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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
FISCHER INVESTMENT STRATEGIES, LLC5,753$3.32M1.94%-1,96713F-HRTimeline
EJMK Ventures LLC5,749$3.32M1.85%-44613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,746$3.32M0.24%+3313F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,738$3.31M3.95%-68613F-HRTimeline
Sage Investment Advisers LLC5,659$3.31M2.45%+15113F-HRTimeline
ALTFEST L J & CO INC5,722$3.3M0.35%+813F-HRTimeline
Keudell/Morrison Wealth Management5,706$3.29M0.67%-55613F-HRTimeline
Appalachian Capital Management Ltd5,690$3.28M2.63%+10213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,669$3.27M0.13%-69213F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC5,664$3.27M2.01%-1313F-HRTimeline
HF Advisory Group, LLC5,662$3.27M1.11%-6713F-HRTimeline
Silver Grove Financial Group, Inc.5,653$3.26M2.62%+313F-HRTimeline
South Shore Capital Advisors6,108$3.25M2.38%+14613F-HRTimeline
Alta Wealth Advisors LLC5,628$3.25M1.05%-24313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,619$3.24M1.3%+26513F-HRTimeline
Catalyst Capital Advisors LLC5,608$3.24M0.06%-4,66613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,590$3.23M1.74%+2313F-HR/ATimeline
Smith Thornton Advisors LLC5,590$3.23M1.62%+12513F-HRTimeline
Fischer Financial Services, Inc.5,586$3.22M1.08%-24,17313F-HRTimeline
Aster Capital Management (DIFC) Ltd6,874$3.22M1.05%new13F-HRTimeline
Compass Financial Group, INC/SD5,571$3.22M0.45%-4413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,257$3.21M0.49%-11513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,555$3.21M0.04%-6813F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.5,538$3.2M1.64%-5213F-HRTimeline
Raab & Moskowitz Asset Management LLC5,529$3.19M0.71%+7013F-HRTimeline
Buck Wealth Strategies, LLC5,524$3.19M0.39%-1,08413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,524$3.19M-234Timeline
Reality Financial Planning Services, LLC5,513$3.18M3.07%-19213F-HRTimeline
FSM Wealth Advisors, LLC5,511$3.18M0.41%-45613F-HRTimeline
Wagner Wealth Management, LLC5,503$3.18M0.64%+6813F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding5,454$3.15M+2,772Timeline
Confluence Wealth Services, Inc.5,443$3.14M0.12%-9713F-HRTimeline
GAMMA Investing LLC5,441$3.14M0.15%-54213F-HRTimeline
Purkiss Capital Advisors LLC5,441$3.14M1.38%+31413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,431$3.13M0.38%-48013F-HRTimeline
KELLEHER FINANCIAL ADVISORS5,512$3.13M0.79%-1,69713F-HRTimeline
Private Wealth Asset Management, LLC5,425$3.13M0.33%-28113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC5,415$3.13M1.27%-35413F-HRTimeline
Smith Salley Wealth Management5,378$3.1M0.16%-78113F-HRTimeline
Aspen Capital Management, LLC5,376$3.1M0.77%+5013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,361$3.09M+1,038Timeline
Kesler, Norman & Wride, LLC5,357$3.09M0.53%013F-HRTimeline
Facet Wealth, Inc.5,357$3.09M0.05%+48813F-HRTimeline
71 West Capital Partners5,355$3.09M0.14%+30413F-HRTimeline
Veridan Wealth LLC5,345$3.08M1.16%+13413F-HRTimeline
Texas Capital Bank Wealth Management Se…5,344$3.08M0.18%-7013F-HRTimeline
BBR PARTNERS, LLC5,341$3.08M0.17%+1,26213F-HRTimeline
