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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
Berger Financial Group, Inc21,688$12.5M0.7%-21513F-HRTimeline
Baron Financial Group, LLC21,667$12.5M6.74%+23313F-HRTimeline
Cadia Private Client LLC21,617$12.5M10.12%-61013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,586$12.5M3.48%+3,05213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,558$12.4M0.76%+67413F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.21,493$12.4M0.06%+1,20013F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV21,440$12.4M5.4%-9613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding21,426$12.4M+9,404Timeline
Planned Solutions, Inc.21,400$12.4M4.08%-40913F-HRTimeline
Midwest Trust Co21,339$12.3M0.15%+6,77913F-HRTimeline
RVW Wealth, LLC21,306$12.3M0.96%-6913F-HRTimeline
First Nebraska Trust Co21,241$12.3M1.13%+58713F-HRTimeline
Ciovacco Capital Management LLC21,131$12.2M7.11%-1,24713F-HRTimeline
Concord Investment Counsel Inc.21,123$12.2M4.11%-2,95713F-HRTimeline
CFM WEALTH PARTNERS LLC21,105$12.2M1.83%+2,21213F-HRTimeline
Peak Retirement Planning, Inc.21,007$12.1M2.42%-18,45613F-HRTimeline
Family Office Research LLC20,999$12.1M5.27%-30613F-HRTimeline
Telos Capital Management, Inc.20,952$12.1M1.16%-25413F-HRTimeline
DAVENPORT & Co LLC20,941$12.1M0.07%-1,46313F-HRTimeline
LGL PARTNERS, LLC20,847$12M4.95%-93613F-HRTimeline
Tandem Financial, LLC20,766$12M4.06%new13F-HRTimeline
Verition Fund Management LLC20,692$11.9M0.12%-18,97413F-HRTimeline
Destiny Wealth Partners, LLC20,675$11.9M1.3%+5,20513F-HRTimeline
Mission Hills Financial Advisory, LLC20,590$11.9M6.08%+25713F-HRTimeline
VectorGlobal IAG, Inc.20,584$11.9M3.09%13F-HRTimeline
Brandywine Financial Group20,569$11.9M10.08%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC20,552$11.9M0.89%+1,89813F-HRTimeline
Tennessee Valley Asset Management Partn…20,503$11.8M1.56%+2313F-HRTimeline
HMS Capital Management, LLC20,478$11.8M4.57%-53413F-HRTimeline
Novak & Powell Financial Services, Inc.20,469$11.8M6.36%-16013F-HRTimeline
White Wing Wealth Management20,394$11.8M7.06%-1,59213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC20,336$11.7M4.25%-2,04313F-HR/ATimelineGroup
Mach-1 Financial Group, LLC20,273$11.7M4.12%-2,21613F-HRTimeline
Perennial Investment Advisors, LLC20,253$11.7M0.93%-3613F-HRTimeline
Bryn Mawr Trust Advisors, LLC20,212$11.7M0.57%-70113F-HRTimeline
Arch Global Advisors, LLC20,193$11.7M6.08%13F-HRTimeline
Quadcap Wealth Management, LLC20,131$11.6M1.32%+6213F-HRTimeline
Next Capital Management LLC20,091$11.6M3.51%-1,33313F-HRTimeline
Genesee Capital Advisors, LLC20,075$11.6M4.86%-21913F-HRTimeline
Capital Investment Counsel, LLC20,052$11.6M1.59%-14213F-HRTimeline
Strategic Wealth Partners, Ltd.20,044$11.6M0.8%-1,48613F-HRTimeline
Maxi Investments CY Ltd20,000$11.5M2.52%new13F-HRTimeline
Junk Investment Group, LLC19,995$11.5M6.05%13F-HRTimeline
PRIVATE TRUST CO NA19,962$11.5M1.03%-23613F-HRTimeline
McAlister, Sweet & Associates, Inc.19,906$11.5M7.16%new13F-HRTimeline
Wilkerson Advisory Group LLC19,892$11.5M3.95%+1,36713F-HRTimeline
Pure Financial Advisors, LLC19,885$11.5M0.16%+54113F-HRTimeline
Mullooly Asset Management, Inc.19,839$11.5M4.23%-83813F-HRTimeline
SENTINEL TRUST CO LBA19,802$11.4M1.14%013F-HRTimeline
