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Disclosery

QQQ INVESCO QQQ TR

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COM (fund)

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
Quattro Advisors LLC32,675$18.9M16.35%+77613F-HRTimeline
JB Capital LLC32,563$18.8M0.76%+71113F-HRTimeline
ALBION FINANCIAL GROUP /UT32,515$18.8M1.21%+1,29013F-HRTimeline
Gladstone Institutional Advisory LLC32,422$18.7M0.69%-71513F-HRTimeline
Momentum Wealth Planning, LLC32,372$18.7M16.9%+57213F-HRTimeline
Global Wealth Management Investment Adv…32,341$18.7M2.92%-12513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE32,153$18.6M4.64%+23,81813F-HRTimeline
Red Wave Investments LLC32,080$18.5M5.53%-82313F-HRTimeline
Syntegra Private Wealth Group, LLC32,067$18.5M1.76%-3613F-HRTimeline
Cannon Capital Management, Inc.32,026$18.5M15.02%+2,20413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP32,001$18.5M0.17%-223,60813F-HRTimelineGroup
Financial Guidance Group, Inc.31,797$18.4M7.38%+1,00913F-HRTimeline
Destiny Capital Corp/CO31,713$18.3M9.75%-55313F-HRTimeline
USAdvisors Wealth Management, LLC32,748$18.3M6.07%+50613F-HRTimeline
Koshinski Asset Management, Inc.31,498$18.2M1.13%+24613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…31,488$18.2M0.15%+28,91613F-HRTimelineGroup
Powell Investment Advisors, LLC31,469$18.2M6.26%-9513F-HRTimeline
Asset Allocation Strategies LLC31,432$18.1M3.22%new13F-HRTimeline
Chaney Capital Management, Inc.31,405$18.1M6.39%+1,17113F-HRTimeline
Golden State Wealth Management, LLC31,378$18.1M1.98%-1,94913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC31,325$18.1M5.02%+67913F-HRTimeline
David J Yvars Group31,313$18.1M10.1%-11813F-HRTimeline
ICG Advisors, LLC31,282$18.1M70.54%013F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …31,221$18M0.16%-1,89213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management31,138$18M0.61%+1,22813F-HRTimelineGroup
CenterStar Asset Management, LLC31,100$17.9M17.32%+28,92313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,041$17.9M0.07%-75013F-HRTimelineGroup
NewEdge Wealth, LLC31,036$17.9M0.21%-3,22513F-HRTimeline
ETF Portfolio Partners, Inc.31,015$17.9M4.7%+93813F-HRTimeline
Fox Financial, Inc30,915$17.8M14.56%-36913F-HRTimeline
McIlrath & Eck, LLC30,891$17.8M1.32%+7,25613F-HRTimeline
Kropog Financial Group, LLC30,884$17.8M14.48%-31113F-HRTimeline
Bensler, LLC30,871$17.8M1.84%+20113F-HRTimeline
Mattern Wealth Management LLC30,863$17.8M3.47%-26713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV30,845$17.8M4.65%-40713F-HRTimeline
WHITTIER TRUST CO30,102$17.7M0.2%+10613F-HRTimeline
Main Street Financial Solutions, LLC30,670$17.7M1.29%+2,65413F-HRTimeline
Westside Investment Management, Inc.30,581$17.7M2.71%+47613F-HRTimeline
RAELIPSKIE PARTNERSHIP30,374$17.5M7.42%-20513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC30,317$17.5M2.46%-9313F-HRTimeline
AlphaCore Capital LLC30,254$17.5M0.41%-3,13813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…30,205$17.4M0.56%-2,87513F-HRTimeline
INTRUST BANK NA30,189$17.4M1.42%-13313F-HRTimeline
Rathbones Group PLC30,101$17.4M0.07%-12513F-HR/ATimeline
Bank Pictet & Cie (Europe) AG30,199$17.4M0.37%-7,74213F-HRTimeline
ENZI WEALTH30,025$17.3M6.02%+1,85413F-HRTimeline
DRW Securities, LLC29,932$17.3M0.94%+13,68013F-HRTimeline
