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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
Continuum Advisory, LLC31,177$14.6M1.88%+77713F-HRTimeline
Lee Financial Co31,123$14.6M2.23%-40713F-HRTimeline
Moloney Securities Asset Management, LLC31,057$14.6M1.97%+28713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP31,036$14.6M0.49%new13F-HR/ATimeline
Global Wealth Management Investment Adv…30,806$14.4M2.89%+77713F-HRTimeline
Koshinski Asset Management, Inc.30,704$14.4M1.22%+1,52713F-HRTimeline
ALBION FINANCIAL GROUP /UT30,526$14.3M1.01%+10,21513F-HRTimeline
Fairway Wealth LLC30,467$14.3M5.28%+12,72313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…30,411$14.3M0.64%+2,00213F-HRTimeline
Founders Capital Management30,361$14.2M9.21%-75713F-HRTimeline
Sound View Wealth Advisors Group, LLC30,353$14.2M1.17%-56613F-HRTimeline
SeaCrest Wealth Management, LLC30,215$14.2M1.6%+1,27613F-HRTimeline
Mesirow Financial Investment Management…30,166$14.1M0.27%+1,48913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise30,167$14.1M0.62%13F-HRTimelineGroup
INTRUST BANK NA30,111$14.1M1.4%013F-HRTimeline
Carbahal Olsen Financial Services Group…30,045$14.1M13.37%-32213F-HRTimeline
National Philanthropic Trust30,025$14.1M0.23%013F-HRTimeline
Creekmur Asset Management LLC29,972$14.1M2.95%-12,78613F-HRTimeline
WHITTIER TRUST CO29,951$14M0.2%-1,28213F-HRTimeline
Systelligence, LLC29,766$14M3.35%+45913F-HRTimeline
Dale Q Rice Investment Management Ltd29,749$13.9M7.21%-50513F-HRTimeline
Caliber Wealth Management, LLC / KS29,725$13.9M1.9%13F-HRTimeline
PETERSON WEALTH MANAGEMENT29,719$13.9M9.38%+29213F-HRTimeline
RAELIPSKIE PARTNERSHIP29,684$13.9M7.15%-5813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd29,570$13.9M0.27%+23,44413F-HRTimelineGroup
JB Capital LLC29,376$13.8M0.76%+1,41313F-HRTimeline
Eldridge Investment Advisors, Inc.29,374$13.8M3.17%-60313F-HRTimeline
Simmons Bankin group Simmons Bank29,373$13.8M1.04%-37113F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC29,272$13.7M0.1%-9413F-HRTimeline
Spectrum Wealth Advisory Group, LLC29,020$13.6M6.53%-70313F-HRTimeline
DT Investment Partners, LLC28,984$13.6M1.31%-73313F-HRTimeline
PACIFIC FINANCIAL GROUP INC28,937$13.6M10.95%-1,20613F-HRTimeline
Bensler, LLC28,799$13.5M1.69%+1,78113F-HRTimeline
Financial Advocates Investment Manageme…28,797$13.5M0.95%-6,83313F-HRTimeline
Fischer Financial Services, Inc.28,782$13.5M4.35%+66813F-HRTimeline
JT Stratford LLC28,736$13.5M2.38%-1,56813F-HRTimeline
Adaptive Financial Consulting, LLC28,697$13.5M5.76%-1,08113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,643$13.4M0.11%+4,35213F-HRTimeline
E&G Advisors, LLC28,514$13.4M3.77%+28613F-HRTimeline
Vantage Financial Partners, LLC28,484$13.4M3.32%+7,56513F-HRTimeline
Empowered Funds, LLC28,437$13.3M0.19%+23,57113F-HRTimeline
David J Yvars Group28,395$13.3M10.48%+1,62213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,368$13.3M0.35%+73113F-HRTimelineGroup
Lindbrook Capital, LLC28,365$13.3M1.23%+7013F-HRTimeline
Marshall Financial Group, LLC28,278$13.3M2.9%+17,19013F-HRTimeline
Destiny Capital Corp/CO28,234$13.2M9.03%+11,69513F-HRTimeline
Main Street Financial Solutions, LLC28,233$13.2M1.15%+7,36713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,163$13.2M3.38%+1,02413F-HRTimelineGroup
