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Disclosery

QQQ INVESCO QQQ TR

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COM (fund)

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
Wick Capital Partners, LLC3,219$1.86M0.34%+72813F-HRTimeline
DEARBORN PARTNERS LLC3,213$1.85M0.1%+7313F-HRTimeline
Cape Investment Advisory, Inc.3,205$1.85M0.62%-8413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,204$1.85M0.62%+113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,198$1.85M0.13%+66113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,193$1.84M0.64%+813F-HRTimeline
HHM Wealth Advisors, LLC3,179$1.83M0.21%+42113F-HRTimeline
Beaumont Financial Advisors, LLC3,176$1.83M0.13%-37413F-HRTimeline
HM PAYSON & CO3,160$1.82M0.03%+3713F-HRTimeline
OAKWORTH CAPITAL, INC.3,158$1.82M0.1%+7513F-HRTimeline
TRUST POINT INC.3,153$1.82M0.16%-313F-HRTimeline
Evelyn Partners Investment Management (…3,138$1.81M0.62%-5213F-HRTimeline
DiPaolo Financial Group, Inc.3,136$1.81M1.32%+1,07213F-HRTimeline
Mathes Company, Inc.3,135$1.81M0.66%-7513F-HRTimeline
MFA Wealth Services3,134$1.81M1.2%+5213F-HRTimeline
Systematic Alpha Investments, LLC3,130$1.81M0.06%013F-HRTimeline
Redwood Financial Network Corp3,128$1.81M1.18%+16313F-HRTimeline
Wolff Financial Management LLC3,126$1.8M0.4%013F-HRTimeline
Register Financial Advisors LLC3,124$1.8M0.67%+67113F-HRTimeline
Cedrus Wealth Group LLC3,122$1.8M2.01%+25613F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,116$1.8M0.04%-5,76813F-HRTimeline
First Financial Group Corp3,109$1.79M1.47%-313F-HRTimeline
Frederick Financial Consultants, LLC3,109$1.79M0.89%+3413F-HRTimeline
Bravias Capital Group, LLC3,105$1.79M1.17%-63613F-HRTimeline
Ridgepath Capital Management LLC3,101$1.79M0.89%+1,59213F-HRTimeline
Indiana Trust & Investment Management Co3,100$1.79M0.55%-7013F-HRTimeline
Ascension Capital Advisors, Inc.3,094$1.79M0.56%+2,67813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,086$1.78M0.26%-2,79013F-HRTimelineGroup
Synergy Investment Management, LLC3,086$1.78M0.58%+77413F-HRTimeline
Grantvest Financial Group LLC3,081$1.78M1.15%+25213F-HRTimeline
Dorsey & Whitney Trust CO LLC3,074$1.77M0.1%013F-HRTimeline
Smart Portfolios, LLC3,074$1.77M1.77%+16013F-HRTimeline
Premier Private Wealth Management LLC3,070$1.77M1.87%-1913F-HRTimeline
Chemistry Wealth Management LLC3,068$1.77M0.31%-7913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,061$1.77M0.48%-3513F-HRTimeline
Ground Swell Capital, LLC3,057$1.76M3.48%-46,94313F-HRTimeline
Mann Financial Group, Inc.3,049$1.76M1.66%+57413F-HRTimeline
Carmel Capital Partners, LLC3,043$1.76M0.63%new13F-HRTimeline
Legacy Edge Advisors, LLC3,038$1.75M0.18%+4313F-HRTimeline
Vernal Point Advisors, LLC3,035$1.75M0.71%013F-HRTimeline
WESPAC Advisors, LLC3,033$1.75M0.96%-3,67313F-HRTimeline
CHILTON INVESTMENT CO INC.3,029$1.75M0.04%+2,45813F-HRTimeline
Keystone Global Partners, LLC3,027$1.75M0.78%013F-HRTimeline
Second Line Capital, LLC2,614$1.75M0.33%+9513F-HRTimeline
ALERUS FINANCIAL NA3,020$1.74M0.09%013F-HRTimeline
Rockwood Wealth Management, LLC3,019$1.74M0.12%+39913F-HRTimeline
Congress Park Capital LLC3,018$1.74M0.53%-26513F-HRTimeline
Everhart Financial Group, Inc.3,003$1.73M0.15%+1,23513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,002$1.73M0.03%-5213F-HRTimelineGroup