Peak Asset Management, LLC19,792$11.4M2.02%+51313F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding19,259$11.4M+642Timeline
Scissortail Wealth Management, LLC19,664$11.3M2.28%-2,54713F-HRTimeline
Carr Financial Group Corp19,640$11.3M2.99%+51113F-HRTimeline
HFG Advisors, Inc.19,639$11.3M7.98%-65813F-HRTimeline
FORMULATE FINANCIAL LLC19,608$11.3M13.97%+10513F-HRTimeline
Osbon Capital Management LLC19,569$11.3M9.22%+73213F-HRTimeline
New England Private Wealth Advisors LLC19,548$11.3M1.3%+6113F-HRTimeline
Wealth Watch Advisors, INC19,527$11.3M4.72%+2,38513F-HRTimeline
TrueWealth Advisors, LLC19,505$11.3M2.83%+1,02513F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…16,466$11.2M8.41%+15,71513F-HRTimeline
Strategic Financial Group, LLC19,435$11.2M11.55%13F-HRTimeline
WealthPLAN Partners, LLC19,422$11.2M2.17%-1,72613F-HRTimeline
North Star Investment Management Corp.19,330$11.2M0.68%+52013F-HRTimeline
Midwest Financial Group LLC19,194$11.1M4.72%+59513F-HRTimeline
Berkeley Capital Partners, LLC19,192$11.1M2.57%-12613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …19,132$11M0.03%-85813F-HRTimelineGroup
Caldwell Trust Co19,091$11M0.98%-15813F-HRTimeline
Carnegie Investment Counsel19,055$11M0.21%-71913F-HRTimeline
Crewe Advisors LLC19,047$11M0.94%-34713F-HRTimeline
Gateway Wealth Partners, LLC19,046$11M0.43%+1,58113F-HRTimeline
DIVERSIFIED MANAGEMENT INC19,033$11M1.88%+1,83713F-HRTimeline
IPG Investment Advisors LLC18,902$10.9M1.87%+1,45013F-HRTimeline
Cresta Advisors, Ltd.18,872$10.9M4.46%+29613F-HRTimeline
Fortress Financial Solutions, LLC18,865$10.9M11.38%-1,84813F-HRTimeline
Traynor Capital Management, Inc.19,491$10.9M0.65%+1,30813F-HRTimeline
Accurate Wealth Management, LLC17,773$10.9M1.31%-14,20913F-HRTimeline
Elevation Capital Advisory, LLC18,804$10.9M4.62%-2,67413F-HRTimeline
Red Door Wealth Management, LLC18,682$10.8M1.12%-11613F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …18,675$10.8M0.06%-35,95413F-HRTimeline
JP Wealth Management, Inc.18,646$10.8M7.3%-34713F-HRTimeline
O'Connor Financial Group LLC18,632$10.8M4.4%+22813F-HRTimeline
Weitzel Financial Services, Inc.18,467$10.7M4.04%+75313F-HRTimeline
Virtue Capital Management, LLC19,159$10.7M1.63%-29,27013F-HRTimeline
EFG International AGin group EFG International AG18,510$10.7M0.23%-2,90013F-HRTimelineGroup
Solano Wealth Investment Advisors LLC18,468$10.7M5.31%-19213F-HRTimeline
Fort Sheridan Advisors LLC18,468$10.7M1.29%+11,24813F-HRTimeline
CVA Family Office, LLC18,458$10.7M1.12%+4813F-HRTimeline
Trek Financial, LLC18,440$10.6M0.57%-8,45613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY18,422$10.6M6.85%-66413F-HRTimeline
Constant Guidance Financial LLC18,385$10.6M7.34%new13F-HRTimeline
Aristides Capital LLC18,363$10.6M3.5%+2,01313F-HRTimeline
GWN SECURITIES INC.18,328$10.6M2.02%+1,22613F-HRTimeline
Somerset Group LLC16,265$10.6M7.84%+11413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC18,267$10.5M3.8%-1,56113F-HRTimeline
WPG Advisers, LLC18,262$10.5M7.77%+84313F-HRTimeline
Madison Wealth Partners, Inc18,208$10.5M1.68%-79513F-HRTimeline
TopTier Wealth Management, LLC18,158$10.5M6.44%+14313F-HRTimeline
Relyea Zuckerberg Hanson LLC18,120$10.5M1.05%+90913F-HRTimeline
Norris Financial Group, LLC18,094$10.4M3.41%-3,30513F-HRTimeline
