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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
Smith Asset Management Co., LLC1,861$1.07M0.92%+52913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,854$1.07M1.1%-4113F-HRTimeline
Icon Wealth Advisors, LLC1,616$1.07M0.07%-63013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,850$1.07M0.26%013F-HRTimeline
August Group Capital Ltd1,850$1.07M1.24%-1,52813F-HRTimeline
Compass Ion Advisors, LLC1,849$1.07M0.1%+7613F-HRTimeline
Wealth Care LLC1,846$1.07M0.95%13F-HRTimeline
Third View Private Wealth, LLC1,843$1.06M0.15%+12513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,841$1.06M0.11%+1713F-HRTimeline
TOWNSQUARE CAPITAL LLC1,838$1.06M0.24%-2413F-HRTimeline
Paragon Advisors, LLC1,838$1.06M0.29%-20,74513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,836$1.06M0.85%013F-HRTimeline
O'Neil Global Advisors, Inc.1,831$1.06M7.32%new13F-HRTimeline
WESPAC Advisors SoCal, LLC1,830$1.06M0.22%-8213F-HRTimeline
MFA WEALTH ADVISORS, LLC1,829$1.06M0.21%-5,99113F-HRTimeline
Element Wealth, LLC1,827$1.05M0.44%-14113F-HRTimeline
Guardian Asset Advisors, LLC1,824$1.05M0.62%-2513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,826$1.05M0.32%+34813F-HRTimeline
Charter Oak Capital Management, LLC1,825$1.05M0.08%-2613F-HRTimeline
NOVEM GROUP1,825$1.05M0.12%-29913F-HRTimeline
Collaborative Wealth Managment Inc.1,821$1.05M0.48%-65613F-HRTimeline
Smart Money Group LLC1,821$1.05M0.31%-42813F-HRTimeline
Factor Wealth Management LTD1,819$1.05M0.2%+113F-HRTimeline
Parkway Wealth Management Group, LLC1,717$1.05M0.13%+2913F-HRTimeline
THOR TRADING ADVISORS, LLC1,810$1.04M0.43%013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y1,808$1.04M0.93%-1613F-HRTimelineGroup
IRON Financial LLC1,808$1.04M0.46%-3613F-HRTimeline
Curated Wealth Partners LLC1,799$1.04M0.13%013F-HRTimeline
COUNTRY TRUST BANK1,797$1.04M0.02%+10013F-HRTimeline
Summa Corp.1,796$1.04M0.43%-5013F-HRTimeline
Seneschal Advisors, LLC1,795$1.04M0.77%-2013F-HRTimeline
HFG Wealth Management, LLC1,795$1.04M0.57%+213F-HRTimeline
ODonnell Financial Services, LLC1,793$1.03M0.36%-22,19013F-HRTimeline
First Command Advisory Services, Inc.1,788$1.03M0.01%-913F-HRTimeline
Center for Financial Planning, Inc.1,785$1.03M0.11%-7813F-HRTimeline
Significant Wealth Partners LLC1,779$1.03M1.26%-18013F-HRTimeline
McDonough Capital Management, Inc1,777$1.03M0.56%+1513F-HRTimeline
SWAN Capital LLC1,773$1.02M0.38%+1,22713F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,773$1.02M0.06%013F-HRTimeline
Bayshore Capital Advisors, LLC1,773$1.02M0.43%013F-HRTimeline
Koss-Olinger Consulting, LLC1,770$1.02M0.09%-1,38813F-HRTimeline
Main Street Research LLC1,769$1.02M0.06%+42413F-HRTimeline
Gen-Wealth Partners Inc1,768$1.02M0.32%-313F-HRTimeline
Valley Financial Group, Inc.1,768$1.02M0.55%-3813F-HRTimeline
Aureus Asset Management, LLC1,765$1.02M0.07%+64813F-HRTimeline
Quantum Portfolio Management LLC1,765$1.02M0.44%+1213F-HR/ATimeline
Faithward Advisors, LLC1,763$1.02M0.15%013F-HRTimeline
MAIRS & POWER INC1,760$1.02M0.01%+21413F-HRTimeline
WEALTHGARDEN F.S. LLC1,759$1.02M0.69%-413F-HRTimeline
SEMITAM BONAM LLC1,754$1.01M0.83%-20213F-HRTimeline
