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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
Mach-1 Financial Group, LLC20,302$9.52M2.85%+19,85913F-HRTimeline
Drake & Associates, LLC20,283$9.51M2.67%+77413F-HRTimeline
NFSG Corp20,235$9.49M2.3%+4,67013F-HRTimeline
Global Trust Asset Management, LLC20,209$9.48M5.78%-15,06213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.20,203$9.47M5%+84113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP20,142$9.45M0.16%+11,02613F-HRTimeline
Jackson Wealth Management, LLC20,105$9.43M1.15%+1,58613F-HRTimeline
Family Office Research LLC20,055$9.4M4.58%+8613F-HRTimeline
Carnegie Investment Counsel22,131$9.39M0.22%-80513F-HRTimeline
Plotkin Financial Advisors, LLC19,914$9.34M5.74%+56713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC19,890$9.33M0.4%+1,08713F-HR/ATimeline
Nadler Financial Group, Inc.19,883$9.32M1.03%+69013F-HRTimeline
Alliance Wealth Advisors, LLC19,864$9.31M5.48%-27713F-HRTimeline
North Star Investment Management Corp.19,833$9.3M0.68%-47213F-HRTimeline
Vienna Asset Management LLC19,808$9.29M7.33%+4,98413F-HRTimeline
SENTINEL TRUST CO LBA19,802$9.29M1.1%013F-HRTimeline
Caldwell Trust Co19,783$9.28M1%+11613F-HRTimeline
Destination Wealth Management19,764$9.27M0.29%+3,46113F-HRTimeline
Capital Investment Counsel, LLC19,757$9.26M1.53%-51813F-HRTimeline
WCG Wealth Advisors LLC19,662$9.22M0.7%+1313F-HR/ATimeline
Marcum Wealth, LLC19,661$9.22M0.8%+9513F-HRTimeline
Avior Wealth Management, LLC19,587$9.18M0.35%+10313F-HRTimeline
Union Bancaire Privee, UBP SA20,452$9.16M0.18%-7,84413F-HRTimeline
Berkeley Capital Partners, LLC19,525$9.16M2.52%-17113F-HRTimeline
Novak & Powell Financial Services, Inc.19,490$9.14M5.69%-47013F-HRTimeline
Fortress Financial Solutions, LLC19,475$9.13M13.21%+50413F-HRTimeline
HBK Sorce Advisory LLC19,333$9.07M0.27%+55813F-HRTimeline
Canal Capital Management, LLC19,295$9.05M1.51%+5,95413F-HRTimeline
Tennessee Valley Asset Management Partn…19,280$9.04M1.47%-53613F-HRTimeline
WealthPLAN Partners, LLC19,268$9.03M1.27%+81813F-HRTimeline
Cottage Street Advisors LLC19,256$9.03M4.52%+9,71013F-HRTimeline
Capital Investment Advisors, LLC19,250$9.03M0.18%+3,47313F-HRTimeline
HMS Capital Management, LLC21,248$9M4.99%-2,51413F-HRTimeline
First Nebraska Trust Co19,179$8.99M0.89%+54613F-HRTimeline
KM Capital Management Ltd.19,152$8.98M4.84%-3,58813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,087$8.96M0.44%-66713F-HRTimeline
CWS Financial Advisors, LLC19,094$8.95M2.83%+7113F-HRTimeline
TWO SIGMA SECURITIES, LLC19,037$8.93M1.36%+18,25013F-HRTimeline
PRIVATE TRUST CO NA18,970$8.9M0.92%-47613F-HRTimeline
Crewe Advisors LLC18,968$8.89M1.25%-8613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC18,815$8.82M3.43%new13F-HR/ATimeline
Seneca House Advisors18,790$8.81M3.76%-25513F-HRTimeline
Wedmont Private Capital19,386$8.81M0.45%+4,30013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY18,755$8.79M8.95%-19713F-HRTimeline
Lighthouse Financial LLC18,709$8.77M7.57%-16113F-HRTimeline
Nikulski Financial, Inc.18,594$8.72M2.64%+83213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD18,583$8.71M0.05%-2,97713F-HRTimelineGroup
Bristlecone Advisors, LLC18,462$8.66M0.71%-83713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,430$8.64M5%013F-HRTimeline
