INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Physician Wealth Advisors#1801 · 4,631 sh | 4,631 | $3.4M | — | -2.3% |
| 1802 | ZRC WEALTH MANAGEMENT#1802 · 4,621 sh | 4,621 | $3.4M | — | +28.4% |
| 1803 | Bellars Harris Wealth Management#1803 · 4,616 sh | 4,616 | $3.4M | 0.69% | — |
| 1804 | SHERMAN PORFOLIOS#1804 · 5,871 sh | 5,871 | $3.4M | 0.27% | -5.9% |
| 1805 | Westfuller Advisors#1805 · 4,590 sh | 4,590 | $3.4M | 1.23% | -4.7% |
| 1806 | EVOLVE PRIVATE WEALTH#1806 · 4,583 sh | 4,583 | $3.4M | 0.21% | -34.3% |
| 1807 | HOURGLASS CAPITAL#1807 · 4,586 sh | 4,586 | $3.4M | — | +1.7% |
| 1808 | Argo Wealth Advisory#1808 · 4,574 sh | 4,574 | $3.4M | 1.86% | +58.9% |
| 1809 | FIRST COMMONWEALTH FINANCIAL#1809 · 4,568 sh | 4,568 | $3.4M | 0.47% | +0.2% |
| 1810 | Higgins & Schmidt Wealth Strategies#1810 · 4,557 sh | 4,557 | $3.4M | — | -0.3% |
| 1811 | FIRST AMERICAN , FSB#1811 · 4,552 sh | 4,552 | $3.4M | 0.20% | +25.1% |
| 1812 | Kentucky#1812 · 4,541 sh | 4,541 | $3.3M | — | +0.5% |
| 1813 | PINKERTON WEALTH#1813 · 5,781 sh | 5,781 | $3.3M | 0.29% | -88.1% |
| 1814 | Oxbow Advisors#1814 · 4,530 sh | 4,530 | $3.3M | 0.27% | +0.3% |
| 1815 | Wellington Shields#1815 · 4,529 sh | 4,529 | $3.3M | 0.75% | +4.6% |
| 1816 | Gilliland Jeter Wealth Management#1816 · 4,528 sh | 4,528 | $3.3M | 0.87% | +4.7% |
| 1817 | Tower Wealth Partners#1817 · 4,528 sh | 4,528 | $3.3M | 1.65% | +8.3% |
| 1818 | Investmark Advisory Group#1818 · 4,525 sh | 4,525 | $3.3M | 1.27% | -10.1% |
| 1819 | Nalls Sherbakoff Group#1819 · 4,523 sh | 4,523 | $3.3M | 2.37% | +4.9% |
| 1820 | Tidemark#1820 · 4,516 sh | 4,516 | $3.3M | 0.75% | -13.7% |
| 1821 | ALPHA CAPITAL ADVISORS#1821 · 4,511 sh | 4,511 | $3.3M | 2.87% | -1.6% |
| 1822 | Kera Capital Partners#1822 · 4,510 sh | 4,510 | $3.3M | 0.32% | +167.3% |
| 1823 | Semus Wealth Partners#1823 · 4,507 sh | 4,507 | $3.3M | — | +8.3% |
| 1824 | Tandem Investment Partners#1824 · 4,500 sh | 4,500 | $3.3M | — | -12.2% |
| 1825 | Massachusetts Wealth Management#1825 · 4,492 sh | 4,492 | $3.3M | — | -0.2% |
| 1826 | Benchmark Financial Wealth Advisors#1826 · 4,475 sh | 4,475 | $3.3M | — | -5.9% |
| 1827 | Dorsey & Whitney#1827 · 4,450 sh | 4,450 | $3.3M | 0.16% | +44.8% |
| 1828 | Lauterbach Financial Advisors#1828 · 4,441 sh | 4,441 | $3.3M | — | +0.1% |
| 1829 | Welch Group#1829 · 4,432 sh | 4,432 | $3.3M | 0.11% | +0.1% |
| 1830 | Brookwood Investment Group#1830 · 4,427 sh | 4,427 | $3.3M | 0.37% | +2.3% |
| 1831 | Intentional Wealth Strategies#1831 · 4,420 sh | 4,420 | $3.3M | 3.05% | -2.7% |
| 1832 | First Citizens Financial#1832 · 4,416 sh | 4,416 | $3.3M | — | 0.0% |
| 1833 | LFA - Lugano Financial Advisors SA#1833 · 4,415 sh | 4,415 | $3.3M | 1.96% | +2.6% |
