QLD institutional holders

ProShares Ultra QQQ · 235 reporting institutions · $1.7B reported value

Funds that can replace QLD · QLD return decomposition

Institutional holdings

Institutions reporting QLD, largest first
InstitutionReported positionAdvisors at firmReport period
Howard Capital Management, LLC$895.9M232026-06-30
Main Street Group, Ltd$100.9M92026-06-30
Clearstead Trust, LLC$74.8M02026-06-30
Focus Financial$58M1212026-06-30
Global View Capital Management LLC$48.7M1012026-06-30
Dedeker Financial LLC$34.5M12026-06-30
Quadrature Capital Ltd$28.6M02026-06-30
Dale Q. Rice Investment Management$24.9M12026-06-30
Toth Financial Advisory Corp$23.2M102026-06-30
Westwood Wealth Management$21.1M22026-06-30
Mariner, LLC$15M02026-06-30
Lpl Financial LLC$14.7M23,4582026-06-30
Genwealth Group, Inc.$13.1M52026-06-30
Hightower Advisors, LLC$12.7M1,0462026-06-30
First National Corp /ma/ /adv$12.4M02025-09-30
Regions Financial Corp$11.6M02026-06-30
Advisors Preferred, LLC$11.2M22026-06-30
Hub Investment Partners, LLC$10.6M1182026-06-30
Connective Capital Management, LLC$10.2M12026-06-30
Renaissance Technologies LLC$9.9M02026-06-30
Creative Planning$8.5M1,1712026-06-30
Mesirow Financial Investment Management, Inc.$8.5M922026-06-30
Wealthcare Advisory Partners LLC$8.2M1702026-06-30
Bryn Mawr Trust Advisors, LLC$8.1M552026-06-30
Osaic Holdings, Inc.$7.4M02026-06-30
Discipline Wealth Solutions, Inc.$6.9M192026-06-30
Arax Advisory Partners$6.8M2322026-06-30
Focus Partners Wealth$6.7M1,0482026-06-30
Mercer Global Advisors Inc /adv$6.3M02026-06-30
Sanctuary Advisors, LLC$6.3M4012026-06-30
CIBC World Market Inc.$5.8M02026-06-30
Ieq Capital, LLC$5.2M1972026-06-30
Woodward Diversified Capital, LLC$5M42026-06-30
Watts Gwilliam & Company, LLC$4.9M92025-09-30
Gts Securities LLC$4.9M02026-06-30
Marshall Financial Group, LLC$4.8M142026-06-30
Steelpeak Wealth, LLC$4.7M422026-06-30
Composition Wealth, LLC$4.7M762026-06-30
Pmv Capital Advisers, LLC$4.4M32026-06-30
PNC Financial Services Group, Inc.$4.4M02026-06-30
Sbi Securities Co., Ltd.$4.4M02026-06-30
Summit Financial, LLC$4.4M2292026-06-30
Cresset Asset Management, LLC$4.4M2122026-06-30
UBS Group AG$4M02026-06-30
Squarepoint Ops LLC$3.7M02026-06-30
Latitude Advisors, LLC$3.6M662026-06-30
Sowell Financial Services LLC$3.6M1082026-06-30
D. Scott Neal, Inc.$3.4M02025-09-30
Tempus Wealth Planning, LLC$3.1M102026-06-30
Meridian Wealth Management, LLC$3.1M582026-06-30
Rollins Financial Advisors, LLC$3.1M72026-06-30
Edelman Financial Engines$3.1M7222026-06-30
Envestnet Pmc$3M602026-06-30
Castleview Partners, LLC$2.9M132026-06-30
Bank of Montreal /can$2.9M02026-06-30
Donaldson Capital Management, LLC$2.7M02026-06-30
Tower Research Capital LLC (trc)$2.5M02026-06-30
180 Wealth Advisors, LLC$2.5M62026-06-30
Encompass More Asset Management$2.5M862026-06-30
Harvest Investment Services, LLC$2.5M272026-06-30
Client First Investment Management LLC$2.3M82026-06-30
Geowealth Management, LLC$2.2M02026-06-30
Alpenglobal Capital LLC$2.1M22026-06-30
J. Safra Sarasin Holding AG$2M02026-06-30
Permanens Capital LP$2M42026-06-30
Cassaday & Co Wealth Management LLC$2M472026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Wesbanco Investment Department$1.9M12026-06-30
Citadel Advisors LLC$1.9M02026-06-30
Innova Wealth Partners$1.8M62026-06-30
Galvin, Gaustad & Stein, LLC$1.7M82026-06-30
Hbw Advisory Services LLC$1.7M682026-06-30
Lido Advisors, LLC$1.7M3202026-06-30
Avior Wealth Management, LLC$1.6M692026-06-30
Allworth Financial, LP$1.6M3172026-06-30
Great Valley Advisor Group, LLC$1.4M2052026-06-30
Mindset Wealth Management, LLC$1.4M42026-06-30
Atlatl Advisers LLC$1.3M72026-06-30
