INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | N.E.W. Advisory Services#1601 · 6,249 sh | 6,249 | $4.6M | 0.31% | +0.4% |
| 1602 | Hayek Kallen Investment Management#1602 · 6,247 sh | 6,247 | $4.6M | 1.40% | +2.1% |
| 1603 | PURSUE WEALTH PARTNERS#1603 · 6,245 sh | 6,245 | $4.6M | 2.58% | +7.4% |
| 1604 | Innova Wealth Partners#1604 · 6,244 sh | 6,244 | $4.6M | — | +60.4% |
| 1605 | PVG ASSET MANAGEMENT#1605 · 6,234 sh | 6,234 | $4.6M | — | 0.0% |
| 1606 | Unique Wealth Strategies#1606 · 6,223 sh | 6,223 | $4.6M | — | +3.3% |
| 1607 | Accredited Investors#1607 · 6,213 sh | 6,213 | $4.6M | 0.20% | +19.9% |
| 1608 | SlateStone Wealth#1608 · 6,207 sh | 6,207 | $4.6M | 0.35% | -0.4% |
| 1609 | MOR Wealth Management#1609 · 6,197 sh | 6,197 | $4.6M | 1.82% | +3.1% |
| 1610 | MassMutual Private Wealth & , FSB#1610 · 6,189 sh | 6,189 | $4.6M | — | +198.1% |
| 1611 | CASTLE WEALTH MANAGEMENT#1611 · 6,188 sh | 6,188 | $4.6M | 1.35% | -11.5% |
| 1612 | CWA Asset Management Group#1612 · 6,152 sh | 6,152 | $4.5M | — | -8.6% |
| 1613 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1613 · 6,148 sh | 6,148 | $4.5M | — | 0.0% |
| 1614 | Baker Ellis Asset Management#1614 · 6,129 sh | 6,129 | $4.5M | — | -0.1% |
| 1615 | Forum Financial Management#1615 · 6,129 sh | 6,129 | $4.5M | — | -2.7% |
| 1616 | Keystone Financial Services#1616 · 6,113 sh | 6,113 | $4.5M | 2.70% | -1.8% |
| 1617 | Zinnia Wealth Advisory#1617 · 6,099 sh | 6,099 | $4.5M | 4.58% | -46.0% |
| 1618 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1618 · 6,097 sh | 6,097 | $4.5M | — | 0.0% |
| 1619 | Fort Point Capital Partners#1619 · 6,090 sh | 6,090 | $4.5M | 0.31% | +44.8% |
| 1620 | MILESTONE ASSET MANAGEMENT#1620 · 6,095 sh | 6,095 | $4.5M | — | +4.0% |
| 1621 | Fairscale Capital#1621 · 6,068 sh | 6,068 | $4.5M | 2.67% | +15.7% |
| 1622 | Weil Company#1622 · 6,068 sh | 6,068 | $4.5M | — | -1.3% |
| 1623 | CORA CAPITAL ADVISORS#1623 · 6,061 sh | 6,061 | $4.5M | 1.25% | +1.6% |
| 1624 | Essex Savings Bank#1624 · 6,055 sh | 6,055 | $4.5M | — | -4.5% |
| 1625 | SIMON QUICK ADVISORS#1625 · 6,006 sh | 6,006 | $4.4M | — | -0.3% |
| 1626 | Secure Asset Management#1626 · 5,996 sh | 5,996 | $4.4M | — | -18.7% |
| 1627 | NAPLES GLOBAL ADVISORS#1627 · 5,982 sh | 5,982 | $4.4M | 0.27% | +4.1% |
| 1628 | BRIGHT FINANCIAL ADVISORS#1628 · 5,980 sh | 5,980 | $4.4M | — | -0.1% |
| 1629 | Cladis Investment Advisory#1629 · 5,980 sh | 5,980 | $4.4M | 2.06% | +3.8% |
| 1630 | Kaizen Financial Strategies#1630 · 6,065 sh | 6,065 | $4.4M | — | +48.8% |
| 1631 | Tanglewood Legacy Advisors#1631 · 5,955 sh | 5,955 | $4.4M | 1.42% | 0.0% |
| 1632 | MCGUIRE CAPITAL ADVISORS#1632 · 5,950 sh | 5,950 | $4.4M | 2.39% | +81.1% |
| 1633 | Rose Capital Advisors#1633 · 5,929 sh | 5,929 | $4.4M | 2.19% | — |