| 1834 | FORT WASHINGTON INVESTMENT ADVISORS#1834 · 4,411 sh | 4,411 | $3.2M | — | -4.1% |
| 1835 | Waldron Private Wealth#1835 · 4,410 sh | 4,410 | $3.2M | 0.11% | +14.8% |
| 1836 | DAGCO#1836 · 4,402 sh | 4,402 | $3.2M | — | +7.1% |
| 1837 | United Advisor Group#1837 · 4,398 sh | 4,398 | $3.2M | 0.34% | +7.2% |
| 1838 | VANGUARD ADVISERS#1838 · 4,395 sh | 4,395 | $3.2M | 0.01% | +6.9% |
| 1839 | Midwestern Financial#1839 · 4,390 sh | 4,390 | $3.2M | 2.26% | 0.0% |
| 1840 | Aspirean Wealth#1840 · 4,385 sh | 4,385 | $3.2M | 3.00% | +1.7% |
| 1841 | RCW Management#1841 · 4,389 sh | 4,389 | $3.2M | 2.90% | +0.2% |
| 1842 | BLVD Private Wealth#1842 · 4,382 sh | 4,382 | $3.2M | — | -4.3% |
| 1843 | SVB WEALTH#1843 · 4,376 sh | 4,376 | $3.2M | 0.20% | -42.9% |
| 1844 | Stonebridge Financial Group#1844 · 4,374 sh | 4,374 | $3.2M | — | -1.4% |
| 1845 | Hummer Financial Advisory Services#1845 · 4,366 sh | 4,366 | $3.2M | — | 0.0% |
| 1846 | North Capital#1846 · 4,368 sh | 4,368 | $3.2M | — | -5.5% |
| 1847 | Opulen Financial Group#1847 · 4,361 sh | 4,361 | $3.2M | — | +0.4% |
| 1848 | J. L. Bainbridge#1848 · 4,354 sh | 4,354 | $3.2M | — | +0.4% |
| 1849 | WT Wealth Management#1849 · 4,341 sh | 4,341 | $3.2M | — | +33.6% |
| 1850 | Balentine#1850 · 4,330 sh | 4,330 | $3.2M | 0.11% | -1.9% |
| 1851 | Tranquility Partners#1851 · 4,329 sh | 4,329 | $3.2M | — | +2.2% |
| 1852 | NEW ENGLAND ASSET MANAGEMENT#1852 · 4,327 sh | 4,327 | $3.2M | 0.37% | 0.0% |
| 1853 | Infinity Wealth Counsel#1853 · 4,325 sh | 4,325 | $3.2M | — | +3.5% |
| 1854 | Dash Acquisitions#1854 · 4,397 sh | 4,397 | $3.2M | 0.64% | -0.2% |
| 1855 | Summit Asset Management#1855 · 4,302 sh | 4,302 | $3.2M | 0.41% | -14.4% |
| 1856 | FWL INVESTMENT MANAGEMENT#1856 · 4,292 sh | 4,292 | $3.2M | 0.58% | -1.1% |
| 1857 | CHAPIN DAVIS#1857 · 4,274 sh | 4,274 | $3.1M | — | -9.9% |
| 1858 | UMB Bank, n.a.#1858 · 4,270 sh | 4,270 | $3.1M | 0.04% | +2.2% |
| 1859 | Eaton Financial Company#1859 · 4,269 sh | 4,269 | $3.1M | 0.86% | +15.9% |
| 1860 | Xcel Wealth Management#1860 · 4,261 sh | 4,261 | $3.1M | — | +3.7% |
| 1861 | Private Capital Advisors#1861 · 4,259 sh | 4,259 | $3.1M | — | -27.1% |
| 1862 | Revolve Wealth Partners#1862 · 4,254 sh | 4,254 | $3.1M | — | -8.3% |
| 1863 | Jones Kertz & Associates#1863 · 4,254 sh | 4,254 | $3.1M | 1.44% | -3.5% |
| 1864 | Wellspring Financial Advisors#1864 · 1,436,888 sh | 1,436,888 | $3.1M | 0.21% | 0.0% |
| 1865 | Range Advisory#1865 · 4,243 sh | 4,243 | $3.1M | 0.37% | +13.8% |
| 1866 | SIERRA SUMMIT ADVISORS#1866 · 4,242 sh | 4,242 | $3.1M | 0.35% | +1.8% |
| 1867 | Yelin Lapidot Management Ltd.#1867 · 4,238 sh | 4,238 | $3.1M | — | 0.0% |
| 1868 | AA Financial Advisors#1868 · 4,237 sh | 4,237 | $3.1M | — | +15.6% |
