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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
ATTICUS WEALTH MANAGEMENT, LLC10,428$6.02M1.63%-19913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC10,284$6.01M1.07%-1513F-HRTimeline
Waterloo Capital, L.P.10,392$6M0.42%+57713F-HRTimeline
Mission Creek Capital Partners, Inc.10,378$5.99M1.19%+9513F-HRTimeline
Ameliora Wealth Management Ltd.10,361$5.98M1.91%-56013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,347$5.97M0.69%new13F-HRTimeline
Reflection Asset Management8,895$5.97M3.65%+42013F-HRTimeline
VANCE WEALTH, LLC10,338$5.97M1.72%-19113F-HRTimeline
DBK Financial Counsel, LLC10,327$5.96M4.51%-17413F-HRTimeline
Ledgewood Wealth Advisors, LLC10,323$5.96M3.35%-8813F-HRTimeline
Cypress Wealth Services, LLC10,300$5.94M0.84%-19813F-HRTimeline
Triad Wealth Partners, LLC10,291$5.94M0.47%-61713F-HRTimeline
Global Assets Advisory, LLC10,250$5.92M1.69%-21413F-HRTimeline
Aurora Private Wealth, Inc.9,607$5.9M4.2%-3,00813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,402$5.9M0.03%new13F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT10,184$5.88M0.05%+39513F-HRTimeline
McKinley Carter Wealth Services, Inc.10,183$5.88M0.34%-42313F-HRTimeline
UPTICK PARTNERS, LLC10,175$5.87M1.17%+10513F-HRTimeline
CHANNEL WEALTH LLC10,140$5.85M1.42%+12113F-HRTimeline
Harvest Investment Services, LLC10,129$5.85M1.07%-1,04713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,128$5.85M0.72%+2,19513F-HRTimeline
Benson Wealth Management INC10,125$5.84M7.99%-12,30413F-HRTimeline
Cornerstone Advisory, LLC10,121$5.84M0.55%+30513F-HRTimeline
Praxis Capital Management LLC10,100$5.83M13.62%+5,20013F-HRTimeline
Welch & Forbes LLC10,091$5.82M0.08%+27813F-HRTimeline
BlueChip Wealth Advisors LLC10,090$5.82M2.56%-19713F-HRTimeline
MIRAMONTES CAPITAL, LLC10,077$5.82M2.02%+25713F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC10,070$5.81M3.11%+13113F-HRTimeline
Forum Finance Group S.A.12,366$5.8M3.15%13F-HRTimeline
Concentric Capital Strategies, LP10,023$5.79M0.5%new13F-HRTimeline
Visionary Horizons, LLC10,007$5.78M2.85%+54413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,002$5.77M0.37%-1,26513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…9,787$5.76M3.52%-1,33513F-HRTimeline
Oakwell Private Wealth Management, LLC9,979$5.76M1.03%-5913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ulland Investment Advisors, LLC9,975$5.76M4.94%-26913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,957$5.75M0.22%-47,94413F-HRTimelineGroup
Polymer Capital Management (HK) LTD9,934$5.73M0.8%+1,63913F-HRTimeline
Objective Capital Management, LLC9,922$5.73M5.78%-10513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,917$5.72M0.72%+3713F-HRTimeline
HILL ISLAND FINANCIAL LLC9,905$5.72M1.39%-5713F-HRTimeline
HANCOCK WHITNEY CORP8,631$5.7M0.1%-65013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,874$5.7M0.32%+22013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,855$5.69M1.67%+4713F-HRTimeline
Joseph P. Lucia & Associates, LLC9,804$5.66M2.02%+25013F-HRTimeline
BLB&B Advisors, LLC9,774$5.64M0.23%-44513F-HRTimeline
MCF Advisors LLC9,771$5.64M0.25%+1,75313F-HRTimeline
Fourth Dimension Wealth, LLC9,745$5.62M2.13%+77413F-HRTimeline