| 1634 | Redwood Family Wealth#1634 · 5,925 sh | 5,925 | $4.4M | — | -4.5% |
| 1635 | Verdence Capital Advisors#1635 · 5,924 sh | 5,924 | $4.4M | — | -5.2% |
| 1636 | Purkiss Capital Advisors#1636 · 5,919 sh | 5,919 | $4.4M | 1.66% | +8.8% |
| 1637 | SILVERLAKE WEALTH MANAGEMENT#1637 · 5,910 sh | 5,910 | $4.4M | — | -8.3% |
| 1638 | FISHMAN JAY A LTD#1638 · 5,897 sh | 5,897 | $4.3M | — | 0.0% |
| 1639 | GatePass Capital#1639 · 5,880 sh | 5,880 | $4.3M | 1.64% | +34.6% |
| 1640 | PlanVest Financial#1640 · 5,879 sh | 5,879 | $4.3M | 2.89% | +1.0% |
| 1641 | Plan Group Financial#1641 · 5,869 sh | 5,869 | $4.3M | — | +67.6% |
| 1642 | Horizon Investments#1642 · 5,863 sh | 5,863 | $4.3M | 0.05% | -47.9% |
| 1643 | Silver Grove Financial Group#1643 · 5,857 sh | 5,857 | $4.3M | 2.33% | +3.6% |
| 1644 | Catalyst Capital Advisors#1644 · 5,853 sh | 5,853 | $4.3M | 0.07% | +4.4% |
| 1645 | Curran Financial Partners#1645 · 5,852 sh | 5,852 | $4.3M | 0.64% | +20.2% |
| 1646 | Asset Dedication#1646 · 5,839 sh | 5,839 | $4.3M | 0.27% | 0.0% |
| 1647 | DUTCH ASSET#1647 · 5,826 sh | 5,826 | $4.3M | — | +0.1% |
| 1648 | NOMURA ASSET MANAGEMENT LTD#1648 · 5,815 sh | 5,815 | $4.3M | <0.01% | 0.0% |
| 1649 | Affinity Capital Advisors#1649 · 5,916 sh | 5,916 | $4.3M | — | -8.3% |
| 1650 | Coquina Private Wealth#1650 · 5,807 sh | 5,807 | $4.3M | 2.90% | +0.9% |
| 1651 | LeClair Wealth Partners#1651 · 5,762 sh | 5,762 | $4.2M | 2.20% | New |
| 1652 | United Capital Management of KS#1652 · 5,760 sh | 5,760 | $4.2M | 0.56% | -58.3% |
| 1653 | Cascade Financial Partners#1653 · 5,751 sh | 5,751 | $4.2M | 0.37% | -3.1% |
| 1654 | Three Seasons Wealth#1654 · 5,739 sh | 5,739 | $4.2M | 0.38% | -14.8% |
| 1655 | Oakmont Advisory Group#1655 · 5,730 sh | 5,730 | $4.2M | 3.54% | -7.6% |
| 1656 | Texas Capital Bank Wealth Management Services#1656 · 5,715 sh | 5,715 | $4.2M | 0.23% | +6.9% |
| 1657 | Keudell/Morrison Wealth Management#1657 · 5,706 sh | 5,706 | $4.2M | — | 0.0% |
| 1658 | Hilltop National Bank#1658 · 5,699 sh | 5,699 | $4.2M | — | -1.5% |
| 1659 | CLEAR WAVE WEALTH MANAGEMENT#1659 · 5,684 sh | 5,684 | $4.2M | 0.77% | -1.4% |
| 1660 | Appalachian Capital Management Ltd#1660 · 5,683 sh | 5,683 | $4.2M | — | -0.1% |
| 1661 | South Shore Capital Advisors#1661 · 5,682 sh | 5,682 | $4.2M | — | -7.0% |
| 1662 | Smith Thornton Advisors#1662 · 5,863 sh | 5,863 | $4.2M | — | +4.9% |
| 1663 | FSA Advisors#1663 · 5,666 sh | 5,666 | $4.2M | 1.91% | +364.8% |
| 1664 | HF Advisory Group#1664 · 5,657 sh | 5,657 | $4.2M | — | -0.1% |
| 1665 | Kingstone Capital Partners Texas#1665 · 5,624 sh | 5,624 | $4.1M | 2.21% | -0.7% |
| 1666 | RMB Capital Management#1666 · 5,615 sh | 5,615 | $4.1M | 0.06% | -7.3% |
| 1667 | DOPKINS WEALTH MANAGEMENT#1667 · 5,616 sh | 5,616 | $4.1M | 1.50% | -0.1% |
