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Disclosery

QQQ INVESCO QQQ TR

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3,809 managers (3,849 13F filers) reported a position in QQQ shares at 2026-03-31, 236,053,942 shares in all. 157 filers opened a position and 179 filers sold out during the quarter.

Managers
3,809
13F filers
3,849
New
157
Added
1,547
Reduced
1,592
Sold out
179
Shares held by filers
236,053,942

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,302$2.48M0.13%+79213F-HRTimeline
LFA - Lugano Financial Advisors SA4,302$2.48M1.26%-33513F-HRTimeline
Pathway Financial Advisors LLC4,227$2.47M0.31%+2013F-HRTimeline
Peoples Bank/KS4,259$2.46M2.47%-14713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…4,238$2.45M0.51%013F-HRTimelineGroup
Brooklyn Investment Group4,235$2.44M0.08%+1,85813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,231$2.44M0.26%+27913F-HRTimeline
Independent Solutions Wealth Management…4,218$2.43M0.36%new13F-HRTimeline
Fort Point Capital Partners LLC4,207$2.43M0.32%+913F-HRTimeline
Investment Partners Asset Management, I…4,203$2.43M1.5%-3313F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,200$2.42M0.06%+2,89613F-HRTimeline
Interval Partners, LP4,196$2.42M0.08%-6,06713F-HRTimeline
Christensen, King & Associates Investme…4,195$2.42M1.04%-9313F-HRTimeline
Total Clarity Wealth Management, Inc.4,189$2.42M0.57%-8213F-HRTimeline
Tower Wealth Partners, Inc.4,182$2.41M1.33%+4013F-HRTimeline
Insight Wealth Strategies, LLC4,182$2.41M0.27%-8313F-HRTimeline
UMB Bank, n.a.4,180$2.41M0.03%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Infinity Wealth Counsel, LLC4,180$2.41M2.22%+1513F-HRTimeline
WealthShield Partners, LLC4,179$2.41M0.27%+19713F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,169$2.41M0.35%+13913F-HRTimeline
AWM CAPITAL, LLC4,166$2.4M0.22%-2913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,166$2.4M0.25%-8913F-HRTimeline
Semus Wealth Partners LLC4,160$2.4M1.34%+2913F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,135$2.39M0.19%-1513F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC4,126$2.38M0.25%+29013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,123$2.38M0.36%-1,63513F-HRTimeline
DAGCO, INC.4,112$2.37M0.51%+58513F-HRTimeline
Xcel Wealth Management, LLC4,110$2.37M0.66%+69613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…4,110$2.37M0.97%+12513F-HRTimeline
Narus Financial Partners, LLC4,104$2.37M0.62%013F-HRTimeline
ZEGA Investments, LLC4,104$2.37M0.45%+2,73513F-HRTimeline
United Advisor Group, LLC4,102$2.37M0.29%-10113F-HRTimeline
Atlas Brown,Inc.4,090$2.36M0.71%-813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,088$2.36M0.24%+2,80913F-HRTimeline
Geneva Partners, LLC4,079$2.35M1.13%-1,08113F-HRTimeline
United Asset Strategies, Inc.4,059$2.34M0.19%-2913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,059$2.34M0.31%-40213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,057$2.34M0.07%+2113F-HRTimeline
MCDONALD PARTNERS LLC4,051$2.34M0.55%-313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,049$2.34M0.63%+513F-HRTimeline
LWM Advisory Services, LLC4,047$2.34M2.49%-1,11313F-HRTimeline
PATTEN & PATTEN INC/TN4,037$2.33M0.14%-21613F-HRTimeline
PMV Capital Advisers, LLC4,036$2.33M3.93%-7013F-HRTimeline
Optivise Advisory Services LLC4,031$2.33M1.41%+14213F-HRTimeline