True North Advisors, LLC9,743$5.62M0.64%+27013F-HRTimeline
White Lighthouse Investment Management …9,741$5.62M0.78%+45513F-HRTimeline
Arrowroot Family Office, LLC9,723$5.61M1.86%+46913F-HR/ATimeline
DeDora Capital, Inc.9,720$5.61M1.38%-4013F-HRTimeline
Graetz Wealth LLC9,710$5.6M5%-3,19513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,707$5.6M0.36%+26613F-HRTimeline
Eddie Patel Inc9,669$5.58M4.29%-1,22713F-HRTimeline
LexAurum Advisors, LLC9,664$5.58M0.72%13F-HRTimeline
MONTAG A & ASSOCIATES INC9,639$5.56M0.26%+1,08313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,622$5.55M3.09%-4813F-HRTimeline
Evercore Wealth Management, LLC9,603$5.54M0.09%+83413F-HRTimeline
Daybright Advisory Services, Inc.9,601$5.54M1.53%-39413F-HRTimeline
Amtrust Financial Services, Inc.9,600$5.54M1.85%013F-HRTimeline
High Note Wealth, LLC9,599$5.54M1.09%-5913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9,565$5.52M0.37%+31513F-HRTimeline
Provenance Wealth Advisors, LLC9,544$5.51M0.58%+14313F-HRTimeline
Mill Creek Capital Advisors, LLC9,509$5.49M0.11%-6513F-HRTimeline
Flaharty Asset Management, LLC9,473$5.47M0.68%-52313F-HRTimeline
Founders Financial Alliance, LLC9,420$5.44M0.98%+31613F-HRTimeline
Westmount Partners, LLC9,411$5.43M1.34%+1,49213F-HRTimeline
JBR Co Financial Management Inc8,839$5.43M2.27%013F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…9,386$5.42M3.07%-10013F-HRTimeline
COREPATH WEALTH PARTNERS LLC8,925$5.41M3.65%+20213F-HRTimeline
SEARLE & CO.9,364$5.4M1.36%013F-HRTimeline
FIRST MANHATTAN CO. LLC.9,361$5.4M0.01%+26113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,354$5.4M1.88%-19813F-HRTimeline
Greykasell Wealth Strategies, Inc.9,349$5.4M2.18%-1413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,326$5.38M0.34%+18213F-HRTimeline
Simplicity Wealth,LLC9,318$5.38M0.3%-1,60013F-HRTimeline
Grey Ledge Advisors, LLC9,317$5.38M1.21%-4413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,314$5.38M0.97%+14013F-HRTimeline
YHB Investment Advisors, Inc.9,306$5.37M0.39%+1013F-HRTimeline
NorthCrest Asset Manangement, LLC9,173$5.37M0.17%-2,34113F-HRTimeline
Legacies Wealth LLC9,272$5.35M3.39%-16,57613F-HRTimeline
Covenant Asset Management, LLC9,266$5.35M1.1%+22513F-HRTimeline
Bucket List Wealth Management, LLC9,253$5.34M3.22%-97313F-HRTimeline
HWG Holdings LP9,232$5.33M1.41%-54,28313F-HRTimeline
Quartz Partners, LLC9,218$5.32M2.06%-62013F-HRTimeline
Key Client Fiduciary Advisors, LLC9,147$5.28M1.81%+33413F-HRTimeline
Leelyn Smith, LLC9,131$5.27M0.74%-23113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,130$5.27M0.13%+61613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP9,120$5.26M0.81%new13F-HRTimeline
Zuckerman Investment Group, LLC9,112$5.26M0.49%-11513F-HRTimeline
Kensington Investment Counsel, LLC9,106$5.26M2.53%+25713F-HRTimeline
Jasper Ridge Partners, L.P.9,102$5.25M0.12%+39513F-HRTimeline
Valued Retirements, Inc.9,092$5.25M5.13%+713F-HRTimeline
Visionary Wealth Advisors9,081$5.24M0.23%+49213F-HRTimeline
SIGNATUREFD, LLC9,039$5.22M0.08%+11213F-HRTimeline
Cohen Capital Management, Inc.9,037$5.22M0.81%+15913F-HRTimeline
Brindle & Bay Financial Advisors, LLC9,031$5.21M3.2%-16,56813F-HRTimeline
Baring Financial LLC9,003$5.2M3.18%-19513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,998$5.19M1.82%-1,86813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,997$5.19M0.87%+313F-HRTimeline
Monument Capital Management8,960$5.17M1.3%-2113F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,951$5.17M2.54%-3,44113F-HRTimeline
Strategic Financial Concepts, LLC8,864$5.16M1.27%+3,87513F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,941$5.16M0.35%+3,01713F-HRTimeline
RETIREMENT GUYS FORMULA LLC8,938$5.16M2.37%-6513F-HRTimeline
Independent Wealth Network Inc.8,936$5.16M1.53%+2,43013F-HRTimeline
Riverbend Wealth Management, LLC8,929$5.15M3.2%+28313F-HRTimeline
Sightline Wealth Advisors, LLC8,927$5.15M2.18%-1,29713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,913$5.14M0.04%-13,80313F-HRTimelineGroup
Central Pacific Bank - Trust Division8,899$5.14M0.66%+91713F-HRTimeline
Olde Wealth Management, LLC8,899$5.14M1.63%-26913F-HRTimeline
Stillwater Wealth Management Group8,876$5.12M3.17%+94413F-HRTimeline
Integrated Investment Consultants, LLC8,837$5.1M1.08%-1,34713F-HRTimeline
Clear Point Advisors Inc.8,837$5.1M3.98%-4713F-HRTimeline
Victrix Investment Advisors8,825$5.09M1.85%-1,01513F-HRTimeline
CPR Investments Inc.8,799$5.08M3.39%-12,18213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC8,778$5.07M1.34%+2213F-HRTimeline
West Financial Advisors, LLC8,773$5.06M0.86%-24813F-HRTimeline
Realta Investment Advisors8,767$5.06M1.76%-70613F-HRTimeline
Signal Advisors Wealth, LLC8,766$5.06M0.35%+82913F-HRTimeline
SkyOak Wealth, LLC8,758$5.06M0.93%-39413F-HRTimeline
KERR FINANCIAL PLANNING Corp7,692$5.04M3.55%new13F-HR/ATimeline
FARMERS TRUST CO8,724$5.04M0.79%-59813F-HRTimeline
Royal Capital Wealth Management, LLC8,710$5.03M3.13%-20113F-HRTimeline
J.E. Simmons & Co., P.C.8,702$5.02M3.36%-4613F-HRTimeline
COURIER CAPITAL LLC8,695$5.02M0.28%-16613F-HR/ATimeline
Sharper & Granite LLC8,690$5.02M1.71%-513F-HRTimeline
Advisory Resource Group8,688$5.01M0.86%-1,67913F-HRTimeline
Black Diamond Financial, LLC8,674$5.01M0.55%new13F-HRTimeline
Ketron Financial8,636$4.98M1.78%-5813F-HRTimeline
Montecito Bank & Trust8,619$4.97M0.82%-34113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,609$4.97M0.13%-18713F-HRTimelineGroup
Independence Bank of Kentucky8,605$4.97M0.63%+41413F-HRTimeline
Balboa Wealth Partners8,603$4.97M0.83%-2,74613F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,572$4.95M0.26%+1,31713F-HRTimeline
Castle Rock Wealth Management, LLC8,435$4.93M1.07%+18913F-HRTimeline
Quad-Cities Investment Group, LLC8,541$4.93M1.97%-5713F-HRTimeline
Retirement Solution LLC8,517$4.92M1.16%-1,41513F-HRTimeline
Trademark Financial Management, LLC8,508$4.91M2.41%-5,26413F-HRTimeline
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …8,500$4.91M0.32%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…8,470$4.89M0.28%+4,24713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,446$4.87M0.6%-36013F-HRTimeline
MATAURO, LLC8,420$4.86M0.7%-1,55013F-HRTimeline
Glenview Trust Co8,405$4.85M0.08%-30413F-HRTimeline
Advance Capital Management, Inc.8,405$4.85M0.18%-24113F-HRTimeline
SFMG, LLC8,391$4.84M0.33%+7813F-HRTimeline
Goldstein Advisors, LLC8,387$4.84M0.54%+7613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,383$4.84M0.53%-11813F-HRTimeline
