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Institutional Holders of QQQE

There is a long list of 187 institutional holders of QQQE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of QQQE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-QQQE table below, the initial column indicates the name of each top institutional holder of QQQE, with a link to that fund's top holdings. The next columns indicate the amount of QQQE stock held by each of the institutional holders of QQQE, followed by the QQQE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
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 Corp142,795$12,737 03/31/2024
     QQQE142,795$12,737 03/31/2024
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.99,861$8,908 03/31/2024
     QQQE99,861$8,908 03/31/2024
Scopus Asset Management L.P. $8,464 12/31/2023
     Call100,000$8,464 12/31/2023
Raymond James & Associates71,513$6,379 03/31/2024
     QQQE71,513$6,379 03/31/2024
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
Nations Financial Group Inc. IA ADV58,422$5,211 03/31/2024
     QQQE58,422$5,211 03/31/2024
Morris Retirement Advisors LLC58,371$4,941 12/31/2023
     QQQE58,371$4,941 12/31/2023
Oxinas Partners Wealth Management LLC53,865$4,805 03/31/2024
     QQQE53,865$4,805 03/31/2024
Avestar Capital LLC55,348$4,685 12/31/2023
     QQQE55,348$4,685 12/31/2023
CAP Partners LLC51,907$4,630 03/31/2024
     QQQE51,907$4,630 03/31/2024
Raymond James Financial Services Advisors Inc.50,719$4,524 03/31/2024
     QQQE50,719$4,524 03/31/2024
Bank of Montreal Can52,738$4,487 12/31/2023
     QQQE52,738$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
SOL Capital Management CO31,147$2,778 03/31/2024
     QQQE31,147$2,778 03/31/2024
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.25,458$2,271 03/31/2024
     QQQE25,458$2,271 03/31/2024
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
Cascade Wealth Advisors Inc20,608$1,775 03/31/2024
     QQQE20,608$1,775 03/31/2024
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
Fiduciary Alliance LLC17,020$1,515 03/31/2024
     QQQE17,020$1,515 03/31/2024

See All: Funds Holding QQQE
See Details: Top 10 Hedge Funds Holding QQQE
Also See: QQQE Holdings Changes

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