% of shares outstanding is not shown for QQQM: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for QQQM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 11,197,56511.2M | $2.7B | — | TRIM -4% |
| 2 | LPL Financial LLC | 10,526,18310.5M | $2.5B | — | — |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 7,387,2157.4M | $1.8B | — | — |
| 4 | First Command Advisory Services, Inc. | 4,764,5174.8M | $1.1B | — | — |
| 5 | MORGAN STANLEY | 4,134,3544.1M | $982M | — | TRIM -5% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,694,9373.7M | $878M | — | — |
| 7 | JONES FINANCIAL COMPANIES LLLP | 3,415,1373.4M | $791M | — | ADD 23% |
| 8 | RAYMOND JAMES FINANCIAL INC | 3,189,1893.2M | $758M | — | ADD 9% |
| 9 | AMERIPRISE FINANCIAL INC | 2,748,2662.7M | $656M | — | ADD 11% |
| 10 | National Mutual Insurance Federation of Agricultural Cooperatives | 2,691,0002.7M | $639M | — | ADD 2% |
| 11 | MEITAV INVESTMENT HOUSE LTD | 2,576,1462.6M | $612M | — | ADD 25% |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 2,235,4462.2M | $531M | — | — |
| 13 | Cetera Investment Advisers | 2,217,0402.2M | $527M | — | ADD 6% |
| 14 | FMR LLC | 2,080,8652.1M | $494M | — | ADD 7% |
| 15 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,942,3361.9M | $462M | — | TRIM -9% |
| 16 | ROYAL BANK OF CANADA | 1,743,0761.7M | $414M | — | ADD 35% |
| 17 | Clal Insurance Enterprises Holdings Ltd | 1,500,6631.5M | $357M | — | TRIM -46% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 1,175,3811.2M | $279M | — | ADD 4% |
| 19 | BANK OF AMERICA CORP /DE/ | 1,170,9271.2M | $278M | — | — |
| 20 | OSAIC HOLDINGS, INC. | 1,007,2671.0M | $239M | — | TRIM -7% |
| 21 | Gerber Kawasaki Wealth & Investment Management | 1,003,3021.0M | $239M | — | ADD 7% |
| 22 | Private Advisor Group, LLC | 895,507895,507 | $213M | — | — |
| 23 | Bank of New York Mellon Corp | 886,351886,351 | $211M | — | ADD 6% |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 852,166852,166 | $204M | — | TRIM -27% |
| 25 | Independent Advisor Alliance | 841,158841,158 | $200M | — | ADD 3472% |
| 26 | Norinchukin Bank, The | 823,000823,000 | $196M | — | ADD 113% |
| 27 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 821,445821,445 | $195M | — | ADD 42% |
| 28 | Sumitomo Mitsui Trust Group, Inc. | 803,930803,930 | $191M | — | — |
| 29 | Cerity Partners LLC | 746,482746,482 | $177M | — | ADD 52% |
| 30 | UBS Group AG | 735,529735,529 | $175M | — | TRIM -3% |
| 31 | Bouchey Financial Group Ltd | 613,454613,454 | $154M | — | ADD 4% |
| 32 | Mariner, LLC | 497,553497,553 | $118M | — | ADD 9% |
| 33 | Main Management Fund Advisors LLC | 1,059,1001.1M | $117M | — | ADD 147% |
| 34 | HighTower Advisors, LLC | 480,372480,372 | $114M | — | ADD 25% |
| 35 | SAX WEALTH ADVISORS, LLC | 441,361441,361 | $112M | — | — |
| 36 | Cambridge Investment Research Advisors, Inc. | 443,314443,314 | $105M | — | ADD 14% |
| 37 | HOLLENCREST CAPITAL MANAGEMENT | 441,718441,718 | $105M | — | — |
| 38 | Composition Wealth, LLC | 438,348438,348 | $104M | — | ADD 14% |
| 39 | SCHRODER INVESTMENT MANAGEMENT GROUP | 424,408424,408 | $98M | — | ADD 2% |
| 40 | Banco Santander, S.A. | 402,000402,000 | $96M | — | TRIM -4% |
| 41 | MML INVESTORS SERVICES, LLC | 390,837390,837 | $93M | — | TRIM -11% |
| 42 | TWO SIGMA INVESTMENTS, LP | 386,700386,700 | $92M | — | ADD 1447% |
| 43 | Financial Security Advisor, Inc. | 377,396377,396 | $90M | — | ADD 925% |
| 44 | US BANCORP \DE\ | 359,351359,351 | $85M | — | ADD 10% |
| 45 | CWM, LLC | 354,132354,132 | $84M | — | ADD 5% |
| 46 | Summit Financial, LLC | 344,553344,553 | $82M | — | — |
