INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 13)
4,043 institutional investment managers reported a QQQ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $178.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
QQQ 13F holders ranked 1,201–1,300 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Williams Jones Wealth Management#1201 · 11,479 sh | 11,479 | $8.5M | 0.10% | +3.5% |
| 1202 | National Wealth Management Group#1202 · 11,443 sh | 11,443 | $8.4M | — | -1.1% |
| 1203 | Post Resch Tallon Group#1203 · 11,426 sh | 11,426 | $8.4M | — | +3.4% |
| 1204 | Arcus Capital Partners#1204 · 11,422 sh | 11,422 | $8.4M | 3.48% | -8.4% |
| 1205 | Ackerman Asset Management#1205 · 11,373 sh | 11,373 | $8.4M | 5.03% | 0.0% |
| 1206 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#1206 · 11,365 sh | 11,365 | $8.4M | 0.30% | +0.8% |
| 1207 | Base Wealth Management#1207 · 11,363 sh | 11,363 | $8.4M | — | -3.7% |
| 1208 | Concorde Asset Management#1208 · 11,299 sh | 11,299 | $8.3M | 4.82% | -2.2% |
| 1209 | HCR Wealth Advisors#1209 · 11,304 sh | 11,304 | $8.3M | — | -0.1% |
| 1210 | TRU INDEPENDENCE ASSET MANAGEMENT 2#1210 · 11,272 sh | 11,272 | $8.3M | 4.50% | +0.6% |
| 1211 | Empirical Finance#1211 · 11,271 sh | 11,271 | $8.3M | 0.35% | -7.6% |
| 1212 | Eddie Patel#1212 · 11,242 sh | 11,242 | $8.3M | 4.95% | +16.3% |
| 1213 | Wealth Advisory Solutions#1213 · 11,223 sh | 11,223 | $8.3M | — | -6.2% |
| 1214 | JPL Wealth Management#1214 · 11,172 sh | 11,172 | $8.2M | 1.63% | -0.8% |
| 1215 | Cornerstone Advisory#1215 · 11,154 sh | 11,154 | $8.2M | 0.68% | +10.2% |
| 1216 | Capital Advisor Network#1216 · 11,150 sh | 11,150 | $8.2M | 10.28% | -11.2% |
| 1217 | J. Goldman#1217 · 11,140 sh | 11,140 | $8.2M | 0.21% | +1171.7% |
| 1218 | Signal Advisors Wealth#1218 · 11,121 sh | 11,121 | $8.2M | — | +26.9% |
| 1219 | Palumbo Wealth Management#1219 · 11,116 sh | 11,116 | $8.2M | 1.71% | +2.2% |
| 1220 | Forvis Mazars Wealth Advisors#1220 · 11,114 sh | 11,114 | $8.2M | — | +1.3% |
| 1221 | Richard W. Paul & Associates#1221 · 11,069 sh | 11,069 | $8.2M | 2.49% | -3.5% |
| 1222 | COMPASS FINANCIAL MANAGEMENT#1222 · 11,136 sh | 11,136 | $8.1M | 0.98% | — |
| 1223 | Avidian Wealth Solutions#1223 · 11,021 sh | 11,021 | $8.1M | — | +1.5% |
| 1224 | Financial Partners Group#1224 · 11,012 sh | 11,012 | $8.1M | — | -0.5% |
| 1225 | Transcendent Capital Group#1225 · 11,006 sh | 11,006 | $8.1M | 3.15% | +86.6% |
| 1226 | Advisory Resource Group#1226 · 10,979 sh | 10,979 | $8.1M | — | +26.4% |
| 1227 | Darwin Wealth Management#1227 · 10,966 sh | 10,966 | $8.1M | 2.21% | -1.2% |
| 1228 | Fortune Financial Group#1228 · 10,942 sh | 10,942 | $8.1M | — | +484.5% |
| 1229 | LAUREL OAK WEALTH MANAGEMENT#1229 · 10,928 sh | 10,928 | $8.0M | — | -0.2% |
| 1230 | CAMELOT TECHNOLOGY ADVISORS#1230 · 10,901 sh | 10,901 | $8.0M | — | +46.9% |