Bluespring Wealth Management, LLC5,332$3.08M0.27%+2313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC5,330$3.08M2.53%-1213F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,320$3.07M0.06%-21713F-HRTimeline
CASTLEARK MANAGEMENT LLC5,320$3.07M0.1%013F-HRTimeline
Barnes Wealth Management Group, Inc5,317$3.07M1.56%-3013F-HRTimeline
Tranquilli Financial Advisor LLC5,316$3.07M1.79%-5713F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,315$3.07M0.46%-78813F-HRTimeline
Bulltick Wealth Management, LLC5,308$3.06M0.68%-32,73613F-HRTimeline
CWC Advisors, LLC.5,297$3.06M1.46%+5513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,291$3.05M2.31%+38413F-HRTimeline
Private Wealth Group, LLC5,263$3.04M1.42%-6513F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP5,250$3.03M0.33%-49513F-HRTimeline
Fairscale Capital, LLC5,246$3.03M2.09%+3913F-HRTimeline
Ballew Advisors, Inc4,961$3.03M1.71%+213F-HRTimeline
Carl P. Sherr & Co., LLC5,240$3.02M1.42%013F-HRTimeline
Tidemark, LLC5,234$3.02M0.77%+4913F-HRTimeline
TCI Wealth Advisors, Inc.5,219$3.01M0.16%new13F-HRTimeline
Northwest Financial Advisors5,197$3M5.79%+3613F-HRTimeline
Columbia River Financial Group, LLC5,197$3M1.74%+20413F-HRTimeline
Accredited Investors Inc.5,183$2.99M0.16%+71413F-HRTimeline
Attestor Capital Ltdin group Attestor Capital Ltd5,354$2.99M0.79%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,153$2.97M1.51%+46913F-HRTimeline
Capital Planning Advisors, LLC5,132$2.96M0.43%-813F-HRTimeline
Asset Allocation & Management Company, …5,130$2.96M1.1%+81513F-HRTimeline
Tandem Investment Partners LLC5,127$2.96M2.51%-12813F-HRTimeline
Keebeck Wealth Management5,126$2.96M0.33%-1,65613F-HRTimeline
Dorato Capital Management4,880$2.96M2.18%-26713F-HRTimeline
PATRON PARTNERS, LLC5,111$2.95M1.3%-17913F-HRTimeline
FC Advisory LLC5,107$2.95M0.86%+413F-HRTimeline
IMG Wealth Management, Inc.5,103$2.95M1.88%-56713F-HRTimeline
Compass Financial Services Inc5,086$2.94M1.27%+313F-HRTimeline
Camarda Financial Advisors, LLC5,084$2.93M1.54%-6,52613F-HRTimeline
FAS Wealth Partners, Inc.5,084$2.93M0.18%+1,77313F-HRTimeline
Van Hulzen Asset Management, LLC5,073$2.93M0.22%+16213F-HRTimeline
Noble Wealth Management PBC5,071$2.93M1.5%-31813F-HRTimeline
Mirador Capital Partners LP5,067$2.92M0.41%-2613F-HRTimeline
Bernard Wealth Management Corp.5,062$2.92M1.25%-2,92013F-HRTimeline
Value Investment Professionals, LLC5,061$2.92M6.52%-22213F-HR/ATimeline
Lavaca Capital LLC5,050$2.91M0.54%-30013F-HRTimeline
Helium Advisors LLC5,043$2.91M2.78%+65613F-HRTimeline
WATERS PARKERSON & CO., LLC5,038$2.91M0.15%-33813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,036$2.91M1%-15913F-HRTimeline
SP Asset Management LLC5,034$2.91M0.26%-39213F-HRTimeline
Investmark Advisory Group LLC5,031$2.9M1.24%-31913F-HRTimeline
Allie Family Office LLC5,028$2.9M1.26%+1,35813F-HR/ATimeline
Summit Asset Management, LLC5,025$2.9M0.4%+5613F-HRTimeline
Valor Advisors LLC4,716$2.9M2.44%013F-HRTimeline
Global Wealth Strategies & Associates5,019$2.9M0.71%-10813F-HRTimeline
One Day In July LLC5,018$2.9M0.23%+4813F-HRTimeline
Exit Wealth Advisors, LLC.5,013$2.89M1.49%-1,64213F-HRTimeline
Madison Park Capital Advisors, LLC5,000$2.89M2.27%+10113F-HRTimeline