| 1668 | Tranquilli Financial Advisor#1668 · 5,615 sh | 5,615 | $4.1M | 2.23% | +5.6% |
| 1669 | PACIFIC SUN FINANCIAL#1669 · 5,602 sh | 5,602 | $4.1M | 1.70% | -9.1% |
| 1670 | FIRST FOUNDATION ADVISORS#1670 · 5,601 sh | 5,601 | $4.1M | 0.15% | -1.2% |
| 1671 | Q Global Advisors#1671 · 5,600 sh | 5,600 | $4.1M | 2.63% | New |
| 1672 | Private Wealth Management Group#1672 · 5,544 sh | 5,544 | $4.1M | — | +870.9% |
| 1673 | Nutshell Asset Management Ltd#1673 · 5,542 sh | 5,542 | $4.1M | 1.36% | +216.7% |
| 1674 | PANORAMIC INVESTMENT ADVISORS#1674 · 5,534 sh | 5,534 | $4.1M | 1.95% | New |
| 1675 | Raab & Moskowitz Asset Management#1675 · 5,520 sh | 5,520 | $4.1M | 0.82% | -0.2% |
| 1676 | ANGELES WEALTH MANAGEMENT#1676 · 5,512 sh | 5,512 | $4.1M | — | +157.9% |
| 1677 | Alta Wealth Advisors#1677 · 5,501 sh | 5,501 | $4.1M | 1.10% | -2.3% |
| 1678 | Aspen Capital Management#1678 · 5,490 sh | 5,490 | $4.0M | 0.89% | +2.1% |
| 1679 | FIDUCIARY#1679 · 5,484 sh | 5,484 | $4.0M | 0.04% | -1.3% |
| 1680 | Facet Wealth#1680 · 5,476 sh | 5,476 | $4.0M | 0.06% | +2.2% |
| 1681 | AMERIFLEX GROUP#1681 · 5,476 sh | 5,476 | $4.0M | 1.65% | +6.3% |
| 1682 | OneAscent Financial Services#1682 · 5,465 sh | 5,465 | $4.0M | 0.19% | +1.9% |
| 1683 | TritonPoint Partners#1683 · 5,455 sh | 5,455 | $4.0M | 0.33% | +174.9% |
| 1684 | Asset Allocation & Management Company#1684 · 5,441 sh | 5,441 | $4.0M | — | +6.1% |
| 1685 | ALTFEST L J#1685 · 5,438 sh | 5,438 | $4.0M | — | -5.0% |
| 1686 | MATTERN CAPITAL MANAGEMENT#1686 · 5,431 sh | 5,431 | $4.0M | 0.47% | 0.0% |
| 1687 | Confluence Wealth Services#1687 · 5,411 sh | 5,411 | $4.0M | 0.11% | -0.6% |
| 1688 | KANE INVESTMENT MANAGEMENT#1688 · 5,390 sh | 5,390 | $4.0M | 1.69% | -2.7% |
| 1689 | GAMMA Investing#1689 · 5,368 sh | 5,368 | $4.0M | — | -1.3% |
| 1690 | 71 West Capital Partners#1690 · 5,355 sh | 5,355 | $3.9M | 0.14% | 0.0% |
| 1691 | MSH Capital Advisors#1691 · 5,343 sh | 5,343 | $3.9M | 0.68% | +23.6% |
| 1692 | Private Wealth Asset Management#1692 · 5,340 sh | 5,340 | $3.9M | 0.38% | -1.6% |
| 1693 | FIRST CITIZENS BANK#1693 · 5,326 sh | 5,326 | $3.9M | — | -9.5% |
| 1694 | CASTLEARK MANAGEMENT#1694 · 5,320 sh | 5,320 | $3.9M | 0.11% | 0.0% |
| 1695 | Compass Financial Group#1695 · 5,305 sh | 5,305 | $3.9M | — | -4.8% |
| 1696 | Paller Financial Services#1696 · 5,298 sh | 5,298 | $3.9M | — | -32.7% |
| 1697 | FISCHER INVESTMENT STRATEGIES#1697 · 5,296 sh | 5,296 | $3.9M | 1.86% | -7.9% |
| 1698 | Midwest Professional Planners, LTD.#1698 · 5,295 sh | 5,295 | $3.9M | 0.76% | -8.3% |
| 1699 | BBR PARTNERS#1699 · 5,291 sh | 5,291 | $3.9M | 0.18% | -0.9% |
| 1700 | CWC Advisors#1700 · 5,274 sh | 5,274 | $3.9M | — | -0.4% |
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.