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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
Soundwatch Capital LLC7,766$4.48M0.57%+8713F-HRTimeline
Global Wealth Management, LLC7,763$4.48M2.44%-1,56413F-HRTimeline
First National Trust Co7,743$4.47M0.15%-6513F-HRTimeline
Eagle Strategies LLC7,728$4.46M0.53%+3,48913F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.7,725$4.46M0.34%-74913F-HRTimeline
Three Magnolias Financial Advisors, LLC7,723$4.46M2.84%-28713F-HRTimeline
Madden Advisory Services, Inc.7,702$4.45M1.75%+1,34313F-HRTimeline
Oasis Advisors, LLC7,695$4.44M0.87%+6,91813F-HRTimeline
Iron Gate Global Advisors LLC7,683$4.44M0.47%-6513F-HRTimeline
Greenfield Savings Bank7,669$4.43M1.89%-10213F-HRTimeline
SVB WEALTH LLC7,665$4.42M0.29%+1,07813F-HRTimeline
Paulson Wealth Management Inc.7,656$4.42M1.04%+21713F-HRTimeline
Lakeshore Financial Planning, Inc.7,598$4.39M1.59%+16713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding7,560$4.36M-580Timeline
Omega Financial Group, LLC7,549$4.36M1.44%-14313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV7,546$4.36M0.79%+10113F-HRTimeline
Finward Bancorp7,542$4.35M3.48%+26513F-HRTimeline
NovaPoint Capital, LLC7,506$4.33M1.09%-20613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,499$4.33M0.1%new13F-HRTimelineGroup
LAM GROUP, INC.7,475$4.31M2.37%013F-HRTimeline
Hibernia Wealth Partners, LLC7,469$4.31M1.28%+45513F-HRTimeline
Symphony Financial, Ltd. Co.7,523$4.31M0.57%+2913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC7,464$4.31M0.03%+1,53413F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC7,460$4.31M3.44%+31613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,445$4.3M2.52%-12213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,424$4.28M<0.01%-24513F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.7,422$4.28M3.15%-1,93713F-HRTimeline
Odyssey Capital Advisors, Inc.7,410$4.28M3.83%+30113F-HRTimeline
OpenArc Corporate Advisory, LLC7,406$4.27M0.06%+88713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,391$4.27M0.13%+2313F-HRTimeline
Secure Asset Management, LLC7,371$4.25M0.67%-1,59013F-HRTimeline
Morton Capital Management LLC/CA7,363$4.25M0.63%+34613F-HRTimeline
Tudor Financial Inc.7,345$4.24M2.17%-3313F-HR/ATimeline
MorganRosel Wealth Management, LLC7,340$4.24M1.67%-8,19613F-HRTimeline
Strait & Sound Wealth Management LLC7,336$4.23M1.62%-32013F-HRTimeline
Warm Springs Advisors Inc.7,299$4.21M3.58%-35913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.7,271$4.2M0.58%+6613F-HRTimeline
Pasadena Private Wealth, LLC7,265$4.19M0.58%-6,17613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,264$4.19M0.26%+24313F-HRTimeline
Astoria Portfolio Advisors LLC.6,295$4.18M0.89%-19313F-HRTimeline
Fulton Bank, N.A.7,239$4.18M0.15%+88413F-HRTimeline
TFB Advisors LLC7,233$4.17M2.19%-2,57913F-HRTimeline
Retirement Investment Advisors, Inc.6,792$4.17M0.34%+3513F-HRTimeline
Gunpowder Capital Management, LLC dba O…7,222$4.17M3.16%+6413F-HRTimeline
Marble Wealth, LLC7,213$4.16M0.73%-40013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,208$4.16M0.29%+57913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC7,205$4.16M0.31%+3313F-HRTimeline
Sassicaia Capital Advisers LLC7,200$4.16M4.68%-5,70013F-HRTimeline
