HoldingsChannel.com
Funds Holding QQQE

On this page, we present all of the funds holding QQQE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding QQQE, with a link to that fund's top holdings. The next columns indicate the amount of QQQE stock held by each of the funds holding QQQE, followed by the QQQE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 179 funds holding QQQE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Berkshire Money Management Inc.. For more details on the positions held by Berkshire Money Management Inc. (or by any of the other funds holding QQQE), click the fund name in the "Holder" column of the funds-holding-QQQE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Berkshire Money Management Inc.762,559$64,543 12/31/2023
     QQQE762,559$64,543 12/31/2023
Goldman Sachs Group Inc.625,323$52,927 12/31/2023
     QQQE625,323$52,927 12/31/2023
Waddell & Associates LLC354,873$30,037 12/31/2023
     QQQE354,873$30,037 12/31/2023
Royal Bank of Canada352,866$29,866 12/31/2023
     QQQE352,866$29,866 12/31/2023
Endurance Services Ltd347,500$29,412 12/31/2023
     QQQE347,500$29,412 12/31/2023
Bank of America Corp DE316,268$26,769 12/31/2023
     QQQE316,268$26,769 12/31/2023
LPL Financial LLC315,290$26,686 12/31/2023
     QQQE315,290$26,686 12/31/2023
Morgan Stanley274,804$23,259 12/31/2023
     QQQE274,804$23,259 12/31/2023
Presidio Capital Management LLC255,488$21,624 12/31/2023
     QQQE255,488$21,624 12/31/2023
Axxcess Wealth Management LLC252,160$21,343 12/31/2023
     QQQE252,160$21,343 12/31/2023
UBS Group AG180,408$15,270 12/31/2023
     QQQE180,408$15,270 12/31/2023
HighTower Advisors LLC164,973$13,963 12/31/2023
     QQQE164,973$13,963 12/31/2023
Rothschild & Co Wealth Management UK Ltd160,328$13,570 12/31/2023
     QQQE160,328$13,570 12/31/2023
Carr Financial Group Corp142,156$12,032 12/31/2023
     QQQE142,156$12,032 12/31/2023
Steel Peak Wealth Management LLC135,006$11,427 12/31/2023
     QQQE135,006$11,427 12/31/2023
Susquehanna International Group LLP $11,114 12/31/2023
     Call139,900$11,841 12/31/2023
     Put46,500$3,936 12/31/2023
     QQQE37,916$3,209 12/31/2023
Envestnet Asset Management Inc.130,475$11,043 12/31/2023
     QQQE130,475$11,043 12/31/2023
Ratio Wealth Group130,191$11,019 12/31/2023
     QQQE130,191$11,019 12/31/2023
Cambridge Investment Research Advisors Inc.102,287$8,658 12/31/2023
     QQQE102,287$8,658 12/31/2023
Scopus Asset Management L.P. $8,464 12/31/2023
     Call100,000$8,464 12/31/2023
Raymond James & Associates81,434$6,893 12/31/2023
     QQQE81,434$6,893 12/31/2023
Mirae Asset Global Investments Co. Ltd.74,100$6,272 12/31/2023
     QQQE74,100$6,272 12/31/2023
Commonwealth Equity Services LLC67,247$5,692 12/31/2023
     QQQE67,247$5,692 12/31/2023
Morris Retirement Advisors LLC58,371$4,941 12/31/2023
     QQQE58,371$4,941 12/31/2023
Oxinas Partners Wealth Management LLC56,338$4,768 12/31/2023
     QQQE56,338$4,768 12/31/2023
Nations Financial Group Inc. IA ADV55,713$4,716 12/31/2023