Glaxis Capital Management, LLC5,000$2.89M3.61%new13F-HRTimeline
Spruce Point Capital Management, LLC5,000$2.89M3.86%-9,00013F-HRTimeline
GGM Financial LLC4,996$2.88M1.33%-2213F-HRTimeline
Pearl Planning LLC4,990$2.88M1.54%-1413F-HRTimeline
Westwood Wealth Management4,985$2.88M1.13%+1,05013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.4,980$2.87M0.7%+49613F-HRTimelineGroup
Fortitude Family Office, LLC4,979$2.87M0.65%-4,75813F-HRTimeline
FIRST COMMUNITY TRUST NA4,971$2.87M2.12%+4,15013F-HRTimeline
CVFG LLC4,956$2.86M0.36%+87913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,943$2.85M0.18%+3713F-HRTimelineGroup
Dash Acquisitions Inc.4,405$2.85M0.59%+8113F-HRTimeline
Performance Wealth Partners, LLC4,924$2.84M0.08%-20913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,909$2.83M0.01%+45013F-HRTimeline
Intrua Financial, LLC4,903$2.83M0.3%+10113F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…4,893$2.82M1.3%+3,21213F-HRTimelineGroup
M1 Capital Management LLC4,888$2.82M1.3%-6,92013F-HRTimeline
Stablepoint Partners, LLC4,887$2.82M0.42%+45913F-HRTimeline
Prospera Capital Management, LLC4,884$2.82M1.41%013F-HRTimeline
1ST SOURCE BANK4,875$2.81M0.15%-12513F-HRTimeline
Curran Financial Partners, LLC4,868$2.81M0.5%+79613F-HRTimeline
Rinkey Investments4,858$2.8M0.72%+25813F-HRTimeline
Bank of Marin4,857$2.8M2.05%+10213F-HRTimeline
Sequent Planning LLC4,847$2.8M0.68%+6913F-HRTimeline
Selective Wealth Management, Inc.4,211$2.79M0.83%-29213F-HRTimeline
Westfuller Advisors, LLC4,816$2.78M1.2%-86913F-HRTimeline
Lazard Freres Gestion S.A.S.4,802$2.77M0.05%+51913F-HRTimeline
Oribel Capital Management, LP4,800$2.77M0.42%+50013F-HRTimeline
Hunting Hill Global Capital, LLC4,800$2.77M3.31%new13F-HRTimeline
Symphony Financial Services, Inc.4,794$2.77M1.42%+3713F-HRTimeline
Carroll Advisory Group, LLC4,789$2.76M1.07%-32013F-HRTimeline
Crusonia Wealth Advisors LLC4,779$2.76M0.57%-6113F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,772$2.75M1.06%+2013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,755$2.74M0.76%-40413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,069$2.74M0.03%-7513F-HRTimeline
Physician Wealth Advisors, Inc.4,742$2.74M0.38%+9713F-HRTimeline
CHAPIN DAVIS, INC.4,741$2.74M0.61%-30913F-HRTimeline
Venturi Wealth Management, LLC4,721$2.72M0.12%-9413F-HRTimeline
Ballast Rock Private Wealth LLC4,712$2.72M1.5%+15513F-HRTimeline
Moss Adams Wealth Advisors LLC4,711$2.72M0.2%-6513F-HRTimeline
STAR Financial Bank4,704$2.72M1.28%-64913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,692$2.71M0.29%-19313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,688$2.71M-1Timeline
RAINIER FAMILY WEALTH INC4,682$2.7M1.81%-3,42113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,678$2.7M0.2%+91413F-HRTimelineGroup
Farrow Financial, Inc.4,676$2.7M1.53%+713F-HRTimeline
Revolve Wealth Partners, LLC4,640$2.68M0.35%+79913F-HRTimeline
Bleichroeder LP4,640$2.68M0.46%013F-HRTimeline
Boreal Capital Management LLC4,639$2.68M2.31%-1,56013F-HRTimeline
Perennial Advisors, LLC4,629$2.67M0.46%+13613F-HRTimeline
Pinnacle Bancorp, Inc.4,626$2.67M0.79%013F-HRTimeline
North Capital, Inc.4,621$2.67M2.26%+6313F-HRTimeline