Left Brain Wealth Management, LLC4,026$2.32M0.91%new13F-HRTimeline
McAdam, LLC4,025$2.32M0.1%+39513F-HRTimeline
SURIENCE PRIVATE WEALTH LLC4,023$2.32M2.49%+3,41413F-HRTimeline
WealthPlan Investment Management, LLC4,014$2.32M0.13%+1,33513F-HRTimeline
Net Worth Advisory Group4,008$2.31M0.48%-8113F-HRTimeline
Viewpoint Capital Management LLC4,005$2.31M1.08%+24013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC4,000$2.31M2.24%-41,02013F-HRTimeline
Resonant Capital Advisors, LLC4,000$2.31M0.12%013F-HRTimeline
Bramshill Investments, LLC3,996$2.31M0.2%-5,50413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,992$2.3M0.01%+45613F-HRTimelineGroup
Carter Financial Group, INC.3,977$2.3M1.42%-1113F-HRTimeline
CFS Investment Advisory Services, LLC3,535$2.29M0.16%-7913F-HRTimeline
River Street Advisors LLC3,945$2.28M0.77%+313F-HRTimeline
Platform Technology Partners3,931$2.27M0.44%-24113F-HRTimeline
Stembrook Asset Management, LLC3,928$2.27M2.22%+4313F-HRTimeline
Valtinson Bruner Financial Planning LLC3,912$2.26M0.62%-15313F-HRTimeline
Fortitude Financial, LLC3,910$2.26M1.19%+413F-HRTimeline
Cannell & Spears LLC3,903$2.25M0.04%+50513F-HR/ATimeline
BOK Financial Private Wealth, Inc.3,903$2.25M0.14%+1,45413F-HRTimeline
SEEDS INVESTOR LLC3,581$2.25M0.31%+36213F-HRTimeline
PING CAPITAL MANAGEMENT, INC.3,900$2.25M0.87%-10,60013F-HRTimeline
UNION SAVINGS BANK3,898$2.25M0.99%+12513F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,896$2.25M0.75%+5413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,895$2.25M1.44%-1013F-HRTimeline
Innova Wealth Partners3,893$2.25M1.07%-88213F-HRTimeline
Meridian Wealth Advisors, LLC3,886$2.24M0.3%+28713F-HRTimeline
NBZ Investment Advisors LLC3,878$2.24M0.98%+2213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,864$2.23M0.52%-23813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC3,862$2.23M0.15%+6713F-HRTimeline
Clear Trail Advisors, LLC3,859$2.23M0.37%-16113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC3,858$2.23M0.64%+8813F-HRTimeline
Lionshead Wealth Management, LLC3,857$2.23M1.64%-7813F-HRTimeline
Gryphon Financial Partners LLC3,846$2.22M0.23%+7713F-HRTimeline
Waldron Private Wealth LLC3,841$2.22M0.09%+16413F-HRTimeline
Davis Investment Partners, LLC3,833$2.21M0.78%+113F-HRTimeline
Hegarty Advisors, LLC3,832$2.21M1.74%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,831$2.21M0.01%new13F-HRTimelineGroup
American Money Management, LLC3,830$2.21M0.35%-8713F-HRTimeline
Pictet North America Advisors SA3,846$2.21M0.22%013F-HRTimeline
ProVise Management Group, LLC3,828$2.21M0.16%-913F-HRTimeline
Lewis Asset Management, LLC3,826$2.21M0.9%-12213F-HRTimeline
Front Row Advisors LLC3,815$2.2M0.74%-113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,810$2.2M<0.01%-87213F-HRTimelineGroup
Invst, LLC3,787$2.19M0.25%-25,98513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,785$2.18M0.62%-7813F-HRTimeline
CPC Advisors, LLC3,780$2.18M0.35%-5,75713F-HRTimeline
Peregrine Asset Advisers, Inc.3,778$2.18M0.59%+2413F-HRTimeline
Westbourne Investment Advisors, Inc.3,777$2.18M0.64%-13013F-HRTimeline
Aldebaran Financial Inc.3,766$2.17M2.06%-413F-HRTimeline
F/m Investments LLC3,762$2.17M0.14%+1813F-HRTimeline
OUTFITTERS FINANCIAL LLC3,759$2.17M1.68%+30613F-HRTimeline
Northern Financial Advisors Inc3,758$2.17M1.58%+2,18213F-HRTimeline