     QQQE55,713$4,716 12/31/2023
Avestar Capital LLC55,348$4,685 12/31/2023
     QQQE55,348$4,685 12/31/2023
Bank of Montreal Can52,738$4,487 12/31/2023
     QQQE52,738$4,487 12/31/2023
CAP Partners LLC53,009$4,487 12/31/2023
     QQQE53,009$4,487 12/31/2023
National Asset Management Inc.49,900$4,223 12/31/2023
     QQQE49,900$4,223 12/31/2023
Creative Planning49,387$4,180 12/31/2023
     QQQE49,387$4,180 12/31/2023
Frisch Financial Group Inc.46,606$3,945 12/31/2023
     QQQE46,606$3,945 12/31/2023
Advisor Group Holdings Inc.44,299$3,749 12/31/2023
     QQQE44,299$3,749 12/31/2023
Equitable Holdings Inc.41,435$3,507 12/31/2023
     QQQE41,435$3,507 12/31/2023
Raymond James Financial Services Advisors Inc.31,926$2,702 12/31/2023
     QQQE31,926$2,702 12/31/2023
Wambolt & Associates LLC31,897$2,700 12/31/2023
     QQQE31,897$2,700 12/31/2023
AE Wealth Management LLC31,283$2,690 12/31/2023
     QQQE31,283$2,690 12/31/2023
Northwestern Mutual Wealth Management Co.28,413$2,405 12/31/2023
     QQQE28,413$2,405 12/31/2023
McKinley Carter Wealth Services Inc.23,689$2,005 12/31/2023
     QQQE23,689$2,005 12/31/2023
Cetera Advisors LLC23,464$1,986 12/31/2023
     QQQE23,464$1,986 12/31/2023
Lakeview Capital Partners LLC21,485$1,818 12/31/2023
     QQQE21,485$1,818 12/31/2023
HB Wealth Management LLC21,309$1,804 12/31/2023
     QQQE21,309$1,804 12/31/2023
Citadel Advisors LLC $1,798 12/31/2023
     QQQE23,548$1,993 12/31/2023
     Put6,000$508 12/31/2023
     Call3,700$313 12/31/2023
Coury Firm Asset Management LLC22,150$1,656 09/30/2023
     QQQE22,150$1,656 09/30/2023
Arete Wealth Advisors LLC19,381$1,640 12/31/2023
     QQQE19,381$1,640 12/31/2023
Ameriprise Financial Inc.19,119$1,618 12/31/2023
     QQQE19,119$1,618 12/31/2023
Beck Capital Management LLC19,006$1,609 12/31/2023
     QQQE19,006$1,609 12/31/2023
Janney Montgomery Scott LLC18,928$1,602 12/31/2023
     QQQE18,928$1,602 12/31/2023
Truist Financial Corp18,613$1,575 12/31/2023
     QQQE18,613$1,575 12/31/2023
Renaissance Technologies LLC18,100$1,532 12/31/2023
     QQQE18,100$1,532 12/31/2023
Mutual Advisors LLC17,262$1,461 12/31/2023
     QQQE17,262$1,461 12/31/2023
White Pine Investment CO15,651$1,325 12/31/2023
     QQQE15,651$1,325 12/31/2023
Kestra Advisory Services LLC15,495$1,312 12/31/2023
     QQQE15,495$1,312 12/31/2023
Beacon Pointe Advisors LLC14,410$1,220 12/31/2023
     QQQE14,410$1,220 12/31/2023
Integrated Wealth Concepts LLC13,799$1,168 12/31/2023
     QQQE13,799$1,168 12/31/2023
Curtis Advisory Group LLC13,588$1,150 12/31/2023
     QQQE13,588$1,150 12/31/2023
Rockefeller Capital Management L.P.13,469$1,140 12/31/2023
     QQQE13,469$1,140 12/31/2023
Warner Financial Inc.13,200$1,117 12/31/2023
     QQQE13,200$1,117 12/31/2023
RFG Advisory LLC12,946$1,096 12/31/2023
     QQQE12,946$1,096 12/31/2023
Zimmermann Investment Management & Planning LLC12,752$1,079 12/31/2023
     QQQE12,752$1,079 12/31/2023
Comerica Bank12,552$1,062 12/31/2023
     QQQE12,552$1,062 12/31/2023
Private Advisor Group LLC12,408$1,050 12/31/2023
