors LLC339$159K0.1%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…337$158K0.06%-28,98713F-HRTimelineGroup
Graney & King, LLC328$154K0.11%+10613F-HRTimeline
Ceeto Capital Group, LLC324$152K0.06%013F-HRTimeline
Goldstream Capital Management Ltd320$151K0.1%-26013F-HRTimeline
Stone House Investment Management, LLC317$148K0.03%new13F-HRTimeline
Cypress Capital Management LLC (WY)315$148K0.18%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL312$146K0.04%+10213F-HRTimeline
Hikari Tsushin, Inc.302$142K0.01%013F-HRTimeline
Perkins Coie Trust Co299$140K0.03%013F-HRTimeline
NVWM, LLC295$138K0.04%+713F-HRTimeline
SRH ADVISORS, LLC295$138K0.04%013F-HRTimeline
TFC Financial Management, Inc.292$137K0.02%013F-HRTimeline
OAK FAMILY ADVISORS, LLC290$136K0.06%013F-HRTimeline
United Community Bankin group United Community Bank290$136K0.05%013F-HRTimelineGroup
Gould Capital, LLC288$135K0.09%013F-HRTimeline
Horrell Capital Management, Inc.287$135K0.06%013F-HRTimeline
Cranbrook Wealth Management, LLC285$134K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.281$132K0.01%+2313F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…276$129K0.09%+1213F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV273$128K0.03%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.270$127K0.04%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.270$127K0.44%+7013F-HRTimeline
Cutler Capital Management, LLC264$124K0.04%+6413F-HRTimeline
West Branch Capital LLC259$121K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.258$121K0.01%013F-HRTimeline
SJS Investment Consulting Inc.257$121K0.02%+2713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.254$119K0.07%-3013F-HRTimeline
Sherman Asset Management, Inc.252$118K0.11%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/250$117K0.06%013F-HRTimelineGroup
First Pacific Financial249$117K0.02%-5413F-HRTimeline
Pinnacle Holdings, LLC246$115K0.04%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,238$113K0.02%13F-HRTimelineGroup
Prestige Wealth Management Group LLC241$113K0.02%013F-HR/ATimeline
VSM Wealth Advisory, LLC240$113K0.04%013F-HRTimeline
Hurley Capital, LLC236$111K0.08%013F-HRTimeline
Kiker Wealth Management, LLC233$109K0.07%new13F-HRTimeline
Cornerstone National Bank & Trust Co231$108K0.05%013F-HRTimeline
Legacy Bridge, LLC229$107K0.06%+6513F-HRTimeline
Rossby Financial, LCC216$102K0.04%new13F-HRTimeline