GoalVest Advisory LLC3,001$1.73M0.34%+21413F-HRTimeline
Warberg Asset Management LLC3,000$1.73M0.51%new13F-HRTimeline
Financial Advisors Network, Inc.2,992$1.73M0.24%+44913F-HRTimeline
Elite Financial, Inc.2,992$1.73M0.77%013F-HRTimeline
Manchester Capital Management LLC2,986$1.72M0.25%-29913F-HRTimeline
Crumly & Associates Inc.2,980$1.72M0.36%+213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,980$1.72M0.81%+23113F-HRTimeline
Heirloom Wealth Management2,972$1.72M0.31%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2,972$1.72M1.5%+6713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,972$1.72M0.14%+34613F-HRTimeline
Northstar Advisory Group, LLC2,968$1.71M0.65%+9313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,968$1.71M0.11%-1013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,954$1.71M0.7%-9013F-HRTimeline
KG Capital Management2,955$1.71M1.22%-1,03613F-HRTimeline
Autumn Glory Partners, LLC2,945$1.7M0.62%+4113F-HRTimeline
Klingman & Associates, LLC2,942$1.7M0.08%+14013F-HRTimeline
Blackston Financial Advisory Group, LLC2,937$1.7M1.06%+4513F-HRTimeline
ERn Financial, LLC2,935$1.69M0.32%-2513F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,929$1.69M0.6%-7213F-HRTimeline
Serenity Investment Advisors2,351$1.69M0.79%+46313F-HRTimeline
Financial Synergies Wealth Advisors, In…2,922$1.69M0.16%+90013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,917$1.68M0.16%-113F-HR/ATimeline
WADDELL & ASSOCIATES, LLC2,915$1.68M0.09%+113F-HRTimeline
TRUE Private Wealth Advisors2,912$1.68M0.16%-5,37113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,912$1.68M0.09%-6213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,904$1.68M0.18%-77013F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC2,903$1.68M2.69%+24213F-HRTimeline
Catalina Capital Group, LLC2,900$1.67M1.03%+13213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC2,898$1.67M0.17%+2,70213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,896$1.67M0.06%-7413F-HRTimelineGroup
TSG Advice Partners, LLC2,892$1.67M0.25%-2,28313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,887$1.67M0.33%+1,55513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,882$1.66M0.17%-1,06613F-HRTimeline
Argo Wealth Advisory, LLC2,879$1.66M0.98%+93713F-HRTimeline
Dana Investment Advisors, Inc.2,878$1.66M0.05%+4913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,877$1.66M0.58%+16313F-HRTimeline
BKM Wealth Management, LLC2,875$1.66M0.61%-84913F-HRTimeline
Quantum Private Wealth, LLC2,852$1.65M0.51%013F-HRTimeline
Vantage Point Financial LLC2,841$1.64M0.58%+53613F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,839$1.64M0.12%+1,81113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,836$1.64M1.05%-4113F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,835$1.64M0.8%013F-HRTimeline
John A. Wolfe & Associates, Inc.2,833$1.64M2.51%-15613F-HRTimeline
CX Institutional2,833$1.64M0.05%-43813F-HRTimeline
Solstein Capital, LLC2,828$1.63M0.67%+20013F-HRTimeline
Cambria Investment Management, L.P.2,823$1.63M0.09%-8,39113F-HRTimeline
MPS Loria Financial Planners, LLC2,822$1.63M0.43%-2713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,820$1.63M+18Timeline
