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Disclosery

QQQ INVESCO QQQ TR

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3,808 managers (3,848 13F filers) reported a position in QQQ shares at 2026-03-31, 236,051,292 shares in all. 157 filers opened a position and 179 filers sold out during the quarter.

Managers
3,808
13F filers
3,848
New
157
Added
1,547
Reduced
1,591
Sold out
179
Shares held by filers
236,051,292

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
Summit Financial, LLC122,925$71M0.9%+12,50713F-HRTimeline
Capital Wealth Planning, LLC122,186$70.5M0.39%+114,46613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding121,478$70.1M-12,939Timeline
WEDBUSH SECURITIES INC120,891$69.8M2.03%-43513F-HRTimeline
Sowell Financial Services LLC120,693$69.7M2.58%+2,21913F-HRTimeline
King Wealth Management Group120,210$69.4M8.68%-6913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,934$69.2M1.61%-15,62713F-HRTimelineGroup
Foundations Investment Advisors, LLC119,311$68.9M0.85%-27,82313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…118,912$68.6M0.2%+30,93013F-HR/ATimelineGroup
Intergy Private Wealth, LLC118,791$68.6M20.11%+3,76113F-HRTimeline
GenTrust, LLC115,900$66.9M2.86%+8,92213F-HRTimeline
ALLIANCEBERNSTEIN L.P.108,592$66.7M0.02%+8,09113F-HRTimeline
Impact Partnership Wealth, LLC114,592$66.1M8.17%+43,31713F-HRTimeline
SWF LLC114,000$65.8M5.74%+9,00013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding112,714$65.1M+13,698Timeline
Presidio Capital Management, LLC111,866$64.6M18.75%+3,51613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …111,868$64.5M1.9%-13,98713F-HRTimelineGroup
Waverly Advisors, LLC111,706$64.5M0.48%+2,90713F-HRTimeline
Rollins Financial Advisors, LLC111,312$64.2M10.16%-7,21913F-HRTimeline
Activest Wealth Management110,219$63.6M11.18%+2,54113F-HRTimeline
Kingsview Wealth Management, LLC109,102$63M0.86%+4,70513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…108,943$62.9M0.88%-10,08913F-HRTimelineGroup
HighPoint Advisor Group LLC108,810$62.8M2.63%-18,40113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management108,670$62.7M0.12%-98,93013F-HRTimelineGroup
Golden Reserve Retirement LLC108,160$62.4M12.88%-5,36013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP107,521$62.1M0.07%+72,34013F-HRTimelineGroup
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC107,443$62M3.52%-12,53713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC106,688$61.6M1.12%+4,44513F-HRTimeline
DV Trading LLC106,650$61.6M5.59%+36,98013F-HRTimeline
Sequoia Financial Advisors, LLC106,014$61.2M0.34%-3,14513F-HRTimeline
Serenus Wealth Advisors, LLC114,412$61.1M12.18%+5,50313F-HRTimeline
Sigma Planning Corp105,629$61M1.69%-16,67113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding105,451$60.9M-421Timeline
MACKENZIE FINANCIAL CORP105,120$60.7M0.07%-1,04113F-HRTimeline
Falcon Wealth Planning104,439$60.3M4.11%+4,24413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK103,986$60M0.29%+50,06113F-HRTimelineGroup
Cavalier Investments, LLC103,144$59.5M15.33%+74,41113F-HRTimeline
SCOTIA CAPITAL INC.102,210$59M0.24%-15,67613F-HRTimeline
Beacon Capital Management, Inc.101,860$58.8M3.31%-116,39713F-HR/ATimeline
Northwest & Ethical Investments L.P.101,500$58.6M1.36%013F-HRTimeline
Embree Financial Group101,253$58.4M6.88%-6,99513F-HRTimeline
Baker Avenue Asset Management, LP100,738$58.1M1.32%+68513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC100,625$58.1M8.18%-6,60313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,542$58M0.01%-1,30013F-HRTimelineGroup