| 1231 | Fiduciary Alliance#1231 · 10,897 sh | 10,897 | $8.0M | — | -28.4% |
| 1232 | Ethos Financial Group#1232 · 12,116 sh | 12,116 | $8.0M | 0.54% | +14.1% |
| 1233 | Riverstone Advisors#1233 · 10,873 sh | 10,873 | $8.0M | 3.32% | +3.9% |
| 1234 | FourThought Financial Partners#1234 · 10,856 sh | 10,856 | $8.0M | 0.62% | -0.9% |
| 1235 | Sage Mountain Advisors#1235 · 10,846 sh | 10,846 | $8.0M | 0.49% | +0.3% |
| 1236 | LexAurum Advisors#1236 · 10,819 sh | 10,819 | $8.0M | — | +12.0% |
| 1237 | Winch Advisory Services#1237 · 10,800 sh | 10,800 | $8.0M | 1.65% | +1.4% |
| 1238 | ATTICUS WEALTH MANAGEMENT#1238 · 10,799 sh | 10,799 | $8.0M | — | +3.6% |
| 1239 | Requisite Capital Management#1239 · 10,758 sh | 10,758 | $7.9M | 1.31% | +0.1% |
| 1240 | Triumph Capital Management#1240 · 10,734 sh | 10,734 | $7.9M | — | -5.9% |
| 1241 | Sentinus#1241 · 10,723 sh | 10,723 | $7.9M | 0.63% | +1.2% |
| 1242 | Sharp Financial Services#1242 · 10,721 sh | 10,721 | $7.9M | 3.66% | +693.0% |
| 1243 | Zhang Financial#1243 · 10,703 sh | 10,703 | $7.9M | 0.23% | +0.9% |
| 1244 | MIRAMONTES CAPITAL#1244 · 10,657 sh | 10,657 | $7.8M | — | +5.8% |
| 1245 | Bernardo Wealth Planning#1245 · 10,651 sh | 10,651 | $7.8M | — | +1.1% |
| 1246 | SIMS INVESTMENT MANAGEMENT#1246 · 10,616 sh | 10,616 | $7.8M | — | -0.2% |
| 1247 | CPR Investments#1247 · 10,604 sh | 10,604 | $7.8M | — | +20.5% |
| 1248 | Ronald Blue#1248 · 10,598 sh | 10,598 | $7.8M | — | +1.1% |
| 1249 | McGuire Investment Group#1249 · 10,569 sh | 10,569 | $7.8M | — | +0.6% |
| 1250 | Warren Street Wealth Advisors#1250 · 10,559 sh | 10,559 | $7.8M | 1.74% | 0.0% |
| 1251 | Cordatus Wealth Management#1251 · 10,555 sh | 10,555 | $7.8M | — | -7.8% |
| 1252 | Gateway Wealth Partners#1252 · 10,554 sh | 10,554 | $7.8M | 0.47% | -44.6% |
| 1253 | Cypress Wealth Services#1253 · 10,553 sh | 10,553 | $7.8M | — | +2.5% |
| 1254 | QRG CAPITAL MANAGEMENT#1254 · 10,505 sh | 10,505 | $7.7M | 0.06% | +60.2% |
| 1255 | WBH ADVISORY#1255 · 10,503 sh | 10,503 | $7.7M | 0.52% | -10.5% |
| 1256 | Crews Bank#1256 · 10,503 sh | 10,503 | $7.7M | 1.01% | 0.0% |
| 1257 | RASP WEALTH SOLUTIONS#1257 · 10,479 sh | 10,479 | $7.7M | 2.57% | — |
| 1258 | Saxony Capital Management#1258 · 10,462 sh | 10,462 | $7.7M | — | -21.7% |
| 1259 | RETIREMENT INCOME SOLUTIONS#1259 · 13,302 sh | 13,302 | $7.7M | 1.32% | 0.0% |
| 1260 | LMCG INVESTMENTS#1260 · 10,407 sh | 10,407 | $7.7M | — | -2.8% |
| 1261 | Joseph P. Lucia & Associates#1261 · 10,378 sh | 10,378 | $7.7M | 2.30% | +5.9% |
| 1262 | TRUSTMARK NATIONAL BANK DEPARTMENT#1262 · 10,349 sh | 10,349 | $7.6M | 0.45% | +3.5% |
| 1263 | VANCE WEALTH#1263 · 10,336 sh | 10,336 | $7.6M | 1.72% | 0.0% |
| 1264 | YARGER WEALTH STRATEGIES#1264 · 10,501 sh | 10,501 | $7.6M | 2.74% | +93.9% |
| 1265 | Mission Creek Capital Partners#1265 · 10,339 sh | 10,339 | $7.6M | 1.34% | -0.4% |