| 1869 | London & Capital Asset Management Ltd#1869 · 4,240 sh | 4,240 | $3.1M | 0.03% | +15.7% |
| 1870 | Optivise Advisory Services#1870 · 4,223 sh | 4,223 | $3.1M | — | +4.8% |
| 1871 | LANGLEY WEALTH MANAGEMENT#1871 · 4,221 sh | 4,221 | $3.1M | 3.03% | — |
| 1872 | PARSONS CAPITAL MANAGEMENT#1872 · 4,217 sh | 4,217 | $3.1M | 0.14% | +14.9% |
| 1873 | Independent Solutions Wealth Management#1873 · 4,198 sh | 4,198 | $3.1M | 0.40% | -0.5% |
| 1874 | Christensen, King & Associates Investment Services#1874 · 4,195 sh | 4,195 | $3.1M | — | 0.0% |
| 1875 | WealthPlan Investment Management#1875 · 4,194 sh | 4,194 | $3.1M | — | +4.5% |
| 1876 | McClarren Financial Advisors#1876 · 4,191 sh | 4,191 | $3.1M | — | -4.4% |
| 1877 | PRICE T ROWE ASSOCIATES#1877 · 4,172 sh | 4,172 | $3.1M | <0.01% | -96.7% |
| 1878 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1878 · 4,172 sh | 4,172 | $3.1M | — | +1.5% |
| 1879 | Pinnacle Wealth Planning Services#1879 · 4,166 sh | 4,166 | $3.1M | 0.29% | 0.0% |
| 1880 | Investment Partners Asset Management#1880 · 4,163 sh | 4,163 | $3.1M | — | -1.0% |
| 1881 | CX Institutional#1881 · 4,156 sh | 4,156 | $3.1M | — | +46.7% |
| 1882 | LAZARD ASSET MANAGEMENT#1882 · 4,150 sh | 4,150 | $3.1M | <0.01% | -67.4% |
| 1883 | F/m Investments#1883 · 4,146 sh | 4,146 | $3.1M | 0.16% | +10.2% |
| 1884 | TRITONPOINT WEALTH#1884 · 4,141 sh | 4,141 | $3.0M | — | +2.4% |
| 1885 | SAXON INTERESTS#1885 · 4,140 sh | 4,140 | $3.0M | — | -4.0% |
| 1886 | Atlas Brown#1886 · 4,139 sh | 4,139 | $3.0M | — | +1.2% |
| 1887 | SAWGRASS ASSET MANAGEMENT#1887 · 4,123 sh | 4,123 | $3.0M | 0.40% | 0.0% |
| 1888 | AWM CAPITAL#1888 · 4,117 sh | 4,117 | $3.0M | — | -1.2% |
| 1889 | Sageworth#1889 · 4,111 sh | 4,111 | $3.0M | 0.12% | +14.6% |
| 1890 | WEATHERLY ASSET MANAGEMENT L. P.#1890 · 4,105 sh | 4,105 | $3.0M | — | -0.7% |
| 1891 | BARTLETT & WEALTH MANAGEMENT#1891 · 4,103 sh | 4,103 | $3.0M | 0.04% | +0.8% |
| 1892 | Capital Planning#1892 · 4,094 sh | 4,094 | $3.0M | — | +14.8% |
| 1893 | Kestra Investment Management#1893 · 4,081 sh | 4,081 | $3.0M | 0.06% | -12.3% |
| 1894 | ZEGA Investments#1894 · 4,079 sh | 4,079 | $3.0M | 0.31% | -0.6% |
| 1895 | Narus Financial Partners#1895 · 4,076 sh | 4,076 | $3.0M | — | -0.7% |
| 1896 | DOCK STREET ASSET MANAGEMENT#1896 · 4,073 sh | 4,073 | $3.0M | 0.28% | -1.3% |
| 1897 | Pathway Financial Advisors#1897 · 4,207 sh | 4,207 | $3.0M | — | -0.5% |
| 1898 | BSW Wealth Partners#1898 · 4,063 sh | 4,063 | $3.0M | 0.33% | +19.0% |
| 1899 | Spears Abacus Advisors#1899 · 4,060 sh | 4,060 | $3.0M | 0.05% | +4.0% |
| 1900 | Selective Wealth Management#1900 · 4,287 sh | 4,287 | $3.0M | — | +1.8% |
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.