Fusion Family Wealth, LLC99,315$57.3M4.28%-26413F-HRTimeline
Beacon Capital Management, LLC98,877$57.1M10.07%-13,91413F-HRTimeline
Dakota Wealth Management98,402$56.8M1.23%+4,18313F-HR/ATimeline
Nicholas Hoffman & Company, LLC.98,228$56.7M1.31%+1,18013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.99,001$56.2M0.39%+20,35613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding97,345$56.2M-161Timeline
HB Wealth Management, LLC97,210$56.1M0.36%+34213F-HRTimeline
Alvarez & Marsal Private Wealth Partner…96,666$55.8M7.83%013F-HRTimeline
Berkshire Money Management, Inc.96,501$55.7M5.7%-35,11513F-HRTimeline
Ascent Wealth Partners, LLC96,493$55.7M6.47%+2,47313F-HRTimeline
CoreCap Advisors, LLC96,254$55.6M1.89%-10,26713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.95,698$55.2M9.28%+24,15413F-HRTimeline
IFP Advisors, Inc94,747$54.7M1.13%-1,74213F-HRTimeline
AdvisorShares Investments LLC94,181$54.4M9.91%+80613F-HRTimeline
Smithfield Trust Co94,028$54.3M2.37%+4,10913F-HRTimeline
Fortune 45 LLC93,583$54M26.3%+5,69313F-HRTimeline
Portfolio Strategies, Inc.92,546$53.4M6.59%-1,42313F-HRTimeline
B & T Capital Management DBA Alpha Capi…91,810$53M7.68%+10813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…91,796$53M0.96%+23,43713F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.91,660$52.9M0.09%+11,92213F-HRTimelineGroup
TD Waterhouse Canada Inc.89,536$52.5M0.16%+12,31713F-HRTimeline
World Investment Advisors90,781$52.4M0.85%-49613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,858$52M0.07%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.89,920$51.9M1.98%-17,11113F-HRTimeline
Financial Solutions Advisory Group, Inc.89,125$51.4M7.11%13F-HRTimeline
Jacobi Capital Management LLC88,767$51.2M2.86%+2,49113F-HRTimeline
AMG National Trust Bank88,496$51.1M1.11%+2,84113F-HRTimeline
Arkadios Wealth Advisors88,372$51M0.84%+8,41413F-HRTimeline
CJM Wealth Advisers, Ltd.88,301$51M15.52%+1,19213F-HRTimeline
Moment Partners, LLC87,855$50.7M9.05%-14213F-HRTimeline
Ensign Peak Advisors, Inc87,369$50.4M0.09%-38,54813F-HR/ATimeline
AFFINITY WEALTH MANAGEMENT LLC87,037$50.2M7.6%-3113F-HRTimeline
Pacific Center for Financial Services86,913$50.2M12.72%-7,62213F-HRTimeline
GREENWOOD GEARHART LLC86,697$50M2.71%+3,14713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC86,593$50M0.2%-3913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.86,257$49.8M0.55%+77,83913F-HRTimeline
Vision Retirement, LLC86,038$49.7M14.13%+38813F-HRTimeline
U.S. Capital Wealth Advisors, LLC85,383$49.3M1.24%+21,10013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,364$48.7M0.03%-266,15813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC83,624$48.3M2.29%+8,94513F-HRTimeline
Parcion Private Wealth LLC83,410$48.1M2.98%-3,71513F-HRTimeline
PSI Advisors, LLC83,261$48.1M11.51%-6,42713F-HRTimeline
RIA Advisory Group LLC82,381$47.5M11.63%+7,72113F-HRTimeline
Trifecta Capital Advisors, LLC82,192$47.4M7.34%-25613F-HRTimeline
Evensky & Katz LLC81,665$47.1M2.68%-2,04013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC81,425$47M20.99%+2,25913F-HRTimeline
Socha Financial Group, LLC80,508$46.5M23.57%+65113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …80,390$46.4M2.52%-1,48613F-HRTimelineGroup
Round Rock Advisors LLC80,064$46.2M7.07%-1,03813F-HRTimeline
Oxler Private Wealth LLC79,310$45.8M14.33%-19413F-HRTimeline
NTV Asset Management LLC78,489$45.3M4.98%-4,24013F-HRTimeline
FORM Wealth Advisors, LLC78,147$45.1M5.28%+1,64913F-HRTimeline
