Public record / Tickers / QQQ

QQQ — INVESCO QQQ TRUST, SERIES 1

Both disclosure regimes on one name: who in Congress filed about QQQ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
56
all PTR rows naming QQQ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-08
filed 2025-02-08
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Scott Franklin · $100K–$250K

Sale · traded 2024-08-06 → filed 2024-08-20. Ranked over every QQQ row by the provable lower bound, never a point estimate.

No member disclosed QQQ in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

18 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING QQQ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning QQQ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-08John Boozman R–ARSale · JT (jointly owned)Traded 01-14 +25d$1K–$15K
2024-08-20Scott Franklin R–FL-18SaleTraded 08-06 +14d$100K–$250K
2023-10-12Scott Franklin R–FL-18Sale · partial · JT (partial sale, jointly owned)Traded 09-11 +31d$1K–$15K
2023-05-23Scott Franklin R–FL-18Sale · partial · JT (partial sale, jointly owned)Traded 04-19 +34d$1K–$15K
2023-03-07Scott Franklin R–FL-18Sale · partial · JT (partial sale, jointly owned)Traded 02-21 +14d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 56 ↗

Members active in QQQ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed QQQ in the trailing 12 months.

Congress ↔ notable managers · QQQ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · INVESCO QQQ TR

Merged timeline of congressional filings and notable-manager moves on QQQ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+44,476 sh
2026-05-15Tudor Investment Corp 13Ftrim−361,434 sh
2026-05-15Moore Capital Management 13Fexit−40,438 sh
2026-05-14Caxton Associates 13Fnew+590 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of QQQ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1MORGAN STANLEY$12.4B1
2BANK OF AMERICA CORP /DE/$10.0B1
3LPL Financial LLC$6.1B1
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.9B1
5WELLS FARGO & COMPANY/MN$3.8B1
6UBS Group AG$3.5B1
7GOLDMAN SACHS GROUP INC$3.2B1
8RAYMOND JAMES FINANCIAL INC$2.4B1
9ROYAL BANK OF CANADA$2.3B1
10AMERIPRISE FINANCIAL INC$2.2B1
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8B1
12ENVESTNET ASSET MANAGEMENT INC$1.7B1
13CITIGROUP INC$1.6B1
14HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4B1
15Cetera Investment Advisers$1.3B1
16SHANDA ASSET MANAGEMENT HOLDINGS Ltd$1.3B1
17OSAIC HOLDINGS, INC.$1.1B1
18COMMONWEALTH EQUITY SERVICES, LLC$1.0B1
19JANE STREET GROUP, LLC$1.0B1
20National Mutual Insurance Federation of Agricultural Cooperatives$1.0B1
21BANK OF MONTREAL /CAN/$857M1
22Brevan Howard Capital Management LP$855M1
23CIBC WORLD MARKET INC.$814M1
24ALKEON CAPITAL MANAGEMENT LLC$765M1
25US BANCORP \DE\$765M1
26Fisher Asset Management, LLC$752M1
27Hancock Prospecting Pty Ltd$737M1
28HighTower Advisors, LLC$689M1
29Rockefeller Capital Management L.P.$652M1
30Mariner, LLC$644M1
31STIFEL FINANCIAL CORP$626M1