SC&H Financial Advisors, Inc.1,753$1.01M0.15%+5913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC1,753$1.01M0.37%013F-HRTimeline
United Community Bankin group United Community Bank1,752$1.01M0.34%-6213F-HRTimelineGroup
Nutshell Asset Management Ltd1,750$1.01M0.55%new13F-HRTimeline
Firestone Capital Management1,749$1.01M0.21%+6313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,747$1.01M0.08%-1813F-HRTimeline
PAX Financial Group, LLC1,746$1.01M0.17%+113F-HRTimeline
SYON CAPITAL LLC1,741$1M0.05%+21613F-HRTimeline
Aspire Capital Advisors LLC1,741$1M0.23%+1713F-HRTimeline
WASHINGTON TRUST Co1,731$999K0.03%+52013F-HRTimeline
Capital Asset Advisory Services LLC1,544$998K0.04%-60413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,725$995K0.32%+5913F-HRTimeline
ARS Wealth Advisors Group, LLC1,723$995K0.08%-8113F-HRTimeline
Fund Advisors of America Inc/FL1,722$994K1.01%+1313F-HRTimeline
Heritage Wealth Advisors1,719$992K0.04%+12113F-HRTimeline
Nautilus Advisors LLC1,717$991K0.68%+20313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,707$985K0.15%013F-HRTimeline
EWA, LLC1,705$984K0.22%+1413F-HRTimeline
Bullock Wealth Management Group1,684$984K0.49%+15313F-HRTimeline
Xcelsior Advisor Partners LLC1,704$984K0.38%-11613F-HRTimeline
Rockingstone Advisors LLC1,704$984K0.45%+513F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,704$983K0.35%+113F-HRTimeline
4Thought Financial Group Inc.1,703$983K0.49%+47613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,701$982K0.46%-1813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,413$982K0.62%+513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC1,701$982K0.18%013F-HRTimeline
GODSEY & GIBB, INC1,697$979K0.09%-2513F-HRTimeline
Convergence Financial, LLC1,693$979K0.1%+1,02813F-HRTimeline
4WEALTH ADVISORS, INC.1,750$977K0.83%-35113F-HRTimeline
M.E. ALLISON & CO., INC.1,700$975K0.65%013F-HRTimeline
Greenspring Advisors, LLC1,690$975K0.06%013F-HRTimeline
FWG Investments, LLC.1,688$974K0.62%+20013F-HRTimeline
Sherman Wealth Management LLC1,688$974K0.84%+213F-HRTimeline
Kera Capital Partners, Inc.1,687$974K0.12%+18413F-HRTimeline
Brand Asset Management Group, Inc.1,687$974K0.25%-1,36613F-HRTimeline
IMA Advisory Services, Inc.1,680$970K0.09%+11013F-HRTimeline
Ellsworth Advisors, LLC1,675$967K0.18%+1013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,668$963K0.08%+1,37313F-HRTimelineGroup
FRG Family Wealth Advisors LLC1,664$960K0.16%+5913F-HRTimeline
William Howard & Co Financial Advisors …1,662$960K0.83%013F-HRTimeline
Compass Advisory Group LLC1,662$959K0.26%-5013F-HRTimeline
Tulsa Wealth Advisors, INC1,662$959K0.17%new13F-HRTimeline
PEOPLES BANK /OH1,661$959K0.59%+43213F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC1,660$958K0.11%+68813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,660$958K0.03%-5213F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.1,655$955K0.38%-113F-HRTimeline
Milestones Private Investment Advisors …1,653$954K0.84%-50313F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV1,517$954K0.22%+1013F-HRTimeline
GDS Wealth Management1,651$953K0.06%-4013F-HRTimeline
