Skip to content
Disclosery

QQQ INVESCO QQQ TR

Follow

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
StoneX Group Inc.in group StoneX Group Inc.55,128$31.8M1.71%+20,81913F-HRTimelineGroup
Regal Investment Advisors LLC54,916$31.7M1.83%-66913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…54,744$31.6M2.69%-6,29613F-HRTimelineGroup
Clarity Wealth Advisors, LLC54,558$31.5M6.48%+17013F-HRTimeline
Greenwich Wealth Management LLC54,532$31.5M1.29%-1,11513F-HRTimeline
AJ Advisors, LLC54,509$31.5M11.67%+2,11713F-HRTimeline
Avestar Capital, LLC54,498$31.5M2.15%+5,94313F-HRTimeline
Canal Capital Management, LLC54,306$31.3M4.24%+42,16313F-HRTimeline
Obermeyer Wealth Partners54,214$31.3M1.44%+8,41613F-HRTimeline
AtlasMark Financial, Inc50,930$31.3M20.21%013F-HRTimeline
HBW ADVISORY SERVICES LLC53,779$31M3.27%-2,75613F-HRTimeline
Silverleafe Capital Partners, LLC53,669$31M9.33%-22313F-HRTimeline
Financiere des Professionnels - Fonds d…53,250$30.7M1.8%-17,50013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,432$30.7M-33,042Timeline
Steelhead Wealth Management LLC52,923$30.5M15.49%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV52,814$30.5M1.57%+51213F-HRTimeline
Commonwealth Financial Services, LLC52,760$30.5M4.82%-2,58813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.52,645$30.4M0.73%+49,63513F-HR/ATimelineGroup
Sovereign Investment Advisors, LLC52,366$30.2M6.4%+2,06313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…52,157$30.1M9.57%-1,07613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC52,097$30.1M0.23%+52,05413F-HRTimeline
Wilmar Advisors LLC52,000$30M25.95%-7,00013F-HRTimeline
Wealthspire Retirement, LLC51,995$30M1.8%+1,17613F-HRTimeline
Financial Life Planners51,962$30M22.99%-14913F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.51,756$29.9M18.24%-78813F-HRTimeline
PINKERTON WEALTH, LLC48,628$29.9M2.72%+3,76013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,683$29.8M0.15%+18,12213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC51,584$29.8M5.25%-38013F-HRTimeline
Seal Cove Capital, LLC51,363$29.6M25.98%013F-HRTimeline
Wilmington Savings Fund Society, FSB51,312$29.6M0.71%-1,39313F-HRTimeline
Braeburn Wealth Management LLC50,894$29.4M16.79%-3,28913F-HRTimeline
Onyx Bridge Wealth Group LLC50,887$29.4M3.16%-5813F-HRTimeline
Scott Capital Advisors, LLC48,005$29.3M5.95%+1,87913F-HRTimeline
Humankind Investments LLC50,700$29.3M16.71%-35,87513F-HRTimeline
Fairfield Financial Advisors, LTD50,302$29M10%+53913F-HRTimeline
Kovack Advisors, Inc.49,860$29M1.55%-5,13713F-HRTimeline
CENTAURUS FINANCIAL, INC.50,059$28.9M1.37%-1,99013F-HRTimeline
Balance Wealth Partners LLC49,973$28.8M8.96%+4,12413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC49,920$28.8M2.05%-5,20313F-HRTimeline
Harfst & Associates, Inc.49,811$28.7M5.13%-1,40813F-HRTimeline
JMAC ENTERPRISES LLC49,693$28.7M5.49%+17213F-HRTimeline
KWMG, LLC49,618$28.6M2.39%+67013F-HRTimeline
M Holdings Securities, Inc.43,239$28.4M1.92%new13F-HRTimeline
Financial Engines Advisors L.L.C.49,264$28.4M0.06%-4,23113F-HRTimeline
PKS Advisory Services, LLC49,186$28.4M6.6%+1,75213F-HRTimeline
Amplius Wealth Advisors, LLC49,071$28.3M2.36%+4,00613F-HRTimeline
Cerro Pacific Wealth Advisors LLC49,061$28.3M7.43%+2,40313F-HRTimeline
MBE Wealth Management, LLC49,015$28.3M11.75%+45913F-HRTimeline