Cornerstone Planning Group LLC25,321$17.3M2.3%-2,11813F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC29,859$17.2M5.22%-5,89813F-HRTimeline
Compound Planning, Inc.29,854$17.2M0.53%+1,61113F-HRTimeline
J HAGAN CAPITAL, INC.29,849$17.2M9.3%+1,78613F-HRTimeline
Vivid Wealth Management, LLC29,667$17.1M6.93%+21613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,660$17.1M6.19%+43213F-HRTimeline
SMITH, MOORE & CO.29,633$17.1M1.24%+74913F-HRTimeline
VVR Holdings LLC29,524$17M8.8%-7,73313F-HRTimeline
Lee Financial Co29,356$16.9M2.39%-1,65213F-HRTimeline
Crew Capital Management, Ltd29,336$16.9M11.23%-1,07213F-HRTimeline
WealthBridge Capital Management, LLC29,296$16.9M3.89%-45913F-HRTimeline
Lauer Wealth, LLC27,888$16.9M13.54%-1,22313F-HRTimeline
Cordoba Advisory Partners LLC29,234$16.9M4.66%-80013F-HRTimeline
Benin Management CORP29,193$16.8M3.79%+2,19913F-HRTimeline
Tepp RIA, LLC29,137$16.8M13.17%+3,09213F-HRTimeline
BXM Wealth LLC28,844$16.6M12.82%-191,11813F-HRTimeline
Garner Asset Management Corp28,826$16.6M6.52%+50513F-HRTimeline
DT Investment Partners, LLC28,714$16.6M1.38%-27013F-HRTimeline
Adaptive Financial Consulting, LLC28,632$16.5M6.33%+98313F-HRTimeline
Grandview Asset Management LLC28,432$16.5M4.83%-2,81213F-HRTimeline
Atlas Private Wealth Advisors28,584$16.5M3.88%+1,63813F-HRTimeline
Coastline Trust Co28,529$16.5M1.63%-1,18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Traction Financial Partners, LLC28,460$16.4M10.11%+52813F-HRTimeline
Simmons Bankin group Simmons Bank28,352$16.4M1.1%-20213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …28,305$16.3M0.01%-59,82213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC28,278$16.3M1.11%-10213F-HRTimeline
Luken Investment Analytics, LLC28,152$16.2M6.22%+6,54413F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,152$16.2M0.28%+7413F-HRTimeline
Merrithew & Thorsten Inc28,138$16.2M15.32%new13F-HRTimeline
Prostatis Group LLC28,104$16.2M4.15%-3,30913F-HRTimeline
Private Wealth Partners, LLC27,921$16.1M1.24%-4,03113F-HRTimeline
Founders Capital Management27,920$16.1M7.87%-2,58913F-HRTimeline
Carbahal Olsen Financial Services Group…27,891$16.1M12.87%-20213F-HRTimeline
Financial Insights, Inc.27,889$16.1M5.22%+2,46413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…27,774$16M2.2%-23013F-HRTimeline
Fidelis Wealth Advisors LLC27,703$16M23.29%+39213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,703$16M0.32%-43713F-HRTimelineGroup
NFSG Corp27,685$16M2.63%+1,26213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,656$16M1.8%-7913F-HRTimeline
Drucker Wealth 3.0, LLC27,460$15.8M2.77%+43213F-HRTimeline
MATHER GROUP, LLC.27,385$15.8M0.16%+2,96313F-HRTimeline
Indivisible Partners27,382$15.8M1.4%+16,30213F-HRTimeline
Procyon Advisors, LLC27,209$15.7M0.77%+3,55213F-HRTimeline
SeaCrest Wealth Management, LLC27,155$15.7M1.68%+42713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,109$15.6M0.48%+23413F-HR/ATimelineGroup
Financial Concepts Unlimited, Inc.27,107$15.6M14.02%13F-HRTimeline
Estate Planners Group, LLC27,037$15.6M7.5%+1,05213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,972$15.6M0.89%-1,67213F-HRTimeline
Bay Capital Advisors, LLC26,955$15.6M9.59%+72813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC26,944$15.6M2.48%+1,42513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC26,885$15.5M1.98%-12,87913F-HRTimeline