Keystone Financial Group18,428$8.64M0.88%+53013F-HRTimeline
New England Private Wealth Advisors LLC18,414$8.63M1.34%+13913F-HRTimeline
BANQUE PICTET & CIE SA18,416$8.6M0.09%-35113F-HRTimeline
Norris Financial Group, LLC18,303$8.58M4%-3,79513F-HRTimeline
Quadcap Wealth Management, LLC18,235$8.55M1.24%+54313F-HRTimeline
UNIQUE WEALTH, LLC18,220$8.54M1.61%+15,81613F-HRTimeline
MTM FINANCIAL GROUP, LLC18,324$8.51M4.98%+92013F-HRTimeline
NewEdge Wealth, LLC18,086$8.48M0.15%+64713F-HRTimeline
Jacksonville Wealth Management, LLC18,086$8.48M8.35%+24813F-HRTimeline
Perennial Investment Advisors, LLC18,037$8.46M0.95%+82813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,917$8.4M0.67%-59713F-HRTimeline
Darwin Wealth Management, LLC16,432$8.4M2.82%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,886$8.39M3.96%-52213F-HRTimeline
Mission Hills Financial Advisory, LLC17,882$8.39M5.82%+1,13913F-HRTimeline
Prosperitas Financial LLC17,823$8.36M4.32%-3,79113F-HRTimeline
Clare Market Investments LLC17,767$8.33M2.2%+1,92913F-HRTimeline
TSFG, LLC17,756$8.33M1.7%013F-HRTimeline
Peak Asset Management, LLC17,735$8.32M1.58%-21013F-HRTimeline
Alexis Investment Partners, LLC17,672$8.29M3.96%+44813F-HRTimeline
Strategic Blueprint, LLC17,645$8.27M0.45%-17113F-HRTimeline
Davidson Kahn Capital Management, LLC17,626$8.27M6.39%+2,65513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT17,615$8.26M0.14%+5513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,580$8.24M0.06%+2,98813F-HRTimelineGroup
Granite Bay Wealth Management, LLC17,557$8.23M2.86%+2,14913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.17,554$8.23M1.61%-28413F-HRTimeline
Bollard Group LLC17,496$8.2M0.22%013F-HRTimeline
Madison Wealth Partners, Inc17,462$8.19M2.02%-17413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.17,358$8.14M1.11%-97113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,330$8.13M0.18%+23213F-HRTimelineGroup
Tandem Wealth Advisors LLC17,323$8.12M4.25%-59013F-HRTimeline
MorganRosel Wealth Management, LLC17,314$8.12M2.46%+1,66513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,310$8.12M2.14%+9,11613F-HRTimelineGroup
PING CAPITAL MANAGEMENT, INC.17,300$8.11M5.41%+4,10013F-HRTimeline
CFM WEALTH PARTNERS LLC17,267$8.1M1.43%-6713F-HRTimeline
Strategent Financial, LLC17,244$8.09M7.32%-10,44613F-HRTimeline
Mystic Asset Management, Inc.17,241$8.08M2.13%+31913F-HRTimeline
Glen Eagle Advisors, LLC17,236$8.08M1.34%+14313F-HRTimeline
High Note Wealth, LLC17,202$8.07M2%+59713F-HRTimeline
O'Connor Financial Group LLC17,192$8.06M4.19%-19713F-HRTimeline
Guardian Wealth Advisors, LLC17,116$8.03M5.15%+17913F-HRTimeline
Hilton Capital Management, LLC17,110$8.02M0.68%013F-HRTimeline
Sandy Cove Advisors, LLC17,098$8.02M3.22%+1,08313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC17,080$8.01M3.2%+18213F-HRTimeline
Lion Street Advisors, LLC17,057$8M2.54%+87813F-HRTimeline
Relyea Zuckerberg Hanson LLC16,988$7.97M1.07%-86913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV16,914$7.93M1.75%+15113F-HRTimeline
Genesee Capital Advisors, LLC16,894$7.92M3.96%-76713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,872$7.91M0.29%-26513F-HRTimeline
Ascension Capital Advisors, Inc.16,870$7.91M3.61%new13F-HRTimeline
Capital Investment Advisory Services, L…16,821$7.89M0.71%-1,36813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,685$7.89M0.62%-8,48813F-HRTimeline
