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Disclosery

QQQ INVESCO QQQ TR

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Filings received so far for Q3 2026: 241 13F filers report a position in QQQ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC174,381$129M0.91%-18,16713F-HRTimeline
Venture Visionary Partners LLC133,435$98.7M2.59%+2,50313F-HRTimeline
CoreCap Advisors, LLC100,571$74.4M2.14%-5,84013F-HRTimeline
Cooper Financial Group81,366$60.2M4.8%+2,04413F-HRTimeline
First Heartland Consultants, Inc.66,637$49.3M3.28%+5,53613F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC63,018$46.6M26.01%-1,66213F-HRTimeline
Silverleafe Capital Partners, LLC53,722$39.7M11.31%-18513F-HRTimeline
KWMG, LLC50,830$37.6M2.71%+80513F-HRTimeline
HWG Holdings LP50,342$37.2M8.59%+19,66513F-HRTimeline
Wealth Group Ltd48,725$36.5M6.76%-25713F-HRTimeline
Capital Advisors Wealth Management, LLC49,275$36.5M4.11%+84613F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.48,909$36.2M19.58%-96513F-HRTimeline
Valeo Financial Advisors, LLC41,602$30.8M0.65%-1,27213F-HRTimeline
Apella Capital, LLC39,912$30.2M0.38%-40513F-HRTimeline
Wedmont Private Capital39,990$29.9M0.72%+4,09513F-HRTimeline
Green Ridge Wealth Planning LLC39,349$29.1M11.68%+1,24213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD35,013$25.9M18.34%-33213F-HRTimeline
Gouws Capital LLC32,340$23.9M11.31%-74813F-HRTimeline
David J Yvars Group31,046$23M10.55%+413F-HRTimeline
Platt Investment Counsel, LLC29,938$22.1M15.24%-6,68513F-HRTimeline
Global Wealth Strategies & Associates29,616$21.9M4.02%-5513F-HRTimeline
Financial Enhancement Group LLC28,566$21.6M2.49%-96813F-HRTimeline
Rye Brook Capital LLC28,586$21.1M13.69%-1,68513F-HRTimeline
Buska Wealth Management, LLC25,444$18.8M6.48%+1,81113F-HRTimeline
jvl associates llc25,276$18.7M5.38%-46013F-HRTimeline
Gerald Baker Financial Group LLC25,152$18.6M5.26%+38013F-HRTimeline
Ebert Capital Management Inc.23,094$17.1M14.84%-1,15113F-HRTimeline
Coastline Trust Co22,531$16.7M1.55%-6,25713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baron Financial Group, LLC21,665$16M7.8%-2613F-HRTimeline
RVW Wealth, LLC20,887$15.5M0.99%-32213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC20,470$15.1M0.22%+2,14913F-HRTimelineGroup
McAlister, Sweet & Associates, Inc.20,452$15.1M9.56%+11013F-HRTimeline
Strategic Financial Group, LLC18,996$14.1M13.61%-38113F-HRTimeline
DIVERSIFIED MANAGEMENT INC17,997$13.3M2.32%+17113F-HRTimeline
JP Wealth Management, Inc.17,557$13M8.23%-14013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,012$11.1M2.21%-613F-HRTimeline
Balefire, LLC14,712$10.9M1.71%-1,45313F-HRTimeline
Central Pacific Bank - Trust Division14,045$10.4M1.09%-5813F-HRTimeline
EASTERN BANK13,669$10.1M0.15%+53813F-HRTimeline
SAPIENT CAPITAL LLC13,536$10M0.13%+68813F-HRTimeline
Sound Income Strategies, LLC13,324$9.96M0.44%+41713F-HRTimeline
Box Hill Private Wealth LLC13,368$9.89M7.19%+1,17713F-HRTimeline
Dale Q Rice Investment Management Ltd13,348$9.87M5.38%-7213F-HRTimeline
Post Resch Tallon Group Inc.12,830$9.49M6.52%+1,40413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,552$9.29M0.6%-64413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,526$9.27M0.11%-1,85113F-HRTimeline