Samalin Investment Counsel, LLC4,618$2.67M0.95%-13213F-HRTimeline
Breakwater Capital Group4,611$2.66M0.36%+2,00513F-HRTimeline
1832 Asset Management L.P.4,600$2.66M<0.01%+81513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,598$2.65M0.01%-25113F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV4,586$2.65M2.52%-9913F-HRTimeline
BLVD Private Wealth, LLC4,579$2.64M2.3%-21113F-HRTimeline
SLT Holdings LLC4,575$2.64M1.86%+12213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC4,573$2.64M1.21%-76913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,560$2.63M0.42%+8913F-HRTimelineGroup
Intentional Wealth Strategies, LLC4,542$2.62M2.44%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,541$2.62M0.05%new13F-HRTimeline
Kaizen Financial Strategies4,076$2.61M1.11%+4913F-HRTimeline
Kentucky Trust Co4,520$2.61M1.37%+3713F-HRTimeline
First Growth Capital LLC4,464$2.61M2.37%-3713F-HRTimeline
Linscomb Wealth, Inc.4,519$2.61M0.12%-3,58913F-HRTimeline
Oxbow Advisors, LLC4,517$2.61M0.22%+29013F-HRTimeline
Mainsail Financial Group, LLC4,515$2.61M1.09%+4613F-HRTimeline
HOURGLASS CAPITAL, LLC4,511$2.6M0.54%new13F-HRTimeline
Massachusetts Wealth Management4,499$2.6M1.13%-29913F-HRTimeline
Granite Bay Wealth Management, LLC4,472$2.58M0.55%+58813F-HRTimeline
NWK Group, Inc.4,450$2.57M0.99%-10613F-HRTimeline
Lauterbach Financial Advisors, LLC4,438$2.56M1.25%-69813F-HRTimeline
Stonebridge Financial Group, LLC4,437$2.56M0.21%+1813F-HRTimeline
Welch Group, LLC4,426$2.55M0.1%+10213F-HRTimeline
Coastline Complete Wealth LLC4,422$2.55M1.58%-14,94213F-HRTimeline
First Citizens Financial Corp4,416$2.55M1.2%-72013F-HRTimeline
Balentine LLC4,414$2.55M0.1%+8413F-HRTimeline
Henderson Brothers Financial Partners, …4,410$2.55M0.64%13F-HRTimeline
Jones Kertz & Associates, Inc.4,409$2.54M1.35%-13113F-HRTimeline
Elevated Capital Advisors, LLC4,400$2.54M0.64%-813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,399$2.54M0.73%-1,17213F-HRTimeline
Midwestern Financial, LLC /IA4,390$2.53M1.99%+513F-HRTimeline
McClarren Financial Advisors, Inc.4,385$2.53M1.5%-3,00813F-HRTimeline
Security National Bank4,383$2.53M0.37%+1,12813F-HRTimeline
RCW Management, LLC4,382$2.53M2.59%-25813F-HRTimeline
GatePass Capital, LLC4,369$2.52M1.23%+69913F-HRTimeline
Plante Moran Financial Advisors, LLC4,367$2.52M0.16%+30913F-HRTimeline
Hummer Financial Advisory Services Inc4,366$2.52M1.78%+1913F-HRTimeline
Opulen Financial Group LLC4,342$2.51M1.76%-13313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,339$2.5M0.55%-8413F-HRTimeline
J. L. Bainbridge & Co., Inc.4,338$2.5M0.23%+1913F-HRTimeline
Brookwood Investment Group LLC4,327$2.5M0.32%-67113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,327$2.5M0.32%013F-HRTimeline
Flavin Financial Services, Inc.4,327$2.5M1.68%+10113F-HRTimeline
MSH Capital Advisors LLC4,324$2.5M0.53%-2713F-HRTimeline
Gilliland Jeter Wealth Management LLC4,324$2.5M0.74%+70113F-HRTimeline
Tranquility Partners, LLC4,234$2.49M0.94%+18713F-HRTimeline
SAXON INTERESTS, INC.4,313$2.49M0.86%+13213F-HRTimeline
Aspirean Wealth, LLC4,312$2.49M2.7%-48013F-HRTimeline
Nalls Sherbakoff Group, LLC4,310$2.49M1.83%+34513F-HRTimeline
Acropolis Investment Management, LLC4,309$2.49M0.11%+413F-HRTimeline