RB Capital Management, LLC2,813$1.62M0.35%+26013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,812$1.62M0.29%+22513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,772$1.62M<0.01%-2,77013F-HRTimelineGroup
SeaBridge Investment Advisors LLC2,801$1.62M0.27%-28013F-HRTimeline
WEALTH EFFECTS LLC2,799$1.62M0.57%+1113F-HRTimeline
Empirical Asset Management, LLC2,793$1.61M0.43%-37,12813F-HRTimeline
Bridgewealth Advisory Group, LLC2,776$1.6M0.33%+20113F-HRTimeline
Code Waechter LLC2,776$1.6M0.95%+313F-HRTimeline
Ipswich Investment Management Co., Inc.2,764$1.6M0.37%-15013F-HRTimeline
WILLNER & HELLER, LLC2,764$1.6M1.19%+12913F-HRTimeline
Armbruster Capital Management, Inc.2,762$1.59M0.26%+21313F-HRTimeline
Axiom Investment Management LLC2,757$1.59M1.21%13F-HRTimeline
BLUELINE ADVISORS LLC2,753$1.59M1.23%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…2,748$1.59M1.1%-73413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,748$1.59M0.96%-13113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,746$1.59M0.08%+32413F-HRTimeline
Williams & Novak Wealth Management, LLC2,708$1.58M1.19%-1,30713F-HRTimeline
Birchcreek Wealth Management, LLC2,733$1.58M0.76%-513F-HRTimeline
Discipline Wealth Solutions, LLC2,730$1.58M0.17%+8013F-HRTimeline
CEERA INVESTMENTS, LLC2,725$1.57M0.69%+78413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,333$1.57M0.66%+6613F-HRTimeline
Orange Investment Advisors, Inc.2,720$1.57M0.2%-14713F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,708$1.56M0.12%013F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC2,699$1.56M0.53%+1,66113F-HRTimeline
Alaethes Wealth, LLC2,695$1.56M0.45%-2813F-HRTimeline
Forty-three Eighteen Advisors, LLC2,694$1.55M1.17%+1613F-HRTimeline
TigerOak Management, L.L.C.2,687$1.55M0.49%+9513F-HRTimeline
Ledyard National Bank2,685$1.55M0.13%+1,04313F-HRTimeline
Sun Financial Inc2,150$1.55M0.78%+5813F-HRTimeline
BURNEY CO/2,678$1.55M0.05%-3,26913F-HRTimeline
Total Wealth Planning & Management, Inc.2,667$1.54M1.22%+5213F-HRTimeline
MUFG Securities EMEA plcin group Mitsubishi UFJ Trust & Bankin…2,652$1.53M0.02%-8213F-HRTimelineGroup
Sage Capital Advisors,llc2,652$1.53M0.35%+313F-HRTimeline
Michael J. Porro & Co. Financial Adviso…2,650$1.53M1.2%-3913F-HRTimeline
Shoker Investment Counsel, Inc.2,648$1.53M0.45%+11913F-HRTimeline
NCM Capital Management, LLC2,646$1.53M0.55%013F-HRTimeline
Van Cleef Asset Management,Inc2,644$1.53M0.16%-4013F-HRTimeline
Chicago Capital, LLC2,638$1.52M0.04%013F-HRTimeline
Nemes Rush Group LLC2,636$1.52M0.14%+37713F-HRTimeline
Towne Trust Company, N.A2,635$1.52M0.49%-2013F-HRTimeline
Cambridge Advisors Inc.2,633$1.52M0.29%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,632$1.52M0.07%-8513F-HRTimeline
Taylor Financial Group, Inc.2,632$1.52M0.92%-7613F-HRTimeline
Leading Edge Financial Planning LLC2,625$1.52M0.32%+13613F-HRTimeline
Great Lakes Retirement, Inc.2,617$1.51M0.16%+61313F-HRTimeline
Disciplined Investments, LLC2,616$1.51M0.54%013F-HRTimeline
Grant Private Wealth Management Inc2,615$1.51M0.8%+513F-HRTimeline
Chesley Taft & Associates LLC2,610$1.51M0.06%-12513F-HRTimeline
waypoint wealth counsel2,608$1.51M0.78%-97713F-HRTimeline
Fiduciary Group, LLC2,606$1.5M0.13%-2613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,602$1.5M0.47%+14813F-HRTimeline
Eagle Bay Advisors LLC2,600$1.5M1.32%+1,62013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…2,595$1.5M0.14%+313F-HRTimelineGroup
Taylor Securities Services, Inc.2,593$1.5M0.7%+8813F-HRTimeline
Blue Fin Capital, Inc.2,591$1.5M0.25%-4013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,591$1.5M0.17%+20413F-HRTimeline
HORAN Wealth, LLC2,446$1.5M0.14%013F-HRTimeline
Paradigm Capital Management, LLC/NV2,587$1.49M1.37%-99313F-HRTimeline
Grange Capital, LLC2,586$1.49M1.49%-27413F-HRTimeline
Wealth Analytics Partners, LLC2,584$1.49M0.61%-213F-HRTimeline
Portside Wealth Group, LLC2,579$1.49M0.2%-15513F-HRTimeline
Tortoise Investment Management, LLC2,575$1.49M0.12%-25413F-HRTimeline
Legacy Financial Advisors, Inc.2,575$1.49M0.21%-1613F-HRTimeline
Fairman Group, LLC2,572$1.48M1.27%013F-HRTimeline
Carrera Capital Advisors2,572$1.48M0.23%+25613F-HRTimeline
Key Financial Inc2,567$1.48M0.26%+23713F-HRTimeline
Cedar Wealth Management, LLC2,565$1.48M0.43%013F-HRTimeline
Powers Advisory Group, LLC2,560$1.48M0.52%+113F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,560$1.48M0.64%-10913F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,431$1.47M0.41%-3,78113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,550$1.47M1.18%013F-HRTimeline
Baron Wealth Management LLC2,538$1.46M0.44%013F-HRTimeline
Genesis Financial Group, LLC2,537$1.46M0.98%013F-HRTimeline
Gilbert & Cook, Inc.2,536$1.46M0.19%-91613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,534$1.46M0.07%-7313F-HRTimeline
Colonial River Investments, LLC2,534$1.46M0.52%-2413F-HRTimeline
Integrity Wealth Solutions LLC2,529$1.46M0.57%-113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,528$1.46M0.06%-70013F-HRTimeline
Stiles Financial Services Inc2,525$1.46M0.45%-9713F-HRTimeline
Hobbs Group Advisors, LLC2,525$1.46M0.44%-50913F-HRTimeline
BridgePort Financial Solutions, LLC2,517$1.45M0.41%-32913F-HRTimeline
Wealth Architects, LLC2,517$1.45M0.13%+6913F-HRTimeline
Copley Financial Group, Inc.2,507$1.45M0.87%-9313F-HRTimeline
Lake Hills Wealth Management, LLC2,496$1.44M0.81%013F-HRTimeline
Laidlaw Wealth Management LLC2,493$1.44M4.99%+5713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,482$1.43M0.06%-5713F-HRTimeline
HBK INVESTMENTS L P2,482$1.43M0.02%new13F-HRTimeline
Financial Planning Hawaii, Inc.2,482$1.43M0.84%-21013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,480$1.43M0.04%013F-HRTimelineGroup
Geometric Wealth Advisors2,476$1.43M0.18%+5213F-HRTimeline
San Luis Wealth Advisors LLC2,476$1.43M0.24%-75413F-HRTimeline
Lloyd Advisory Services, LLC.2,475$1.43M0.41%+2,25013F-HRTimeline
Kingdom Financial Group LLC.2,475$1.43M0.41%+32813F-HRTimeline
BAYBAN2,472$1.43M1.24%-1013F-HRTimeline
Strategic Advocates LLC2,466$1.42M6.3%-55,96313F-HRTimeline
Private Capital Management, LLC2,458$1.42M0.14%-23813F-HRTimeline
MEANS INVESTMENT CO., INC.2,455$1.42M0.12%-2613F-HRTimeline
Veracity Capital LLC2,442$1.41M0.5%+16713F-HRTimeline
Community Bank, N.A.2,437$1.41M0.17%+513F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,436$1.41M0.07%-13113F-HRTimeline
Lynch Investment Planning, LLC2,422$1.4M1.26%-3913F-HRTimeline
Gaddis Premier Wealth Advisors LLC2,414$1.39M1.03%-1413F-HRTimeline
Stewardship Advisors, LLC2,408$1.39M0.32%-713F-HRTimeline