     QQQE12,408$1,050 12/31/2023
Archford Capital Strategies LLC11,423$967 12/31/2023
     QQQE11,423$967 12/31/2023
Wealthcare Advisory Partners LLC11,085$938 12/31/2023
     QQQE11,085$938 12/31/2023
Orion Portfolio Solutions LLC11,063$927 12/31/2023
     QQQE11,063$927 12/31/2023
Avantax Advisory Services Inc.10,490$888 12/31/2023
     QQQE10,490$888 12/31/2023
JPMorgan Chase & Co.10,176$861 12/31/2023
     QQQE10,176$861 12/31/2023
Capital Market Strategies LLC10,158$860 12/31/2023
     QQQE10,158$860 12/31/2023
Mystic Asset Management Inc.10,090$854 12/31/2023
     QQQE10,090$854 12/31/2023
Signature Securities Group Corporation9,852$834 12/31/2023
     QQQE9,852$834 12/31/2023
Mariner LLC9,759$826 12/31/2023
     QQQE9,759$826 12/31/2023
Dana Investment Advisors Inc.9,756$826 12/31/2023
     QQQE9,756$826 12/31/2023
First Republic Investment Management Inc.10,801$808 09/30/2023
     QQQE10,801$808 09/30/2023
Healthcare of Ontario Pension Plan Trust Fund9,000$762 12/31/2023
     QQQE9,000$762 12/31/2023
Regal Investment Advisors LLC8,987$761 12/31/2023
     QQQE8,987$761 12/31/2023
SeaCrest Wealth Management LLC8,131$668 12/31/2023
     QQQE8,131$668 12/31/2023
Sigma Planning Corp7,789$659 12/31/2023
     QQQE7,789$659 12/31/2023
Stratos Wealth Advisors LLC7,753$656 12/31/2023
     QQQE7,753$656 12/31/2023
Clear Creek Financial Management LLC7,145$605 12/31/2023
     QQQE7,145$605 12/31/2023
Deutsche Bank AG6,975$590 12/31/2023
     QQQE6,975$590 12/31/2023
Focus Financial Network Inc. ADV6,900$584 12/31/2023
     QQQE6,900$584 12/31/2023
RFP Financial Group LLC6,750$571 12/31/2023
     QQQE6,750$571 12/31/2023
Cetera Advisor Networks LLC6,701$567 12/31/2023
     QQQE6,701$567 12/31/2023
Smartleaf Asset Management LLC6,526$554 12/31/2023
     QQQE6,526$554 12/31/2023
Astoria Portfolio Advisors LLC.6,413$553 12/31/2023
     QQQE6,413$553 12/31/2023
Gladstone Institutional Advisory LLC6,375$540 12/31/2023
     QQQE6,375$540 12/31/2023
MTM Investment Management LLC6,186$524 12/31/2023
     QQQE6,186$524 12/31/2023
Sax Wealth Advisors LLC5,905$500 12/31/2023
     QQQE5,905$500 12/31/2023
First Heartland Consultants Inc.5,881$498 12/31/2023
     QQQE5,881$498 12/31/2023
Tradition Wealth Management LLC5,863$496 12/31/2023
     QQQE5,863$496 12/31/2023
Eqis Capital Management Inc.5,804$491 12/31/2023
     QQQE5,804$491 12/31/2023
D.A. Davidson & CO.5,478$464 12/31/2023
     QQQE5,478$464 12/31/2023
Keel Point LLC5,371$455 12/31/2023
     QQQE5,371$455 12/31/2023
Dynamic Advisor Solutions LLC5,489$451 12/31/2023
     QQQE5,489$451 12/31/2023
Retirement Planning Co of New England Inc.5,314$450 12/31/2023
     QQQE5,314$450 12/31/2023
Parallel Advisors LLC5,126$434 12/31/2023
     QQQE5,126$434 12/31/2023
Tilia Fiduciary Partners Inc.4,805$407 12/31/2023
     QQQE4,805$407 12/31/2023
Waterloo Capital L.P.4,788$405 12/31/2023
     QQQE4,788$405 12/31/2023
Mill Creek Capital Advisors LLC4,522$383 12/31/2023
     QQQE4,522$383 12/31/2023
Meitav Dash Investments Ltd.4,300$364 12/31/2023