Councilor Wealth, LLC12,068$8.93M3.68%+53513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,536$8.53M0.74%-31413F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.10,702$7.92M5.35%-19913F-HRTimeline
Ledgewood Wealth Advisors, LLC9,869$7.3M4.02%-3713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,740$7.3M2.1%+40013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9,783$7.24M0.44%+2413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,694$7.17M1.93%-3,13113F-HRTimeline
Avidian Wealth Enterprises, LLC9,608$7.11M0.2%-1,41313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC8,990$6.65M1.73%-2313F-HRTimeline
Trust Co8,829$6.53M0.57%+1,29113F-HRTimeline
Taylor & Morgan Wealth Management, LLC8,718$6.45M3.1%+39613F-HRTimeline
Monument Capital Management8,669$6.41M1.34%-7313F-HRTimeline
Kaizen Financial Strategies8,585$6.35M2.5%+2,52013F-HRTimeline
Baring Financial LLC8,548$6.32M3.41%-9213F-HRTimeline
Montecito Bank & Trust8,461$6.26M0.95%-1113F-HRTimeline
Turner Capital Investments, LLC8,385$6.2M5.27%new13F-HRTimeline
Castle Rock Wealth Management, LLC8,112$6.16M1.16%-46413F-HRTimeline
YHB Investment Advisors, Inc.8,306$6.14M0.39%+35113F-HRTimeline
DKM Wealth Management, Inc.8,296$6.14M3.89%+23113F-HRTimeline
Adirondack Capital Advisors, LLC8,147$6.03M3.11%+56813F-HRTimeline
TrueWealth Advisors, LLC8,011$5.93M1.33%-11,20113F-HRTimeline
Montz Harcus Wealth Management LLC7,649$5.66M1.98%-9013F-HRTimeline
Greenfield Savings Bank7,334$5.43M2.05%-31513F-HRTimeline
Tactive Advisors, LLC7,135$5.28M1.27%+13413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,635$4.91M1.26%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC6,605$4.89M4.11%-28213F-HRTimeline
Ayalon Insurance Comp Ltd.6,554$4.85M0.4%-11,74613F-HRTimeline
Prism Advisors, Inc.6,405$4.79M1.2%-27313F-HRTimeline
Kaydan Wealth Management, Inc.6,466$4.78M1.64%-19113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC6,326$4.68M0.93%-8913F-HRTimeline
Elm3 Financial Group, LLC6,093$4.51M3.01%-40413F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,895$4.36M0.12%-29413F-HRTimeline
HF Advisory Group, LLC5,779$4.28M1.27%+12213F-HRTimeline
Intelligence Driven Advisers, LLC5,602$4.14M0.72%+3,53213F-HRTimeline
Mirador Capital Partners LP5,421$4.01M0.47%+21613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,358$3.96M1.11%+73713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,111$3.83M0.55%-5013F-HRTimeline
GAMMA Investing LLC5,090$3.77M0.13%-27813F-HRTimeline
FC Advisory LLC5,082$3.76M0.99%-2513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,987$3.69M0.37%-17213F-HRTimeline
FIRST COMMUNITY TRUST NA4,984$3.69M1.23%+1313F-HRTimeline
Worth Asset Management, LLC4,872$3.6M1.05%-11,84713F-HRTimeline
CX Institutional4,844$3.58M0.1%+68813F-HRTimeline
Noble Wealth Management PBC4,739$3.51M1.61%+5513F-HRTimeline
Ballew Advisors, Inc4,612$3.46M1.72%new13F-HRTimeline
Dorato Capital Management4,549$3.45M2.3%-30513F-HRTimeline
Stonebridge Financial Group, LLC4,515$3.34M0.25%+14113F-HRTimeline
First Citizens Financial Corp4,416$3.27M1.37%013F-HRTimeline
Hummer Financial Advisory Services Inc4,366$3.23M2.11%013F-HRTimeline
Private Capital Advisors, Inc.4,309$3.19M0.28%+5013F-HRTimeline