MGB Wealth Management, LLC28,194$13.2M4.78%+20313F-HRTimeline
Outlook Wealth Advisors, LLC28,167$13.2M3.67%+1,95513F-HRTimeline
EQUITABLE TRUST CO28,155$13.2M0.73%+4913F-HRTimeline
Chaney Capital Management, Inc.28,080$13.2M5.87%+17213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.28,038$13.2M0.35%+1,53913F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC28,020$13.2M4.79%+1,69513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…28,036$13.1M2.38%-1,20113F-HRTimeline
Mechanics Bank Trust Department28,017$13.1M1.79%-1,64513F-HRTimeline
Erickson Financial Group, LLC27,965$13.1M9.79%-18913F-HRTimeline
LJI Wealth Management, LLC27,868$13.1M2.6%+76213F-HRTimeline
LPF Advisors LLC27,849$13.1M10.69%+1,36713F-HRTimeline
Mattern Wealth Management LLC27,822$13M2.89%-2,07013F-HRTimeline
Yeomans Consulting Group, Inc.27,610$12.9M5%-7,48613F-HRTimeline
Pinnacle Financial Partners Inc27,306$12.9M0.26%+3,90613F-HRTimeline
Sunbelt Securities, Inc.27,568$12.9M1.15%+2,02113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,535$12.9M0.04%-83913F-HRTimelineGroup
Financial Guidance Group, Inc.27,492$12.9M6.96%+49613F-HRTimeline
Rathbones Group PLC27,401$12.8M0.06%-2,04213F-HRTimeline
Coastline Trust Co27,256$12.8M1.59%-82813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lighthouse Wealth Management Inc.27,095$12.7M11.65%+24713F-HRTimeline
360 Financial, Inc.26,892$12.6M4.59%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,696$12.5M4.78%-4,14713F-HRTimeline
Bernardo Wealth Planning LLC26,688$12.5M2.99%+8013F-HR/ATimeline
Global Assets Advisory, LLC27,642$12.5M2.35%+18,66713F-HRTimeline
Louisiana State Employees Retirement Sy…26,600$12.5M0.25%+1,70013F-HRTimeline
CV Advisors LLC26,491$12.4M4.36%-8113F-HRTimeline
Financial Freedom, LLC26,338$12.4M7.09%-31613F-HRTimeline
HOLDERNESS INVESTMENTS CO26,241$12.3M2.87%+5113F-HRTimeline
Turim 21 Investimentos Ltda.26,191$12.3M3.3%+57013F-HRTimeline
Grandview Asset Management LLC26,171$12.3M4.66%+2,16013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC26,108$12.2M5.61%+92413F-HRTimeline
Moors & Cabot, Inc.26,034$12.2M0.62%+2,31713F-HRTimeline
Legend Financial Advisors, Inc.26,033$12.2M8.97%+6913F-HRTimeline
Seros Financial, LLC25,985$12.2M9.11%-2,50413F-HRTimeline
Joel Isaacson & Co., LLC25,841$12.1M0.55%+25213F-HRTimeline
WNY Asset Management, LLC25,841$12.1M1.44%-6,47413F-HRTimeline
Garner Asset Management Corp25,785$12.1M5.31%+84613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV25,698$12.1M5.52%-14413F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.25,685$12M3.1%+1,00013F-HR/ATimeline
Traction Financial Partners, LLC25,644$12M9.39%-3,51913F-HRTimeline
Crestwood Advisors Group, LLC25,636$12M0.23%+2,25413F-HRTimeline
Institute for Wealth Management, LLC.25,630$12M1.54%+5,12213F-HRTimeline
Benin Management CORP25,603$12M3.42%-19713F-HRTimeline
MGO ONE SEVEN LLC25,568$12M0.47%-79413F-HRTimeline
Finley Financial, LLC25,211$12M6.68%-51713F-HRTimeline
Claro Advisors Inc.25,481$11.9M1.6%+60813F-HRTimeline
SMITH, MOORE & CO.25,452$11.9M1.11%-17313F-HRTimeline
Financial Engines Advisors L.L.C.25,388$11.9M0.03%-36013F-HRTimeline
Vista Cima Wealth Management LLC25,355$11.9M12.8%+1,09113F-HR/ATimeline