     QQQE4,300$364 12/31/2023
Paulson Wealth Management Inc.4,237$359 12/31/2023
     QQQE4,237$359 12/31/2023
Element Wealth LLC3,966$336 12/31/2023
     QQQE3,966$336 12/31/2023
J.W. Cole Advisors Inc.3,826$324 12/31/2023
     QQQE3,826$324 12/31/2023
Monterey Private Wealth Inc.3,725$315 12/31/2023
     QQQE3,725$315 12/31/2023
SageView Advisory Group LLC3,550$307 12/31/2023
     QQQE3,550$307 12/31/2023
Integrated Advisors Network LLC3,599$305 12/31/2023
     QQQE3,599$305 12/31/2023
Gateway Advisory LLC3,568$302 12/31/2023
     QQQE3,568$302 12/31/2023
Private Capital Management LLC3,561$301 12/31/2023
     QQQE3,561$301 12/31/2023
Evergreen Capital Management LLC3,542$300 12/31/2023
     QQQE3,542$300 12/31/2023
BCS Wealth Management3,548$300 12/31/2023
     QQQE3,548$300 12/31/2023
Cerity Partners LLC3,497$296 12/31/2023
     QQQE3,497$296 12/31/2023
Lincoln National Corp3,340$283 12/31/2023
     QQQE3,340$283 12/31/2023
Aurora Private Wealth Inc.3,348$283 12/31/2023
     QQQE3,348$283 12/31/2023
Belvedere Trading LLC $279 12/31/2023
     Call3,300$279 12/31/2023
Howard Financial Services LTD.3,276$277 12/31/2023
     QQQE3,276$277 12/31/2023
Atria Wealth Solutions Inc.3,226$273 12/31/2023
     QQQE3,226$273 12/31/2023
Colonial Trust Co SC3,181$269 12/31/2023
     QQQE3,181$269 12/31/2023
Two Sigma Securities LLC3,133$265 12/31/2023
     QQQE3,133$265 12/31/2023
Total Clarity Wealth Management Inc.3,131$265 12/31/2023
     QQQE3,131$265 12/31/2023
MML Investors Services LLC3,055$259 12/31/2023
     QQQE3,055$259 12/31/2023
Qube Research & Technologies Ltd2,905$246 12/31/2023
     QQQE2,905$246 12/31/2023
Diligent Investors LLC2,892$245 12/31/2023
     QQQE2,892$245 12/31/2023
IHT Wealth Management LLC2,871$243 12/31/2023
     QQQE2,871$243 12/31/2023
DAVENPORT & Co LLC2,865$242 12/31/2023
     QQQE2,865$242 12/31/2023
Kaizen Financial Strategies2,754$233 12/31/2023
     QQQE2,754$233 12/31/2023
Purus Wealth Management LLC2,665$226 12/31/2023
     QQQE2,665$226 12/31/2023
Galvin Gaustad & Stein LLC2,635$223 12/31/2023
     QQQE2,635$223 12/31/2023
Cutler Group LP $214 12/31/2023
     QQQE2,495$211 12/31/2023
     Call2,700$4 12/31/2023
     Put1,400$1 12/31/2023
Wintrust Investments LLC2,475$209 12/31/2023
     QQQE2,475$209 12/31/2023
We Are One Seven LLC2,428$206 12/31/2023
     QQQE2,428$206 12/31/2023
Honkamp Krueger Financial Services Inc.2,373$201 12/31/2023
     QQQE2,373$201 12/31/2023
DHJJ Financial Advisors Ltd.2,343$198 12/31/2023
     QQQE2,343$198 12/31/2023
TD Waterhouse Canada Inc.2,280$187 12/31/2023
     QQQE2,280$187 12/31/2023
IFP Advisors Inc2,068$175 12/31/2023
     QQQE2,068$175 12/31/2023
National Bank of Canada FI1,542$129 12/31/2023
     QQQE1,542$129 12/31/2023
AdvisorNet Financial Inc1,402$119 12/31/2023
     QQQE1,402$119 12/31/2023
Tower Research Capital LLC TRC 1,343$114 12/31/2023
     QQQE1,343$114 12/31/2023
DT Investment Partners LLC1,298$112 12/31/2023
     QQQE1,298$112 12/31/2023