Mutual Advisors, LLC78,030$45M0.97%+9,39213F-HRTimeline
Aragon Global Management, LP77,995$45M31.41%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…77,497$44.7M3.26%-40,15713F-HRTimelineGroup
Kirkwood Financial Services77,312$44.6M15.29%+3,10213F-HRTimeline
TCP Asset Management, LLC76,987$44.4M5.71%+19,96313F-HRTimeline
Client First Capital LLC76,863$44.4M19.51%+64413F-HRTimeline
Tanglewood Wealth Management, Inc.76,477$44.1M3.66%+4,41013F-HRTimeline
McMillan Office, Inc.76,450$44.1M5.65%-3113F-HRTimeline
Segment Wealth Management, LLC75,837$43.8M2.57%-1,59313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…75,513$43.6M0.3%+6,56613F-HRTimelineGroup
Richmond Brothers, Inc.75,408$43.5M28.98%-76213F-HRTimeline
Massar Capital Management, LP75,385$43.5M8.69%+70,12113F-HRTimeline
CIBC Asset Management Inc75,183$43.4M0.11%-11,15613F-HRTimeline
Cooper Financial Group74,968$43.3M4.37%+2,88513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …74,574$43.1M0.33%-26913F-HRTimelineGroup
Kozak & Associates, Inc.69,535$42.9M8.37%-2313F-HRTimeline
AE Wealth Management LLC73,972$42.7M0.23%-3,90513F-HRTimeline
Jaffetilchin Investment Partners, LLC73,275$42.3M2.52%+50013F-HRTimeline
NewEdge Advisors, LLC72,976$42.1M0.15%-578,19013F-HR/ATimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding72,964$42.1M-36,703Timeline
Halter Ferguson Financial Inc.72,786$42M9.29%-2,45413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC72,338$41.8M0.87%+1,89813F-HRTimeline
Mine & Arao Wealth Creation & Managemen…71,729$41.4M17.37%-2,42113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,662$41.4M0.27%+4,61213F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC71,039$41M11.33%-5,45913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.67,444$40.9M5.7%+1,33213F-HRTimeline
TIAAgroup of 5 filers holding70,448$40.5M+2,735Timeline
Tidal Investments LLCin group Tidal Investments LLC69,621$40.2M0.13%+5,40413F-HRTimelineGroup
PFG Advisors69,419$40.1M1.95%+22213F-HRTimeline
Richmond Investment Services, LLC69,268$40M6.46%+2,06113F-HRTimeline
One Capital Management, LLC69,274$40M1.1%+84513F-HRTimeline
Virtus Wealth Solutions LLC68,870$39.8M7.57%-20,20313F-HRTimeline
Goldstone Financial Group, LLC68,728$39.7M4.3%+3,93413F-HRTimeline
BAILARD, INC.68,691$39.6M0.91%-152,23113F-HRTimeline
AKUNA SECURITIES LLC68,329$39.4M19.8%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd67,694$39M1.53%-35,22613F-HRTimelineGroup
FF Advisors,LLC59,875$39M15.8%+72213F-HRTimeline
Private Advisory Group LLC67,348$38.9M2.7%-2,68613F-HRTimeline
Peak Planning Group, LLC67,158$38.8M10.74%+3,95613F-HRTimeline
Aft, Forsyth & Sober, LLC67,125$38.7M11.82%013F-HRTimeline
Bawa N Mallick Trust66,668$38.5M15.76%-1,00913F-HRTimeline
Betterment LLC66,639$38.5M0.07%-2,50913F-HRTimeline
SANDERS MORRIS HARRIS LLC66,421$38.3M6.08%+6,52113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…65,744$37.9M2.59%+99813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP65,631$37.9M1.49%-1,72113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC65,527$37.8M3.73%-66313F-HRTimeline
Madrona Financial Services, LLC65,335$37.7M8.25%-7,63813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC63,721$37.5M0.77%-12113F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC64,833$37.4M24.99%-1,12513F-HRTimeline
Mesirow Financial Investment Management…64,706$37.4M0.6%+35,14713F-HRTimeline
IFG Advisors, LLC64,660$37.3M6.11%-4013F-HRTimeline
Gratus Wealth Advisors, LLC64,114$37M5.35%-4,14113F-HRTimeline