XY Planning Network, Inc.3,709$2.17M0.35%+17913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,742$2.16M0.21%-2513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,737$2.16M0.09%-26613F-HRTimelineGroup
Berbice Capital Management LLC3,730$2.15M1.41%013F-HRTimeline
Elevation Advisory Partners LLC3,411$2.15M2.01%13F-HRTimeline
Range Advisory, LLC3,727$2.15M0.4%+65613F-HRTimeline
Veery Capital, LLC3,726$2.15M0.66%+613F-HRTimeline
Advanced Asset Management Advisors Inc3,716$2.14M0.59%-26713F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC3,362$2.14M1.19%+1,38513F-HRTimeline
Broadleaf Partners, LLC3,709$2.14M0.5%-11813F-HRTimeline
PCG Wealth Advisors, LLC3,703$2.14M0.54%-16213F-HRTimeline
Wealth Management Associates, Inc.3,703$2.14M0.74%+13113F-HRTimeline
Eaton Financial Holdings Company, LLC3,682$2.12M0.7%-1,35013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,671$2.12M0.1%+11413F-HRTimeline
AA Financial Advisors, LLC3,665$2.12M0.3%-1,97813F-HRTimeline
Manhattan West Asset Management, LLC3,665$2.12M0.41%013F-HRTimeline
W1M Asset Management Ltd3,665$2.12M0.02%-22713F-HRTimeline
Colorado Capital Management, Inc.3,664$2.12M0.79%+36113F-HRTimeline
Aspect Partners, LLC3,657$2.11M0.86%+4413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,653$2.11M0.32%+3613F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments3,651$2.11M0.12%+25713F-HRTimelineGroup
Westhampton Capital, LLC3,647$2.1M0.98%-813F-HRTimeline
Worth Asset Management, LLC3,642$2.1M0.78%-13,28513F-HRTimeline
FIRST AMERICAN TRUST, FSB3,638$2.1M0.14%+18913F-HRTimeline
Arcadia Wealth Management, Inc.3,637$2.1M1.14%-513F-HRTimeline
Rydar Equities, Inc.3,633$2.1M1.62%-2113F-HRTimeline
International Private Wealth Advisors L…3,612$2.09M1.28%-6113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,601$2.08M0.88%+1,56113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,599$2.08M0.74%+67813F-HRTimeline
F&V Capital Management, LLC3,591$2.07M0.44%-26013F-HRTimeline
Sageworth Trust Co3,586$2.07M0.09%+79513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,571$2.06M0.18%-68413F-HRTimeline
Capital Planning LLC3,565$2.06M0.67%-24013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,565$2.06M1.35%+24013F-HRTimeline
Bradley & Co. Private Wealth Management…3,563$2.06M1.08%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…3,563$2.06M0.3%+12713F-HRTimeline
Affiance Financial, LLC3,560$2.06M0.33%+613F-HRTimeline
X-Square Capital, LLC3,553$2.05M0.69%+44913F-HRTimeline
Scarborough Advisors, LLC3,536$2.04M0.22%+16213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,532$2.04M0.15%-1,13713F-HRTimeline
Well Done, LLC3,530$2.04M0.3%+9113F-HRTimeline
Aries Wealth Management3,526$2.04M0.45%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,515$2.03M1.44%+213F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…3,509$2.03M1.22%-10913F-HRTimeline
3 FACTOR INDEXING, LLC3,508$2.02M1.91%13F-HRTimeline
Plan Group Financial, LLC3,502$2.02M0.47%+29413F-HRTimeline
Stonebridge Financial Group, LLC / MO3,499$2.02M1.7%+31613F-HRTimeline
Coastwise Capital Group, LLC3,491$2.02M1.12%-62313F-HRTimeline
Bulwark Capital Corp3,483$2.01M1.24%013F-HRTimeline
Weaver Consulting Group3,465$2M0.48%-6713F-HRTimeline
Ironwood Investment Counsel, LLC3,462$2M0.29%-4513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…3,457$2M0.04%-2,82013F-HRTimelineGroup