Roger Wittlin Investment Advisory, LLC7,188$4.15M3.39%-1,36513F-HRTimeline
Empire Life Investments Inc.7,100$4.15M0.25%-60013F-HRTimeline
Cornerstone Wealth Group, LLC6,414$4.13M0.27%-3,56113F-HRTimeline
Kapstone Financial Advisors LLC7,158$4.13M2.02%+9413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7,146$4.12M0.06%+60613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Journey Advisory Group, LLC7,141$4.12M0.35%-33113F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC7,140$4.12M3.44%new13F-HRTimeline
Plancorp, LLC6,736$4.12M0.12%+48013F-HRTimeline
Hutchens & Kramer Investment Management…7,105$4.1M1.3%+1,60013F-HRTimeline
Trust Co7,088$4.09M0.38%+24713F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,088$4.09M1.07%+49513F-HRTimeline
Wallace Hart LLC7,082$4.09M5.63%-70,93113F-HRTimeline
JTC Employer Solutions Trustee Ltd7,077$4.08M0.34%-5,62813F-HRTimeline
Clayton Financial Group LLC7,051$4.07M2.09%+913F-HRTimeline
Coastal Bridge Advisors, LLC7,024$4.05M0.29%-213F-HRTimeline
ELLERSON GROUP INC /ADV7,019$4.05M2.66%-5413F-HRTimeline
Petix & Botte Co6,997$4.04M0.9%-7,04113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,991$4.04M1.31%-7113F-HRTimeline
Frisch Financial Group, Inc.6,988$4.03M0.84%+6113F-HRTimeline
Fiduciary Wealth Partners, LLC6,982$4.03M2.64%+53613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,979$4.03M0.22%-1,84713F-HRTimeline
Paladin Advisory Group, LLC6,979$4.03M3.06%-26313F-HRTimeline
Yanni & Associates Investment Advisors,…6,971$4.02M4.17%-2213F-HRTimeline
Sterling Financial Planning, Inc.6,969$4.02M1.19%-6313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …6,967$4.02M2.22%-11813F-HRTimeline
OPINICUS CAPITAL, INC.6,955$4.01M2.83%-5913F-HRTimeline
Elm3 Financial Group, LLC6,945$4.01M3.39%-3313F-HRTimeline
Noked Israel Ltdin group Noked Israel Ltd6,940$4.01M0.59%013F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC6,938$4M1.92%+9313F-HRTimeline
Wisconsin Wealth Advisors, LLC6,935$4M3.94%+10913F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc6,934$4M0.01%+1,69113F-HRTimelineGroup
Second Half Financial Partners, LLC6,901$3.98M1.79%+4113F-HRTimeline
Florida Trust Wealth Management Co6,872$3.97M0.11%+1413F-HRTimeline
Cyndeo Wealth Partners, LLC6,867$3.96M0.21%+17813F-HRTimeline
Ironwood Financial, llc6,859$3.96M0.69%-913F-HRTimeline
Tactive Advisors, LLC6,847$3.95M1.11%-1,56813F-HRTimeline
Manske Wealth Management6,828$3.94M1.1%+79213F-HRTimeline
Clear Harbor Asset Management, LLC6,814$3.93M0.27%+46213F-HRTimeline
Capital Wealth Alliance, LLC6,817$3.93M1.78%-3,05313F-HRTimeline
Codex Capital Asset Management L.L.C.6,780$3.91M1.51%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,776$3.91M0.11%+31713F-HRTimeline
Prism Advisors, Inc.6,772$3.91M1.04%-413F-HRTimeline
Merkkuri Wealth Advisors LLC6,767$3.91M2.59%-44313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,749$3.9M1.19%-68213F-HRTimeline
OPTIMA CAPITAL LLC6,747$3.89M1.81%+1,41013F-HRTimeline
Game Plan Financial Advisors, LLC6,744$3.89M1.75%-1,07113F-HRTimeline
Three Seasons Wealth, LLC6,739$3.89M1.48%-11,33813F-HRTimeline
CWA Asset Management Group, LLC6,732$3.89M0.13%+35213F-HRTimeline
NorthStar Asset Management LLC /NJ/6,732$3.89M1.88%-32013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,703$3.87M0.24%+32813F-HRTimeline