| 1266 | DBK Financial Counsel#1266 · 10,327 sh | 10,327 | $7.6M | — | 0.0% |
| 1267 | ARTHUR M. COHEN & ASSOCIATES#1267 · 10,283 sh | 10,283 | $7.6M | — | 0.0% |
| 1268 | BlueChip Wealth Advisors#1268 · 10,265 sh | 10,265 | $7.6M | 2.87% | +1.7% |
| 1269 | Accel Wealth Management#1269 · 10,259 sh | 10,259 | $7.6M | — | -5.3% |
| 1270 | NorthCrest Asset Manangement#1270 · 10,415 sh | 10,415 | $7.5M | — | +13.5% |
| 1271 | Global Assets Advisory#1271 · 10,316 sh | 10,316 | $7.5M | 1.64% | +0.6% |
| 1272 | Procyon Advisors#1272 · 10,165 sh | 10,165 | $7.5M | — | -62.6% |
| 1273 | Advisory Solutions Group#1273 · 10,123 sh | 10,123 | $7.5M | — | — |
| 1274 | HARBOR INVESTMENT ADVISORY#1274 · 10,112 sh | 10,112 | $7.4M | — | +30.1% |
| 1275 | Modus Advisors#1275 · 10,070 sh | 10,070 | $7.4M | 1.83% | -9.1% |
| 1276 | McKinley Carter Wealth Services#1276 · 10,041 sh | 10,041 | $7.4M | — | -1.4% |
| 1277 | Calamos Advisors#1277 · 10,040 sh | 10,040 | $7.4M | 0.02% | -49.5% |
| 1278 | Oakwell Private Wealth Management#1278 · 9,989 sh | 9,989 | $7.4M | 1.22% | +0.1% |
| 1279 | Cornell Pochily Investment Advisors#1279 · 9,985 sh | 9,985 | $7.4M | — | +1.3% |
| 1280 | JFS WEALTH ADVISORS#1280 · 9,956 sh | 9,956 | $7.3M | 0.37% | +0.8% |
| 1281 | VICTORY FINANCIAL GROUP#1281 · 9,955 sh | 9,955 | $7.3M | 0.77% | -1.7% |
| 1282 | Founders Financial Alliance#1282 · 9,943 sh | 9,943 | $7.3M | 0.97% | +5.6% |
| 1283 | Ledgewood Wealth Advisors#1283 · 9,906 sh | 9,906 | $7.3M | — | -4.0% |
| 1284 | Independent Wealth Network#1284 · 9,896 sh | 9,896 | $7.3M | — | +10.7% |
| 1285 | Provenance Wealth Advisors#1285 · 9,893 sh | 9,893 | $7.3M | 0.69% | +3.7% |
| 1286 | UPTICK PARTNERS#1286 · 9,852 sh | 9,852 | $7.3M | 1.13% | -3.2% |
| 1287 | White Lighthouse Investment Management#1287 · 9,837 sh | 9,837 | $7.2M | — | +1.0% |
| 1288 | BEACON ADVISORS#1288 · 9,803 sh | 9,803 | $7.2M | 3.53% | -2.7% |
| 1289 | Evercore Wealth Management#1289 · 9,780 sh | 9,780 | $7.2M | 0.10% | +1.8% |
| 1290 | SEAMOUNT FINANCIAL GROUP#1290 · 9,771 sh | 9,771 | $7.2M | — | +24.9% |
| 1291 | PRUDENTIAL PLC#1291 · 9,897 sh | 9,897 | $7.2M | 0.04% | -4.9% |
| 1292 | Greykasell Wealth Strategies#1292 · 9,766 sh | 9,766 | $7.2M | 2.61% | +4.5% |
| 1293 | Forum Finance Group S.A.#1293 · 12,077 sh | 12,077 | $7.2M | 2.59% | -2.3% |
| 1294 | ARMSTRONG ADVISORY GROUP#1294 · 9,759 sh | 9,759 | $7.2M | — | +2.0% |
| 1295 | WELCH & FORBES#1295 · 9,753 sh | 9,753 | $7.2M | 0.09% | -3.3% |
| 1296 | SIGNATUREFD#1296 · 9,742 sh | 9,742 | $7.2M | — | +7.8% |
| 1297 | ZACKS INVESTMENT MANAGEMENT#1297 · 9,735 sh | 9,735 | $7.2M | 0.05% | -4.4% |
| 1298 | Delta Investment Management#1298 · 9,718 sh | 9,718 | $7.2M | 1.18% | +49.3% |
| 1299 | GAMCO INVESTORS, ET AL#1299 · 9,717 sh | 9,717 | $7.2M | 0.06% | -31.6% |
| 1300 | Leelyn Smith#1300 · 9,676 sh | 9,676 | $7.1M | 0.87% | +6.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.