HUB Investment Partners, LLC25,326$11.9M0.48%+4,36413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC25,280$11.9M2.15%-3,42513F-HRTimeline
SCOGGIN MANAGEMENT LPin group SCOGGIN MANAGEMENT LP25,000$11.7M5.8%new13F-HRTimelineGroup
Alight Capital Management LP25,000$11.7M6.18%new13F-HRTimeline
Camarda Financial Advisors, LLC24,707$11.6M5.23%+23,36313F-HRTimeline
Vishria Bird Financial Group, LLC24,694$11.6M3.93%-61713F-HRTimeline
Headlands Technologies LLC24,662$11.6M1.32%+4,87113F-HRTimeline
Virtue Capital Management, LLC24,644$11.5M1.35%+9,31213F-HRTimeline
Powell Investment Advisors, LLC24,563$11.5M5.66%+2,86313F-HRTimeline
Refined Wealth Management24,582$11.5M9.43%new13F-HRTimeline
Rehmann Capital Advisory Group24,473$11.5M0.72%+1,78813F-HRTimeline
Trek Financial, LLC24,439$11.5M0.83%-1,33413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA24,433$11.5M0.06%+1,65013F-HRTimelineGroup
Bogart Wealth, LLC24,407$11.4M0.54%+1,56713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT24,324$11.4M1.42%-813F-HRTimeline
Bay Capital Advisors, LLC24,270$11.4M9.48%+1,31913F-HRTimeline
Generali Investments CEE, investicni sp…24,191$11.3M1.06%+5,99113F-HRTimeline
Little Harbor Advisors, LLC24,143$11.3M6.98%+80413F-HRTimeline
WealthBridge Capital Management, LLC24,128$11.3M3.2%+12413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC24,079$11.3M2.16%+24513F-HRTimeline
Eversept Partners, LP24,003$11.3M1.27%new13F-HRTimeline
Trivium Point Advisory, LLC23,946$11.2M1.39%+1,71613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.23,929$11.2M3.58%+56013F-HRTimeline
GERBER, LLC23,842$11.2M9.32%-64013F-HRTimeline
RWA WEALTH PARTNERS, LLC23,840$11.2M0.14%-10,67013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,800$11.2M0.02%new13F-HRTimeline
McIlrath & Eck, LLC23,756$11.1M1.37%+3,33613F-HRTimeline
Guerra Advisors Inc23,735$11.1M6.23%-2,03713F-HRTimeline
Haverford Trust Co23,614$11.1M0.11%+1,29913F-HRTimeline
Gotham Asset Management, LLC23,529$11M0.09%+15,70213F-HRTimeline
Avestar Capital, LLC23,434$11M1.05%+6,61513F-HRTimeline
JSF Financial, LLC23,337$10.9M2.89%+81913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,237$10.9M0.69%+3,64713F-HRTimelineGroup
Choate Investment Advisors23,233$10.9M0.27%-90413F-HRTimeline
Luxor Capital Group, LP23,200$10.9M1.39%+3,42513F-HRTimeline
DOHJ, LLC23,040$10.8M2.47%+91613F-HRTimeline
Integrity Financial Corp /WA22,972$10.8M6.12%+68513F-HRTimeline
Alpha Cubed Investments, LLC22,993$10.8M0.48%+61513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,908$10.7M4.24%+50613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.22,893$10.7M1.79%+93413F-HRTimeline
WJ Wealth Management, LLC22,804$10.7M3.78%-2,60813F-HRTimeline
Clarius Group, LLC22,782$10.7M0.67%+18,47513F-HRTimeline
Concentrum Wealth Management22,749$10.7M3.95%+2,95713F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,704$10.6M2.82%-72313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,621$10.6M1.06%-48313F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…22,590$10.6M0.27%-1,05213F-HRTimeline
SUMMIT SECURITIES GROUP LLC22,538$10.6M7.33%new13F-HRTimeline
BCGM Wealth Management, LLC22,531$10.6M3.25%+16613F-HRTimeline
AdvisorNet Financial, Inc22,429$10.5M0.78%+1,27913F-HRTimeline
White Wing Wealth Management23,647$10.5M8.18%+98613F-HRTimeline