Addison Capital Co6,695$3.86M0.69%+94513F-HRTimeline
Optimist Retirement Group LLC6,684$3.86M1.7%+513F-HRTimeline
Adirondack Capital Advisors, LLC6,681$3.86M2.48%+38513F-HRTimeline
Parkside Financial Bank & Trust6,672$3.85M0.3%+58513F-HRTimeline
USA FINANCIAL FORMULAS6,655$3.84M0.72%-99,54113F-HRTimeline
Beaton Management Co. Inc.6,615$3.82M1.7%-10013F-HRTimeline
Argent Trust Co6,610$3.82M0.13%-1813F-HRTimeline
Hardy Reed LLC6,605$3.81M0.28%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,580$3.8M0.84%+8413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,578$3.8M0.32%+42513F-HRTimeline
Diversified Enterprises, LLC6,560$3.79M0.21%-16113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,556$3.78M0.04%+27213F-HRTimeline
BCS Wealth Management6,555$3.78M0.77%-7,02513F-HRTimeline
SYKON CAPITAL LLC6,547$3.78M1.26%-13,11713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,543$3.78M0.97%+58813F-HRTimeline
Delta Investment Management, LLC6,508$3.76M0.67%-6,13313F-HRTimeline
Drexel Morgan & Co.6,500$3.75M0.55%-40013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO6,495$3.75M1.04%+5013F-HRTimeline
Jain Global LLC6,477$3.74M0.05%new13F-HRTimeline
BIP Wealth, LLC6,461$3.73M0.15%+1,11713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,097$3.73M0.04%013F-HRTimeline
Affinity Capital Advisors, LLC6,452$3.72M0.52%+44013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,447$3.72M0.79%-49313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,417$3.7M0.2%+5613F-HRTimeline
Sollinda Capital Management LLC6,404$3.7M0.9%+5,64413F-HRTimeline
Investment Advisory Group, LLC6,399$3.69M0.94%+23813F-HRTimeline
Abound Wealth Management6,398$3.69M0.84%-28313F-HRTimeline
Keewaydin Investments LLC6,379$3.68M1.16%+27713F-HRTimeline
SageView Advisory Group, LLC6,368$3.68M0.13%-1,00613F-HRTimeline
Michels Family Financial, LLC6,367$3.68M2.65%+29013F-HRTimeline
Spartan Wealth Advisory Services LLC6,367$3.67M0.32%13F-HRTimeline
River Wealth Advisors LLC6,367$3.67M0.42%-4913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC6,340$3.66M0.76%-2613F-HRTimeline
Foguth Wealth Management, LLC.4,934$3.64M0.42%-45213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,304$3.64M2.69%+5413F-HRTimeline
Howard Capital Management Group, LLC6,300$3.64M0.24%-1513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,298$3.64M0.05%+28213F-HRTimelineGroup
Aviance Capital Partners, LLC6,295$3.63M0.43%-2513F-HRTimeline
Clark Capital Management Group, Inc.6,283$3.63M0.02%+1,62713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,278$3.62M0.11%-7113F-HR/ATimeline
Verdence Capital Advisors LLC6,249$3.61M0.21%-58013F-HRTimeline
True Freedom Investing, LLC6,236$3.6M0.28%-26,35213F-HRTimeline
SlateStone Wealth, LLC6,229$3.6M0.3%+44913F-HRTimeline
GM Advisory Group, LLC6,228$3.59M0.14%-37413F-HRTimeline
Keystone Financial Services, LLC6,227$3.59M2.42%+14913F-HRTimeline
N.E.W. Advisory Services LLC6,225$3.59M0.27%-16613F-HRTimeline
Asset Advisory Group, Inc.6,219$3.59M1.8%-213F-HRTimeline
Redwood Family Wealth LLC6,206$3.58M3.51%-24713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,204$3.58M0.53%+21213F-HRTimeline
Oakmont Advisory Group, LLC6,199$3.58M3.64%+91913F-HRTimeline
Inscription Capital, LLC6,177$3.57M0.37%+36013F-HRTimeline