32TRUIST FINANCIAL CORP$577M1
33TD ASSET MANAGEMENT INC$556M1
34BARINGS LLC$503M1
35FMR LLC$479M1
36AIA Group Ltd$478M1
37Kestra Advisory Services, LLC$472M1
38Artemis Wealth Advisors, LLC$460M1
39Cerity Partners LLC$458M1
40Howard Capital Management, LLC$456M1
41Fiera Capital Corp$439M1
42MML INVESTORS SERVICES, LLC$437M1
43Creative Planning$415M1
44Equitable Holdings, Inc.$414M1
45SUSQUEHANNA ADVISORS GROUP, INC.$389M1
46NISSAY ASSET MANAGEMENT CORP /JAPAN$381M1
47TWO SIGMA INVESTMENTS, LP$378M1
48MEITAV INVESTMENT HOUSE LTD$363M1
49MILLENNIUM MANAGEMENT LLC$357M1
50Rafferty Asset Management, LLC$318M1
51MIRAE ASSET SECURITIES (USA) INC.$300M1
52Norinchukin Bank, The$299M1
53CWM, LLC$283M1
54Private Advisor Group, LLC$275M1
55IEQ CAPITAL, LLC$259M1
56Lido Advisors, LLC$259M1
57NATIONAL BANK OF CANADA /FI/$250M1
58Jefferies Financial Group Inc.$250M1
59CBIZ Investment Advisory Services, LLC$243M1
60AQR CAPITAL MANAGEMENT LLC$240M1
61MAI Capital Management$235M1
62Varma Mutual Pension Insurance Co$231M1
63NorthRock Partners, LLC$225M1
64Baird Financial Group, Inc.$222M1
65J.Safra Asset Management Corp$216M1
66INVICTUS PRIVATE WEALTH, LLC$210M1
67NATIXIS$208M1
68Bell Bank$207M1
69Consolidated Investment Group LLC$206M1
70Kensington Asset Management, LLC$200M1
71MERCER GLOBAL ADVISORS INC /ADV$200M1
72Steward Partners Investment Advisory, LLC$197M1
73Marex Group Ltd$196M1
74Japan Science & Technology Agency$184M1
75FRANKLIN RESOURCES INC$182M1
76BLAIR WILLIAM & CO/IL$180M1
77RITHOLTZ WEALTH MANAGEMENT$176M1
78Bank Julius Baer & Co. Ltd, Zurich$168M1
79SummitTX Capital, L.P.$166M1
80Quantinno Capital Management LP$165M1
81Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$159M1
82Brookstone Capital Management$153M1
83PPSC Investment Service Corp$152M1
84STEPHENS INC /AR/$152M1
85Johns Hopkins University$149M1
86ALLIANZ SE$147M1
87NORTHERN TRUST CORP$145M1
88HSBC HOLDINGS PLC$141M1
89GTS SECURITIES LLC$140M1
90TUDOR INVESTMENT CORP ET AL$140M1
91Tower Research Capital LLC (TRC)$140M1
92Merit Financial Group, LLC$135M1
93UNITED CAPITAL FINANCIAL ADVISORS, LLC$135M1
94Stratos Wealth Partners, LTD.$131M1
95Composition Wealth, LLC$130M1
96Beacon Pointe Advisors, LLC$126M1
97CIBC Bancorp USA Inc.$124M1
98Steele Capital Management, Inc.$116M1
99PINNACLE ASSOCIATES LTD$113M1
100BlackRock, Inc.$110M1
101Div Capital Phoenix Assets Ltd$108M1
102Focused Wealth Management, Inc$107M1
103INDEPENDENT FINANCIAL GROUP, LLC$107M1
104D.A. DAVIDSON & CO.$106M1
105SUMITOMO MITSUI FINANCIAL GROUP, INC.$105M1
106Wealthfront Advisers LLC$104M1
107Constellation Investments, Inc.$103M1
108KESTRA PRIVATE WEALTH SERVICES, LLC$103M1
109Perigon Wealth Management, LLC$103M1
110VestGen Advisors, LLC$103M1
111Baltimore-Washington Financial Advisors, Inc.$102M1
112J.W. COLE ADVISORS, INC.$101M1
113Walleye Trading LLC$101M1
114Cresset Asset Management, LLC$99.8M1
115Daiwa Securities Group Inc.$98.3M1
116Federation des caisses Desjardins du Quebec$94.7M1
117Trilogy Capital Inc.$93.0M1
