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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
Opal Wealth Advisors, LLC1,440$831K0.19%+1813F-HRTimeline
ZynergyRetirementPlanningLLC1,438$830K0.5%-513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,435$829K0.23%+10913F-HRTimeline
Wealth Alliance Advisory Group, LLC1,432$826K0.13%+3013F-HRTimeline
Parkshore Wealth Management, Inc.1,432$826K0.28%-3813F-HRTimeline
CURA WEALTH ADVISORS, LLC1,429$825K0.37%-6613F-HRTimeline
DURANTE & WATERS, LLC1,425$822K0.6%+1513F-HRTimeline
First Financial Bankshares Inc1,422$821K0.02%-16713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,419$819K0.14%+3113F-HRTimeline
KBC Group NVin group KBC Group NV1,418$818K<0.01%+37813F-HRTimelineGroup
McCollum Christoferson Group LLC1,412$815K0.24%-12513F-HRTimeline
Signature Wealth Management Partners, L…1,409$813K0.41%013F-HRTimeline
55 North Private Wealth, LLC1,408$813K0.21%+413F-HRTimeline
Talon Private Wealth, LLC1,408$813K0.11%13F-HRTimeline
TMB Capital Partners, LLC1,407$812K0.27%+13613F-HRTimeline
PROFFITT & GOODSON INC1,404$810K0.12%+1,40013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,401$808K0.07%+70513F-HRTimelineGroup
Tamar Securities, LLC1,400$808K0.09%-10713F-HRTimeline
Patten Group, Inc.1,400$808K0.14%-10913F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,399$807K0.57%+13213F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,399$807K0.04%-27713F-HRTimeline
Petros Family Wealth, LLC1,395$805K0.57%+1113F-HRTimeline
Hamilton Point Investment Advisors, LLC1,391$803K0.12%013F-HRTimeline
WJ Financial Advisors LLC1,388$801K0.65%-513F-HRTimeline
Inman Jager Wealth Management, LLC1,388$801K0.47%-513F-HRTimeline
Cane Capital Partners, LLC1,387$801K0.35%+22313F-HRTimeline
4J Wealth Management LLC1,386$800K0.45%+5613F-HRTimeline
Gradient Capital Advisors, LLC1,386$800K0.21%-11113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,384$799K0.11%+1813F-HRTimeline
HT Partners LLC1,377$795K0.24%013F-HRTimeline
Seek First Inc.1,374$793K0.56%+8413F-HRTimeline
IAG Wealth Partners, LLC1,373$792K0.09%+11113F-HRTimeline
BEACON FINANCIAL GROUP1,368$789K0.08%+2313F-HRTimeline
Hudson Value Partners, LLC1,367$789K0.24%-14113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,367$789K0.03%+71213F-HRTimeline
Johnson Wealth Management, LLC1,364$787K0.38%+313F-HRTimeline
Disciplined Investors, L.L.C.1,364$787K0.47%+7613F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,355$782K0.28%-1013F-HRTimeline
Waterway Wealth Management, LLC1,354$781K0.17%+60013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,353$781K0.09%+113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,353$781K0.2%+98813F-HRTimeline
Sharp Wealth Advisory, LLC1,352$780K0.39%-11,07013F-HRTimeline
Marks Group Wealth Management, Inc1,351$780K0.08%-26713F-HRTimeline
McLean Asset Management Corp1,350$779K0.14%013F-HRTimeline
Diligent Investors, LLC1,348$778K0.19%+9013F-HRTimeline
Souders Financial Advisors1,348$778K0.09%-1013F-HRTimeline
Wilson & Boucher Capital Management, LLC1,348$778K0.52%013F-HRTimeline