Old North State Trust, LLC1,650$952K0.57%+10413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,649$952K0.09%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,649$952K0.24%013F-HRTimeline
JNBA Financial Advisors1,648$951K0.08%-1413F-HRTimeline
Permanent Capital Management, LP1,423$950K0.15%-75013F-HRTimeline
Ankerstar Wealth, LLC1,645$950K1%+88313F-HRTimeline
Greystone Financial Group, LLC1,643$948K0.27%-3,28313F-HRTimeline
ATX Financial Planning, LLC1,640$947K0.72%-79013F-HRTimeline
ROCKLAND TRUST CO1,639$946K0.04%-29413F-HRTimeline
Genesis Wealth Advisors, LLC1,634$943K0.63%-2513F-HRTimeline
Cannon Wealth Management Services, LLC1,632$942K0.64%+713F-HRTimeline
Bienville Capital Management, LLC1,630$941K0.18%-1,89613F-HRTimeline
WEALTH ALLIANCE, LLC1,628$939K0.09%+1213F-HRTimeline
Schneider Downs Wealth Management Advis…1,621$936K0.1%-713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,615$932K0.02%-12,93013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,615$932K0.06%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,606$927K0.09%+10113F-HRTimelineGroup
PFS Partners, LLC1,605$926K0.42%-1113F-HRTimeline
City Center Advisors, LLC1,604$926K0.86%-1,14113F-HRTimeline
Flatrock Wealth Partners LLC1,600$924K0.42%+14213F-HRTimeline
Emerald Advisors, LLC1,599$923K0.11%+7013F-HRTimeline
Nelson Capital Management, LLC1,596$921K0.11%-3113F-HRTimeline
Key Capital Management, INC1,592$919K0.61%-22413F-HRTimeline
Violich Capital Management, Inc.1,591$918K0.11%-1413F-HRTimeline
Freedom Financial Partners LLC1,589$917K0.33%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,588$917K0.19%-12613F-HRTimeline
Future Financial Wealth Managment LLC1,437$916K0.59%013F-HRTimeline
Montis Financial, LLC1,587$916K0.19%-52913F-HRTimeline
Goelzer Investment Management, Inc.1,585$915K0.04%-29113F-HRTimeline
Maia Wealth LLC1,584$914K0.15%-4913F-HRTimeline
Global Strategic Investment Solutions, …1,583$914K0.09%-1,00013F-HRTimeline
Lifeworks Advisors, LLC1,582$913K0.12%-5,09213F-HRTimeline
Enclave Advisors LLC1,581$913K0.13%+213F-HRTimeline
Griffith & Werner, Inc.1,580$912K0.45%+5113F-HRTimeline
Sprinkle Financial Consultants LLC1,566$905K0.42%+213F-HRTimeline
QP WEALTH MANAGEMENT, LLC1,566$904K1.55%-9613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,563$902K0.06%-40813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.1,563$902K0.28%+713F-HRTimeline
Wealth Advisors of Iowa, LLC1,562$902K0.28%+20013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC1,560$900K0.46%+13013F-HRTimeline
Storen Legacy Partners, LLC1,554$897K0.28%+21713F-HRTimeline
EHRLICH FINANCIAL GROUP1,553$897K0.52%-99313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,551$895K0.18%-27913F-HRTimeline
Jupiter Wealth Management LLC1,250$893K0.35%+75013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,545$892K0.33%-2613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,545$892K0.77%+713F-HRTimeline
Granite Group Advisors, LLC1,511$890K0.54%013F-HRTimeline
Abacus Wealth Partners, LLC1,540$889K0.08%+20913F-HRTimeline
RAM Investment Partners, LLC1,531$883K0.16%+11713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,528$882K0.03%+3813F-HRTimeline
