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QQQ INVESCO QQQ TR

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3,980 managers (4,017 13F filers) reported a position in QQQ shares at 2026-06-30, 244,082,126 shares in all. 292 filers opened a position and 129 filers sold out during the quarter.

Managers
3,980
13F filers
4,017
New
292
Added
1,632
Reduced
1,484
Sold out
129
Shares held by filers
244,082,126

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Independent Wealth Advisors LLC857$631K0.57%-24813F-HRTimeline
Chatterton & Associates Inc.872$631K0.37%+3513F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/855$630K0.65%-413F-HRTimeline
Peak Financial Management, Inc.855$630K0.14%013F-HRTimeline
Twin Lakes Capital Management, LLC853$628K0.24%013F-HRTimeline
Sargent Investment Group, LLC851$627K0.08%+12013F-HRTimeline
Provident Wealth Management, LLC851$627K0.16%013F-HRTimeline
Three Cord True Wealth Management, LLC851$627K0.3%-2613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC850$626K0.29%+1913F-HRTimeline
Councilmark Asset Management, LLC850$626K0.33%013F-HRTimeline
Miramar Capital, LLC848$624K0.14%-413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…848$624K0.13%-11913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC847$624K0.14%-1813F-HRTimeline
Catalyst Investment Management LLC845$622K0.56%new13F-HRTimeline
Resurgent Financial Advisors LLC845$622K0.17%+49313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…845$622K0.16%013F-HRTimeline
Liberty Atlantic Advisors LLC844$622K0.45%+2613F-HRTimeline
Benchmark Investment Advisors LLC843$621K0.27%+2313F-HRTimeline
Opus Capital Group, LLC840$619K0.06%013F-HRTimeline
AGH Wealth Advisors, LLC840$619K0.39%-8013F-HRTimeline
OMNI 360 Wealth, Inc.835$615K0.28%013F-HRTimeline
Blue Line Capital, LLC / IL834$614K0.53%-113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.834$614K0.25%-2213F-HRTimeline
Chancellor Financial Group WB LP832$613K0.38%+813F-HRTimeline
Sentinel Advisory Group, LLC831$612K0.25%+3713F-HRTimeline
Flaharty Asset Management, LLC857$611K0.87%-8,61613F-HRTimeline
Windsor Capital Management, LLC828$610K0.16%-4813F-HRTimeline
GK Wealth Management LLC827$610K0.37%+14913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD827$609K0.03%+18413F-HRTimeline
REDW Wealth LLC825$608K0.22%-2013F-HRTimeline
BEARING POINT CAPITAL, LLC825$608K0.08%-3013F-HRTimeline
Spectrum Planning & Advisory Services I…821$605K0.27%+8513F-HRTimeline
Bedel Financial Consulting, Inc.821$605K0.06%+7113F-HRTimeline
Bernicke Wealth Management, Ltd.821$605K0.07%new13F-HRTimeline
SYNTAX RESEARCH, INC.818$603K0.44%013F-HRTimeline
Blue Chip Partners, LLC817$602K0.04%-1513F-HRTimeline
Goldenstone Wealth Management LLC813$599K0.39%-7113F-HRTimeline
Hurlow Wealth Management Group, Inc.812$598K0.12%013F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC811$597K0.46%+22513F-HRTimeline
Asset Management One Co., Ltd.808$595K<0.01%+54413F-HRTimeline
Commerce Advisors, LLC808$595K0.32%-313F-HRTimeline
LightSquare Wealth Management, LLC806$593K0.41%+613F-HRTimeline
LVZ, Inc.803$591K0.06%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC1,022$590K0.39%013F-HRTimeline
Del-Sette Capital Management, LLC800$589K0.34%013F-HRTimeline
PCM Encore, LLC799$588K0.1%-813F-HRTimeline
Mustard Seed Financial, LLC795$585K0.3%+39313F-HRTimeline
Calder Financial LLC795$585K0.55%+4013F-HRTimeline
Sensible Money, LLC793$584K0.15%+2113F-HRTimeline
Rooted Wealth Advisors, Inc.792$584K0.14%+2413F-HRTimeline
Carson Advisory Inc.792$583K0.27%-1913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC791$582K0.06%+2413F-HRTimeline
Symmetry Partners, LLC790$582K0.03%+30213F-HRTimeline
Meridian Wealth Partners, LLC790$582K0.07%-13013F-HRTimeline
Commonwealth Retirement Investments LLC790$581K0.16%+1113F-HRTimeline
Missouri Trust & Investment Co845$581K0.16%-6013F-HRTimeline
VESTOR CAPITAL, LLC3,201$579K0.04%+2,57813F-HRTimeline
Ahara Advisors LLC786$579K0.39%-20013F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC784$577K0.03%+2213F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC783$577K0.25%+10913F-HRTimeline