Patton Albertson Miller Group, LLC1,346$777K0.09%-19413F-HRTimeline
Stone Summit Wealth LLC1,344$776K0.22%-113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,340$773K0.05%-21113F-HRTimeline
Baer Investment Advisory LLC1,339$773K1.1%+98513F-HR/ATimeline
Ted Buchan & Co1,337$772K0.28%-3013F-HRTimeline
Thayer Financial, L.L.C.1,337$772K0.79%013F-HRTimeline
WULFF, HANSEN & CO.1,335$771K0.79%013F-HRTimeline
NIXON PEABODY TRUST CO1,335$771K0.06%013F-HRTimeline
Oak Wealth Advisors LLC1,335$770K0.42%013F-HRTimeline
TLWM1,334$770K0.14%+113F-HRTimeline
American Institute for Advanced Investm…1,333$769K0.5%-1513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,331$768K0.5%+76613F-HRTimeline
Avise Financial Cooperative, Inc.1,330$768K0.64%+113F-HRTimeline
Heritage Wealth Management, Inc.1,327$766K0.38%+8713F-HRTimeline
Madrid Wealth Management, LLC1,326$765K0.58%+3113F-HR/ATimeline
Fusion Capital, LLC1,325$765K0.21%+113F-HRTimeline
TRB Wealth Management, LLC1,324$764K0.11%13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,321$762K0.08%+5913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,320$762K0.1%-10013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,318$761K0.14%+10813F-HRTimeline
SSA SWISS ADVISORS AG1,313$758K0.35%+6013F-HRTimeline
Abbot Financial Management, Inc.1,311$757K0.32%-2513F-HRTimeline
Columbus Macro, LLC1,310$756K0.08%+16213F-HRTimeline
Biltmore Family Office, LLC1,310$756K0.11%013F-HRTimeline
Clarity Capital Advisors, LLC1,309$756K0.35%013F-HRTimeline
Hoffman, Alan N Investment Management1,309$756K0.5%013F-HRTimeline
DUNCKER STREETT & CO INC1,307$754K0.14%-1213F-HRTimeline
Briaud Financial Planning Inc1,307$754K0.2%-59,10713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,306$754K0.38%+17413F-HRTimelineGroup
Trinity Legacy Partners, LLC1,199$754K0.16%-1313F-HRTimeline
Sunesis Advisors, LLC1,306$754K0.34%013F-HRTimeline
Ranch Capital Advisors Inc.1,304$753K0.28%-1613F-HRTimeline
POTENTIA WEALTH1,303$752K0.29%-20213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,299$750K0.09%+9913F-HRTimeline
LS Investment Advisors, LLC1,299$750K0.11%-34913F-HRTimeline
LIBRA WEALTH LLC1,294$747K0.21%-1713F-HRTimeline
BCI SECURITIES, INC.1,293$746K7.35%-51713F-HRTimeline
Legacy Trust1,292$746K0.14%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,292$746K0.03%-2413F-HRTimelineGroup
FIRST MERCHANTS CORP1,290$745K0.03%-61813F-HRTimeline
Lantz Financial LLC1,285$742K0.15%-12113F-HRTimeline
PUREfi Wealth, LLC1,282$740K0.48%+80213F-HRTimeline
NATURAL INVESTMENTS, LLC1,281$739K0.18%-3813F-HRTimeline
Essex LLC1,274$736K0.13%+1413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,274$735K0.21%-513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,274$735K0.15%013F-HRTimeline
CRUX WEALTH ADVISORS1,273$735K0.28%+5413F-HRTimeline
Quantum Financial Advisors, LLC1,270$733K0.08%-1,42413F-HRTimeline
LEGACY SOLUTIONS, LLC1,267$731K0.68%-2513F-HRTimeline
FAGAN ASSOCIATES, INC.1,266$731K0.1%-10513F-HRTimeline
M. Kulyk & Associates, LLC1,265$730K0.14%013F-HRTimeline
Dynamic Financial Group1,262$728K0.6%-3213F-HRTimeline
BARR E S & CO1,260$727K0.04%013F-HRTimeline