Members Advisory Group LLC8,363$4.84M1.66%-57813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,951$4.83M1.73%+41513F-HRTimeline
Root Financial Partners, LLC8,355$4.82M0.22%+14113F-HRTimeline
Centric Wealth Management7,161$4.82M0.96%-9913F-HRTimeline
Huntleigh Advisors, Inc.8,329$4.81M0.82%+18913F-HRTimeline
Lifetime Wealth Management P.C.8,280$4.78M2.72%+19413F-HRTimeline
Nvest Financial, LLC8,266$4.77M1.78%+79913F-HRTimeline
Greater Midwest Financial Group, LLC8,257$4.77M2.56%+7,37813F-HRTimeline
3EDGE Asset Management, LP8,406$4.76M0.23%-40413F-HRTimeline
Family Legacy, Inc.8,229$4.75M1.43%-19913F-HRTimeline
Robbins Farley8,228$4.75M2.1%-16613F-HRTimeline
ASPIRIANT, LLC8,227$4.75M0.14%+30013F-HRTimeline
Vienna Asset Management LLC8,218$4.74M3.75%-2,57713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD8,210$4.74M0.01%-7,60513F-HRTimeline
Innovative Wealth Building LLC8,180$4.72M3.32%+29013F-HRTimeline
Purus Wealth Management, LLC8,178$4.72M1.5%-4813F-HRTimeline
QTR Family Wealth, LLC7,508$4.72M1.97%+50313F-HRTimeline
Fluent Financial, LLC7,636$4.71M1.73%+71513F-HRTimeline
DKM Wealth Management, Inc.8,156$4.71M3.39%+1913F-HRTimeline
Ignite Planners, LLC8,149$4.7M0.73%-19313F-HRTimeline
SMART Wealth LLC8,131$4.69M1.37%-2,38913F-HRTimeline
PFC CAPITAL GROUP, INC.8,113$4.68M2.06%-5313F-HRTimeline
Metropolitan Life Insurance Co/NY8,100$4.68M1.42%+1,00013F-HRTimeline
Montz Harcus Wealth Management LLC8,085$4.67M1.88%+3613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,054$4.66M0.17%+4,87813F-HRTimelineGroup
GSG Advisors LLC8,069$4.66M1.21%+8113F-HRTimeline
Custos Family Office, LLC8,056$4.65M3.22%-33113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC8,046$4.64M3.24%-42113F-HRTimeline
Alpha Financial Partners LLC8,041$4.64M2.75%+53113F-HRTimeline
PVG ASSET MANAGEMENT CORP6,234$4.64M2.75%+4,80213F-HRTimeline
One Wealth Management Investment & Advi…8,034$4.64M5.59%+1913F-HRTimeline
BayBridge Capital Group, LLC7,545$4.63M2.87%013F-HRTimeline
Davies Financial Advisors, Inc.8,026$4.63M42.44%-14,04913F-HRTimeline
Capital Developers, LLC8,011$4.62M4.16%+3913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,005$4.62M0.61%-4,07413F-HRTimeline
Ionic Capital Management LLC8,000$4.62M3.88%new13F-HRTimeline
Capelight Capital Asset Management LP8,000$4.62M3.84%-12,00013F-HR/ATimeline
Sandy Cove Advisors, LLC7,998$4.62M1.38%-813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,984$4.61M0.08%+2013F-HRTimelineGroup
KKM Financial LLC7,496$4.6M0.82%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,977$4.6M2.63%-36613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,965$4.6M1.16%-2613F-HRTimeline
BOSTON FAMILY OFFICE LLC7,965$4.6M0.31%-95413F-HRTimeline
Signature Equity Partners, LLC7,891$4.55M2.44%+34013F-HRTimeline
Paller Financial Services Inc7,877$4.55M3.76%-1,00113F-HRTimeline
LaSalle St. Investment Advisors, LLC7,860$4.54M0.64%+2,55013F-HRTimeline
Rockport Wealth LLC7,848$4.53M0.82%-1,76213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,822$4.51M2.03%-6813F-HRTimeline
KLCM Advisors, Inc.7,819$4.51M0.39%+20013F-HRTimeline
TBH Global Asset Management, LLC7,803$4.5M0.91%-1,68513F-HRTimeline
J. R. Prunier Capital Management LLC7,795$4.5M1.91%-1,08013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,775$4.49M0.35%-19313F-HRTimeline