Charter Capital Management, LLC\DE780$575K0.25%+813F-HRTimeline
Westshore Wealth, LLC779$574K0.18%-4713F-HRTimeline
Tiller Private Wealth, Inc.778$573K0.18%+1013F-HRTimeline
Markowski Investments776$572K0.13%13F-HRTimeline
MRA Advisory Group776$571K0.21%013F-HRTimeline
HTG Investment Advisors, Inc.774$570K0.15%013F-HRTimeline
Providence Financial Advisors, LLC774$570K0.32%013F-HRTimeline
Gallacher Capital Management LLC774$570K0.32%-1413F-HRTimeline
Stokes Family Office, LLC773$569K0.07%-1313F-HRTimeline
Baugh & Associates, LLC770$567K0.25%-4313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC770$567K0.14%-4813F-HRTimeline
Advantage Trust Co770$567K0.2%new13F-HRTimeline
Avant Capital LLC768$565K0.35%+9013F-HRTimeline
S Harris Financial Group, LLC767$565K0.44%-14513F-HRTimeline
Paladin Wealth, LLC767$565K0.33%+18013F-HRTimeline
Mission Financial Group, LLC766$564K0.47%13F-HRTimeline
Trust Co of the South766$564K0.08%+5713F-HRTimeline
BFI Infinity Ltd.766$564K0.27%013F-HRTimeline
Aspiring Ventures, LLC766$564K0.15%new13F-HRTimeline
Vanguard Capital Wealth Advisors765$563K0.38%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…764$563K0.15%-7213F-HRTimeline
American Wealth Advisors, LLC763$562K0.53%013F-HRTimeline
Bangor Savings Bank762$561K0.04%+3413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC760$560K0.03%-20413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC760$560K0.11%013F-HRTimeline
Kenora Financial, LLC758$558K0.17%-2213F-HRTimeline
Upper Left Wealth Management, LLC756$557K0.31%+313F-HRTimeline
Adelphi Trust Co756$557K0.37%-10513F-HRTimeline
Wood Tarver Financial Group, LLC756$556K0.13%+2413F-HRTimeline
Vann Equity Management LLC751$553K0.34%-13213F-HRTimeline
KIRR MARBACH & CO LLC /IN/750$553K0.09%013F-HRTimeline
Clark Wealth Partners750$553K0.31%013F-HRTimeline
Skylands Capital, LLC750$552K0.07%013F-HRTimeline
Parker Financial LLC750$552K0.2%013F-HRTimeline
Sculati Wealth Management, LLC792$551K0.18%013F-HRTimeline
Avion Wealth748$550K0.1%-213F-HRTimeline
Kingsbury Capital Investment Advisors L…746$549K0.46%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC746$549K0.46%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC746$549K0.47%+613F-HRTimeline
LTG Capital LLC745$549K0.37%-2913F-HRTimeline
Collar Capital Management, LLC745$549K0.32%-11713F-HRTimeline
AssuredPartners Investment Advisors, LLC744$548K0.05%+2913F-HRTimeline
Legacy Capital Group California, Inc.743$547K0.17%+113F-HRTimeline
GLR Partners, LLC743$547K0.25%+913F-HRTimeline
Strathmore Capital Advisors, Inc.770$546K0.15%013F-HRTimeline
YANKCOM Partnership741$546K0.2%+1113F-HRTimeline
Towerpoint Wealth, LLC741$545K0.19%-44013F-HRTimeline
Spectrum Financial Alliance Ltd LLC739$544K0.08%-213F-HRTimeline
Integras Partners LLC737$543K0.3%+2113F-HRTimeline
AXQ CAPITAL, LP737$543K0.06%new13F-HRTimeline
Sara-Bay Financial736$542K0.14%-1613F-HRTimeline
ABOUND FINANCIAL, LLC735$541K0.22%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC734$541K0.26%+913F-HRTimeline
Canvas Wealth Advisors, LLC734$541K0.08%-27513F-HRTimeline
Canopy Partners, LLC733$540K0.16%-1513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…732$540K0.03%+13513F-HRTimeline
1776 Wealth LLC732$539K0.19%013F-HRTimeline
Carnegie Lake Advisors LLC732$539K0.2%+21713F-HRTimeline
CNB Bank729$537K0.21%+3713F-HRTimeline
Collaborative Capital Advisors LLC728$536K0.34%13F-HRTimeline
Foundry Financial LLC727$536K0.18%+9513F-HRTimeline
Next Level Private LLC726$535K0.1%-4413F-HRTimeline
CLG LLC726$534K0.12%+9213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC726$534K0.18%+1113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…725$534K0.1%+18013F-HRTimeline
Heritage Family Offices, LLP723$532K0.21%+10013F-HRTimeline
Old Peak Finance LLC723$532K0.26%-1013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.723$532K0.21%new13F-HRTimeline
Schrum Private Wealth Management LLC1,090$532K0.55%-13813F-HRTimeline
SK Wealth Management, LLC737$531K0.12%+113F-HRTimeline
Shira Ridge Wealth Management722$531K0.19%013F-HRTimeline