StrongBox Wealth, LLC16,816$7.89M3.29%+98013F-HRTimeline
Spectrum Strategic Capital Management, …16,756$7.86M4.93%-44213F-HRTimeline
Lake Hills Wealth Management, LLC16,738$7.85M5.42%+11,50713F-HRTimeline
Rezny Wealth Management, Inc.16,660$7.81M2.02%+1,12213F-HRTimeline
Savvy Advisors, Inc.16,654$7.81M0.79%+5,12313F-HRTimeline
WPG Advisers, LLC16,644$7.8M7.28%-1,52413F-HRTimeline
Peak Retirement Planning, Inc.16,611$7.79M4.32%+3,31413F-HRTimeline
Advisory Resource Group16,606$7.79M1.59%+2,28613F-HRTimeline
Traynor Capital Management, Inc.16,535$7.75M0.66%+6813F-HRTimeline
Verde Capital Management16,464$7.72M2.2%-53313F-HRTimeline
WEBSTER BANK, N. A.16,422$7.7M0.85%+3,68813F-HRTimeline
VISION FINANCIAL MARKETS LLC16,391$7.69M8.36%-35413F-HRTimeline
Pachira Investments Inc.16,223$7.61M5.35%+90713F-HRTimeline
Chicago Wealth Management, Inc.16,081$7.54M3.95%+47413F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding15,995$7.5M+5,000Timeline
Masso Torrence Wealth Management Inc.15,992$7.5M4%-99113F-HRTimeline
Arcataur Capital Management LLC15,990$7.5M2.56%-10013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.15,963$7.49M0.92%-38713F-HRTimeline
Dogwood Wealth Management LLC15,952$7.48M3.93%+56313F-HRTimeline
Empower Advisory Group, LLC15,949$7.48M0.02%-1,84413F-HRTimeline
Weitzel Financial Services, Inc.16,591$7.48M3.57%+5,56913F-HRTimeline
Richard W. Paul & Associates, LLC15,931$7.47M2.93%-1,50613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,844$7.44M0.84%-40613F-HRTimeline
CHEMUNG CANAL TRUST CO15,867$7.44M1.64%013F-HRTimeline
Legacy Advisors, LLC15,848$7.43M0.78%-3,03513F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC15,764$7.39M3.98%-5,58813F-HRTimeline
Pure Financial Advisors, LLC15,584$7.31M0.15%+25513F-HRTimeline
American State Bank (Iowa)15,453$7.25M4.37%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,422$7.23M0.22%+7913F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd15,409$7.22M0.59%-2,19013F-HRTimeline
Per Stirling Capital Management, LLC.15,393$7.22M1.04%-2613F-HRTimeline
WARNER FINANCIAL, INC15,390$7.22M3.19%-75513F-HRTimeline
Solitude Financial Services15,327$7.19M2.79%+14,91813F-HRTimeline
Good Life Advisors, LLC15,283$7.17M0.5%+80913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…15,378$7.17M5.27%+3,50013F-HRTimeline
HT Partners LLC15,280$7.17M2.46%+13,31613F-HRTimeline
MFA WEALTH ADVISORS, LLC15,280$7.17M1.77%+48413F-HRTimeline
Destiny Wealth Partners, LLC15,279$7.16M1.14%-46513F-HRTimeline
Prism Advisors, Inc.15,259$7.16M2.2%-77013F-HRTimeline
Scissortail Wealth Management, LLC15,252$7.15M1.84%-3,48913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,211$7.13M0.1%-16513F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC15,204$7.13M0.62%+3,35313F-HRTimeline
Finivi Inc.15,159$7.11M5.72%+46113F-HRTimeline
Somerset Group LLC15,148$7.1M6.47%+1,15213F-HRTimeline
CVA Family Office, LLC15,135$7.1M1.09%+1,59313F-HRTimeline
Fingerlakes Wealth Management, Inc.15,113$7.09M6.03%-26113F-HRTimeline
All Terrain Financial Advisors, LLC15,105$7.08M2.76%+4,28013F-HRTimeline
Garden State Investment Advisory Servic…15,011$7.08M2.27%-16,40713F-HRTimeline
Latko Wealth Management, Ltd.15,067$7.07M4.58%-67913F-HRTimeline