Dodds Wealth, LLC1,259$726K0.18%-5913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,256$725K0.21%-15413F-HRTimeline
Hartford Financial Management Inc.1,256$725K0.18%013F-HRTimeline
SAGE FINANCIAL GROUP INC1,249$721K0.05%-11513F-HRTimeline
Henson-Edgewater Management, LLC1,248$720K0.46%013F-HRTimeline
Everest Financial Group LLC1,248$720K0.12%new13F-HRTimeline
Selby Wealth Management, LLC1,247$720K0.28%-1413F-HRTimeline
Bragg Financial Advisors, Inc1,247$720K0.02%-3113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,245$719K0.44%-1,19713F-HRTimeline
MTM Investment Management, LLC1,244$718K0.23%+8013F-HRTimeline
M Wealth Management, LLC1,244$718K0.6%013F-HRTimeline
WPWealth LLP1,241$716K0.11%-6613F-HRTimeline
CULLINAN ASSOCIATES INC1,240$716K0.06%-41613F-HRTimeline
AAF Wealth Management, LLC1,238$715K0.29%013F-HRTimeline
SJS Investment Consulting Inc.1,235$713K0.09%+21813F-HRTimeline
Ascent Advisors, LLC1,235$713K1.31%new13F-HRTimeline
Capasso Planning Partners LLC1,235$713K0.38%-20013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,234$712K0.11%-5213F-HRTimeline
Agate Pass Investment Management, LLC1,233$712K0.28%-2513F-HRTimeline
Naviter Wealth, LLC1,233$711K0.09%-1113F-HRTimeline
Independence Wealth Advisors, LLC1,232$711K0.38%-2,05413F-HRTimeline
Sather Financial Group Inc1,232$711K0.04%+13413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,231$710K0.5%-17113F-HRTimeline
Schrum Private Wealth Management LLC1,228$709K0.54%+4413F-HRTimeline
HOWE & RUSLING INC1,228$709K0.05%-28813F-HRTimeline
Caerus Investment Advisors, LLC1,224$706K0.3%013F-HRTimeline
Sharkey, Howes & Javer1,223$706K0.1%-4413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,223$706K0.03%-21913F-HRTimelineGroup
Walsh & Associates, LLC1,222$705K0.7%-6613F-HRTimeline
Global View Capital Management LLC1,219$704K0.19%-41913F-HRTimeline
FSA Advisors, Inc.1,219$703K0.46%new13F-HRTimeline
Thrive Wealth Management, LLC1,210$699K0.1%-3213F-HRTimeline
Opes Wealth Management LLC1,209$698K0.12%-16313F-HRTimeline
Zullo Investment Group, Inc.1,205$696K0.26%+12413F-HRTimeline
BROGAN FINANCIAL, INC.1,205$696K0.31%+113F-HRTimeline
Encompass More Asset Management1,205$695K0.12%-11,71713F-HRTimeline
BOS Asset Management, LLC1,202$694K0.18%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,202$694K0.14%-6013F-HRTimeline
Urban Wealth Management, LLC1,198$691K0.71%-3213F-HRTimeline
Investment Advisory Services Group LLC1,196$690K0.6%-19713F-HRTimeline
OARSMAN CAPITAL, INC.1,194$689K0.09%-31513F-HRTimeline
Johnson & White Wealth Management, LLC1,192$688K0.29%-3913F-HRTimeline
Meridian Financial Partners LLC1,168$687K0.26%-20413F-HRTimeline
Rather & Kittrell, Inc.1,191$687K0.11%+213F-HRTimeline
Bell Investment Advisors, Inc1,186$685K0.11%-5013F-HRTimeline
MBL Wealth, LLC1,186$685K0.05%-5513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC1,186$685K0.29%-8913F-HRTimeline
Retirement Management Systems Inc.1,185$684K0.16%-13613F-HRTimeline
BigSur Wealth Management LLC1,184$683K0.19%-1,42013F-HRTimeline
