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Get Institutions for : 
Invesco Nasdaq 100 Etf (QQQM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 509    66
Total shares held : 
 55,659,129  
% of shares held : 
 61.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   220  
Amount of shares held : 
 3,553,092  
% of shares held change : 
   3.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
83
 987,590
 1.77%
 
Increased Positions :
257
 7,226,947
 12.98%
 
Unchanged Positions :
66
 2,111,193
 3.79%
 
Decreased Positions :
103
-4,529,185
-8.14%
 
Closed Positions :
17
-132,260
-0.24%
 
Guru Positions :
1
52,076
 0.09%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 29 - 2024-03-31 5,707,972 $1,042,789,000 701,367
   INVESCO LTD 74 - 2023-12-31 5,614,969 $946,347,000 335,488
   MORGAN STANLEY 595 - 2023-12-31 1,775,711 $299,279,000 337,046
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 24 - 2024-03-31 1,428,387 $260,952,000 80,230
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 57 - 2024-03-31 1,334,544 $243,808,000 73,946
   MEITAV DASH INVESTMENTS LTD 5 - 2024-03-31 1,264,323 $231,041,000 17,800
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47 - 2023-12-31 1,332,369 $224,560,000 51,001
   BANK OF NEW YORK MELLON CORP 428 - 2024-03-31 929,408 $169,794,000 97,618
   PFS INVESTMENTS INC. 4 - 2023-06-30 892,329 $135,616,000 41,376
   BANK OF AMERICA CORP /DE/ 718 - 2023-12-31 784,312 $132,188,000 362,045
   FINANCIAL NETWORK 16 - 2023-12-31 747,395 $125,966,000 431,616
   Gerber Kawasaki Wealth & Investment Management 1 - 2023-12-31 689,039 $116,130,000 62,890
   Private Advisor Group LLC 23 - 2024-03-31 554,178 $101,240,000 131,563
   COMMONWEALTH EQUITY SERVICES LLC. 132 - 2024-03-31 482,079 $88,071,000 136,510
   Frank Rimerman Advisors LLC 1 - 2024-03-31 442,426 $80,827,000 7,446
   JANUS HENDERSON GROUP PLC 290 - 2023-12-31 475,735 $80,180,000 99,000
   HOLLENCREST SECURITIES LLC 5 - 2024-03-31 414,341 $75,696,000 383,458
   RAYMOND JAMES & ASSOCIATES 352 - 2024-03-31 354,172 $64,704,000 33,818
   RFG Advisory Group LLC 8 - 2024-03-31 297,708 $54,388,000 7,469
   ROYAL BANK OF CANADA 678 - 2023-12-31 315,360 $53,150,000 3,528
   HPM Partners LLC - 2023-12-31 309,377 $52,142,000 54,003
   AE Wealth Management LLC 91 - 2023-12-31 254,850 $44,464,000 124,089
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 114 - 2024-03-31 230,650 $42,137,000 47,296
   UBS Group AG 751 - 2023-12-31 246,887 $41,610,000 89,652
   MML INVESTORS SERVICES LLC 135 - 2023-12-31 219,527 $36,999,000 18,684
   NOMURA ASSET MANAGEMENT CO LTD 164 - 2023-12-31 210,400 $35,461,000 146,000
   H D Vest Advisory Services 46 - 2024-03-31 176,467 $32,239,000 34,361
   TruWealth Advisors LLC 12 - 2024-03-31 173,062 $31,617,000 1,673
   LEITH WHEELER INVESTMENT COUNSEL LTD. 2 - 2024-03-31 162,507 $29,688,000 14,062
   Syntegra Private Wealth Group LLC 9 - 2024-03-31 162,418 $29,672,000 1,545
   J P MORGAN CHASE & CO 1436 - 2024-03-31 162,383 $29,666,000 23,601
   Marmo Financial Group LLC 2 - 2024-03-31 155,325 $28,376,000 57,021
   Kestra Advisory Services LLC 87 - 2023-12-31 165,127 $27,830,000 36,049
   Cetera Investment Advisers 78 - 2023-12-31 163,993 $27,639,000 93,286
   DENVER WEALTH MANAGEMENT INC. 2 - 2024-03-31 140,564 $25,679,000 12,073
   Western Wealth Management LLC 5 - 2024-03-31 138,927 $25,381,000 5,321
   Fusion Family Wealth LLC 14 - 2024-03-31 138,347 $25,275,000 74,239
   SMITH CHAS P & ASSOCIATES PA CPAS 29 - 2024-03-31 127,913 $23,368,000 10,978
   Horizon Wealth Management LLC 5 - 2024-03-31 122,296 $22,342,000 9,058
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 6 - 2024-03-31 119,988 $21,921,000 233
   BB&T CORP 383 - 2023-12-31 127,231 $21,444,000 21,617
   Dechtman Wealth Management LLC 9 - 2024-03-31 113,768 $20,784,000 29,319
   Financial Partners Group Inc 8 - 2024-03-31 112,484 $20,550,000 10,721
   DOrazio & Associates Inc. 11 - 2024-03-31 112,016 $20,464,000 10,534