Mountain Capital Investment Advisors In…1,327$882K0.13%+21213F-HRTimeline
KFA Private Wealth Group, LLC1,527$881K0.21%-4113F-HRTimeline
AMJ Financial Wealth Management1,523$879K0.21%-39813F-HRTimeline
SWEENEY & MICHEL, LLC1,423$879K0.26%+413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.1,520$877K0.48%+20713F-HRTimeline
Signet Private Wealth LLC1,519$877K0.84%-1,10913F-HRTimeline
Colter Lewis Investment Partners LLC1,519$877K0.82%-42913F-HRTimeline
EPG Wealth Management LLC1,518$876K0.24%+913F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC1,518$876K0.69%-48413F-HRTimeline
Swisher Financial Concepts, Inc.1,515$875K0.49%-12513F-HRTimeline
Monetary Solutions, Ltd1,515$875K0.85%+4013F-HRTimeline
Expressive Wealth LLC1,257$874K0.83%+12113F-HRTimeline
Synergy Financial Group, LTD1,513$873K0.66%-2013F-HRTimeline
Equita Financial Network, Inc.1,512$872K0.27%-10713F-HRTimeline
Resolute Wealth Strategies, LLC1,511$872K0.38%+14813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,510$872K0.13%new13F-HRTimeline
ABLE Financial Group, LLC1,510$872K0.17%+38113F-HRTimeline
Spectrum Advisors, Inc.1,509$871K0.69%13F-HRTimeline
Scott & Selber, Inc.1,508$870K0.22%013F-HRTimeline
Mattson Financial Services, LLC1,508$870K0.21%-24513F-HRTimeline
O'ROURKE & COMPANY, Inc1,506$869K0.34%-5813F-HRTimeline
Elite Wealth Management, Inc.1,506$869K0.28%-17813F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding1,500$866K-340,105Timeline
C2C Wealth Management, LLC1,499$865K0.73%+3013F-HRTimeline
Marquette Asset Management, LLC1,493$862K0.13%013F-HRTimeline
Athena Investment Management1,491$861K0.45%013F-HRTimeline
Waterfront Wealth Inc.1,490$860K0.16%+313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,488$859K0.47%-9913F-HRTimeline
PROTECTIVE LIFE CORP1,486$858K2.85%new13F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,483$856K0.12%-2613F-HRTimeline
Advisor Resource Council1,480$854K0.34%-34313F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.1,530$854K0.75%013F-HRTimeline
Addison Advisors LLC1,478$853K0.19%+2113F-HRTimeline
Verum Partners LLC1,477$852K0.16%+23313F-HRTimeline
Eastover Investment Advisors LLC1,475$851K0.36%-5013F-HRTimeline
Aspen Wealth Management LLC1,473$850K0.17%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…1,472$850K0.38%+20513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,471$849K0.03%+92113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,464$845K0.08%+1313F-HRTimeline
Salomon & Ludwin, LLC1,440$843K0.08%-2013F-HRTimeline
Northwest Wealth Advisors, LLC1,459$842K0.6%-13113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,458$842K0.02%+4513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,459$842K0.6%+113F-HRTimeline
Tannin Capital LLC1,458$842K0.61%new13F-HRTimeline
United Bank1,457$841K0.28%+413F-HRTimeline
SmartHarvest Portfolios, LLC1,454$839K0.35%+6013F-HRTimeline
Sugar Maple Asset Management, LLC1,450$837K0.51%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,449$836K0.05%-2313F-HRTimeline
Paragon Private Wealth Management, LLC1,444$834K0.26%+8513F-HRTimeline
MinichMacGregor Wealth Management, LLC1,443$833K0.15%-3,11213F-HRTimeline
Whipplewood Advisors, LLC1,443$833K0.43%-3013F-HRTimeline