Atwater Malick LLC721$531K0.12%013F-HRTimeline
Kaufman Rossin Wealth, LLC734$531K0.25%+613F-HRTimeline
EagleClaw Capital Managment, LLC720$530K0.07%-1513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC720$530K0.21%013F-HRTimeline
Financial & Tax Architects, LLC718$529K0.11%-6613F-HRTimeline
Brio Consultants, LLC717$528K0.06%+213F-HRTimeline
Citrine Capital LLC717$528K0.2%+18713F-HRTimeline
Goelzer Investment Management, Inc.717$528K0.02%-86813F-HRTimeline
Francis Financial, Inc.715$527K0.09%+613F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP715$527K0.05%+23913F-HRTimelineGroup
Lantern Wealth Advisors, LLC714$526K0.24%013F-HRTimeline
New Insight Wealth Advisors713$525K0.15%+29813F-HRTimeline
Capital Investment Counsel, Inc712$524K0.06%-10113F-HRTimeline
MYECFO, LLC712$524K0.2%013F-HRTimeline
MN Wealth Advisors, LLC711$524K0.22%-2513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC711$524K0.08%+10113F-HRTimeline
Compass Wealth Management LLC711$524K0.1%new13F-HRTimeline
MYCIO WEALTH PARTNERS, LLC710$523K0.1%013F-HRTimeline
Apeiron RIA LLC710$523K0.13%-6513F-HRTimeline
Gordian Advisors LLC709$522K0.31%013F-HRTimeline
Pavion Blue Capital, LLC708$521K0.21%013F-HRTimeline
Wealthstar Advisors, LLC708$521K0.26%+513F-HRTimeline
Matthew Goff Investment Advisor, LLC706$520K0.09%013F-HRTimeline
Corundum Group, Inc.706$520K0.15%013F-HRTimeline
Addison Advisors LLC704$518K0.24%-77413F-HRTimeline
CAXTON ASSOCIATES LLP701$516K0.01%+11113F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …701$516K0.06%013F-HRTimeline
Vertrix Wealth Management, LLC698$514K0.17%-40913F-HRTimeline
Note Advisors, LLC696$513K0.22%013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…696$513K0.4%013F-HRTimeline
marrick wealth, LLC696$513K0.36%new13F-HRTimeline
von Borstel & Associates, Inc.695$512K0.1%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC693$510K0.05%-33713F-HRTimeline
ESL Trust Services, LLC693$510K0.09%+29313F-HRTimeline
Willis Johnson & Associates, Inc.693$510K0.03%-30913F-HRTimeline
Optimus Capital Advisors, LLC692$510K0.27%-2513F-HRTimeline
RFP Financial Group LLC692$510K0.23%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK689$507K0.06%013F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.688$507K0.26%013F-HRTimeline
Veratis Advisors, Inc.688$506K0.36%13F-HRTimeline
Peak Wealth Management LLC687$506K0.36%+9613F-HRTimeline
Solutions 4 Wealth, Ltd686$505K0.65%-20013F-HRTimeline
Altura Wealth Advisors Inc.685$505K0.17%+7813F-HRTimeline
Mengis Capital Management, Inc.685$504K0.08%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC683$503K0.05%+13413F-HRTimeline
LEE DANNER & BASS INC683$503K0.03%+5213F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC681$501K0.07%-80213F-HRTimeline
Millington Financial Advisors, LLC719$500K0.2%+4113F-HRTimeline
Pines Wealth Management, LLC678$500K0.14%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV678$499K0.21%+1013F-HRTimeline
Authentikos Wealth Advisory, LLC678$499K0.32%013F-HRTimeline
Cetera Trust Company, N.A677$499K0.25%+1013F-HRTimeline
Elser Financial Planning, Inc676$498K0.02%013F-HRTimeline
Bank of New Hampshire676$498K0.1%-113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC675$497K0.32%+12213F-HRTimeline
Kinloch Capital, LLC675$497K0.18%013F-HRTimeline
Shepherd Street Advisors LLC691$496K0.44%-4113F-HRTimeline
Napier Financial, LLC673$496K0.1%013F-HRTimeline
Hill Investment Group Partners, LLC672$495K0.05%new13F-HRTimeline
TRB Wealth Management, LLC672$495K0.07%-65213F-HRTimeline
DWR WEALTH MANAGEMENT, LLC682$494K0.37%+413F-HRTimeline
Elevated Financial Group LLC670$493K0.14%-48613F-HRTimeline
SevenBridge Financial Group, LLC681$492K0.07%-1413F-HRTimeline
Gainplan LLC668$492K0.19%+31813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…667$491K<0.01%+28013F-HRTimelineGroup
New Republic Capital, LLC667$491K0.11%013F-HRTimeline
R2 Capital Strategies, LLC665$490K0.22%13F-HRTimeline
ROBERTS GLORE & CO INC /IL/664$489K0.12%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/664$489K0.3%013F-HRTimeline