CHAPIN DAVIS, INC.4,294$3.18M0.61%+2013F-HRTimeline
Pathway Financial Advisors LLC4,223$3.12M0.35%+1613F-HRTimeline
Investment Partners Asset Management, I…4,125$3.05M1.66%-3813F-HRTimeline
Atlas Brown,Inc.4,075$3.01M0.8%-6413F-HRTimeline
Friday Financial4,028$2.99M0.59%+6213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,862$2.86M0.67%-3313F-HRTimeline
Capital Planning LLC3,783$2.8M0.74%-31113F-HRTimeline
Peoples Bank/KS3,780$2.8M2.73%+913F-HRTimeline
Breakwater Capital Group3,761$2.78M0.33%+61613F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,760$2.78M0.55%-10413F-HRTimeline
Veery Capital, LLC3,728$2.76M0.73%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,635$2.69M0.25%-4913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,577$2.65M1.59%+1213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…3,527$2.61M0.39%-5413F-HRTimeline
Weaver Consulting Group3,495$2.59M0.5%+1213F-HRTimeline
GoalVest Advisory LLC613,955$2.56M0.44%+610,93913F-HRTimeline
Crumly & Associates Inc.3,458$2.56M0.45%+46813F-HRTimeline
Cambridge Financial Group, LLC3,358$2.47M0.78%013F-HRTimeline
Ridgewood Investments LLC3,265$2.41M0.89%-4013F-HRTimeline
Acropolis Investment Management, LLC3,264$2.41M0.1%+4113F-HRTimeline
Everhart Financial Group, Inc.3,247$2.4M0.15%+43813F-HRTimeline
OxenFree Capital LLC3,080$2.34M1.01%+30813F-HRTimeline
KFA Private Wealth Group, LLC3,115$2.3M0.54%-5413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,586$2.23M1.43%+73813F-HRTimeline
Williams & Novak Wealth Management, LLC2,936$2.17M1.3%-24013F-HRTimeline
Lake Hills Wealth Management, LLC2,925$2.16M0.99%013F-HRTimeline
Insight Wealth Strategies, LLC2,923$2.16M0.21%-78413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,806$2.08M0.15%013F-HRTimelineGroup
PARK NATIONAL CORP /OH/2,693$1.99M0.05%+11313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,653$1.96M0.22%-79313F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,608$1.93M0.32%+2113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,545$1.88M1.33%-54013F-HRTimeline
Veracity Capital LLC2,493$1.84M0.5%+9513F-HRTimeline
Koenig Investment Advisory, LLC2,381$1.76M1.29%+5313F-HRTimeline
Bath Savings Trust Co2,245$1.66M0.17%+39413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,179$1.63M0.66%-7213F-HRTimeline
Bill Few Associates, Inc.2,190$1.62M0.34%-7513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2,076$1.54M0.8%+4213F-HRTimeline
Sincerus Advisory, LLC2,005$1.48M0.97%+313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,996$1.48M0.17%+5113F-HRTimeline
Heartwood Wealth Advisors LLC1,952$1.44M0.11%+1413F-HRTimeline
ROCKLAND TRUST CO1,935$1.43M0.05%+10113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,859$1.38M1.18%-13113F-HRTimeline
Violich Capital Management, Inc.1,837$1.36M0.15%+613F-HRTimeline
LifeGoal Investments, LLC1,836$1.36M0.41%+82413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,819$1.35M0.16%-9813F-HRTimelineGroup
Nautilus Advisors LLC1,812$1.34M0.81%+9013F-HRTimeline
City Center Advisors, LLC1,774$1.31M1%+1313F-HRTimeline
Marquette Asset Management, LLC1,728$1.28M0.17%+23513F-HRTimeline