118FIL Ltd$92.8M1
119TORONTO DOMINION BANK$92.7M1
120Focus Financial Network, Inc.$92.0M1
121Rising Stella Capital Pte. Ltd$91.1M1
122Bouchey Financial Group, Ltd.$90.6M1
123Allworth Financial LP$89.6M1
124Clearstead Trust, LLC$87.7M1
125BANQUE PICTET & CIE SA$86.8M1
126Wescott Financial Advisory Group, LLC$86.7M1
127PITTENGER & ANDERSON INC$86.6M1
128Atria Investments, Inc$86.5M1
129FIFTH THIRD BANCORP$86.4M1
130Independent Advisor Alliance$86.1M1
131Gotham Asset Management, LLC$85.5M1
132Frank, Rimerman Advisors LLC$85.0M1
133SteelPeak Wealth, LLC$84.3M1
134Yarbrough Capital, LLC$83.4M1
135BROWN ADVISORY INC$83.3M1
136Clear Street Group Inc.$82.4M1
137Pine Ridge Advisers LLC$82.4M1
138LEVEL FOUR ADVISORY SERVICES, LLC$81.9M1
139Concurrent Investment Advisors, LLC$81.6M1
140EP Wealth Advisors, LLC$81.2M1
141M&T BANK CORP$80.8M1
142Prospera Financial Services Inc$80.8M1
143NISA INVESTMENT ADVISORS, LLC$80.0M1
144OPPENHEIMER & CO INC$78.3M1
145Nan Shan Life Insurance Co., Ltd.$78.1M1
146Walleye Capital LLC$77.8M1
147Csenge Advisory Group$76.0M1
148Western Wealth Management, LLC$75.9M1
149&PARTNERS$75.8M1
150Venture Visionary Partners LLC$75.2M1
151Arax Advisory Partners$74.7M1
152Winthrop Advisory Group LLC$74.7M1
153Consolidated Portfolio Review Corp$74.5M1
154OLD MISSION CAPITAL LLC$74.5M1
155Modern Wealth Management, LLC$74.0M1
156American Financial Advisors, LLC$73.8M1
157Prosperity Consulting Group, LLC$72.7M1
158IHT Wealth Management, LLC$72.7M1
159Wealthspire Advisors, LLC$72.5M1
160Intellus Advisors LLC$72.2M1
161Sand Hill Global Advisors, LLC$71.8M1
162DIVERSIFY WEALTH MANAGEMENT, LLC$71.4M1
163JOHNSON INVESTMENT COUNSEL INC$71.2M1
164Summit Financial, LLC$71.0M1
165Capital Wealth Planning, LLC$70.5M1
166Sowell Financial Services LLC$69.7M1
167FOUNDATIONS INVESTMENT ADVISORS, LLC$68.9M1
168Mirae Asset Global Investments Co., Ltd.$68.6M1
169Intergy Private Wealth, LLC$68.6M1
170GenTrust, LLC$66.9M1
171ALLIANCEBERNSTEIN L.P.$66.7M1
172Impact Partnership Wealth, LLC$66.1M1
173SWF LLC$65.8M1
174Presidio Capital Management, LLC$64.6M1
175Waverly Advisors, LLC$64.5M1
176Activest Wealth Management$63.6M1
177Kingsview Wealth Management, LLC$63.0M1
178CITIZENS FINANCIAL GROUP INC/RI$62.9M1
179BALYASNY ASSET MANAGEMENT L.P.$62.7M1
180Golden Reserve Retirement LLC$62.4M1
181SAGESPRING WEALTH PARTNERS, LLC$61.6M1
182DV Trading LLC$61.6M1
183Sequoia Financial Advisors, LLC$61.2M1
184Sigma Planning Corp$61.0M1
185MACKENZIE FINANCIAL CORP$60.7M1
186Falcon Wealth Planning$60.3M1
187PRINCIPAL FINANCIAL GROUP INC$60.2M1
188COMMERCE BANK$60.0M1
189SCOTIA CAPITAL INC.$59.0M1
190Beacon Capital Management, Inc.$58.8M1
191Northwest & Ethical Investments L.P.$58.6M1
192Embree Financial Group$58.4M1
193Baker Avenue Asset Management, LP$58.1M1
194GREENUP STREET WEALTH MANAGEMENT LLC$58.1M1
195Fusion Family Wealth, LLC$57.3M1
196Essex Financial Services, Inc.$57.2M1
197Beacon Capital Management, LLC$57.1M1
198Dakota Wealth Management$56.8M1
199BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$56.2M1
200HB Wealth Management, LLC$56.1M1
201Alvarez & Marsal Private Wealth Partners, LLC$55.8M1
202Apollon Wealth Management, LLC$55.8M1
203Berkshire Money Management, Inc.$55.7M1
204Ascent Wealth Partners, LLC$55.7M1
205Wealthcare Advisory Partners LLC$55.7M1
206Pacific Capital Wealth Advisors, Inc.$55.2M1
207Fortune 45 LLC$54.0M1
208Portfolio Strategies, Inc.$53.4M1
209B & T Capital Management DBA Alpha Capital Management$53.0M1
210GREAT VALLEY ADVISOR GROUP, INC.$53.0M1
211Point72 Asset Management, L.P.$52.9M1
212TD Waterhouse Canada Inc.$52.5M1
213World Investment Advisors$52.4M1
214Corient Private Wealth LLC$52.0M1
215INTEGRITY ALLIANCE, LLC.$51.9M1
216Financial Solutions Advisory Group, Inc.$51.4M1
217Jacobi Capital Management LLC$51.2M1
218AMG National Trust Bank$51.1M1
219CJM Wealth Advisers, Ltd.$51.0M1
220Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$50.9M1
221Ensign Peak Advisors, Inc$50.4M1
222AFFINITY WEALTH MANAGEMENT LLC$50.2M1
223Pacific Center for Financial Services$50.2M1
224GREENWOOD GEARHART LLC$50.0M1
225Pathstone Holdings, LLC$50.0M1
226Vestmark Advisory Solutions, Inc.$49.8M1
227U.S. Capital Wealth Advisors, LLC$49.3M1
228CITADEL ADVISORS LLC$48.7M1
229Parcion Private Wealth LLC$48.1M1
230RIA Advisory Group LLC$47.5M1
231Trifecta Capital Advisors, LLC$47.4M1
232LIFE LINE WEALTH MANAGEMENT LLC$47.0M1
233Socha Financial Group, LLC$46.5M1
234SMITH CHAS P & ASSOCIATES PA CPAS$46.4M1
235Round Rock Advisors LLC$46.2M1
236Oxler Private Wealth LLC$45.8M1
237NTV ASSET MANAGEMENT LLC$45.3M1
238FORM Wealth Advisors, LLC$45.1M1
239Mutual Advisors, LLC$45.0M1
240Aragon Global Management, LP$45.0M1
241TCP Asset Management, LLC$44.4M1
242Client First Capital LLC$44.4M1
243Allianz Asset Management GmbH$43.9M1
244Segment Wealth Management, LLC$43.8M1
245Richmond Brothers, Inc.$43.5M1
246Massar Capital Management, LP$43.5M1
247CIBC Asset Management Inc$43.4M1
248Cooper Financial Group$43.3M1
249Ameritas Advisory Services, LLC$43.1M1
250Pinnacle Financial Partners, Inc.$43.1M1
251AE Wealth Management LLC$42.7M1
252CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$42.1M1
253Halter Ferguson Financial Inc.$42.0M1
254Mine & Arao Wealth Creation & Management, LLC.$41.4M1
255REGIONS FINANCIAL CORP$41.4M1
256Safeguard Investment Advisory Group, LLC$41.0M1
257ARKANSAS FINANCIAL GROUP, INC.$40.9M1
258Tidal Investments LLC$40.2M1
259PFG Advisors$40.1M1
260Richmond Investment Services, LLC$40.0M1
261One Capital Management, LLC$40.0M1
262Virtus Wealth Solutions LLC$39.8M1
263Goldstone Financial Group, LLC$39.7M1
264BAILARD, INC.$39.6M1
265AKUNA SECURITIES LLC$39.4M1
266Y.D. More Investments Ltd$39.0M1
267FF Advisors,LLC$39.0M1
268Private Advisory Group LLC$38.9M1
269Peak Planning Group, LLC$38.8M1
270Aft, Forsyth & Sober, LLC$38.7M1
271SANDERS MORRIS HARRIS LLC$38.3M1
272LODESTAR PRIVATE ASSET MANAGEMENT LLC$37.8M1
273Madrona Financial Services, LLC$37.7M1
274THRYVE WEALTH MANAGEMENT LLC$37.4M1