jvl associates llc26,681$15.4M5.16%-74413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26,653$15.4M0.19%+2,56113F-HRTimeline
Pachira Investments Inc.26,593$15.3M7.17%+1,51813F-HRTimeline
Destination Wealth Management26,563$15.3M0.4%+5,53913F-HRTimeline
Capital Investment Advisors, LLC26,450$15.3M0.22%-76613F-HR/ATimeline
Davidson Capital Management Inc.26,400$15.2M2.76%-27,08713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC26,324$15.2M0.36%+18,83313F-HRTimeline
WESBANCO BANK INC26,256$15.2M0.42%+77813F-HRTimeline
LJI Wealth Management, LLC26,231$15.1M2.42%+77113F-HRTimeline
360 Financial, Inc.26,193$15.1M4.56%-56013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.26,149$15.1M3.76%+93113F-HRTimeline
Claro Advisors Inc.26,121$15.1M1.82%+88913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC26,041$15M0.11%-2,54513F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…26,000$15M0.09%-3213F-HRTimelineGroup
Rareview Capital LLC27,169$15M8.79%+1,68113F-HRTimeline
Thrive Capital Management, LLC25,948$15M3.28%-3,67313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,943$15M-638Timeline
Tyche Wealth Partners LLC25,923$15M2.31%+6,05913F-HRTimeline
Mechanics Bank Trust Department25,833$14.9M2.06%-21913F-HRTimeline
Lighthouse Wealth Management Inc.25,806$14.9M10.12%+1,16013F-HRTimeline
Tempo Wealth, LLC25,785$14.9M2.6%+2,38513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.25,653$14.8M0.61%-93,11413F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC25,630$14.8M6.15%-1,61513F-HRTimeline
Spectrum Wealth Advisory Group, LLC25,454$14.7M5.46%-62913F-HRTimeline
Caliber Wealth Management, LLC / KS25,451$14.7M1.61%-44013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC25,445$14.7M0.78%-5,05013F-HRTimeline
Vise Technologies, Inc.23,834$14.6M0.29%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,209$14.6M0.32%+1,84213F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC25,267$14.6M5.08%+88213F-HRTimeline
Continuum Advisory, LLC25,238$14.6M1.4%-31613F-HRTimeline
RWA WEALTH PARTNERS, LLC25,223$14.6M0.16%-14713F-HRTimeline
Integrity Financial Corp /WA25,196$14.5M7.24%-11913F-HRTimeline
SageGuard Financial Group, LLC25,136$14.5M2.24%+79613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,125$14.5M0.64%-45213F-HRTimeline
MTM FINANCIAL GROUP, LLC25,289$14.5M6.81%+1,40013F-HRTimeline
Keystone Financial Group25,017$14.5M0.99%+3,79613F-HRTimeline
Coral Wealth Management, LLC25,093$14.5M16.2%13F-HRTimeline
Legend Financial Advisors, Inc.25,061$14.5M9.32%+32313F-HRTimeline
GERBER, LLC25,061$14.5M8.18%+19313F-HRTimeline
HAZLETT, BURT & WATSON, INC.24,869$14.4M4.5%+35213F-HRTimeline
Moors & Cabot, Inc.24,871$14.4M0.61%+7013F-HRTimeline
Ebert Capital Management Inc.24,826$14.3M14.63%+2713F-HRTimeline
Seros Financial, LLC24,799$14.3M9.11%-2,72413F-HRTimeline
Choate Investment Advisors24,791$14.3M0.28%013F-HRTimeline
Rezny Wealth Management, Inc.24,718$14.3M3.07%013F-HRTimeline
Gerald Baker Financial Group LLC24,631$14.2M4.5%13F-HR/ATimeline
ExodusPoint Capital Management, LP24,529$14.2M0.14%new13F-HRTimeline
Alpha Zero LLC24,517$14.2M7.16%+56013F-HRTimeline
Bogart Wealth, LLC24,460$14.1M0.54%+1,12113F-HRTimeline
Financial Freedom, LLC24,410$14.1M7.02%-39113F-HRTimeline
Outlook Wealth Advisors, LLC24,305$14M3.39%-2,35213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA24,275$14M0.02%-322,29813F-HRTimelineGroup