Eldridge Investment Advisors, Inc.18,067$10.4M2.29%-30013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,048$10.4M0.76%+77213F-HRTimeline
CMG Global Holdings, LLC18,039$10.4M4.96%+90213F-HRTimeline
RDA Financial Network18,035$10.4M2.6%-3513F-HRTimeline
Summit Trail Advisors, LLC18,011$10.4M0.15%-96913F-HRTimeline
StrongBox Wealth, LLC17,947$10.4M3.31%+2,22013F-HRTimeline
RWQ Financial Management Services, Inc.17,900$10.3M6.73%+17,54913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,876$10.3M0.42%-28613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.17,873$10.3M1.68%+3813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC17,861$10.3M3.21%+41413F-HRTimeline
SHP Wealth Management17,820$10.3M0.78%+78313F-HRTimeline
Wealth Quarterback LLC17,793$10.3M4.04%-20,76413F-HRTimeline
Plus Group Wealth Advisors LLC17,760$10.3M11.28%-60413F-HRTimeline
TSFG, LLC17,709$10.2M1.55%+19413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,475$10.2M4.38%-19513F-HRTimeline
LANARK FINANCIAL, INC.17,582$10.1M0.76%-1,80413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,549$10.1M0.31%-12113F-HRTimeline
Proficio Capital Partners LLC17,386$10.1M0.54%-5,74413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.17,471$10.1M1.14%+5813F-HRTimeline
Pinnacle Family Advisors, LLC17,453$10.1M4.73%-10,37813F-HRTimeline
Lighthouse Financial LLC17,402$10M6.06%+84213F-HRTimeline
TKG Advisors, LLC17,341$10M4.14%-5913F-HRTimeline
Lakeshore Capital Group, Inc.17,326$10M8.16%+10613F-HRTimeline
NorthCoast Asset Management LLC17,319$10M0.23%-54413F-HRTimeline
Flagship Private Wealth, LLC17,319$10M4.06%+413F-HRTimeline
Redhawk Wealth Advisors, Inc.17,270$9.97M1.1%-3,92813F-HRTimeline
NORDEN GROUP LLC17,193$9.92M0.95%-2013F-HRTimeline
Balefire, LLC17,095$9.87M1.86%+7113F-HRTimeline
SAX WEALTH ADVISORS, LLC16,033$9.85M0.48%013F-HRTimeline
GUIDANCE CAPITAL, INC14,424$9.83M2.2%+2,54213F-HRTimeline
Chicago Wealth Management, Inc.16,998$9.81M3.92%+26813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,942$9.78M0.21%+15013F-HRTimelineGroup
Proactive Wealth Strategies LLC16,913$9.77M1.84%+9,48413F-HRTimeline
Mystic Asset Management, Inc.16,871$9.74M2.26%-32313F-HRTimeline
Arete Wealth Advisors, LLC16,867$9.73M0.73%new13F-HR/ATimeline
Legacy Advisors, LLC16,852$9.73M1.15%+36113F-HRTimeline
Seneca House Advisors16,852$9.73M3.86%-1,05613F-HRTimeline
Fiduciary Alliance LLC15,223$9.7M0.59%+5413F-HRTimeline
Integrity Advisory Solutions, LLC16,805$9.7M1.28%+1,08213F-HRTimeline
Prosperitas Financial LLC16,805$9.7M3.61%-70313F-HRTimeline
Investor's Fiduciary Advisor Network, L…16,758$9.67M2.96%-49,40913F-HRTimeline
Advyzon Investment Management, LLC16,723$9.65M0.86%-2,40313F-HRTimeline
Krilogy Financial LLC15,005$9.61M0.31%-86613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,648$9.61M0.04%-1,22513F-HRTimelineGroup
Capital Investment Advisory Services, L…16,609$9.59M0.7%-1,18713F-HRTimeline
NWF Advisory Services Inc.16,527$9.54M1.08%-1,06313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC16,495$9.52M1.09%+3,71213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …16,491$9.52M0.01%new13F-HRTimelineGroup
KM Capital Management Ltd.13,305$9.51M6.4%new13F-HRTimeline
Concentrum Wealth Management16,460$9.5M2.81%-6,08813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC16,453$9.5M0.2%-4,66313F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding16,435$9.49M0Timeline