275Mesirow Financial Investment Management, Inc.$37.4M1
276IFG Advisors, LLC$37.3M1
277Gratus Wealth Advisors, LLC$37.0M1
278Altus Wealth Management, LLC$36.9M1
279Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$36.9M1
280QVT Financial LP$36.6M1
281INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$36.5M1
282ING GROEP NV$36.0M1
283Chokshi & Queen Wealth Advisors, Inc$36.0M1
284RFG HOLDINGS, INC.$35.8M1
285Dynamic Advisor Solutions LLC$35.6M1
286Georgetown University$35.6M1
287Certified Advisory Corp$35.6M1
288Pine Valley Investments Ltd Liability Co$35.4M1
289Pilgrim Partners Asia Pte Ltd$35.3M1
290CARNEGIE MELLON UNIVERSITY$35.3M1
291First Heartland Consultants, Inc.$35.1M1
292Bleakley Financial Group, LLC$35.1M1
293Pentwater Capital Management LP$34.6M1
294SUMMIT SECURITIES GROUP LLC$34.6M1
295Defiance ETFs, LLC$34.5M1
296Texas Yale Capital Corp.$34.5M1
297NWAM LLC$34.3M1
298Circle Wealth Management, LLC$34.2M1
299KCM INVESTMENT ADVISORS LLC$34.1M1
300Geneos Wealth Management Inc.$34.0M1
301StoryOne LLC$34.0M1
302Connecticut Wealth Management, LLC$34.0M1
303BENJAMIN EDWARDS INC$33.9M1
304Blue Zone Wealth Advisors, LLC$33.8M1
305Valence8 US LP$33.7M1
306Savant Capital, LLC$33.6M1
307Roundview Capital LLC$33.4M1
308CHOREO, LLC$33.2M1
309OLD NATIONAL BANCORP /IN/$33.1M1
310Northern Capital Management, Inc.$33.0M1
311Snowden Capital Advisors LLC$33.0M1
312Royal Fund Management, LLC$32.9M1
313Neuberger Berman Group LLC$32.8M1
314Larson Financial Group LLC$32.8M1
315TCM Advisors, LLC$32.7M1
316Aptus Capital Advisors, LLC$32.7M1
317CALTON & ASSOCIATES, INC.$32.6M1
318OneDigital Investment Advisors LLC$32.5M1
319MONETA GROUP INVESTMENT ADVISORS LLC$32.0M1
320Callan Family Office, LLC$32.0M1
321DHJJ Financial Advisors, Ltd.$31.9M1
322Clearstead Advisors, LLC$31.9M1
323Newbrook Capital Advisors LP$31.8M1
324StoneX Group Inc.$31.8M1
325Regal Investment Advisors LLC$31.7M1
326Transamerica Financial Advisors, LLC$31.6M1
327Clarity Wealth Advisors, LLC$31.5M1
328AJ Advisors, LLC$31.5M1
329Avestar Capital, LLC$31.5M1
330Canal Capital Management, LLC$31.3M1
331Obermeyer Wealth Partners$31.3M1
332AtlasMark Financial, Inc$31.3M1
333HBW ADVISORY SERVICES LLC$31.0M1
334Financiere des Professionnels - Fonds d'investissement inc.$30.7M1
335Commonwealth Financial Services, LLC$30.5M1
336Itau Unibanco Holding S.A.$30.4M1
337Sovereign Investment Advisors, LLC$30.2M1
338INVESTMENT ADVISORY SERVICES INC /TX /ADV$30.1M1
339EXCHANGE TRADED CONCEPTS, LLC$30.1M1
340Wilmar Advisors LLC$30.0M1
341Wealthspire Retirement, LLC$30.0M1
342PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$29.9M1
343PINKERTON WEALTH, LLC$29.9M1
344O'SHAUGHNESSY ASSET MANAGEMENT, LLC$29.8M1
345KILEY JUERGENS WEALTH MANAGEMENT, LLC$29.8M1
346Seal Cove Capital, LLC$29.6M1
347Wilmington Savings Fund Society, FSB$29.6M1
348Braeburn Wealth Management LLC$29.4M1
349Onyx Bridge Wealth Group LLC$29.4M1
350Scott Capital Advisors, LLC$29.3M1
351Humankind Investments LLC$29.3M1