Sprinkle Financial Consultants LLC1,572$1.16M0.45%+613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,549$1.15M0.16%+1,24813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,516$1.12M0.23%-213F-HRTimeline
M.E. ALLISON & CO., INC.1,509$1.12M0.63%-23413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.1,497$1.11M0.51%-113F-HR/ATimeline
Eastover Investment Advisors LLC1,475$1.09M0.42%013F-HRTimeline
Bullock Wealth Management Group1,464$1.09M0.45%-113F-HRTimeline
ZynergyRetirementPlanningLLC1,438$1.06M0.57%013F-HRTimeline
FSA Investment Group, LLC1,404$1.04M0.33%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC1,360$1.01M0.08%013F-HRTimeline
TLWM1,334$987K0.16%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,297$959K0.16%-12213F-HRTimeline
CenterStar Asset Management, LLC1,281$949K1.5%new13F-HRTimeline
LEGACY SOLUTIONS, LLC1,228$909K0.69%-2313F-HRTimeline
Hickory Point Bank & Trust1,193$883K0.53%-5713F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,189$879K0.45%+1013F-HRTimeline
Hamilton Capital, LLC1,178$871K0.05%+26313F-HRTimeline
Factor Wealth Management LTD1,156$855K0.13%013F-HRTimeline
Great Waters Wealth Management1,091$807K0.07%-1,02813F-HRTimeline
Grove Bank & Trust1,071$792K0.08%+3913F-HRTimeline
Planning Strategies Inc.1,057$782K0.46%-2313F-HRTimeline
Successful Portfolios LLC1,008$762K0.35%+7213F-HRTimeline
Rosenberg Matthew Hamilton1,027$760K0.14%+7913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,017$752K0.06%013F-HRTimelineGroup
Iowa State Bank1,007$745K0.13%013F-HRTimeline
Midwest Financial Partners Investments,…1,000$740K0.28%013F-HRTimeline
BOS Asset Management, LLC994$735K0.17%-2513F-HRTimeline
Prosperity Planning, Inc.991$733K0.16%013F-HRTimeline
Davis Capital Management985$729K0.44%+113F-HRTimeline
Versant Capital Management, Inc958$709K0.06%+7813F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC950$703K0.03%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.887$656K0.04%+513F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC848$627K0.11%-5413F-HRTimeline
Plan A Wealth LLC845$625K0.22%new13F-HRTimeline
Adelphi Trust Co782$578K0.38%+2613F-HRTimeline
MRA Advisory Group776$574K0.22%013F-HRTimeline
Apeiron RIA LLC764$567K0.13%+5413F-HRTimeline
Horizons Wealth Management765$566K0.36%13F-HRTimeline
Bangor Savings Bank762$564K0.04%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC760$562K0.12%013F-HRTimeline
Shira Ridge Wealth Management757$560K0.19%+3513F-HRTimeline
Graves Light Lenhart Wealth, Inc.748$553K0.05%-24813F-HRTimeline
Vann Equity Management LLC724$535K0.32%-2713F-HRTimeline
GK Wealth Management LLC643$476K0.27%-18413F-HRTimeline
MTCO Ltd.611$452K0.29%013F-HRTimeline
Trinity Financial Advisors LLC574$425K0.11%-4913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC551$408K0.12%+113F-HRTimeline
Gainplan LLC548$405K0.16%-12013F-HRTimeline
Canandaigua National Trust Co of Florida541$400K0.22%13F-HRTimeline
JACOBS & CO/CA532$393K0.03%013F-HRTimeline
Olistico Wealth, LLC529$391K0.16%+1213F-HRTimeline
Whalen Wealth Management Inc.523$387K0.17%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO522$386K<0.01%+12713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…513$379K0.25%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC495$366K0.35%-13713F-HRTimeline