Professional Financial Advisors, LLC3,453$1.99M0.41%-4713F-HRTimeline
Financial Perspectives, Inc3,451$1.99M0.56%+2913F-HRTimeline
Aspen Investment Management Inc3,452$1.99M0.61%-87113F-HRTimeline
DAVIS R M INC3,448$1.99M0.04%+17313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,446$1.99M0.47%-50013F-HRTimeline
Financial Futures Ltd Liability Co.3,438$1.98M0.87%-5113F-HRTimeline
Fortitude Advisory Group L.L.C.3,435$1.98M0.89%-37113F-HRTimeline
Oder Investment Management, LLC3,434$1.98M1.52%+10913F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,431$1.98M0.38%-67313F-HRTimeline
Topsail Wealth Management, LLC3,426$1.98M0.29%013F-HRTimeline
RPG Investment Advisory, LLC3,421$1.97M0.24%-14213F-HRTimeline
BSW Wealth Partners3,415$1.97M0.24%+12713F-HRTimeline
Vigilare Wealth Management3,415$1.97M0.67%-5,85713F-HRTimeline
Nilsine Partners, LLC2,956$1.96M0.15%-11413F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP3,395$1.96M2.15%-1,56413F-HRTimelineGroup
Capital Asset Managemnet, LLC3,392$1.96M2.2%+9813F-HRTimeline
Coordinated Financial Services, Inc.3,390$1.96M1.13%-27813F-HRTimeline
Stelac Advisory Services LLC3,388$1.96M0.4%+45113F-HRTimeline
GHP Investment Advisors, Inc.3,386$1.95M0.08%+6013F-HRTimeline
Saiph Capital, LLC3,382$1.95M0.74%-44013F-HRTimeline
INVESTMENT PARTNERS, LTD.3,367$1.94M0.69%-17913F-HRTimeline
Cambridge Financial Group, LLC3,358$1.94M0.66%-67413F-HRTimeline
Capstone Financial Advisors, Inc.3,355$1.94M0.1%-38313F-HRTimeline
MKT Advisors LLC3,286$1.93M0.65%-213F-HRTimeline
Alliance Wealth Management Group3,349$1.93M0.42%+15613F-HRTimeline
Towercrest Capital Management3,349$1.93M0.3%+15613F-HRTimeline
Nova Wealth Management, Inc.3,336$1.93M1.25%-19313F-HRTimeline
INGALLS & SNYDER LLC3,330$1.92M0.07%-25213F-HRTimeline
Duncan Williams Asset Management, LLC3,326$1.92M0.53%-8,12513F-HRTimeline
Morton Brown Family Wealth, LLC3,317$1.91M0.51%+8313F-HRTimeline
Evernest Financial Advisors, LLC2,880$1.91M0.4%+313F-HRTimeline
Ridgewood Investments LLC3,314$1.91M0.78%13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,307$1.91M0.08%-19413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,303$1.91M0.01%013F-HRTimeline
Core Wealth Partners LLC3,302$1.91M0.89%+41913F-HRTimeline
Sagace Wealth Management LLC3,295$1.9M1.29%-2013F-HRTimeline
Strategies Wealth Advisors, LLC3,295$1.9M0.19%-37313F-HRTimeline
Global Financial Private Client, LLC3,292$1.9M0.62%-1913F-HRTimeline
Alteri Wealth LLC3,287$1.9M0.61%+36913F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,285$1.9M1.21%+11213F-HRTimeline
Passive Capital Management, LLC.3,276$1.89M0.56%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,275$1.89M0.11%-54513F-HRTimelineGroup
COFG Advisors, LLC3,270$1.89M0.47%-31413F-HRTimeline
Regent Peak Wealth Advisors LLC3,262$1.88M0.38%+16313F-HRTimeline
Sierra Capital LLC3,259$1.88M0.2%-113F-HRTimeline
Diversified Portfolios, Inc.3,257$1.88M0.15%+9613F-HRTimeline
WT Wealth Management3,250$1.88M0.56%+33713F-HRTimeline
Centurion Wealth Management LLC3,242$1.87M0.42%+4413F-HRTimeline
Mezzasalma Advisors, LLC3,242$1.87M0.48%-2913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,238$1.87M0.11%+24113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC3,232$1.87M0.81%+413F-HRTimeline
Family Investment Center, Inc.3,230$1.86M0.36%+19113F-HRTimeline