352Kovack Advisors, Inc.$29.0M1
353Balance Wealth Partners LLC$28.8M1
354INSIGNEO ADVISORY SERVICES, LLC$28.8M1
355Harfst & Associates, Inc.$28.7M1
356JMAC ENTERPRISES LLC$28.7M1
357KWMG, LLC$28.6M1
358Financial Engines Advisors L.L.C.$28.4M1
359PKS Advisory Services, LLC$28.4M1
360Amplius Wealth Advisors, LLC$28.3M1
361Cerro Pacific Wealth Advisors LLC$28.3M1
362MBE Wealth Management, LLC$28.3M1
363Conservest Capital Advisors, Inc.$28.2M1
364Cercano Management LLC$28.1M1
365BANTA ASSET MANAGEMENT LP$28.1M1
366AXXCESS WEALTH MANAGEMENT, LLC$28.1M1
367Coyle Financial Counsel LLC$28.0M1
368Amundi$27.9M1
369CCG WEALTH MANAGEMENT, LLC$27.9M1
370Orion Porfolio Solutions, LLC$27.8M1
371BostonPremier Wealth LLC$27.7M1
372GC Wealth Management RIA, LLC$27.7M1
373Integrated Advisors Network LLC$27.7M1
374Horizon Wealth Management, LLC$27.2M1
375SCS Capital Management LLC$27.2M1
376PRINCIPAL SECURITIES, INC.$27.0M1
377Triton Wealth Management, PLLC$27.0M1
378Chicago Partners Investment Group LLC$26.9M1
379Darrow Company, Inc.$26.9M1
380Sanchez Wealth Management Group$26.8M1
381Ausdal Financial Partners, Inc.$26.8M1
382Hudock, Inc.$26.7M1
383Diesslin Group, Inc.$26.7M1
384Fortis Group Advisors, LLC$26.6M1
385BEACON FINANCIAL PLANNING, INC$26.5M1
386FLPUTNAM INVESTMENT MANAGEMENT CO$26.5M1
387Sachetta, LLC$26.3M1
388Apella Capital, LLC$26.1M1
389Evolution Wealth Advisors, LLC$26.1M1
390WealthCare Investment Partners, LLC$26.0M1
391Banco Santander, S.A.$26.0M1
392Ellis Investment Partners, LLC$25.8M1
393BALANCED WEALTH GROUP LLC$25.7M1
394New Perspectives, Inc$25.7M1
395Bridgewater Advisors Inc.$25.5M1
396Capital Advisors Wealth Management, LLC$25.5M1
397JT Stratford LLC$25.2M1
398Foster Victor Wealth Advisors, LLC$25.1M1
399Schonfeld Strategic Advisors LLC$25.1M1
400MidFirst Bank$24.9M1
401SCHRODER INVESTMENT MANAGEMENT GROUP$24.9M1
402CRA Financial Services, LLC$24.8M1
403Ally Financial Inc.$24.8M1
404KilterHowling LLC$24.7M1
405PRUDENT INVESTORS NETWORK, INC.$24.6M1
406Shulman DeMeo Asset Management LLC$24.6M1
407Warwick Investment Management, Inc.$24.5M1
408Cynosure Group, LLC$24.5M1
409Robertson Stephens Wealth Management, LLC$24.3M1
410TruWealth Advisors, LLC$24.3M1
411KINTRA WEALTH, LLC$24.1M1
412EAGLE GLOBAL ADVISORS LLC$24.1M1
413Cornerstone Wealth Management, LLC$24.0M1
414Freestone Capital Holdings, LLC$23.8M1
415Clear Creek Financial Management, LLC$23.7M1
416Nuveen, LLC$23.7M1
417RFG Advisory, LLC$23.7M1
418FIRST NATIONAL BANK OF OMAHA$23.6M1
419Asset Management Group, Inc.$23.3M1
420OPPENHEIMER ASSET MANAGEMENT INC.$23.1M1
421MGO ONE SEVEN LLC$23.1M1
422Institute for Wealth Management, LLC.$23.0M1
423Foster Group, Inc.$23.0M1
424Asset One Wealth Management LLC$22.9M1
425Capital Management Associates, Inc$22.9M1
426Vontobel Holding Ltd.$22.8M1
427Family Capital Management, Inc.$22.7M1
428Ashton Thomas Private Wealth, LLC$22.6M1
429BAR HARBOR WEALTH MANAGEMENT$22.6M1
430WASHBURN CAPITAL MANAGEMENT, INC.$22.6M1
431PFG Investments, LLC$22.5M1