Parallel Advisors, LLC48,999$28.3M0.51%-96113F-HR/ATimeline
Conservest Capital Advisors, Inc.48,837$28.2M2.56%+98513F-HRTimeline
Cercano Management LLC48,739$28.1M1.21%013F-HRTimeline
Wealth Group Ltd48,701$28.1M6.4%+81013F-HRTimeline
BANTA ASSET MANAGEMENT LP48,671$28.1M28.24%-10613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC48,641$28.1M0.9%-4,13313F-HRTimeline
Coyle Financial Counsel LLC48,506$28M5.92%+2,53413F-HRTimeline
Amundiin group Amundi48,422$27.9M0.01%+1,80113F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC48,406$27.9M7.57%+30,42013F-HRTimeline
Orion Porfolio Solutions, LLC48,185$27.8M0.24%-73,07513F-HRTimeline
BostonPremier Wealth LLC47,981$27.7M14.31%+1,28013F-HRTimeline
GC Wealth Management RIA, LLC47,935$27.7M1.15%+7,75313F-HRTimeline
Integrated Advisors Network LLC47,919$27.7M1.45%-8,91513F-HRTimeline
Horizon Wealth Management, LLC47,188$27.2M3.99%-24,69613F-HRTimeline
SCS Capital Management LLC47,116$27.2M0.29%-3,92813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,911$27.1M1.62%-4313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA46,742$27M0.13%+2,89313F-HRTimelineGroup
Triton Wealth Management, PLLC45,929$27M10%+4,02313F-HRTimeline
Chicago Partners Investment Group LLC41,090$26.9M0.6%+1,07813F-HRTimeline
Darrow Company, Inc.46,717$26.9M12.11%+45713F-HRTimeline
Sanchez Wealth Management Group46,478$26.8M5.8%-33413F-HRTimeline
Ausdal Financial Partners, Inc.46,392$26.8M1.2%-11,03113F-HRTimeline
Hudock, Inc.46,287$26.7M3.93%+17213F-HRTimeline
Fortis Group Advisors, LLC39,997$26.7M4.41%-4,30313F-HRTimeline
Diesslin Group, Inc.46,232$26.7M12.02%-20813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC46,066$26.6M7.95%-21,18313F-HRTimeline
BEACON FINANCIAL PLANNING, INC45,953$26.5M10.27%+7,50513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO45,890$26.5M0.39%-54213F-HRTimeline
Louisiana State Employees Retirement Sy…45,800$26.4M0.46%+18,60013F-HRTimeline
Archer Investment Corp45,754$26.4M5.63%+25713F-HRTimeline
Sachetta, LLC45,587$26.3M14.27%+1,42913F-HRTimeline
Fairway Wealth LLC45,362$26.2M6.91%+49213F-HRTimeline
EQUITABLE TRUST CO45,318$26.2M1.21%+5,66813F-HRTimeline
Apella Capital, LLC40,291$26.1M0.39%+4,57213F-HRTimeline
Evolution Wealth Advisors, LLC45,157$26.1M2.66%+34913F-HRTimeline
BURNS J W & CO INC/NY45,080$26M2.98%-87913F-HRTimeline
WealthCare Investment Partners, LLC44,234$26M7.21%-30213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.44,983$26M0.21%-7,75013F-HRTimelineGroup
Ellis Investment Partners, LLC44,761$25.8M4.48%-81513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,610$25.7M0.2%+66713F-HRTimelineGroup
BALANCED WEALTH GROUP LLC44,576$25.7M9.21%-2,62313F-HRTimeline
New Perspectives, Inc44,498$25.7M8.89%-60813F-HRTimeline
Bridgewater Advisors Inc.35,708$25.5M1.52%-8,95513F-HRTimeline
Capital Advisors Wealth Management, LLC44,164$25.5M3.42%-2,60313F-HRTimeline
Crestwood Advisors Group, LLC43,946$25.4M0.43%-84713F-HRTimeline
JT Stratford LLC43,658$25.2M3.21%+3,77413F-HRTimeline
Foster Victor Wealth Advisors, LLC39,977$25.1M1.44%-33,77213F-HRTimeline
Envision Financial Transparency, LLC43,438$25.1M24.36%13F-HRTimeline
Schonfeld Strategic Advisors LLC43,405$25.1M0.2%+20,87413F-HRTimeline
American Trust43,206$24.9M2.2%-5,28913F-HRTimeline
MidFirst Bank43,156$24.9M2.06%+2,37513F-HRTimeline