Altus Wealth Management, LLC63,964$36.9M16.41%-42513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …63,883$36.9M4.97%-41513F-HRTimeline
QVT Financial LP63,495$36.6M2.89%+20,68513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM63,420$36.6M5.62%-60,65213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…62,394$36.5M2.54%+1,67613F-HRTimeline
ING GROEP NV62,369$36M0.22%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc62,366$36M19.23%+77713F-HRTimeline
RFG Holdings, Inc.62,053$35.8M9.02%-21,84713F-HRTimeline
Fortis Capital Advisors, LLC61,868$35.7M4.68%+89613F-HRTimeline
Dynamic Advisor Solutions LLC61,706$35.6M1.12%-4,78513F-HRTimeline
Georgetown University61,696$35.6M16.12%+7913F-HRTimeline
Certified Advisory Corp61,687$35.6M3.19%+1,03013F-HRTimeline
Pine Valley Investments Ltd Liability Co61,365$35.4M1.72%+12,40013F-HRTimeline
Pilgrim Partners Asia Pte Ltd61,200$35.3M14.9%-5,00013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC61,118$35.3M19.27%-35013F-HRTimeline
Carnegie Mellon University61,106$35.3M54.82%013F-HRTimeline
First Heartland Consultants, Inc.60,777$35.1M2.69%-13,14213F-HRTimeline
Bleakley Financial Group, LLC60,737$35.1M0.55%-23,06313F-HRTimeline
Pentwater Capital Management LP60,000$34.6M0.25%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC59,908$34.6M16.81%+59,90713F-HRTimeline
Defiance ETFs, LLC59,830$34.5M0.5%new13F-HRTimeline
Texas Yale Capital Corp.59,807$34.5M0.98%+34713F-HRTimeline
NWAM LLC59,489$34.3M1.98%-5,71113F-HRTimeline
Circle Wealth Management, LLC59,281$34.2M0.49%+1,19013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…59,179$34.2M4.24%+5,82813F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC59,124$34.1M1.13%+39913F-HRTimeline
Geneos Wealth Management Inc.58,980$34M0.79%-10,00013F-HRTimeline
StoryOne LLC0$34M19.16%013F-HRTimelineAmount filed as zero, left out of ratios.
Connecticut Wealth Management, LLC58,863$34M1.42%+1,01913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC58,770$33.9M0.34%+2,41513F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC58,570$33.8M6.88%+9,55313F-HRTimeline
Valence8 US LP58,448$33.7M11.79%-10,34013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC58,285$33.6M0.05%+4,37313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC58,258$33.6M0.16%+1,16513F-HRTimelineGroup
Roundview Capital LLC57,819$33.4M2.08%+67513F-HRTimeline
CHOREO, LLC57,460$33.2M0.41%+4,30213F-HRTimeline
OLD NATIONAL BANCORP /IN/57,268$33.1M0.55%+51,31813F-HRTimeline
Northern Capital Management, Inc.57,252$33M16.57%+12613F-HRTimeline
Snowden Capital Advisors LLC57,163$33M0.88%+2,70613F-HRTimeline
Harvest Investment Advisors, LLC57,144$33M18.35%+1,10213F-HRTimeline
Royal Fund Management, LLC56,848$32.9M3.15%+86313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC56,914$32.8M0.03%+2,44713F-HRTimelineGroup
Larson Financial Group LLC56,891$32.8M1.05%-18,07113F-HRTimeline
Aptus Capital Advisors, LLC56,616$32.7M0.27%-118,08213F-HRTimeline
CALTON & ASSOCIATES, INC.56,430$32.6M4.68%-2,94113F-HRTimeline
OneDigital Investment Advisors LLC56,269$32.5M0.32%+1,84513F-HRTimeline
iA Global Asset Management Inc.56,006$32.3M0.46%-27,42913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC55,406$32M0.24%+5,32413F-HRTimeline
Callan Family Office, LLC55,400$32M0.73%+1,19513F-HRTimeline
DHJJ Financial Advisors, Ltd.55,355$31.9M10.59%-40213F-HRTimeline
Clearstead Advisors, LLC55,187$31.9M0.29%+33,37813F-HRTimeline
Newbrook Capital Advisors LP55,160$31.8M5.92%new13F-HRTimeline