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GQQQ Institutional Ownership

EA Series Trust - Astoria US Quality Growth Kings ETF
1W: -0.1% 1M: +2.8% YTD: +1.5%
$36.40
+0.29 (+0.80%)
 
Weekly Expected Move ±1.9%
$35 $36 $36 $37 $38
ETF NASDAQ · AUM $166.4M

Institutional Ownership — GQQQ

23
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
158M
Total Invested
4
New Positions
10
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (27 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Astoria Portfolio Advisors LLC. 1,629,060 $59M +220,382 +15.6% 7Q SEC ↗
2 Hobbs Group Advisors, LLC 1,096,944 $40M +43,991 +4.2% 7Q SEC ↗
3 Vermillion & White Wealth Management G 597,457 $22M +52,271 +9.6% 7Q SEC ↗
4 Oregon Pacific Wealth Management, LLC 297,176 $11M -7,274 -2.4% 6Q SEC ↗
5 PUFF WEALTH MANAGEMENT, LLC NEW 193,875 $7M — +0.0% 1Q SEC ↗
6 Stegent Equity Advisors, Inc. NEW 116,739 $4M — +0.0% 1Q SEC ↗
7 World Investment Advisors 68,858 $3M — +0.0% 3Q SEC ↗
8 SILVERLAKE WEALTH MANAGEMENT LLC 64,841 $2M -10,648 -14.1% 5Q SEC ↗
9 Sound Income Strategies, LLC 61,381 $2M +50,743 +477.0% 2Q SEC ↗
10 GeoWealth Management, LLC 38,217 $1M -513 -1.3% 5Q SEC ↗
11 Latitude Advisors, LLC 37,979 $1M -2,642 -6.5% 7Q SEC ↗
12 Ashton Thomas Private Wealth, LLC 37,142 $1M +32,149 +643.9% 2Q SEC ↗
13 BLUEDOOR PRIVATE WEALTH, LLC 34,509 $1M +528 +1.6% 3Q SEC ↗
14 Stillwater Private Wealth, LLC NEW 28,248 $1M — +0.0% 1Q SEC ↗
15 Onyx Bridge Wealth Group LLC 19,322 $703K +1,056 +5.8% 4Q SEC ↗
16 WealthTrak Capital Management LLC 17,363 $632K +9,945 +134.1% 3Q SEC ↗
17 Equitable Holdings, Inc. NEW 15,109 $550K — +0.0% 1Q SEC ↗
18 JPMORGAN CHASE & CO 4,509 $164K +3,586 +388.5% 2Q SEC ↗
19 Medallion Wealth Advisors, LLC 4,117 $150K — +0.0% 7Q SEC ↗
20 MORGAN STANLEY 600 $22K — +0.0% 2Q SEC ↗
21 UBS Group AG 594 $22K +533 +873.8% 2Q SEC ↗
22 CITADEL ADVISORS LLC 0 $0K -6,974 -100.0% 1Q SEC ↗
23 Cambridge Investment Research Advisors 0 $0K -35,508 -100.0% 1Q SEC ↗
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -8,635 -100.0% 2Q SEC ↗
25 BANK OF AMERICA CORP /DE 0 $0K -227 -100.0% 1Q SEC ↗
26 Town Capital LLC 0 $0K -7,051 -100.0% 1Q SEC ↗
27 AMERIPRISE FINANCIAL INC 0 $0K -14,479 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (6)
HolderPrev SharesPrev Value
Cambridge Investment Research Advis 35,508 $1M
AMERIPRISE FINANCIAL INC 14,479 $527K
SUSQUEHANNA INTERNATIONAL GROUP, LL 8,635 $314K
Town Capital LLC 7,051 $257K
CITADEL ADVISORS LLC 6,974 $254K
BANK OF AMERICA CORP /DE 227 $8K
Biggest Increases (10)
HolderAddedChange %Total Shares
Astoria Portfolio Advisors LLC. +220,382 +15.6% 1,629,060
Vermillion & White Wealth Managemen +52,271 +9.6% 597,457
Sound Income Strategies, LLC +50,743 +477.0% 61,381
Hobbs Group Advisors, LLC +43,991 +4.2% 1,096,944
Ashton Thomas Private Wealth, LLC +32,149 +643.9% 37,142
WealthTrak Capital Management LLC +9,945 +134.1% 17,363
JPMORGAN CHASE & CO +3,586 +388.5% 4,509
Onyx Bridge Wealth Group LLC +1,056 +5.8% 19,322
UBS Group AG +533 +873.8% 594
BLUEDOOR PRIVATE WEALTH, LLC +528 +1.6% 34,509
Biggest Decreases (4)
HolderReducedChange %Total Shares
SILVERLAKE WEALTH MANAGEMENT LLC -10,648 -14.1% 64,841
Oregon Pacific Wealth Management, L -7,274 -2.4% 297,176
Latitude Advisors, LLC -2,642 -6.5% 37,979
GeoWealth Management, LLC -513 -1.3% 38,217

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms