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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
APPLETON PARTNERS INC/MA2,407$1.39M0.1%+2213F-HRTimeline
Breachway Investments LLC2,366$1.38M1.33%+3313F-HRTimeline
Occidental Asset Management, LLC2,388$1.38M0.16%+74313F-HRTimeline
FORONJY FINANCIAL LLC2,386$1.38M0.57%+29513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,385$1.38M0.18%-3,14213F-HRTimeline
AVALON CAPITAL MANAGEMENT2,384$1.38M0.39%-1,09213F-HRTimeline
Tortuga Wealth Management, Inc2,378$1.37M1.29%-15313F-HRTimeline
SFG Wealth Management, LLC.2,380$1.37M0.57%+75013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,379$1.37M0.05%-35513F-HRTimeline
JGP Wealth Management, LLC2,373$1.37M0.14%+15713F-HRTimeline
Ullmann Wealth Partners Group, LLC2,371$1.37M0.14%-19913F-HRTimeline
Wealthquest Corp2,369$1.37M0.1%-11013F-HR/ATimeline
Aspire Growth Partners LLC2,366$1.37M0.94%-1413F-HRTimeline
Mascagni Wealth Management, Inc.2,364$1.36M0.97%+9313F-HRTimeline
Pacific Asset Management, LLC2,360$1.36M0.76%-24113F-HRTimeline
Walkner Condon Financial Advisors LLC2,353$1.36M0.18%+3013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…2,344$1.35M0.9%-913F-HRTimeline
S.A. Mason LLC2,341$1.35M0.51%+6113F-HRTimeline
WealthTrust Axiom LLC2,338$1.35M0.33%-1613F-HRTimeline
Yukon Wealth Management, Inc.2,338$1.35M0.81%+9413F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.2,335$1.35M1.29%-6813F-HRTimeline
Aaron Wealth Advisors LLC2,334$1.35M0.08%013F-HRTimeline
Acorn Wealth Advisors, LLC2,330$1.34M0.39%-30613F-HRTimeline
Koenig Investment Advisory, LLC2,328$1.34M1.14%-80313F-HRTimeline
ETF Store, Inc.2,328$1.34M1.31%+11913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,327$1.34M0.86%-35013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC2,327$1.34M0.59%+91513F-HR/ATimeline
FIRST FINANCIAL CORP /IN/2,321$1.34M0.53%-2813F-HRTimeline
Granger Management LLC2,319$1.34M0.37%013F-HRTimeline
J. Derek Lewis & Associates Inc.2,318$1.34M0.3%+4213F-HR/ATimeline
Advocate Investing Services LLC2,318$1.34M1.13%+4913F-HRTimeline
Richardson Capital Management LLC2,317$1.34M0.65%+25413F-HRTimeline
Pacific Point Advisors, LLC2,316$1.34M0.71%+35713F-HRTimeline
First PREMIER Bank2,311$1.33M0.31%-5813F-HRTimeline
Dunhill Financial, LLC2,308$1.33M0.31%+33313F-HRTimeline
Wise Wealth Partners2,304$1.33M1.8%+1613F-HRTimeline
Northstar Group, Inc.2,304$1.33M0.19%-613F-HRTimeline
MANCHESTER FINANCIAL INC2,304$1.33M0.26%+31013F-HRTimeline
CFO4Life Group, LLC2,294$1.32M0.2%-63313F-HRTimeline
Bannerstone Capital Management, LLC2,291$1.32M1.23%+213F-HRTimeline
TOWER BRIDGE ADVISORS2,287$1.32M0.13%new13F-HRTimeline
Arvest Bank Trust Division2,285$1.32M0.07%-9013F-HRTimeline
WS MANAGEMENT LLLP2,280$1.32M0.17%new13F-HRTimeline
Aerodigm Wealth, LLC2,275$1.31M0.49%-3213F-HRTimeline
Beacon Bank & Trust2,271$1.31M0.27%-7813F-HRTimeline
Cascade Wealth Advisors, Inc1,843$1.31M0.58%+16513F-HRTimeline
Accretive Wealth Partners, LLC2,266$1.31M0.37%+8613F-HRTimeline
Strata Wealth Advisors, LLC2,265$1.31M0.36%-12913F-HRTimeline
THREADGILL FINANCIAL, LLC2,262$1.31M0.38%+7813F-HRTimeline
Wealth Dimensions Group, Ltd.2,261$1.3M0.26%+1613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,260$1.3M0.71%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,255$1.3M1.12%+10513F-HRTimeline
Todd Wealth Management, LLC2,254$1.3M1.18%-9413F-HRTimeline
Formidable Asset Management, LLC2,115$1.3M0.2%+21813F-HRTimeline
NCP Inc.2,250$1.3M2.16%-4,71413F-HRTimeline
Heck Capital Advisors, LLC2,250$1.3M0.1%013F-HRTimeline
Seelaus Asset Management LLC2,314$1.3M0.94%+32213F-HRTimeline
Arkos Global Advisors2,247$1.3M0.16%+13213F-HRTimeline
Heritage Wealth Management, Inc. /CA/2,246$1.3M0.72%-2513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,239$1.29M0.22%-213F-HRTimeline
Highview Capital Management LLC/DE/2,235$1.29M0.47%+27713F-HRTimeline
Thompson David Blair2,231$1.29M0.74%-12713F-HRTimeline
Trajan Wealth LLC2,230$1.29M0.05%+13213F-HRTimeline
Sterling Investment Counsel, LLC2,228$1.29M0.36%+41113F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,225$1.28M0.28%013F-HRTimeline
Stone Wealth Partners2,223$1.28M1.15%-313F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,222$1.28M0.36%-61513F-HRTimeline
Horst & Graben Wealth Management LLC1,931$1.28M0.18%+33913F-HRTimeline
Garton & Associates Financial Advisors …2,219$1.28M1.05%-8813F-HRTimeline
Millennium Capital Advisors, LLC2,218$1.28M0.79%-50013F-HRTimeline
Clearwater Capital Advisors, LLC2,204$1.27M0.1%+16613F-HRTimeline
Permanens Capital L.P.2,204$1.27M0.16%+1,09913F-HRTimeline
CacheTech Inc.2,203$1.27M0.25%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,200$1.27M0.7%-12113F-HRTimeline
Vavra Capital Management, LLC2,200$1.27M1.23%+73413F-HRTimeline
Harbor Group, Inc.2,200$1.27M0.18%-18513F-HRTimeline
FOCUSED ALPHA, LLC2,193$1.27M0.39%+1313F-HRTimeline
Tradewinds Capital Management, LLC2,193$1.27M0.25%+4813F-HRTimeline
Bill Few Associates, Inc.2,180$1.26M0.3%+68213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC2,174$1.25M0.19%+2813F-HRTimeline
Great Diamond Partners, LLC2,173$1.25M0.24%+913F-HRTimeline
Optas, LLC2,167$1.25M0.19%+1,30913F-HRTimeline
PARK NATIONAL CORP /OH/2,165$1.25M0.04%+6813F-HRTimeline
Pathway Financial Advisers, LLC2,164$1.25M0.35%+36113F-HRTimeline
Payne Capital Management, LLC2,162$1.25M0.38%-813F-HRTimeline
Princeton Global Asset Management LLC2,161$1.25M0.2%-66713F-HRTimeline
Beacon Financial Advisory LLC2,153$1.24M0.28%-78713F-HRTimeline
Reliant Investment Partners, LLC2,150$1.24M1.03%+513F-HRTimeline
Fragasso Financial Advisors Inc2,109$1.24M0.07%-7213F-HRTimeline
Diversified Investment Strategies, LLC2,147$1.24M0.79%013F-HRTimeline
Atlas Legacy Advisors, LLC2,146$1.24M0.23%+11413F-HRTimeline
D.B. Root & Company, LLC2,145$1.24M0.3%+813F-HRTimeline
Pinnacle Financial Group, LLC / IL2,142$1.24M0.34%+32813F-HRTimeline
Sulzberger Capital Advisors, Inc.2,140$1.24M1.26%-7813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,137$1.23M0.07%-6013F-HRTimelineGroup
BFSG, LLC2,124$1.23M0.12%-21613F-HRTimeline
ArchPoint Investors2,120$1.22M0.29%+213F-HRTimeline
Sheridan Capital Management, LLC2,117$1.22M0.64%-1613F-HRTimeline
Blackhawk Capital Partners, LLC2,116$1.22M0.45%+513F-HRTimeline
Illumine Investment Management, LLC2,114$1.22M0.94%+313F-HRTimeline
SITTNER & NELSON, LLC2,110$1.22M0.45%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,106$1.22M0.14%+22313F-HRTimeline
Landmark Wealth Management, LLC2,103$1.21M0.33%+19913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,103$1.21M0.56%-14,71513F-HRTimeline
PYA Waltman Capital, LLC2,100$1.21M0.34%+16213F-HRTimeline
BANTAMAC CAPITAL, LLC2,100$1.21M0.88%+10013F-HRTimeline
Ipsen Advisor Group LLC2,099$1.21M0.85%-2213F-HRTimeline
Slagle Financial, LLC2,095$1.21M0.4%-68013F-HRTimeline
MAYPORT, LLC2,086$1.2M0.22%013F-HRTimeline
Miller Investment Management, LP2,084$1.2M0.12%013F-HRTimeline
Burk Holdings LLC2,081$1.2M0.51%013F-HRTimeline
Northstar Financial Companies, Inc.2,080$1.2M0.95%+2613F-HRTimeline
Centerline Wealth Advisors, LLC2,078$1.2M0.43%new13F-HRTimeline
Ares Financial Consulting, LLC2,051$1.2M0.94%+7513F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,076$1.2M0.03%+69813F-HRTimeline
AIRE ADVISORS, LLC2,071$1.2M0.22%+2713F-HRTimeline
Align Financial, LLC2,070$1.19M0.68%-1,269,56613F-HRTimeline
Good Harbor Advisors, Inc.2,067$1.19M1.3%-3913F-HRTimeline
Lifestyle Asset Management, Inc.2,063$1.19M0.39%-2,84813F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.2,063$1.19M0.08%-2,11713F-HRTimeline
17 CAPITAL PARTNERS, LLC2,062$1.19M0.62%-6113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC2,060$1.19M0.32%+52513F-HRTimeline
Intelligence Driven Advisers, LLC2,058$1.19M0.21%-62213F-HRTimeline
NDWM LLC2,056$1.19M0.77%-9013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2,053$1.19M0.7%+12113F-HRTimeline
Rialto Wealth Management, LLC2,049$1.18M0.27%+4513F-HRTimeline
Navigation Group, LLC2,047$1.18M0.28%13F-HRTimeline
StoneCrest Wealth Management, Inc.2,043$1.18M0.5%-13113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,037$1.18M<0.01%+1,22213F-HRTimelineGroup
Merrion Investment Management Co, LLC2,035$1.17M0.63%-10113F-HRTimeline
Walker Financial Services, Inc.2,031$1.17M0.4%-69813F-HRTimeline
MEMBERS WEALTH LLC1,786$1.17M0.7%+1813F-HRTimeline
5T Wealth, LLC2,026$1.17M0.46%-3013F-HRTimeline
L & S Advisors Inc2,020$1.17M0.15%-4313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC2,019$1.17M0.39%+6013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,015$1.16M0.13%-3513F-HRTimeline
PDS Planning, Inc2,014$1.16M0.08%+29213F-HRTimeline
Hobart Private Capital, LLC2,009$1.16M0.23%+1813F-HRTimeline
Clarus Group, Inc.2,005$1.16M0.41%013F-HRTimeline
Darden Wealth Group Inc2,004$1.16M0.59%-3513F-HRTimeline
Argentarii, LLC2,001$1.15M0.4%-7513F-HRTimeline
Black Swift Group, LLC2,000$1.15M0.2%+70013F-HRTimeline
Teamwork Financial Advisors, LLC1,998$1.15M0.13%-11313F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,992$1.15M0.6%+5613F-HRTimeline
TruNorth Capital Management, LLC1,991$1.15M0.22%+1,39513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,990$1.15M1.1%+6813F-HRTimeline
Legacy Wealth Partners, LLC1,986$1.15M0.29%new13F-HRTimeline
ICW Investment Advisors LLC1,979$1.14M0.41%-2013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,978$1.14M1.13%+3713F-HRTimeline
Sincerus Advisory, LLC1,977$1.14M0.86%+2113F-HRTimeline
BAXTER BROS INC1,966$1.13M0.14%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,964$1.13M<0.01%-2,05113F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC1,960$1.13M0.9%013F-HRTimeline
Roble, Belko & Company, Inc1,957$1.13M0.14%-8013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,955$1.13M0.1%+1513F-HRTimeline
Elevation Wealth Management LLC1,954$1.13M1.04%-95213F-HRTimeline
Mascoma Wealth Management LLC1,953$1.13M0.23%-33413F-HRTimeline
ANCHYRA PARTNERS LLC1,951$1.13M0.34%+21713F-HRTimeline
FMB WEALTH MANAGEMENT1,947$1.12M0.47%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,945$1.12M0.14%-21113F-HRTimeline
Palacios Wealth Management, LLC1,681$1.12M0.7%+25713F-HRTimeline
TriaGen Wealth Management LLC1,943$1.12M0.31%+1,39013F-HRTimeline
SONATA CAPITAL GROUP INC1,942$1.12M0.41%013F-HRTimeline
Heartwood Wealth Advisors LLC1,938$1.12M0.1%+1,35213F-HRTimeline
Axis Wealth Partners, LLC1,938$1.12M0.59%-1113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,937$1.12M0.04%-28513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,932$1.11M0.14%-2,49913F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,930$1.11M0.72%013F-HRTimeline
Drake & Associates, LLC1,929$1.11M0.21%-49613F-HRTimeline
Allegheny Financial Group1,927$1.11M0.15%-7413F-HRTimeline
Wilkins Miller Wealth Management, LLC1,925$1.11M0.67%-2913F-HRTimeline
1015 Capital Partners, LLC1,921$1.11M1.08%013F-HRTimeline
Perissos Private Wealth Management, LLC1,919$1.11M0.96%-34713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,916$1.11M0.21%-3013F-HRTimeline
Archvest Wealth Advisors, Inc.1,915$1.11M0.71%+5813F-HRTimeline
SHUFRO ROSE & CO LLC1,914$1.1M0.08%-313F-HRTimeline
Truepoint, Inc.1,914$1.1M0.02%-12913F-HRTimeline
Gibbs Wealth Management1,913$1.1M0.15%+92313F-HRTimeline
Quotient Wealth Partners, LLC1,911$1.1M0.03%+9313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,910$1.1M0.63%-2,76813F-HRTimeline
Revisor Wealth Management LLC1,907$1.1M0.3%-27513F-HRTimeline
Index Fund Advisors, Inc.1,904$1.1M0.05%+13313F-HRTimeline
Intellectus Partners, LLC1,902$1.1M0.22%+17713F-HRTimeline
CONDOR CAPITAL MANAGEMENT1,900$1.1M0.09%013F-HRTimeline
Leeward Financial Partners, LLC1,886$1.09M0.32%-213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,883$1.09M0.79%+7513F-HRTimeline
One Degree Advisors Inc1,882$1.09M0.28%+24213F-HRTimeline
Kelman-Lazarov, Inc.1,879$1.08M0.16%+79113F-HRTimeline
McHugh Group, LLC1,877$1.08M0.64%-9913F-HRTimeline
PMG Family Office LLC1,876$1.08M1.21%+5113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC1,873$1.08M0.4%-9213F-HRTimeline
Fortune Financial Group, Inc.1,872$1.08M0.97%-8,40813F-HRTimeline
Maple Capital Management, Inc.1,871$1.08M0.07%-26213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,870$1.08M0.87%-313F-HRTimeline
Tanager Wealth Management LLP1,866$1.08M0.1%-37513F-HRTimeline
Lumbard & Kellner, LLC1,865$1.08M0.37%013F-HRTimeline
Heritage Trust Co1,864$1.08M0.11%013F-HRTimeline
LCNB CORP1,863$1.08M0.36%+5013F-HRTimeline
Quantbot Technologies LP1,863$1.08M0.04%new13F-HRTimeline
Guidance Point Advisors, LLC1,858$1.07M0.25%-5913F-HRTimeline