INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Retirement Solution#1401 · 8,354 sh | 8,354 | $6.2M | — | -1.9% |
| 1402 | Allie Family Office#1402 · 8,382 sh | 8,382 | $6.1M | 2.27% | +66.7% |
| 1403 | TWIN PEAKS WEALTH ADVISORS#1403 · 8,330 sh | 8,330 | $6.1M | 1.39% | +4.6% |
| 1404 | Taylor & Morgan Wealth Management#1404 · 8,322 sh | 8,322 | $6.1M | — | +4.3% |
| 1405 | SFMG#1405 · 8,271 sh | 8,271 | $6.1M | 0.37% | -1.4% |
| 1406 | Lifetime Wealth Management P.C.#1406 · 8,262 sh | 8,262 | $6.1M | 3.55% | -0.2% |
| 1407 | Clear Harbor Asset Management#1407 · 8,254 sh | 8,254 | $6.1M | 0.37% | +21.1% |
| 1408 | Sassicaia Capital Advisers#1408 · 8,250 sh | 8,250 | $6.1M | 2.68% | +14.6% |
| 1409 | Ketron Financial#1409 · 8,243 sh | 8,243 | $6.1M | 1.89% | -4.6% |
| 1410 | GSG Advisors#1410 · 8,223 sh | 8,223 | $6.1M | 1.33% | +1.9% |
| 1411 | JBR Financial Management#1411 · 8,220 sh | 8,220 | $6.1M | — | -7.0% |
| 1412 | Innovative Wealth Building#1412 · 8,220 sh | 8,220 | $6.1M | — | +0.5% |
| 1413 | Spruce Point Capital Management#1413 · 8,210 sh | 8,210 | $6.0M | 10.45% | +64.2% |
| 1414 | Root Financial Partners#1414 · 8,200 sh | 8,200 | $6.0M | — | -1.9% |
| 1415 | Empire Life Investments#1415 · 8,200 sh | 8,200 | $6.0M | 0.34% | +15.5% |
| 1416 | Purus Wealth Management#1416 · 8,184 sh | 8,184 | $6.0M | — | +0.1% |
| 1417 | Independent Advisor Alliance#1417 · 8,170 sh | 8,170 | $6.0M | 0.14% | -94.5% |
| 1418 | Black Diamond Financial#1418 · 8,161 sh | 8,161 | $6.0M | — | -5.9% |
| 1419 | Family Legacy#1419 · 8,155 sh | 8,155 | $6.0M | — | -0.9% |
| 1420 | QTR Family Wealth#1420 · 8,138 sh | 8,138 | $6.0M | 2.09% | +8.4% |
| 1421 | Westmount Partners#1421 · 8,128 sh | 8,128 | $6.0M | 1.31% | -13.6% |
| 1422 | Custos Family Office#1422 · 8,105 sh | 8,105 | $6.0M | 3.58% | +0.6% |
| 1423 | LaSalle St. Investment Advisors#1423 · 8,100 sh | 8,100 | $6.0M | 0.73% | +3.1% |
| 1424 | Kensington Asset Management#1424 · 8,100 sh | 8,100 | $6.0M | 0.33% | -97.8% |
| 1425 | WEST BANCORPORATION#1425 · 8,078 sh | 8,078 | $5.9M | 2.54% | +33.5% |
| 1426 | DKM Wealth Management#1426 · 8,065 sh | 8,065 | $5.9M | — | -1.1% |
| 1427 | FIDUCIARY FINANCIAL GROUP#1427 · 8,041 sh | 8,041 | $5.9M | — | +0.4% |
| 1428 | Perissos Private Wealth Management#1428 · 8,037 sh | 8,037 | $5.9M | 3.99% | +318.8% |
| 1429 | Vertex Planning Partners#1429 · 8,031 sh | 8,031 | $5.9M | 0.88% | New |
| 1430 | MOORE CAPITAL MANAGEMENT#1430 · 8,000 sh | 8,000 | $5.9M | 0.09% | New |
| 1431 | Performa Ltd (US)#1431 · 8,000 sh | 8,000 | $5.9M | 0.95% | New |
| 1432 | Capelight Capital Asset Management#1432 · 8,000 sh | 8,000 | $5.9M | — | 0.0% |
| 1433 | Sandy Cove Advisors#1433 · 7,985 sh | 7,985 | $5.9M | 1.47% | -0.2% |
