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Disclosery

QQQ INVESCO QQQ TR

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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
Guardian Wealth Advisors, LLC14,902$8.6M4.95%-34613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,824$8.56M0.79%-4513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC14,776$8.53M0.13%-1,28413F-HRTimelineGroup
Harbour Trust & Investment Management Co14,770$8.52M0.9%+15413F-HRTimeline
Magnus Financial Group LLC14,705$8.49M0.69%-29713F-HRTimeline
WEBSTER BANK, N. A.14,698$8.48M0.8%-43513F-HRTimeline
Per Stirling Capital Management, LLC.14,625$8.44M0.93%-26013F-HRTimeline
G&S Capital LLC14,614$8.43M2.96%+30613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC14,586$8.42M2.11%+2,67813F-HRTimeline
Main Street Group, LTD14,569$8.41M2.47%-84113F-HRTimeline
COZAD ASSET MANAGEMENT INC14,562$8.41M0.66%+1213F-HRTimeline
Sage Capital Management, LLC14,398$8.33M3.91%+30813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC14,424$8.33M0.11%+5913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14,402$8.31M3.48%+23713F-HRTimeline
VMS Asset Management Limited14,400$8.31M5.07%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.14,369$8.29M0.94%-95813F-HRTimeline
Dedeker Financial LLC14,339$8.28M7.21%-65913F-HRTimeline
My Personal CFO, LLC14,310$8.26M3.62%-38413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P14,305$8.26M0.01%-1,03513F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC14,303$8.26M0.65%-2,33213F-HRTimeline
Meridian Financial Advisors, LLC14,293$8.25M4.51%-57413F-HRTimeline
Kellett Wealth Advisors, LLC14,290$8.25M4.47%-47713F-HRTimeline
Clare Market Investments LLC14,285$8.25M1.72%13F-HRTimeline
HERBST GROUP, LLC14,264$8.23M5.08%-74313F-HRTimeline
M3 Advisory Group, LLC14,255$8.23M5.07%-5013F-HRTimeline
Jackson Hole Capital Partners, LLC14,253$8.23M1.36%+3513F-HRTimeline
Tempus Wealth Planning, LLC14,241$8.22M1.89%-20713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC14,198$8.19M0.53%+1,27913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)14,196$8.19M0.08%-24813F-HRTimelineGroup
Nabity-Jensen Investment Management Inc14,155$8.17M5.67%+30913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…14,110$8.14M2.39%+17313F-HRTimelineGroup
WJ Wealth Management, LLC14,080$8.13M3.81%+60313F-HRTimeline
KIECKHEFER GROUP LLC13,983$8.07M3.81%+20513F-HRTimeline
Strategic Blueprint, LLC13,922$8.04M0.47%+2,41513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,918$8.03M1.15%+6,73613F-HRTimeline
Dale Q Rice Investment Management Ltd13,878$8.01M6.07%-25813F-HRTimeline
United Capital Management of KS, Inc.13,818$7.98M1.21%+7,61513F-HRTimeline
Fingerlakes Wealth Management, Inc.13,786$7.96M5.28%-33913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC13,781$7.95M5.16%+2,22213F-HRTimeline
Modera Wealth Management, LLC13,754$7.94M0.1%-44613F-HRTimeline
Comprehensive Financial Consultants Ins…13,745$7.93M2.36%-84313F-HRTimeline
GILL CAPITAL PARTNERS, LLC13,722$7.92M2.28%-10,78513F-HRTimeline
Cottage Street Advisors LLC13,692$7.9M3.42%-19213F-HRTimeline
Verde Capital Management13,670$7.89M1.69%-26813F-HRTimeline
Sound Income Strategies, LLC13,498$7.89M0.38%-1,03513F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC13,664$7.89M1.3%+413F-HRTimeline