| 47 | Cornerstone Planning Group LLC | 290,204290,204 | $81M | — | ADD 12% |
| 48 | Integrated Wealth Concepts LLC | 317,576317,576 | $75M | — | ADD 10% |
| 49 | Western Wealth Management, LLC | 312,615312,615 | $74M | — | ADD 10% |
| 50 | Equitable Holdings, Inc. | 286,321286,321 | $72M | — | TRIM -5% |
| 51 | TOTAL INVESTMENT MANAGEMENT INC | 300,039300,039 | $71M | — | — |
| 52 | IEQ CAPITAL, LLC | 291,465291,465 | $69M | — | — |
| 53 | Paragon Advisors, LLC | 287,831287,831 | $68M | — | ADD 7% |
| 54 | Gradient Investments LLC | 279,062279,062 | $66M | — | ADD 6% |
| 55 | Bogart Wealth, LLC | 266,867266,867 | $63M | — | — |
| 56 | Kestra Advisory Services, LLC | 263,368263,368 | $63M | — | ADD 4% |
| 57 | TAIYO LIFE INSURANCE CO | 263,000263,000 | $62M | — | TRIM -31% |
| 58 | One Day In July LLC | 261,249261,249 | $62M | — | ADD 5% |
| 59 | Wealthfront Advisers LLC | 259,607259,607 | $62M | — | ADD 22% |
| 60 | Cresset Asset Management, LLC | 227,469227,469 | $54M | — | — |
| 61 | JANUS HENDERSON GROUP PLC | 226,706226,706 | $54M | — | TRIM -27% |
| 62 | TRUIST FINANCIAL CORP | 222,614222,614 | $53M | — | ADD 6% |
| 63 | Prosperity Consulting Group, LLC | 220,323220,323 | $52M | — | ADD 77% |
| 64 | DENVER WEALTH MANAGEMENT, INC. | 217,138217,138 | $52M | — | ADD 2% |
| 65 | GOLDMAN SACHS GROUP INC | 216,296216,296 | $51M | — | TRIM -56% |
| 66 | JPMORGAN CHASE & CO | 223,502223,502 | $51M | — | ADD 68% |
| 67 | Rolek Wealth Management LLC | 215,245215,245 | $51M | — | ADD 616% |
| 68 | Scarborough Advisors, LLC | 213,731213,731 | $51M | — | TRIM -8% |
| 69 | Whelan Financial | 213,128213,128 | $51M | — | — |
| 70 | WADDELL & ASSOCIATES, LLC | 201,639201,639 | $48M | — | ADD 2% |
| 71 | Betterment LLC | 201,037201,037 | $48M | — | ADD 15% |
| 72 | ALTFEST L J & CO INC | 194,905194,905 | $46M | — | — |
| 73 | Thrivent Financial for Lutherans | 193,372193,372 | $46M | — | TRIM -11% |
| 74 | RATIONAL ADVISORS, INC. | 187,473187,473 | $45M | — | ADD 3% |
| 75 | Main Management LLC | 186,163186,163 | $44M | — | TRIM -3% |
| 76 | Kingsview Wealth Management, LLC | 179,046179,046 | $43M | — | ADD 44% |
| 77 | Stratos Wealth Partners, LTD. | 176,266176,266 | $42M | — | — |
| 78 | Mirae Asset Global Investments Co., Ltd. | 174,496174,496 | $41M | — | TRIM -76% |
| 79 | AQR CAPITAL MANAGEMENT LLC | 168,823168,823 | $40M | — | ADD 14% |
| 80 | Verde Capital Management | 165,987165,987 | $39M | — | ADD 8% |
| 81 | Fusion Family Wealth, LLC | 159,278159,278 | $38M | — | ADD 5% |
| 82 | Highland Financial Advisors, LLC | 157,863157,863 | $38M | — | ADD 8% |
| 83 | TOBIAS FINANCIAL ADVISORS, INC. | 155,379155,379 | $37M | — | — |
| 84 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 154,458154,458 | $37M | — | TRIM -4% |
| 85 | NOMURA ASSET MANAGEMENT CO LTD | 152,725152,725 | $36M | — | ADD 114% |
| 86 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 152,480152,480 | $36M | — | TRIM -11% |
| 87 | EdgeRock Capital LLC | 152,199152,199 | $36M | — | — |
| 88 | ARTHUR M. COHEN & ASSOCIATES, LLC | 149,033149,033 | $36M | — | — |
| 89 | Focus Partners Wealth | 150,786150,786 | $36M | — | ADD 8% |
| 90 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 149,900149,900 | $36M | — | ADD 3% |
| 91 | Sanctuary Advisors, LLC | 149,843149,843 | $36M | — | TRIM -26% |
| 92 | SMITH CHAS P & ASSOCIATES PA CPAS | 147,234147,234 | $35M | — | — |
| 93 | Syntegra Private Wealth Group, LLC | 147,205147,205 | $35M | — | TRIM -21% |
| 94 | TruWealth Advisors, LLC | 146,787146,787 | $35M | — | — |