Xtx Topco Ltd$1.3M02026-06-30
Pgim Custom Harvest LLC$1.3M02026-06-30
Foundations Investment Advisors, LLC$1.3M3022026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Modern Wealth Management, LLC$1.3M1612026-06-30
Global Financial Private Client, LLC$1.2M52026-06-30
Koshinski Asset Management, Inc.$1.2M692026-06-30
Bank of America Corp /de$1.2M02026-06-30
Nuveen, LLC$1.1M02026-06-30
Wealthbridge Capital Management, LLC$1.1M52026-06-30
Brookstone Capital Management$1.1M3372026-06-30
Genesis Financial Group, LLC$1M12026-06-30
Independent Financial Group, LLC$996.4K4812026-06-30
Prosperity Wealth Management, Inc.$933.7K562025-12-31
The Salvetti Group$928.9K62026-06-30
Cerity Partners LLC$863.7K7772026-06-30
Horizon Wealth Management$852.7K62026-06-30
Institute for Wealth Management, Llc.$849.7K132026-06-30
Empower Advisory Group, LLC$841.4K1,9802026-06-30
Capital Investment Advisory Services, LLC$817.1K1032026-06-30
Spectrum Wealth Advisory Group, LLC$808.9K32026-06-30
Quantinno Capital Management LP$777.1K02026-06-30
Springvest Wealth Management LLC$775.9K42026-06-30
Brooklyn Investment Group$774.1K02026-03-31
Savant Wealth Management$764.8K4052026-06-30
Ausdal Financial Partners, Inc.$763.8K1892026-06-30
Advyzon Investment Management, LLC$763.8K22026-06-30
Lowery Thomas, LLC$758.8K32026-06-30
Cpr Investments Inc$730.9K242026-06-30
Rosenblum Silverman Sutton S F Inc /ca$722.3K02026-06-30
Richmond Brothers, Inc.$699.2K42026-06-30
Wolverine Trading, LLC$696.8K02025-09-30
Lbmc Investment Advisors, LLC$688.2K32026-06-30
Focused Alpha, LLC$661.4K62026-06-30
Keybank National Association/oh$660.7K02026-06-30
CIBC Bancorp USA Inc.$640.4K02026-06-30
American Alpha Advisors, LLC$639K22026-06-30
Adell Harriman & Carpenter$630.9K62026-06-30
Cra Financial Services, LLC$624.4K122026-06-30
Grandview Asset Management LLC$619.3K42026-06-30
Appalachian Capital Management Ltd$608.9K22026-06-30
Legacy Wealth Partners, LLC$602.5K92026-06-30
Aire Advisors, LLC$580.8K122026-06-30
Wealth Enhancement Advisory Services, LLC$578K1,0262026-06-30
United Advisor Group, LLC$576.3K582026-06-30
Corient Private Wealth LP$527.5K6742026-06-30
Vise Technologies, Inc.$509.8K02026-06-30
Merit Financial Group, LLC$503.2K2952026-06-30
Commerce Bank$501.2K02026-06-30
Clearwater Capital Advisors, LLC$498.4K152026-06-30
James J. Burns & Company, LLC$497.8K62026-06-30
Captrust Financial Advisors$490.6K9622026-06-30
Safe Harbor Fiduciary, LLC$488.6K32026-06-30
Brandywine Oak Private Wealth LLC$475.2K102026-06-30
Apriem Advisors$472.6K132026-06-30
Balefire, LLC$468K372026-06-30
CIBC Private Wealth Group LLC$466K02025-12-31
Schnieders Capital Management, Llc.$445.1K42026-06-30
Ethos Financial Group, LLC$425.8K02026-06-30
US Bancorp$414.9K02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$412.5K02026-06-30
Accurate Wealth Management, LLC$408.5K492026-06-30
Hilltop Partners LLC$405.8K82026-06-30
Blair William & Co/il$403.5K3292026-06-30
Silverleafe Capital Partners, LLC$403.1K62026-06-30
United Capital Financial Advisors, LLC$401.6K1662026-06-30
Nwam LLC$399.6K622026-06-30
Commonwealth Equity Services, LLC$394.2K2,8632026-06-30
Tradition Wealth Management, LLC$392.8K232026-06-30
Innovative Wealth Building LLC$377.7K72026-06-30
Wealthspire Advisors, LLC$373.7K2372026-06-30
Global Assets Advisory, LLC$367.1K302026-06-30
Greenberg Financial Group$366.1K62025-12-31
Finemark National Bank & Trust$364.7K02025-12-31
Wealth Watch Advisors, Inc$363.1K522026-06-30
Norden Group LLC$357.7K222026-06-30
Integrity Alliance, Llc.$353.9K3532026-06-30
Capital Investment Counsel, Inc$349.3K42026-06-30
Zullo Investment Group, Inc.$348.7K22026-06-30