DSG Capital Advisors, LLC13,576$7.84M1.25%-1513F-HRTimeline
Milestone Asset Management Group, LLC13,573$7.83M4.58%-7213F-HRTimeline
Up Capital Management, Inc.13,562$7.83M8.78%-2,10113F-HRTimeline
Runnymede Capital Advisors, Inc.13,549$7.82M6.72%new13F-HRTimeline
Keel Point, LLC13,524$7.81M0.52%-94313F-HRTimeline
GREAT LAKES ADVISORS, LLC13,520$7.8M0.06%-9213F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC13,503$7.79M2.28%-17,94213F-HRTimeline
Latko Wealth Management, Ltd.13,458$7.77M3.79%-22813F-HRTimeline
Marin Bay Wealth Advisors, LLC13,452$7.76M4.67%-2,16513F-HRTimeline
Safe Harbor Fiduciary, LLC13,444$7.76M7.39%+54213F-HRTimeline
Shepherd Financial Partners LLC13,377$7.72M0.73%-1013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,367$7.72M5.86%+9713F-HRTimeline
Saxony Capital Management, LLC13,362$7.71M4.48%+3,82013F-HRTimeline
Martin Capital Advisors, LLP13,355$7.71M4.87%+2313F-HRTimeline
White Pine Investment CO13,355$7.71M1.79%+76513F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.13,342$7.7M1.14%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.13,344$7.7M0.07%+66213F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC13,302$7.68M1.31%-9413F-HRTimeline
IBEX WEALTH ADVISORS13,295$7.67M0.71%+7613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.13,279$7.66M3.66%-2,27013F-HRTimeline
Gibraltar Capital Management, Inc.13,230$7.64M1.32%+41013F-HRTimeline
EASTERN BANK13,138$7.58M0.13%-49413F-HRTimeline
Capital Squared Financial LLC13,058$7.54M5.76%-29913F-HRTimeline
BANK OF HAWAII13,057$7.54M0.39%-4213F-HRTimeline
Oxford Wealth Group, LLC13,030$7.52M4.11%-65213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC13,030$7.52M0.72%-113F-HRTimeline
Edgestream Partners, L.P.12,966$7.48M0.25%-65,01913F-HRTimeline
SAPIENT CAPITAL LLC12,964$7.48M0.11%+1,18113F-HR/ATimeline
AllGen Financial Advisors, Inc.12,948$7.47M1.77%+40413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,943$7.47M0.56%+2,78813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,931$7.46M0.01%-3,06313F-HRTimelineGroup
JMG Financial Group, Ltd.12,900$7.45M0.2%+17513F-HRTimeline
Narwhal Capital Management12,877$7.43M0.55%+38513F-HRTimeline
LOWERY THOMAS, LLC12,876$7.43M4.25%-3413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,833$7.41M0.5%013F-HRTimelineGroup
Bay Rivers Group12,807$7.39M3.08%+57613F-HRTimeline
Clark Asset Management, LLC12,734$7.35M0.69%+12613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,727$7.35M0.01%-7413F-HRTimelineGroup
Southland Equity Partners LLC12,712$7.34M1.43%+9013F-HRTimeline
MONECO ADVISORS, LLC12,679$7.32M0.57%+92513F-HRTimeline
Principle Wealth Partners LLC12,664$7.31M0.42%-46613F-HRTimeline
Strategic Advisors LLC12,658$7.31M1.21%-2813F-HRTimeline
1 NORTH WEALTH SERVICES LLC12,641$7.3M2.63%+6613F-HRTimeline
Ayalon Insurance Comp Ltd.12,638$7.29M1.49%+3,68013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,611$7.28M1.77%-1,11113F-HRTimeline
Apriem Advisors12,611$7.28M0.69%-11113F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,591$7.27M0.58%new13F-HRTimeline
Fermata Advisors, LLC12,584$7.26M1.64%+1,52013F-HRTimeline
LongView Wealth Management11,543$7.26M1.82%-23913F-HRTimeline
Leo Wealth, LLC12,568$7.25M0.53%-9213F-HRTimeline
Capital Advisor Network LLC12,552$7.24M10.14%13F-HR/ATimeline