| 95 | 360 Financial, Inc. | 143,582143,582 | $34M | — | — |
| 96 | KPP Advisory Services LLC | 142,992142,992 | $34M | — | ADD 11% |
| 97 | Steward Partners Investment Advisory, LLC | 142,718142,718 | $34M | — | — |
| 98 | Frank, Rimerman Advisors LLC | 141,851141,851 | $34M | — | — |
| 99 | AXXCESS WEALTH MANAGEMENT, LLC | 141,616141,616 | $34M | — | — |
| 100 | EP Wealth Advisors, LLC | 141,222141,222 | $34M | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 9.3M | 9.1M | 10.8M | 11.2M | 11.7M | 11.2M | $2.7B |
| LPL Financial LLC | 7.1M | 7.5M | 8.8M | 9.8M | 10.7M | 10.5M | $2.5B |
| ENVESTNET ASSET MANAGEMENT INC | 7.7M | 7.4M | 7.6M | 7.5M | 7.4M | 7.4M | $1.8B |
| First Command Advisory Services, Inc. | 4.9M | 4.8M | 4.8M | 4.8M | 4.7M | 4.8M | $1.1B |
| MORGAN STANLEY | 2.8M | 3.1M | 3.4M | 4.8M | 4.4M | 4.1M | $982M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.6M | 2.9M | 3.4M | 3.6M | 3.7M | 3.7M | $878M |
| JONES FINANCIAL COMPANIES LLLP | 852K | 1.3M | 1.8M | 2.3M | 2.8M | 3.4M | $791M |
| RAYMOND JAMES FINANCIAL INC | 1.8M | 2.2M | 2.5M | 2.6M | 2.9M | 3.2M | $758M |
| AMERIPRISE FINANCIAL INC | 1.5M | 1.6M | 1.9M | 2.3M | 2.5M | 2.7M | $656M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.1M | 3.3M | 3.0M | 2.5M | 2.6M | 2.7M | $639M |
| MEITAV INVESTMENT HOUSE LTD | 1.8M | 1.8M | 1.9M | 1.9M | 2.1M | 2.6M | $612M |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.6M | 2.5M | 2.4M | 2.3M | 2.3M | 2.2M | $531M |
| Cetera Investment Advisers | 1.1M | 1.2M | 1.5M | 1.8M | 2.1M | 2.2M | $527M |
| FMR LLC | 2.3M | 2.4M | 2.0M | 2.0M | 1.9M | 2.1M | $494M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 2.2M | 2.1M | 1.9M | $462M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Independent Advisor Alliance | +817,611 | $194M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +635,757 | $151M | ADD |
| Main Management Fund Advisors LLC | +629,900 | $150M | ADD |
| MEITAV INVESTMENT HOUSE LTD | +520,102 | $124M | ADD |
| ROYAL BANK OF CANADA | +456,274 | $108M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | −3,065,316 | $728M | TRIM |
| Clal Insurance Enterprises Holdings Ltd | −1,276,000 | $303M | TRIM |
| Principia Wealth Advisory, LLC | −954,798 | $227M | CLOSE |
| Mirae Asset Global Investments Co., Ltd. | −546,910 | $130M | TRIM |
| BANK OF NOVA SCOTIA | −501,567 | $119M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,180 | 115,833,131 | — | $27.4B |
| 2025-Q4 | 1,181 | 119,259,560 | — | $29.9B |
| 2025-Q3 | 1,029 | 111,280,591 | — | $27.5B |
| 2025-Q2 | 953 | 104,324,138 | — | $23.3B |
| 2025-Q1 | 865 | 89,563,392 | — | $17.3B |
| 2024-Q4 | 850 | 92,751,894 | — | $19.5B |
| 2024-Q3 | 727 | 84,012,734 | — | $16.9B |
| 2024-Q2 | 683 | 81,337,150 | — | $15.2B |
| 2024-Q1 | 605 | 63,659,271 | — | $11.6B |
| 2023-Q4 | 553 | 58,420,545 | — | $9.9B |
| 2023-Q3 | 435 | 52,912,629 | — | $7.8B |
| 2023-Q2 | 406 | 53,251,120 | — | $8.1B |
| 2023-Q1 | 359 | 37,333,289 | — | $4.9B |
| 2022-Q4 | 301 | 22,165,877 | — | $2.5B |
| 2022-Q3 | 258 | 17,598,279 | — | $1.9B |
| 2022-Q2 | 249 | 14,524,807 | — | $1.7B |
| 2022-Q1 | 225 | 14,585,354 | — | $2.2B |
| 2021-Q4 | 195 | 11,761,561 | — | $2.0B |
| 2021-Q3 | 121 | 5,785,099 | — | $787M |
| 2021-Q2 | 98 | 2,485,086 | — | $359M |
| 2021-Q1 | 85 | 1,742,922 | — | $231M |
| 2020-Q4 | 41 | 1,027,394 | — | $133M |
| 2020-Q3 | 1 | 779 | — | $114,000 |
| 2020-Q2 | 1 | 779 | — | $114,000 |
| 2020-Q1 | 1 | 779 | — | $114,000 |
| 2019-Q4 | 1 | 779 | — | $114,000 |
| 2019-Q3 | 1 | 779 | — | $114,000 |
| 2019-Q2 | 1 | 779 | — | $114,000 |
| 2019-Q1 | 1 | 779 | — | $114,000 |