Union Bancaire Privee, UBP SA25,635$14M0.19%-10513F-HRTimeline
HBK Sorce Advisory LLC19,599$13.9M0.28%+43313F-HRTimeline
HOLDERNESS INVESTMENTS CO24,046$13.9M2.79%+1,24713F-HRTimeline
Finley Financial, LLC24,001$13.9M6.49%-23513F-HRTimeline
Davidson Kahn Capital Management, LLC23,804$13.8M7.37%+88013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,933$13.8M0.37%+92313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.23,898$13.8M3.57%-23913F-HRTimeline
Thayer Partners, LLC / MA23,837$13.8M6.55%+39113F-HRTimeline
Buska Wealth Management, LLC23,810$13.7M5.52%-1,64713F-HRTimeline
JSF Financial, LLC23,759$13.7M2.69%-62313F-HRTimeline
BCGM Wealth Management, LLC23,646$13.6M3.43%-35613F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding23,620$13.6M+16,589Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC23,476$13.5M4.5%-613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.23,431$13.5M1.96%-37513F-HRTimeline
Owen LaRue, LLC23,416$13.5M5.19%+1,05213F-HRTimeline
Avior Wealth Management, LLC23,372$13.5M0.38%+3,01613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD23,332$13.5M0.78%-76,66813F-HRTimelineGroup
Plotkin Financial Advisors, LLC23,222$13.4M6.73%+21113F-HRTimeline
Refined Wealth Management23,203$13.4M8.45%-2,42313F-HRTimeline
National Philanthropic Trust23,184$13.4M0.14%-2,16713F-HRTimeline
Jacksonville Wealth Management, LLC23,181$13.4M9.04%+1,84313F-HRTimeline
Rehmann Capital Advisory Group23,158$13.4M0.7%-19813F-HRTimeline
Anchor Investment Management, LLC23,153$13.4M1.11%-45513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.23,063$13.3M10%-45913F-HRTimeline
Haverford Trust Co23,024$13.3M0.12%-1,20713F-HRTimeline
UNIQUE WEALTH, LLC22,954$13.2M1.83%+5,35713F-HRTimeline
Erickson Financial Group, LLC22,924$13.2M8.29%+43613F-HRTimeline
AdvisorNet Financial, Inc22,923$13.2M0.69%-93013F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,881$13.2M3.03%-7213F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC22,842$13.2M4.07%+6,32613F-HRTimeline
Chris Bulman Inc22,824$13.2M5.77%-4,26913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group22,792$13.2M1.48%+13613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC22,699$13.1M0.9%-3,84713F-HRTimeline
FIRST HORIZON CORP22,611$13.1M0.55%-17713F-HRTimeline
Soltis Investment Advisors LLC22,567$13M0.85%+1,12413F-HRTimeline
Sepio Capital, LP22,523$13M0.71%+2,74813F-HRTimeline
Navis Wealth Advisors, LLC22,522$13M6.63%+49613F-HRTimeline
Sonoma Allocations LLC22,130$13M4.49%-1,14413F-HRTimeline
RESOLUTE CAPITAL, LLC22,468$13M5.25%+2,01013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,244$12.8M3.07%-23413F-HRTimeline
Element Squared LLC22,136$12.8M7.21%+11,03013F-HRTimeline
Keystone Wealth Services, LLC22,065$12.7M2.72%-1,06213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT21,959$12.7M0.2%-88913F-HR/ATimeline
EVERETT HARRIS & CO /CA/21,850$12.6M0.16%+30013F-HRTimeline
Jackson Wealth Management, LLC21,840$12.6M1.3%+13713F-HRTimeline
PACIFIC FINANCIAL GROUP INC21,794$12.6M6.78%+17,10713F-HRTimeline
CENTRAL TRUST Co21,787$12.6M0.25%-2,99913F-HRTimeline
Alliance Wealth Advisors, LLC21,771$12.6M5.93%+44613F-HRTimeline
Sovran Advisors, LLC18,802$12.6M0.99%+77013F-HRTimeline
Garden State Investment Advisory Servic…21,679$12.5M3%-29413F-HRTimeline