CRA Financial Services, LLC43,016$24.8M3.22%+28113F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.43,000$24.8M3.09%new13F-HRTimelineGroup
KilterHowling LLC42,868$24.7M12.48%-2513F-HRTimeline
Valeo Financial Advisors, LLC42,807$24.7M0.59%-9,42013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.42,640$24.6M5.36%+1,16013F-HRTimeline
Shulman DeMeo Asset Management LLC42,599$24.6M5.22%-72913F-HRTimeline
Warwick Investment Management, Inc.42,464$24.5M3.55%-17413F-HRTimeline
BRIGHTON JONES LLC42,446$24.5M0.54%new13F-HR/ATimeline
Cynosure Group, LLC42,413$24.5M3.06%+29,34813F-HRTimeline
Robertson Stephens Wealth Management, L…42,186$24.3M0.68%+94113F-HRTimeline
TruWealth Advisors, LLC42,058$24.3M1.17%+23313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding42,946$24.2M+53Timeline
KINTRA WEALTH, LLC41,809$24.1M1.71%+40,42813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC41,675$24.1M0.87%-1,76013F-HRTimeline
Cornerstone Wealth Management, LLC41,583$24M1.2%+56513F-HRTimeline
SPINNAKER TRUST41,421$23.9M1.32%+49013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…41,267$23.8M0.73%+2,59413F-HRTimelineGroup
Clear Creek Financial Management, LLC41,106$23.7M1.82%-7,92513F-HRTimeline
RFG Advisory, LLC40,994$23.7M0.43%-6,90813F-HRTimeline
LifeSteps Financial, Inc.40,747$23.5M14.89%+1,02613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD40,563$23.4M15.78%+3,47613F-HRTimeline
Resolute Advisors LLC40,329$23.3M9.63%-10,56913F-HRTimeline
Asset Management Group, Inc.40,301$23.3M3.76%+213F-HRTimeline
MGO ONE SEVEN LLC39,965$23.1M0.46%-1,87013F-HRTimeline
Cedar Mountain Advisors, LLC39,951$23.1M4.51%-55613F-HRTimeline
Institute for Wealth Management, LLC.39,873$23M2.47%+13,26513F-HRTimeline
Foster Group, Inc.39,765$23M0.68%-3,37713F-HRTimeline
Generali Investments CEE, investicni sp…39,748$22.9M1.2%+36813F-HRTimeline
Asset One Wealth Management LLC35,602$22.9M2.54%-7,47013F-HRTimeline
Capital Management Associates, Inc39,668$22.9M5.18%+6813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.39,502$22.8M0.08%+19713F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding39,375$22.7M+27,037Timeline
Family Capital Management, Inc.39,287$22.7M10.08%+2,42413F-HRTimeline
Ashton Thomas Private Wealth, LLC39,218$22.6M0.54%-1,40913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT39,161$22.6M1.32%+2,76113F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.39,089$22.6M13.11%-89113F-HRTimeline
PFG Investments, LLC38,993$22.5M1.05%+1,55813F-HRTimeline
Wedmont Private Capital36,981$22.4M0.72%+10,63213F-HRTimeline
PETERSON WEALTH MANAGEMENT38,680$22.3M12.94%+25013F-HRTimeline
Cassaday & Co Wealth Management LLC38,552$22.3M0.47%-31213F-HRTimeline
Sunbelt Securities, Inc.38,321$22.1M1.4%+19413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT38,285$22.1M10.61%+1,60413F-HRTimeline
SAM Advisors, LLC38,267$22.1M6.92%+34313F-HRTimeline
Parisi Gray Wealth Management38,191$22M5.25%-3,57713F-HRTimeline
Retirement Planning Group, LLC37,789$21.8M0.68%-3,45813F-HRTimeline
GRANVILLE CAPITAL, INC.37,610$21.7M11.35%+2,37213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC37,579$21.7M0.34%-32113F-HRTimelineGroup
Penobscot Investment Management Company…37,340$21.6M1.69%-29613F-HRTimeline
Joel Isaacson & Co., LLC37,304$21.5M0.71%+1,27113F-HRTimeline
Wealth Management Partners, LLC37,302$21.5M6.15%-2,48113F-HRTimeline
Pioneer Family Office, LLC37,158$21.4M13.78%+1,42613F-HRTimeline