Proficio Capital Partners LLC22,315$10.5M0.81%-75013F-HRTimeline
Tepp RIA, LLC22,312$10.5M14.21%-1,81313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding22,311$10.5M+644Timeline
CENTRAL TRUST Co22,266$10.4M0.26%-3,69913F-HRTimeline
EVOKE WEALTH, LLC22,214$10.4M0.27%+3,91913F-HRTimeline
Private Advisory Group LLC22,210$10.4M1.19%-1,41813F-HRTimeline
MYDA Advisors LLC22,100$10.4M3.68%new13F-HRTimeline
Navis Wealth Advisors, LLC22,036$10.3M10.15%+9,48213F-HRTimeline
MATHER GROUP, LLC.22,031$10.3M0.12%-13113F-HRTimeline
Keystone Wealth Services, LLC22,004$10.3M2.79%-11413F-HRTimeline
Fluent Financial, LLC21,998$10.3M4.49%+9,83813F-HRTimeline
Baron Financial Group, LLC21,933$10.3M6.47%-14213F-HRTimeline
RDA Financial Network21,918$10.3M3.06%-7613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,892$10.3M0.63%-15713F-HRTimeline
HAZLETT, BURT & WATSON, INC.21,865$10.2M4.61%+30413F-HRTimeline
Lansing Street Advisors21,849$10.2M3.43%+1,21113F-HRTimeline
Richmond Brothers, Inc.21,813$10.2M6.47%-54,49913F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding21,784$10.2M-17,189Timeline
Next Capital Management LLC21,771$10.2M4.9%-83313F-HRTimeline
Telos Capital Management, Inc.21,726$10.2M1.11%+13313F-HRTimeline
Pacific Wealth Strategies Group, Inc.21,724$10.2M7.57%+10713F-HRTimeline
Three Bridge Wealth Advisors, LLC21,609$10.1M3.53%+24113F-HRTimeline
DAVENPORT & Co LLC21,608$10.1M0.06%-86013F-HRTimeline
Financial Insights, Inc.21,599$10.1M4.03%+2,16713F-HRTimeline
Tyche Wealth Partners LLC21,453$10.1M2.18%+12,11013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,440$10.1M1.32%-26013F-HRTimelineGroup
EVERETT HARRIS & CO /CA/21,435$10.1M0.13%013F-HRTimeline
NorthRock Partners, LLC21,434$10.1M0.34%+30613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,339$10M0.21%-2,45313F-HRTimeline
JP Wealth Management, Inc.21,203$9.94M8.01%-23513F-HRTimeline
Alpha Zero LLC21,189$9.94M7.57%-31313F-HRTimeline
Mullooly Asset Management, Inc.21,151$9.92M4.5%13F-HR/ATimeline
Sovran Advisors, LLC22,325$9.91M1.29%+4,85613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,143$9.91M0.52%-54,32413F-HRTimeline
EHP Funds Inc.21,100$9.89M11.03%-5,50013F-HRTimeline
Cannon Advisors, Inc.20,936$9.82M9.04%-51513F-HRTimeline
HFG Advisors, Inc.20,843$9.77M8.35%-84913F-HRTimeline
Cresta Advisors, Ltd.20,809$9.76M5.06%-31113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA20,789$9.76M0.02%-54,58513F-HR/ATimelineGroup
RVW Wealth, LLC20,787$9.75M0.92%+6413F-HRTimeline
WESBANCO BANK INC20,781$9.74M0.34%+1,74413F-HRTimeline
WORLD EQUITY GROUP, INC.20,748$9.73M2.78%-7013F-HRTimeline
Berger Financial Group, Inc20,706$9.71M0.67%+1,43213F-HRTimeline
Solano Wealth Investment Advisors LLC20,655$9.69M5.99%-24213F-HRTimeline
FFT WEALTH MANAGEMENT LLC20,606$9.68M2.02%+4,11113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,636$9.68M0.31%+97413F-HRTimelineGroup
TrueWealth Advisors, LLC20,544$9.63M3.16%+64513F-HRTimeline
Owen LaRue, LLC20,511$9.62M4.79%+56413F-HRTimeline
LGL PARTNERS, LLC20,459$9.61M4.63%-11,62413F-HRTimeline
Curtis Advisory Group, LLC20,444$9.59M2.82%-9213F-HRTimeline
GILL CAPITAL PARTNERS, LLC20,410$9.57M3.32%+6,00413F-HRTimeline
SVB WEALTH LLC20,382$9.56M0.39%+3,39313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd20,325$9.53M0.83%-4,02513F-HRTimelineGroup