| 1434 | Rockport Wealth#1434 · 7,968 sh | 7,968 | $5.9M | 0.99% | +1.5% |
| 1435 | EARNED WEALTH ADVISORS#1435 · 7,967 sh | 7,967 | $5.9M | 0.38% | -10.9% |
| 1436 | YHB Investment Advisors#1436 · 7,955 sh | 7,955 | $5.9M | — | -14.5% |
| 1437 | COURIER CAPITAL#1437 · 7,940 sh | 7,940 | $5.8M | — | -8.7% |
| 1438 | Capital Group Private Client Services#1438 · 7,936 sh | 7,936 | $5.8M | 0.08% | -0.6% |
| 1439 | AMG Asset Management Group#1439 · 7,909 sh | 7,909 | $5.8M | — | New |
| 1440 | PFC CAPITAL GROUP#1440 · 7,903 sh | 7,903 | $5.8M | 2.24% | -2.6% |
| 1441 | Three Magnolias Financial Advisors#1441 · 7,899 sh | 7,899 | $5.8M | — | +2.3% |
| 1442 | Pasadena Private Wealth#1442 · 7,874 sh | 7,874 | $5.8M | 0.74% | +8.4% |
| 1443 | Global Wealth Management#1443 · 7,873 sh | 7,873 | $5.8M | — | +1.4% |
| 1444 | HIGHLINE WEALTH PARTNERS#1444 · 7,862 sh | 7,862 | $5.8M | — | +20.2% |
| 1445 | Finward Bancorp#1445 · 7,818 sh | 7,818 | $5.8M | — | +3.7% |
| 1446 | Spartan Wealth Advisory Services#1446 · 7,799 sh | 7,799 | $5.7M | 0.47% | +22.5% |
| 1447 | COFG Advisors#1447 · 7,799 sh | 7,799 | $5.7M | 0.99% | +138.5% |
| 1448 | KLCM Advisors#1448 · 7,796 sh | 7,796 | $5.7M | 0.45% | -0.3% |
| 1449 | Kensington Investment Counsel#1449 · 7,792 sh | 7,792 | $5.7M | 2.49% | -14.4% |
| 1450 | Independence Wealth Advisors#1450 · 7,789 sh | 7,789 | $5.7M | 2.87% | +532.2% |
| 1451 | Perennial Advisors#1451 · 7,773 sh | 7,773 | $5.7M | — | +1.9% |
| 1452 | LIBERTY WEALTH MANAGEMENT#1452 · 9,917 sh | 9,917 | $5.7M | 0.72% | 0.0% |
| 1453 | Iron Gate Global Advisors#1453 · 7,753 sh | 7,753 | $5.7M | 0.55% | +0.9% |
| 1454 | LEVIN CAPITAL STRATEGIES, L.P.#1454 · 7,745 sh | 7,745 | $5.7M | 0.38% | +0.3% |
| 1455 | BOSTON FAMILY OFFICE#1455 · 7,739 sh | 7,739 | $5.7M | 0.35% | -2.8% |
| 1456 | Montz Harcus Wealth Management#1456 · 7,739 sh | 7,739 | $5.7M | — | -4.3% |
| 1457 | Man Group plc#1457 · 7,736 sh | 7,736 | $5.7M | <0.01% | New |
| 1458 | BayBridge Capital Group#1458 · 7,730 sh | 7,730 | $5.7M | — | +2.5% |
| 1459 | WealthCare Asset Management#1459 · 7,694 sh | 7,694 | $5.7M | — | New |
| 1460 | Fifth Third Wealth Advisors#1460 · 7,671 sh | 7,671 | $5.6M | — | +9.3% |
| 1461 | Greenfield Savings Bank#1461 · 7,649 sh | 7,649 | $5.6M | — | -0.3% |
| 1462 | Inscription Capital#1462 · 7,648 sh | 7,648 | $5.6M | 0.50% | +23.8% |
| 1463 | OpenArc Corporate Advisory#1463 · 7,636 sh | 7,636 | $5.6M | — | +3.1% |
| 1464 | FIRST NATIONAL#1464 · 7,618 sh | 7,618 | $5.6M | — | -1.6% |
| 1465 | KERR FINANCIAL PLANNING#1465 · 7,613 sh | 7,613 | $5.6M | 6.25% | -1.0% |
| 1466 | Odyssey Capital Advisors#1466 · 7,608 sh | 7,608 | $5.6M | — | +2.7% |
| 1467 | Lakeshore Financial Planning#1467 · 7,581 sh | 7,581 | $5.6M | — | -0.2% |