Aegis Wealth Management, Inc.$340.1K252026-06-30
Citigroup Inc$333.4K02026-06-30
Genesee Capital Advisors, LLC$330.4K22026-06-30
Segment Wealth Management, LLC$329.3K32026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$328.3K02026-06-30
Old Mission Investment Co LLC$316.1K82026-06-30
Susquehanna International Group, LLP$313.3K02026-06-30
MML Investors Services, LLC$310.6K5,1202026-06-30
Financial Life Planners$299.6K42026-06-30
Traynor Capital Management, Inc.$290.3K72026-06-30
Two Sigma Securities, LLC$290.2K02026-06-30
Clear Creek Financial Management, LLC$285.4K442026-06-30
Gerald Baker Financial Group LLC$285.3K02026-06-30
Tucker Asset Management LLC$268.3K602026-06-30
Asset Management Group, Inc.$266.3K22026-06-30
Legacy Capital Wealth Management, LLC$262.2K32026-06-30
J.W. Cole Advisors, Inc.$260.8K4992026-06-30
Wealthtrust Axiom LLC$251.6K42026-06-30
Massmutual Private Wealth & Trust, Fsb$251.3K02026-06-30
Palumbo Wealth Management LLC$249.1K52026-06-30
Rockwood Wealth Management, LLC$247.7K462026-06-30
Wall Street Financial Group, Inc.$244.9K22026-06-30
Krilogy$243.7K642026-06-30
Seek First Inc.$237.2K32026-06-30
Optivise Advisory Services LLC$235.7K232026-06-30
Kingswood Wealth Advisors, LLC$234.5K1232026-06-30
Garden State Investment Advisory Services LLC$232.2K332026-06-30
Second Half Financial Partners, LLC$232.2K32026-06-30
Chatham Capital Group Inc$226.4K02026-06-30
Visionary Wealth Advisors$220.8K462026-06-30
Sepio Capital, LP$213.8K192026-06-30
Ground Swell Capital, LLC$210.1K62026-06-30
J. M. Brown & Associates Inc.$208.3K62026-06-30
Atlantic Union Bankshares Corp$193.1K02026-06-30
Integrated Wealth Concepts LLC$185.9K4802026-06-30
Clearstead; Clearstead Advisory Solutions$148.8K642026-06-30
Jones Financial Companies LLLP$141K02026-06-30
Morgan Stanley$139.9K23,1852026-06-30
Beacon Capital Management, Inc.$136.7K262026-06-30
Spire Wealth Management$120.3K32026-06-30
Benson Wealth Management, Inc.$109.2K22026-06-30
Ashton Thomas Private Wealth, LLC$105.6K962026-06-30
Northwestern Mutual Wealth Management Co$96.4K02026-06-30
Financial Consulate, Inc$89.8K132026-06-30
Parallel Advisors, LLC$89.3K752026-06-30
Monetary Solutions, Ltd$81.3K22026-06-30
Farmers & Merchants Investments Inc$71.4K02026-06-30
Smartleaf Asset Management LLC$67.3K92026-06-30
Cwm, LLC$57.9K6672026-03-31
Cape Investment Advisory, Inc.$52.6K352026-06-30
Ifp Advisors, Inc$37.8K3182026-06-30
American Capital Advisory, LLC$31.7K72026-06-30
Steward Partners Investment Advisory, LLC$31.4K4812026-06-30
Barclays PLC$31K02026-06-30
Hrt Financial LP$15.2K02026-06-30
Eversource Wealth Advisors, LLC$14.3K772026-06-30
Org Partners LLC$12.1K02025-12-31
Glassman Wealth Services$5.8K142026-06-30
Caitlin John, LLC$4.3K242026-06-30
Royal Bank of Canada$4K02026-06-30
Jpmorgan Chase & Co$3.9K02026-06-30
Harbour Investments, Inc.$3.7K2472026-06-30
Federation Des Caisses Desjardins Du Quebec$3.2K02026-06-30
Vima LLC$2.7K122026-06-30
Natixis Advisors, LLC$2.7K572026-06-30
O'Shaughnessy Asset Management, LLC$2.3K582026-06-30
Betterment LLC$1.1K282026-06-30
Flow Traders U.S. LLC$1.1K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.1K3,9402026-03-31
Rockefeller Capital Management LP$9683462026-06-30
Banque Cantonale Vaudoise$92902026-06-30
Davidson Capital Management Inc.$58152026-06-30
Montchanin Asset Management, LLC$20722026-06-30
Financial Gravity Companies, Inc.$19402026-06-30
Wells Fargo & Company/mn$13202026-06-30
Financial Gravity Asset Management, Inc.$12212026-03-31
Hazlett, Burt & Watson, Inc.$19202026-06-30
Corecap Advisors, LLC$141182026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30