432Wedmont Private Capital$22.4M1
433PETERSON WEALTH MANAGEMENT$22.3M1
434Cassaday & Co Wealth Management LLC$22.3M1
435STEINBERGANNA WEALTH MANAGEMENT$22.1M1
436SAM Advisors, LLC$22.1M1
437Parisi Gray Wealth Management$22.0M1
438Retirement Planning Group, LLC$21.8M1
439GRANVILLE CAPITAL, INC.$21.7M1
440PGIM Custom Harvest LLC$21.7M1
441Penobscot Investment Management Company, Inc.$21.6M1
442Joel Isaacson & Co., LLC$21.5M1
443Wealth Management Partners, LLC$21.5M1
444Pioneer Family Office, LLC$21.4M1
445FOUNDERS FINANCIAL SECURITIES LLC$21.4M1
446Green Ridge Wealth Planning LLC$21.3M1
447Platt Investment Counsel, LLC$21.3M1
448Antonelli Financial Advisors, LLC$21.3M1
449Kelsey Financial, LLC$21.1M1
450Savvy Advisors, Inc.$20.8M1
451Bison Wealth, LLC$20.8M1
452Connective Capital Management, LLC$20.7M1
453Sovereign Financial Group, Inc.$20.6M1
454Three Bridge Wealth Advisors, LLC$20.6M1
455MISSION WEALTH MANAGEMENT, LP$20.5M1
456Ballentine Partners, LLC$20.4M1
457KPP Advisory Services LLC$20.2M1
458Advisors Capital Management, LLC$20.2M1
459Pine Harbor Wealth Management, LLC$20.2M1
460Summit Wealth Partners, LLC$20.0M1
461Truvestments Capital LLC$20.0M1
462Tradition Wealth Management, LLC$20.0M1
463E&G Advisors, LLC$19.9M1
464Marshall Financial Group, LLC$19.8M1
465Garde Capital, Inc.$19.7M1
466CV Advisors LLC$19.6M1
467Trinity Wealth Management, LLC$19.6M1
468Gouws Capital LLC$19.5M1
469Capula Management Ltd$19.5M1
470Granite Harbor Advisors, Inc.$19.4M1
471ASSETMARK, INC$19.4M1
472PW Nova Financial Services LLC$19.4M1
473FFT WEALTH MANAGEMENT LLC$19.3M1
474HUB Investment Partners, LLC$19.2M1
475NINE MASTS CAPITAL Ltd$19.1M1
476EVERGREEN CAPITAL MANAGEMENT LLC$19.1M1
477B. Riley Wealth Advisors, Inc.$19.1M1
478Avondale Wealth Management$19.1M1
479WCG Wealth Advisors LLC$19.0M1
480D'Orazio & Associates, Inc.$18.9M1
481Quattro Advisors LLC$18.9M1
482JB Capital LLC$18.8M1
483ALBION FINANCIAL GROUP /UT$18.8M1
484Gladstone Institutional Advisory LLC$18.7M1
485Momentum Wealth Planning, LLC$18.7M1
486Global Wealth Management Investment Advisory, Inc.$18.7M1
487Red Wave Investments LLC$18.5M1
488Syntegra Private Wealth Group, LLC$18.5M1
489Cannon Capital Management, Inc.$18.5M1
490LMR Partners LLP$18.5M1
491Financial Guidance Group, Inc.$18.4M1
492Destiny Capital Corp/CO$18.3M1
493Focus Partners Advisor Solutions, LLC$18.2M1
494Koshinski Asset Management, Inc.$18.2M1
495CAPSTONE INVESTMENT ADVISORS, LLC$18.2M1
496Powell Investment Advisors, LLC$18.2M1
497Asset Allocation Strategies LLC$18.1M1
498Chaney Capital Management, Inc.$18.1M1
499David J Yvars Group$18.1M1
500Migdal Insurance & Financial Holdings Ltd.$18.0M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on QQQ

RETAINED WINDOW · ACTIVE HITS

Zero hits on QQQ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for QQQ · financials and macro

Financials — as filed PLANNED

QQQ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: QQQ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing