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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
   TAIYO LIFE INSURANCE CO - 2024-03-31 490,000 $89,518,000 0
   Levy Wealth Management Group LLC 4 - 2024-03-31 174,641 $29,434,000 0
   Advisors Preferred LLC 11 - 2024-03-31 61,140 $11,195,000 0
   Vontobel Holding Ltd. 302 - 2024-03-31 29,800 $5,444,000 0
   VONTOBEL ASSET MANAGEMENT INC 56 - 2023-12-31 29,800 $5,045,000 0
   Transcendent Capital Group LLC 13 - 2024-03-31 19,741 $3,327,000 0
   HBW Advisory Services LLC 59 - 2024-03-31 15,990 $2,695,000 0
   SMITH SHELLNUT WILSON LLC /ADV 20 - 2024-03-31 13,232 $2,417,000 0
   ASB Consultores LLC 23 - 2023-12-31 10,912 $1,839,000 0
   SILVER OAK SECURITIES Inc 87 - 2024-03-31 9,377 $1,713,000 0
   Brandywine Oak Private Wealth LLC 78 - 2024-03-31 7,444 $1,360,000 0
   Stratos Wealth Advisors LLC 296 - 2024-03-31 6,607 $1,207,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 88 - 2024-03-31 5,735 $1,048,000 0
   TD CAPITAL MANAGEMENT LLC 50 - 2024-03-31 5,734 $966,000 0
   Compass Advisory Group LLC 42 - 2024-03-31 3,558 $650,000 0
   American Planning Services Inc. 21 - 2024-03-31 2,913 $532,000 0
   CABOT MONEY MANAGEMENT INC 110 - 2024-03-31 2,772 $506,000 0
   Washington Trust Advisors Inc. 126 - 2024-03-31 2,619 $478,000 0
   Sierra Capital LLC 102 - 2024-03-31 2,394 $437,000 0
   Jacobi Capital Management LLC 339 - 2024-03-31 2,229 $407,000 0
   BKD WEALTH ADVISORS LLC 321 - 2024-03-31 2,050 $375,000 0
   Pitti Group Wealth Management LLC 48 - 2024-03-31 1,824 $334,000 0
   CITIZENS FINANCIAL GROUP INC/RI 344 - 2024-03-31 1,673 $282,000 0
   Impact Partnership Wealth LLC 134 - 2023-12-31 1,562 $263,000 0
   SIH Partners LLLP 15 - 2024-03-31 1,380 $252,000 0
   RIDGECREST WEALTH PARTNERS LLC 92 - 2024-03-31 1,354 $247,000 0
   Columbia Asset Management 159 - 2024-03-31 1,360 $229,000 0
   Farther Finance Advisors LLC 663 - 2023-12-31 875 $147,000 0
   WHITTIER TRUST CO 778 - 2024-03-31 556 $102,000 0
   Newbridge Financial Services Group Inc. 313 - 2024-03-31 468 $85,000 0
   BARCLAYS PLC 3626 - 2023-12-31 460 $78,000 0
   Key Financial Inc 361 - 2024-03-31 446 $75,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 596 - 2024-03-31 300 $55,000 0
   FinTrust Capital Advisors LLC 492 - 2024-03-31 284 $52,000 0
   Founders Capital Management 144 - 2024-03-31 251 $46,000 0
   Addison Advisors LLC 371 - 2024-03-31 244 $45,000 0
   WETZEL INVESTMENT ADVISORS INC. 259 - 2024-03-31 252 $44,000 0
   WASHINGTON TRUST CO 464 - 2024-03-31 241 $44,000 0
   Pinnacle Bank 433 - 2024-03-31 234 $43,000 0
   CVA Family Office LLC 536 - 2024-03-31 200 $37,000 0
   Cornerstone Planning Group LLC 212 - 2024-03-31 196 $35,000 0
   MONTAG A & ASSOCIATES INC 632 - 2024-03-31 194 $35,000 0
   Sound Income Strategies LLC 546 - 2024-03-31 141 $26,000 0
   BESSEMER GROUP INC 1439 - 2023-12-31 151 $25,000 0
   Moisand Fitzgerald Tamayo LLC 227 - 2024-03-31 131 $24,000 0
   Householder Group Estate & Retirement Specialist L 661 - 2024-03-31 119 $22,000 0
   FWL INVESTMENT MANAGEMENT LLC 127 - 2023-12-31 131 $22,000 0
   Efficient Wealth Management LLC 224 - 2024-03-31 100 $19,000 0
   Ulland Investment Advisors LLC 152 - 2024-03-31 100 $18,000 0
   WHITTIER TRUST CO OF NEVADA INC 871 - 2024-03-31 100 $18,000 0
   Rockbridge Investment Management LCC 344 - 2023-12-31 100 $17,000 0
   Signature Resources Capital Management LLC 162 - 2024-03-31 96 $16,000 0
   JOHNSON FINANCIAL GROUP, INC. 620 - 2023-12-31 77 $13,000 0
   OPTIMUM INVESTMENT ADVISORS 508 - 2024-03-31 66 $12,000 0
   PrairieView Partners LLC 293 - 2024-03-31 40 $8,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 786 - 2022-12-31 52 $6,000 0
   HHM Wealth Advisors LLC 631 - 2023-12-31 29 $5,000 0
   Glass Jacobson Investment Advisors llc 621 - 2024-03-31 30 $5,000 0
   Raleigh Capital Management Inc. 778 - 2023-12-31 21 $4,000 0
   ROBBINS FARLEY LLC 115 - 2024-03-31 15 $3,000 0
   Capital Analysts Inc. 994 - 2023-12-31 10 $2,000 0
   Cassady Schiller Wealth Management LLC 391 - 2023-12-31 9 $2,000 0
   Roble Belko & Company Inc 285 - 2024-03-31 12 $2,000 0
   Sargent Bickham Lagudis LLC 913 - 2022-12-31 21 $2,000 0
   VALLEY NATIONAL ADVISERS INC 936 - 2024-03-31 12 $2,000 0
   Biltmore Family Office LLC 224 - 2023-12-31 3 $1,000 0
   Cherry Tree Wealth Management LLC 533 - 2024-03-31 5 $1,000 0
   EverSource Wealth Advisors LLC 2317 - 2023-12-31 7 $1,000 0
   Column Capital Advisors LLC 717 - 2023-09-30 10 $1,000 0
   ALPHAMARK ADVISORS LLC 737 - 2024-03-31 1 $0 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1121 - 2024-03-31 1 $0 0

  71 Records found
  1    
  Page 1 of 1
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