| 1468 | Adirondack Capital Advisors#1468 · 7,579 sh | 7,579 | $5.6M | — | +13.4% |
| 1469 | Marble Wealth#1469 · 7,563 sh | 7,563 | $5.6M | 0.85% | +4.9% |
| 1470 | Trust Co#1470 · 7,538 sh | 7,538 | $5.6M | — | +6.3% |
| 1471 | ADVISORS MANAGEMENT GROUP#1471 · 7,526 sh | 7,526 | $5.5M | 0.92% | -0.3% |
| 1472 | Cyndeo Wealth Partners#1472 · 7,524 sh | 7,524 | $5.5M | — | +9.6% |
| 1473 | Strategic Family Wealth Counselors, L.L.C.#1473 · 7,514 sh | 7,514 | $5.5M | 1.29% | +6.0% |
| 1474 | Madden Advisory Services#1474 · 7,501 sh | 7,501 | $5.5M | 1.98% | -2.6% |
| 1475 | Weiss Asset Management#1475 · 7,500 sh | 7,500 | $5.5M | 0.06% | New |
| 1476 | ICONIQ Capital#1476 · 7,499 sh | 7,499 | $5.5M | 0.16% | 0.0% |
| 1477 | LAM GROUP#1477 · 7,475 sh | 7,475 | $5.5M | — | 0.0% |
| 1478 | Chevy Chase#1478 · 7,467 sh | 7,467 | $5.5M | 0.01% | +87.0% |
| 1479 | RWQ Financial Management Services#1479 · 7,465 sh | 7,465 | $5.5M | — | -58.3% |
| 1480 | VALLEY NATIONAL ADVISERS#1480 · 7,465 sh | 7,465 | $5.5M | — | +28.9% |
| 1481 | Kapstone Financial Advisors#1481 · 7,460 sh | 7,460 | $5.5M | 2.30% | +4.2% |
| 1482 | MorganRosel Wealth Management#1482 · 7,440 sh | 7,440 | $5.5M | 1.85% | +1.4% |
| 1483 | Paulson Wealth Management#1483 · 7,435 sh | 7,435 | $5.5M | 1.16% | -2.9% |
| 1484 | DEFINED WEALTH MANAGEMENT#1484 · 7,425 sh | 7,425 | $5.5M | — | -0.3% |
| 1485 | Omega Financial Group#1485 · 7,417 sh | 7,417 | $5.5M | 1.66% | -1.7% |
| 1486 | NICOLET BANKSHARES#1486 · 7,429 sh | 7,429 | $5.5M | 0.17% | -7.8% |
| 1487 | PCG ASSET MANAGEMENT#1487 · 7,390 sh | 7,390 | $5.4M | 3.91% | -0.9% |
| 1488 | Second Half Financial Partners#1488 · 7,386 sh | 7,386 | $5.4M | 2.23% | +7.0% |
| 1489 | Morton Capital Management#1489 · 7,380 sh | 7,380 | $5.4M | — | +0.2% |
| 1490 | MONTAG A & ASSOCIATES#1490 · 7,350 sh | 7,350 | $5.4M | 0.23% | -23.7% |
| 1491 | GREENWOOD CAPITAL ASSOCIATES#1491 · 7,355 sh | 7,355 | $5.4M | — | -12.3% |
| 1492 | FORTRESS PRIVATE LEDGER#1492 · 7,353 sh | 7,353 | $5.4M | 1.47% | +22.8% |
| 1493 | 1832 Asset Management L.P.#1493 · 7,317 sh | 7,317 | $5.4M | <0.01% | +59.1% |
| 1494 | Tudor Financial#1494 · 7,285 sh | 7,285 | $5.4M | 2.41% | -90.7% |
| 1495 | TFB Advisors#1495 · 7,281 sh | 7,281 | $5.4M | 2.36% | +0.7% |
| 1496 | OPTIMA CAPITAL#1496 · 7,216 sh | 7,216 | $5.3M | 2.10% | +7.0% |
| 1497 | MATAURO#1497 · 7,216 sh | 7,216 | $5.3M | 0.70% | -14.3% |
| 1498 | ELLERSON GROUP#1498 · 7,211 sh | 7,211 | $5.3M | 3.14% | +2.7% |
| 1499 | WOODMONT INVESTMENT COUNSEL#1499 · 7,208 sh | 7,208 | $5.3M | 0.29% | -0.8% |
| 1500 | MARCO INVESTMENT MANAGEMENT#1500 · 7,205 sh | 7,205 | $5.3M | 0.35% | 0.0% |
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.