Baystate Wealth Management LLC1,320$112 12/31/2023
     QQQE1,320$112 12/31/2023
Global Retirement Partners LLC1,201$101 12/31/2023
     QQQE1,201$101 12/31/2023
CWM LLC1,125$95 12/31/2023
     QQQE1,125$95 12/31/2023
Spence Asset Management1,104$93 12/31/2023
     QQQE1,104$93 12/31/2023
NBC Securities Inc.991$83 12/31/2023
     QQQE991$83 12/31/2023
Hollencrest Capital Management973$82 12/31/2023
     QQQE973$82 12/31/2023
Blue Bell Private Wealth Management LLC912$77 12/31/2023
     QQQE912$77 12/31/2023
Spire Wealth Management881$75 12/31/2023
     QQQE881$75 12/31/2023
Beacon Capital Management LLC657$56 12/31/2023
     QQQE657$56 12/31/2023
FMR LLC488$41 12/31/2023
     QQQE488$41 12/31/2023
Plante Moran Financial Advisors LLC454$38 12/31/2023
     QQQE454$38 12/31/2023
GPS Wealth Strategies Group LLC441$37 12/31/2023
     QQQE441$37 12/31/2023
Geneos Wealth Management Inc.429$36 12/31/2023
     QQQE429$36 12/31/2023
Front Row Advisors LLC410$35 12/31/2023
     QQQE410$35 12/31/2023
FNY Investment Advisers LLC385$32 12/31/2023
     QQQE385$32 12/31/2023
Ancora Advisors LLC353$30 12/31/2023
     QQQE353$30 12/31/2023
TD Capital Management LLC337$29 12/31/2023
     QQQE337$29 12/31/2023
Steward Partners Investment Advisory LLC341$29 12/31/2023
     QQQE341$29 12/31/2023
Gleason Group Inc.324$27 12/31/2023
     QQQE324$27 12/31/2023
Advisory Services Network LLC205$17 12/31/2023
     QQQE205$17 12/31/2023
First Horizon Advisors Inc.178$15 12/31/2023
     QQQE178$15 12/31/2023
Huntington National Bank159$13 12/31/2023
     QQQE159$13 12/31/2023
Sachetta LLC147$12 12/31/2023
     QQQE147$12 12/31/2023
Cape Investment Advisory Inc.106$9 12/31/2023
     QQQE106$9 12/31/2023
Proequities Inc.94$8 12/31/2023
     QQQE94$8 12/31/2023
Ronald Blue Trust Inc.93$8 12/31/2023
     QQQE93$8 12/31/2023
Pineridge Advisors LLC98$8 12/31/2023
     QQQE98$8 12/31/2023
Principal Securities Inc.76$6 12/31/2023
     QQQE76$6 12/31/2023
Archer Investment Corp72$6 12/31/2023
     QQQE72$6 12/31/2023
Investors Research Corp57$5 12/31/2023
     QQQE57$5 12/31/2023
Castleview Partners LLC33$3 12/31/2023
     QQQE33$3 12/31/2023
Toth Financial Advisory Corp18$2 12/31/2023
     QQQE18$2 12/31/2023
Optimum Investment Advisors25$2 12/31/2023
     QQQE25$2 12/31/2023
Hobbs Group Advisors LLC29$2 12/31/2023
     QQQE29$2 12/31/2023
UMB Bank N A MO10$1 12/31/2023
     QQQE10$1 12/31/2023
GWM Advisors LLC15$1 12/31/2023
     QQQE15$1 12/31/2023
VitalStone Financial LLC10$1 12/31/2023
     QQQE10$1 12/31/2023
Transcendent Capital Group LLC11$1 12/31/2023
     QQQE11$1 12/31/2023
Wells Fargo & Company MN2$0 12/31/2023
     QQQE2$0 12/31/2023
Anchor Investment Management LLC3$0 12/31/2023
     QQQE3$0 12/31/2023
Quadrant Capital Group LLC2$0 12/31/2023
     QQQE2$0 12/31/2023
HBK Investments L P63,300$-5,358 12/31/2023
     Put63,300$5,358 12/31/2023

See Summary: Institutional Holders of QQQE
See Details: Top 10 Hedge Funds Holding QQQE
Also See: QQQE Holdings Changes

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