Madrid Financial Services12,510$7.22M4.26%-32913F-HRTimeline
SYMMETRY PEAK MANAGEMENT LLC12,500$7.21M74.61%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,499$7.21M2.16%+99713F-HRTimeline
Global Trust Wealth Management LLC12,478$7.2M5.45%-1,44413F-HRTimeline
Morangie Management LLC12,469$7.2M6.62%-19813F-HRTimeline
Arcus Capital Partners, LLC12,467$7.2M2.59%-7,67613F-HRTimeline
Ruggiero Investments, Inc.12,407$7.16M6.92%-12,22313F-HRTimeline
Oxinas Partners, LLC12,389$7.15M3.27%+82613F-HRTimeline
Greenhouse Wealth Management, LLC12,294$7.1M4.39%-213F-HRTimeline
RMR Wealth Builders12,279$7.09M0.56%-30813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,272$7.08M1.2%+11113F-HRTimeline
Cordgrass Capital Advisors, LLC12,235$7.06M1.65%+9013F-HRTimeline
Empirical Finance, LLC12,197$7.04M0.33%013F-HR/ATimeline
EdgeRock Capital LLC12,195$7.04M1.9%+15713F-HRTimeline
STOCK YARDS BANK & TRUST CO12,160$7.02M0.22%+52113F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…12,107$6.99M0.63%13F-HRTimelineGroup
SOA Wealth Advisors, LLC.12,087$6.98M1.32%-1,52813F-HRTimeline
CITY HOLDING CO12,082$6.97M0.87%+1,33813F-HRTimeline
Marathon Wealth Advisors LLC12,078$6.97M2.86%+6913F-HRTimeline
VICUS CAPITAL12,076$6.97M0.51%-67713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,076$6.97M0.5%-43713F-HRTimeline
Cyr Financial Inc.12,075$6.97M4.1%+86413F-HRTimeline
Cheviot Value Management, LLC12,067$6.96M0.7%+63813F-HRTimeline
Nikulski Financial, Inc.12,062$6.96M1.72%-1,40313F-HRTimeline
Busey Bank12,043$6.95M0.19%+1,06313F-HRTimeline
Avantax Planning Partners, Inc.12,043$6.95M0.19%+2613F-HRTimeline
Family Manage LLC12,021$6.94M0.83%-3,56713F-HRTimeline
J. Team Financial, Inc.12,019$6.94M7.78%+1,00213F-HRTimeline
Wealth Advisory Solutions, LLC11,964$6.91M1.54%-16113F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,893$6.86M1.13%-10613F-HRTimeline
WBH ADVISORY INC11,736$6.86M0.51%-46113F-HRTimeline
Keating Financial Advisory Services, In…11,873$6.85M1.11%+51013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,871$6.85M4.48%-65713F-HRTimeline
Octavia Wealth Advisors, LLC11,854$6.84M0.65%+6613F-HRTimeline
Retirement Planning Co of New England, …11,829$6.83M2.78%+2913F-HRTimeline
Morse Asset Management, Inc11,827$6.83M1.42%013F-HRTimeline
Base Wealth Management LLC11,801$6.81M3.81%-3,46013F-HRTimeline
TFR Capital, LLC.11,740$6.78M2.08%+4613F-HRTimeline
Box Hill Private Wealth LLC11,675$6.74M6.66%+1,11313F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC11,668$6.73M6.35%013F-HRTimeline
Guardian Capital, LLC11,667$6.73M6.44%-1,03313F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…11,642$6.72M12.48%-1,63413F-HRTimeline
Split Rock Private Trading & Wealth Man…11,636$6.72M5.2%-8313F-HRTimeline
Nadler Financial Group, Inc.11,618$6.71M0.65%-1,43813F-HRTimeline
Annex Advisory Services, LLC11,582$6.68M0.13%+13913F-HRTimeline
Atomic Invest LLC11,968$6.68M3.15%+9,71613F-HRTimeline
National Wealth Management Group, LLC11,574$6.68M2.49%-16713F-HRTimeline
Concorde Asset Management, LLC11,555$6.67M3.27%-1,48113F-HRTimeline
Valmark Advisers, Inc.11,537$6.66M0.08%+34613F-HRTimeline
Fairvoy Private Wealth, LLC11,526$6.65M1.59%+96813F-HRTimeline
CADINHA & CO LLC11,517$6.65M1.24%-1,29513F-HRTimeline
Insight Advisors, LLC/ PA11,509$6.64M1.26%-1,00413F-HRTimeline
Hyposwiss Advisors SA11,499$6.64M6.56%+56413F-HRTimeline