   Global Wealth Strategies & Associates 4 - 2024-03-31 107,483 $19,636,000 4,339
   Aveo Capital Partners LLC 6 - 2024-03-31 108,581 $19,458,000 28,275
   ADAMSBROWN WEALTH CONSULTANTS LLC 5 - 2024-03-31 101,325 $18,511,000 6,240
   ARTHUR M. COHEN & ASSOCIATES LLC 10 - 2024-03-31 97,408 $18,220,000 7,277
   AAFCPAs Wealth Management LLC 4 - 2024-03-31 94,718 $17,304,000 2,646
   Aptus Capital Advisors LLC 45 - 2023-12-31 102,218 $17,228,000 97,382
   Prosperity Consulting Group LLC 5 - 2024-03-31 94,146 $17,200,000 55,274
   SAX WEALTH ADVISORS LLC 11 - 2023-12-31 99,472 $16,765,000 22,303
   Equitable Holdings Inc. 95 - 2023-12-31 96,470 $16,259,000 18,562
   RETIREMENT FINANCIAL SOLUTIONS LLC 4 - 2024-03-31 88,440 $16,157,000 8,580
   WELLS FARGO & CO/MN 1240 - 2024-03-31 87,155 $15,922,000 84,699
   MULTIFINANCIAL SECURITIES CORP 97 - 2023-12-31 93,490 $15,757,000 16,685
   Main Management LLC 20 - 2023-12-31 88,033 $14,837,000 526
   SOL CAPITAL MANAGEMENT CO 8 - 2024-03-31 79,478 $14,520,000 35,886
   US BANCORP 359 - 2024-03-31 79,457 $14,516,000 4,074
   Stratos Wealth Partners LTD. 83 - 2024-03-31 78,520 $14,345,000 11,293
   ANCORA ADVISORS, LLC 52 - 2023-12-31 84,446 $14,233,000 274
   Good Life Advisors LLC 17 - 2024-03-31 76,017 $13,887,000 2,188
   InterOcean Capital Group LLC 60 - 2023-12-31 81,609 $13,754,000 2,191
   JOURNEY STRATEGIC WEALTH LLC 11 - 2023-12-31 78,338 $13,203,000 4,387
   Empire Life Investments Inc. 49 - 2024-03-31 70,500 $12,880,000 100
   Atria Wealth Solutions Inc. 137 - 2023-12-31 76,039 $12,815,000 17,438
   STRATEGIC PLANNING GROUP LLC 5 - 2024-03-31 70,030 $12,794,000 13,463
   Goss Wealth Management LLC 177 - 2023-12-31 70,800 $12,300,000 2,887
   StoneCrest Wealth Management Inc. 1 - 2024-03-31 64,673 $11,815,000 463
   STIFEL FINANCIAL CORP 716 - 2023-12-31 68,881 $11,609,000 3,264
   Sterling Investment Counsel LLC 3 - 2024-03-31 61,756 $11,282,000 1,405
   CITADEL ADVISORS LLC 1093 - 2023-12-31 66,096 $11,140,000 60,621
   Solano Wealth Management Inc. 8 - 2023-12-31 65,870 $11,102,000 4,675
   MONUMENTAL FINANCIAL GROUP INC. 6 - 2024-03-31 60,625 $11,076,000 3,990
   HUNTER ASSOCIATES INC. 9 - 2024-03-31 60,041 $10,956,000 4,949
   Waterloo Capital L.P. 9 - 2023-12-31 62,673 $10,563,000 8,150
   Running Point Capital Advisors LLC 5 - 2023-12-31 58,904 $9,928,000 37,072
   One Capital Management LLC 71 - 2024-03-31 50,672 $9,257,000 798
   Steward Partners Investment Advisory LLC 173 - 2023-12-31 53,932 $9,090,000 34,725
   TRANSAMERICA FINANCIAL ADVISORS, INC. 18 - 2023-12-31 53,240 $8,973,000 2,521
   ADVISORS CAPITAL MANAGEMENT LLC 145 - 2024-03-31 47,896 $8,750,000 10,778
   CoreCap Advisors LLC 39 - 2023-12-31 50,438 $8,501,000 35,707
   FLAGSHIP HARBOR ADVISORS LLC 39 - 2024-03-31 45,488 $8,310,000 3,482
   GPS Wealth Strategies Group LLC 13 - 2024-03-31 45,449 $8,303,000 5,814
   Apexium Financial LP 22 - 2024-03-31 44,976 $8,217,000 415
   Sharkey Howes & Javer 19 - 2024-03-31 42,883 $7,834,000 705
   Future Financial Wealth Managment LLC 2 - 2024-03-31 41,131 $7,514,000 8,914
   LOWERY THOMAS LLC 5 - 2024-03-31 40,833 $7,460,000 5,269
   LINCOLN NATIONAL CORP 109 - 2024-03-31 38,832 $7,094,000 474
   Strategic Financial Concepts LLC 9 - 2024-03-31 37,735 $6,894,000 18,791
   Wealth Enhancement & Preservation of GA LLC 3 - 2023-06-30 45,200 $6,870,000 3,680
   Rollins Financial 14 - 2023-12-31 40,425 $6,813,000 3,619
   WAGNER CAPITAL MANAGEMENT CORP 39 - 2024-03-31 37,132 $6,784,000 132
   Rehmann Capital Advisory Group 36 - 2024-03-31 35,451 $6,477,000 3,287
   One Day In July LLC 26 - 2024-03-31 35,131 $6,418,000 25,110
   JANE STREET GROUP LLC 1259 - 2023-12-31 38,077 $6,417,000 38,077
   Collaborative Wealth Managment Inc. 6 - 2024-03-31 34,569 $6,315,000 1,325
   ATRIA INVESTMENTS LLC 247 - 2023-12-31 36,838 $6,209,000 26,434
   INTL FCSTONE INC. 27 - 2024-03-31 33,940 $6,200,000 4,565
   Belpointe Asset Management LLC 37 - 2024-03-31 33,384 $6,099,000 18,856
  100 Records found
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