Strategic Financial Partners, Ltd.1,181$682K0.29%-22113F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV1,182$682K0.3%+3613F-HRTimeline
Towerpoint Wealth, LLC1,181$681K0.28%-4113F-HRTimeline
Rice Partnership, LLC1,180$681K0.09%013F-HRTimeline
Kathmere Capital Management, LLC1,176$679K0.04%+15613F-HRTimeline
Summit Financial Strategies, Inc.1,174$677K0.05%013F-HRTimeline
LPWM LLC1,165$672K0.17%+2713F-HRTimeline
OFS Enterprise LLC1,163$671K0.2%13F-HRTimeline
Pacific Sage Partners, LLC1,159$669K0.11%013F-HRTimeline
Hickory Point Bank & Trust1,159$669K0.44%+14513F-HRTimeline
Elevated Financial Group LLC1,156$667K0.22%+30813F-HRTimeline
Washington Trust Bank1,155$667K0.05%+12313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CATALYST FINANCIAL PARTNERS LLC1,153$665K0.08%-17013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,153$665K0.45%013F-HRTimeline
Centerpoint Advisory Group1,152$665K0.5%-2013F-HRTimeline
DDFG, Inc1,150$664K0.14%013F-HRTimeline
LRI Investments, LLC1,147$662K0.06%+213F-HRTimeline
Rockbridge Investment Management, LCC1,144$661K0.06%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,144$660K0.04%-3113F-HRTimelineGroup
MADDEN SECURITIES Corp1,143$660K0.2%+3413F-HRTimeline
FIRST AMERICAN BANK1,142$659K0.04%+58213F-HRTimeline
Alchemi Wealth, LLC1,139$658K0.37%-4713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,139$657K0.15%-14213F-HRTimeline
BetterWealth, LLC1,136$656K0.13%013F-HRTimeline
Burns Matteson Capital Management, LLC1,135$655K0.26%-8513F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,135$655K0.38%-5013F-HRTimeline
BCU Wealth Advisors, LLC1,134$655K0.24%+113F-HRTimeline
Capital CS Group, LLC1,134$655K1.35%-3,72013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,007$653K0.07%013F-HRTimeline
Choice Wealth Advisors LLC1,132$653K0.26%-10013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.1,131$653K0.26%-1813F-HRTimeline
Community Financial Services Group, LLC1,117$653K0.11%013F-HRTimeline
Tenon Financial LLC1,129$651K0.26%+32413F-HRTimeline
Investment Research Partners LLC1,127$650K0.26%+10013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,126$650K0.08%+613F-HRTimeline
Provident Living Financial Services, In…1,123$648K0.72%+1713F-HRTimeline
Oak Harvest Investment Services1,122$647K0.07%-33513F-HRTimeline
Harbor Asset Planning, Inc.1,118$646K0.54%+213F-HRTimeline
Capital Advantage, Inc.1,117$645K0.08%-213F-HRTimeline
Climber Capital SA1,117$644K0.42%013F-HRTimeline
Variant Private Wealth, LLC1,114$643K0.78%-1613F-HRTimeline
Pitti Group Wealth Management, LLC1,114$643K0.52%-113F-HRTimeline
NewSquare Capital LLC1,113$642K0.06%-1213F-HRTimeline
Q3 Asset Management1,113$642K0.16%-17,61613F-HRTimeline
GARRISON POINT ADVISORS, LLC1,112$642K0.29%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP1,090$641K0.12%013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.1,110$641K0.56%+60013F-HRTimeline
Index Technologies Group LLC1,110$641K0.7%+613F-HRTimeline
J2 Capital Management Inc1,107$639K0.44%-7313F-HRTimeline
Vertrix Wealth Management, LLC1,107$639K0.24%13F-HRTimeline
Independent Wealth Advisors LLC1,105$638K0.63%+2013F-HRTimeline