CAPITAL ADVISORS INC/OK15,044$7.05M0.14%-2,17213F-HRTimeline
Cynosure Group, LLC15,029$7.05M0.97%-19,84213F-HRTimeline
Monterey Private Wealth, Inc.15,025$7.05M2.08%+39213F-HRTimeline
Kellett Wealth Advisors, LLC15,019$7.04M4.88%+1,31513F-HRTimeline
My Personal CFO, LLC14,984$7.03M3.54%-39213F-HRTimeline
Ewing Morris & Co. Investment Partners …10,375$7.01M2.21%+3,44113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,920$7M0.32%+7,95213F-HRTimelineGroup
CMG Global Holdings, LLC14,914$6.97M4.55%+1,17213F-HRTimeline
TKG Advisors, LLC14,852$6.96M3.43%+28213F-HRTimeline
AllGen Financial Advisors, Inc.14,847$6.96M2.06%+72313F-HRTimeline
Leslie Global Wealth, LLC14,841$6.96M3.39%+73413F-HRTimeline
Americana Partners, LLC14,837$6.96M0.27%+6,80313F-HRTimeline
Chris Bulman Inc14,830$6.95M4.39%+2,50913F-HRTimeline
Trademark Financial Management, LLC14,799$6.94M5.29%-52013F-HRTimeline
Vigilare Wealth Management14,774$6.93M2.77%+12,01313F-HRTimeline
ORBA Wealth Advisors, L.L.C.14,769$6.93M3.49%+3,03413F-HRTimeline
Harbour Trust & Investment Management Co14,680$6.88M0.83%+1,02813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…14,653$6.87M0.68%-51213F-HRTimelineGroup
SPC Financial, Inc.14,606$6.85M0.6%-20413F-HRTimeline
M3 Advisory Group, LLC14,601$6.85M5.41%+43713F-HRTimeline
BANK OF HAWAII14,543$6.82M0.39%-73013F-HRTimeline
Coppell Advisory Solutions LLC14,323$6.81M0.95%new13F-HRTimeline
Modera Wealth Management, LLC14,501$6.8M0.09%+1,24813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC14,497$6.8M1.42%-13113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.14,422$6.76M5.34%+4,11713F-HRTimeline
Pinnacle Family Advisors, LLC14,408$6.76M3.67%-6,58613F-HRTimeline
Arcus Capital Partners, LLC14,407$6.76M2.71%-3,32313F-HRTimeline
Sage Mountain Advisors LLC14,400$6.75M0.5%+41313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14,394$6.75M1.13%+1,11913F-HRTimeline
SOA Wealth Advisors, LLC.14,335$6.72M1.4%-2,99713F-HRTimeline
Atom Investors LP14,325$6.72M0.83%+3,31113F-HRTimeline
Carr Financial Group Corp14,302$6.71M2.2%-19013F-HRTimeline
Main Street Group, LTD14,300$6.71M2.58%-20613F-HRTimeline
Pallas Capital Advisors LLC14,184$6.65M0.28%-79613F-HRTimeline
TABR Capital Management, LLC14,151$6.64M6.91%new13F-HRTimeline
EASTERN BANK14,103$6.61M0.13%+25813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC14,083$6.6M0.13%+1,49213F-HRTimeline
Martin Capital Advisors, LLP14,072$6.6M4.71%-83013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC14,041$6.58M2.6%+1,53213F-HRTimeline
Empirical Finance, LLC13,997$6.56M0.4%-1,42213F-HRTimeline
Nabity-Jensen Investment Management Inc13,986$6.56M5.21%-6113F-HRTimeline
NWF Advisory Services Inc.13,974$6.55M0.92%-4,81013F-HRTimeline
Tempus Wealth Planning, LLC13,954$6.54M1.95%+3213F-HRTimeline
Base Wealth Management LLC13,939$6.54M4.98%13F-HRTimeline
Petix & Botte Co13,936$6.53M1.72%-63213F-HRTimeline
Strategic Financial Concepts, LLC13,927$6.53M1.22%-1,62113F-HRTimeline
Sandbox Financial Partners, LLC13,919$6.53M2.3%-27013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P13,863$6.5M0.01%+13,75013F-HRTimelineGroup
DSG Capital Advisors, LLC13,849$6.49M1.31%-1313F-HRTimeline
CenterStar Asset Management, LLC13,745$6.46M9.27%+9,53113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.13,741$6.44M3.35%+71313F-HRTimeline