LOM Asset Management Ltd6,174$3.56M1.02%-3113F-HRTimeline
Smartleaf Asset Management LLC6,372$3.56M0.13%+28713F-HRTimeline
Pacific Sun Financial Corp6,163$3.56M1.72%+24413F-HRTimeline
Weil Company, Inc.6,150$3.55M0.8%-4213F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…6,148$3.55M0.32%new13F-HRTimeline
SoundView Advisors Inc.6,139$3.54M1.26%-26113F-HRTimeline
Vines Capital Management, LLC6,138$3.54M3.51%-3213F-HRTimeline
Baker Ellis Asset Management LLC6,134$3.54M0.42%-5113F-HRTimeline
Hayek Kallen Investment Management6,120$3.53M1.15%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.4,787$3.53M2.08%+1,32213F-HRTimeline
Cardinal Point Capital Management ULC6,095$3.52M0.22%+74313F-HRTimeline
Cornerstone Planning, LLC117,373$3.51M0.79%+114,78813F-HRTimeline
Johnson Financial Group, LLC6,077$3.51M0.23%+42713F-HRTimeline
Curi Capital, LLC6,058$3.5M0.06%+1,47813F-HRTimeline
Winter & Associates, Inc.5,941$3.5M3.06%-11213F-HRTimeline
WEST BANCORPORATION INC6,051$3.49M1.74%013F-HRTimeline
Cloud Capital Management, LLC6,034$3.48M1.52%+1,26813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding6,028$3.48M+338Timeline
Mayflower Financial Advisors, LLC6,027$3.48M0.42%+8713F-HRTimeline
Unique Wealth Strategies, LLC6,027$3.48M1.42%+3613F-HRTimeline
SIMON QUICK ADVISORS, LLC6,025$3.48M0.16%+3013F-HRTimeline
WealthTrust Asset Management, LLC6,020$3.47M2.07%+92213F-HRTimeline
MOR Wealth Management, LLC6,010$3.47M1.59%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,007$3.47M0.76%+1,69313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,990$3.46M1.08%+2,22913F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.5,984$3.45M1.58%+3313F-HRTimeline
OxenFree Capital LLC5,417$3.45M1.67%-56513F-HRTimeline
CORA CAPITAL ADVISORS LLC5,968$3.44M1.14%-6813F-HRTimeline
Tanglewood Legacy Advisors, LLC5,955$3.44M1.24%+22413F-HRTimeline
Cascade Financial Partners, LLC5,936$3.43M0.35%+613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC5,931$3.42M0.9%-25013F-HRTimeline
Marmo Financial Group, LLC5,915$3.41M1.69%+13013F-HRTimeline
Transcendent Capital Group LLC5,898$3.4M1.55%-3,53313F-HRTimeline
FISHMAN JAY A LTD/MI5,897$3.4M0.3%-11813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,882$3.39M0.07%-4113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,859$3.38M0.62%-14,68913F-HRTimeline
Kraft, Davis & Associates, LLC5,066$3.38M0.72%-20013F-HRTimeline
Private Capital Advisors, Inc.5,840$3.37M0.39%+5013F-HRTimeline
Asset Dedication, LLC5,837$3.37M0.24%+46413F-HRTimeline
Headlands Technologies LLC5,826$3.36M0.38%new13F-HRTimeline
DUTCH ASSET Corp5,821$3.36M2.26%+7013F-HRTimeline
PlanVest Financial, Inc5,819$3.36M2.55%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,817$3.36M2.01%-1,09113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,815$3.36M0.01%-40013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC5,792$3.34M0.43%+7913F-HRTimeline
Hilltop National Bank5,784$3.34M0.79%-2513F-HRTimeline
Solidarity Wealth, LLC5,773$3.33M0.64%+1,08013F-HRTimeline
Midwest Professional Planners, LTD.5,773$3.33M0.78%+32613F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC5,766$3.33M0.85%13F-HRTimeline
Cladis Investment Advisory, LLC5,761$3.33M1.83%-20013F-HRTimeline
Coquina Private Wealth LLC5,755$3.32M2.67%-56813F-HRTimeline