B&D White Capital Company, LLC16,415$9.47M1.17%+1,21513F-HRTimeline
Glen Eagle Advisors, LLC16,403$9.47M1.33%-59213F-HRTimeline
Ratan Capital Management LP30,467$9.47M3.51%+29,60313F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…16,395$9.46M0.35%new13F-HRTimelineGroup
HighRoad Wealth Advisors, LLC16,380$9.45M9.23%-16113F-HRTimeline
Global Trust Asset Management, LLC16,378$9.45M3.61%+1813F-HRTimeline
CAPITAL ADVISORS INC/OK16,364$9.44M0.15%+1,14513F-HRTimeline
Curtis Advisory Group, LLC16,363$9.44M2.04%-6,94513F-HRTimeline
Warner Group LLC16,348$9.44M6.16%-10213F-HRTimeline
Arcataur Capital Management LLC16,322$9.42M2.62%+59113F-HRTimeline
SIMPLEX TRADING, LLC16,296$9.41M0.29%new13F-HRTimeline
Strategent Financial, LLC16,251$9.38M6.37%-64413F-HRTimeline
Americana Partners, LLC16,237$9.37M0.24%-1,00113F-HRTimeline
Spectrum Strategic Capital Management, …16,235$9.37M5.04%+56513F-HRTimeline
CWS Financial Advisors, LLC16,220$9.36M2.4%+2013F-HRTimeline
Sandbox Financial Partners, LLC16,215$9.36M2.63%+89713F-HRTimeline
VISION FINANCIAL MARKETS LLC16,206$9.35M9.13%-30013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC16,033$9.25M4.39%-4,66513F-HRTimeline
WNY Asset Management, LLC16,032$9.25M0.96%13F-HRTimeline
CHEMUNG CANAL TRUST CO16,030$9.25M1.87%-2013F-HRTimeline
Strengthening Families & Communities, L…16,030$9.25M2.31%-1,03213F-HRTimeline
FIDUCIENT ADVISORS LLC16,026$9.25M1.21%+5113F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC15,959$9.21M6.02%-39213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,902$9.18M0.29%-3,51113F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP15,896$9.17M6.39%013F-HRTimeline
Lansing Street Advisors15,846$9.15M2.31%-39313F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC15,839$9.14M5.09%013F-HRTimelineGroup
Finivi Inc.15,727$9.08M4.96%+1,20913F-HRTimeline
All Terrain Financial Advisors, LLC15,712$9.07M2.83%+32413F-HRTimeline
Pallas Capital Advisors LLC15,695$9.06M0.34%-1,21213F-HRTimeline
Aprio Wealth Management, LLC15,670$9.04M0.49%+64013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp15,623$9.02M0.17%+1,90413F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.15,623$9.02M3.31%+3913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,599$9M0.1%+1,05313F-HRTimelineGroup
Maridea Wealth Management LLC15,499$8.95M1.3%-49213F-HRTimeline
KICKSTAND VENTURES, LLC.15,445$8.91M1.88%+20013F-HRTimeline
EVOKE WEALTH, LLC15,431$8.91M0.16%-8,55613F-HRTimeline
American State Bank (Iowa)15,429$8.91M4.28%-1113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC15,425$8.9M0.06%-54,88613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,413$8.9M0.05%-1,82913F-HRTimelineGroup
Pettinga Financial Advisors LLC15,361$8.87M1.67%+3,12313F-HRTimeline
Blue Capital, Inc.15,342$8.86M5.78%+1,34313F-HRTimeline
Cannon Advisors, Inc.15,315$8.84M6.55%+34313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC13,497$8.83M2.8%+5,40913F-HRTimeline
WARNER FINANCIAL, INC15,242$8.8M3.02%+5713F-HRTimeline
9823 Capital, L.P.15,226$8.79M6.63%+72613F-HRTimeline
Financial Management, Inc.15,139$8.74M8.21%+56413F-HRTimeline
Cedarwood Wealth LLC15,098$8.71M8.8%+1,17213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC15,081$8.7M4.61%+1,84113F-HRTimeline