Crescent Grove Advisors, LLC37,122$21.4M2.12%+30813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,014$21.4M1.94%+15,64713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC35,004$21.4M1.21%-60213F-HR/ATimeline
Green Ridge Wealth Planning LLC36,893$21.3M11.21%+35313F-HRTimeline
Platt Investment Counsel, LLC36,877$21.3M16.39%-5,87813F-HRTimeline
Antonelli Financial Advisors, LLC36,830$21.3M14.69%-6,56213F-HRTimeline
Kelsey Financial, LLC36,630$21.1M18.49%+4,94313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC36,206$20.9M1.68%-1,87313F-HRTimeline
Savvy Advisors, Inc.35,991$20.8M0.56%-67513F-HRTimeline
Bison Wealth, LLC29,052$20.8M2.02%-1,37513F-HRTimeline
Connective Capital Management, LLC35,795$20.7M17.06%+3,10113F-HRTimeline
Sovereign Financial Group, Inc.35,716$20.6M3.59%-8613F-HRTimeline
Three Bridge Wealth Advisors, LLC35,696$20.6M5.66%+91613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,595$20.5M0.43%+61913F-HRTimeline
Financial Enhancement Group LLC31,407$20.4M2.53%+49613F-HRTimeline
Ballentine Partners, LLC35,264$20.4M0.28%+5,98713F-HRTimeline
TrustBankin group TrustBank35,201$20.3M7.88%+58913F-HRTimelineGroup
KPP Advisory Services LLC35,066$20.2M2.94%-5,51513F-HRTimeline
Eagle Capital Management, LLC35,057$20.2M7.98%+3013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.35,004$20.2M3.21%-18513F-HRTimeline
Capital Advisors, Ltd. LLC35,003$20.2M2.3%+1,82313F-HRTimeline
Advisors Capital Management, LLC34,988$20.2M0.24%+14,25313F-HRTimeline
Pine Harbor Wealth Management, LLC34,975$20.2M6.04%+1313F-HRTimeline
Summit Wealth Partners, LLC34,730$20M3.17%+44513F-HRTimeline
CERTUITY, LLC34,725$20M1.31%-7,52513F-HRTimeline
Truvestments Capital LLC34,638$20M3.61%-99113F-HRTimeline
Tradition Wealth Management, LLC34,600$20M1.42%-7913F-HRTimeline
E&G Advisors, LLC34,487$19.9M4.43%+3,35613F-HRTimeline
Marshall Financial Group, LLC34,372$19.8M3.18%+7,37113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35,760$19.7M8.48%-8,40113F-HRTimeline
Garde Capital, Inc.34,131$19.7M1.18%-8,53113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC34,117$19.7M4.93%-1,34913F-HRTimeline
CV Advisors LLC33,940$19.6M5.35%-31013F-HRTimeline
Trinity Wealth Management, LLC33,923$19.6M7.19%-9,42413F-HRTimeline
Gouws Capital LLC33,808$19.5M10.33%-31513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd33,752$19.5M0.17%-42,84313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Rye Brook Capital LLC33,700$19.5M17.94%-8,85513F-HRTimeline
Little Harbor Advisors, LLC33,690$19.4M11.54%+4,07613F-HRTimeline
Granite Harbor Advisors, Inc.33,616$19.4M8.47%-69613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33,568$19.4M0.04%+65113F-HRTimelineGroup
PW Nova Financial Services LLC33,535$19.4M4.85%+3,34213F-HRTimeline
FFT WEALTH MANAGEMENT LLC33,383$19.3M3.49%+5,80513F-HRTimeline
HUB Investment Partners, LLC33,231$19.2M0.47%+3,14113F-HRTimeline
NINE MASTS CAPITAL Ltd33,106$19.1M2.95%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,105$19.1M0.41%-97713F-HRTimeline
B. Riley Wealth Advisors, Inc.34,207$19.1M1.23%-11,77113F-HRTimeline
Avondale Wealth Management33,031$19.1M9.37%+2,00913F-HRTimeline
FIRST UNITED BANK & TRUST33,016$19.1M6.19%-2,21313F-HRTimeline
WCG Wealth Advisors LLC32,931$19M0.53%+31613F-HRTimeline
D'Orazio & Associates, Inc.32,699$18.9M2.44%+1,51013F-HRTimeline