XML Financial, LLC11,490$6.63M0.54%-22013F-HRTimeline
Richard W. Paul & Associates, LLC11,465$6.62M2.23%+18413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11,465$6.62M0.31%+3,81013F-HRTimelineGroup
Cordatus Wealth Management LLC11,448$6.61M1.57%013F-HRTimeline
Prospect Financial Services LLC11,425$6.59M4.03%-7013F-HRTimeline
Triumph Capital Management11,405$6.58M1.34%+7513F-HRTimeline
Ackerman Asset Management, LLC11,372$6.56M4.58%-15713F-HRTimeline
HCR Wealth Advisors11,317$6.53M0.68%+22113F-HRTimeline
Zinnia Wealth Advisory, LLC11,290$6.52M7.29%+4,96713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP11,277$6.51M0.25%+17113F-HRTimeline
JPL Wealth Management, LLC11,260$6.5M1.49%-21313F-HR/ATimeline
Horizon Investments, LLC11,244$6.49M0.07%+5,23713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,205$6.47M3.98%+1,44913F-HRTimeline
Strategic Wealth Investment Group, LLC11,179$6.45M0.82%-51413F-HRTimeline
Post Resch Tallon Group Inc.11,055$6.45M5.21%+26613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…9,655$6.41M2.14%-7413F-HRTimeline
Darwin Wealth Management, LLC11,095$6.4M1.99%-3,14813F-HRTimeline
Williams Jones Wealth Management, LLC.11,089$6.4M0.08%-4113F-HRTimeline
Modus Advisors, LLC11,078$6.39M1.76%-4513F-HRTimeline
Financial Partners Group, Inc11,062$6.38M0.76%-4613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11,008$6.35M0.6%+4613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,971$6.33M0.12%+49813F-HRTimeline
FourThought Financial Partners, LLC10,958$6.32M0.55%-19313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,951$6.32M1.06%-46513F-HRTimeline
Palumbo Wealth Management LLC10,876$6.28M1.53%-1,01113F-HRTimeline
Avidian Wealth Enterprises, LLC10,862$6.27M0.2%+4,79113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG10,996$6.26M0.11%-1,90113F-HRTimelineGroup
Accel Wealth Management10,831$6.25M1.63%-1,48113F-HRTimeline
Sage Mountain Advisors LLC10,815$6.24M0.44%-1,12813F-HRTimeline
Alexis Investment Partners, LLC11,147$6.22M4.29%-47813F-HRTimeline
Requisite Capital Management, LLC10,748$6.2M1.16%+1313F-HRTimeline
Bollard Group LLC10,732$6.19M0.19%+33913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co10,726$6.19M0.02%-50013F-HRTimelineGroup
Fortis Capital Management LLC10,714$6.18M0.83%+2,15013F-HRTimeline
LMCG INVESTMENTS, LLC10,712$6.18M0.37%-16713F-HRTimeline
GFG Capital, LLC10,679$6.16M1.97%+2,40113F-HRTimeline
Ridgeline Wealth Planning, LLC10,667$6.16M4.5%+1413F-HRTimeline
Winch Advisory Services, LLC10,654$6.15M1.4%+7513F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC10,635$6.14M2.26%-1,63313F-HRTimeline
Ethos Financial Group, LLC10,615$6.13M0.45%+14813F-HRTimeline
Zhang Financial LLC10,610$6.12M0.21%+94113F-HRTimeline
Rothschild Wealth LLC10,599$6.12M0.55%+1,05113F-HRTimeline
Warren Street Wealth Advisors, LLC10,556$6.09M1.56%new13F-HRTimeline
Bernardo Wealth Planning LLC10,540$6.08M1.19%-56513F-HRTimeline
Leslie Global Wealth, LLC10,514$6.07M3.2%-3013F-HRTimeline
McGuire Investment Group, LLC10,506$6.06M0.68%-25313F-HRTimeline
Crews Bank & Trust10,505$6.06M0.88%+7113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,496$6.06M0.01%+1,14613F-HRTimelineGroup
Blue Trust, Inc.10,479$6.05M0.07%-24913F-HRTimeline
Riverstone Advisors, LLC10,461$6.04M2.98%+33913F-HRTimeline