INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | MINDSET WEALTH MANAGEMENT#1901 · 4,045 sh | 4,045 | $3.0M | — | -0.1% |
| 1902 | United Asset Strategies#1902 · 4,041 sh | 4,041 | $3.0M | 0.21% | -0.4% |
| 1903 | HERITAGE INVESTORS MANAGEMENT#1903 · 4,027 sh | 4,027 | $3.0M | 0.08% | -0.7% |
| 1904 | RAINIER FAMILY WEALTH#1904 · 4,026 sh | 4,026 | $3.0M | 1.69% | -14.0% |
| 1905 | VIMA#1905 · 3,119 sh | 3,119 | $3.0M | — | — |
| 1906 | ENDEAVOR PRIVATE WEALTH#1906 · 4,008 sh | 4,008 | $3.0M | 0.72% | -8.9% |
| 1907 | Resonant Capital Advisors#1907 · 4,000 sh | 4,000 | $2.9M | — | 0.0% |
| 1908 | MCDONALD PARTNERS#1908 · 3,991 sh | 3,991 | $2.9M | 0.71% | -1.5% |
| 1909 | Lewis Asset Management#1909 · 3,990 sh | 3,990 | $2.9M | — | +4.3% |
| 1910 | SUMMIT WEALTH GROUP#1910 · 3,974 sh | 3,974 | $2.9M | 0.24% | -6.1% |
| 1911 | Carter Financial Group#1911 · 3,960 sh | 3,960 | $2.9M | — | -0.4% |
| 1912 | Platform Technology Partners#1912 · 3,961 sh | 3,961 | $2.9M | 0.48% | +0.8% |
| 1913 | Bank of Marin#1913 · 3,958 sh | 3,958 | $2.9M | 2.03% | -18.5% |
| 1914 | Valtinson Bruner Financial Planning#1914 · 3,952 sh | 3,952 | $2.9M | 0.73% | +1.0% |
| 1915 | NCP#1915 · 3,950 sh | 3,950 | $2.9M | 4.05% | +75.6% |
| 1916 | Net Worth Advisory Group#1916 · 3,942 sh | 3,942 | $2.9M | — | -1.6% |
| 1917 | Geneva Partners#1917 · 3,941 sh | 3,941 | $2.9M | — | -3.4% |
| 1918 | Viewpoint Capital Management#1918 · 3,935 sh | 3,935 | $2.9M | 1.48% | -1.7% |
| 1919 | Bramshill Investments#1919 · 3,935 sh | 3,935 | $2.9M | 0.22% | -1.5% |
| 1920 | Gryphon Financial Partners#1920 · 3,910 sh | 3,910 | $2.9M | 0.25% | +1.7% |
| 1921 | River Street Advisors#1921 · 3,905 sh | 3,905 | $2.9M | — | -1.0% |
| 1922 | Schear Investment Advisers#1922 · 3,904 sh | 3,904 | $2.9M | — | +468.3% |
| 1923 | COLTON GROOME FINANCIAL ADVISORS#1923 · 3,895 sh | 3,895 | $2.9M | — | +2.9% |
| 1924 | Hibernia Wealth Partners#1924 · 3,886 sh | 3,886 | $2.9M | 1.55% | -48.0% |
| 1925 | PATRICK M SWEENEY & ASSOCIATES#1925 · 3,885 sh | 3,885 | $2.9M | — | -0.3% |
| 1926 | NBZ Investment Advisors#1926 · 3,879 sh | 3,879 | $2.9M | 1.11% | 0.0% |
| 1927 | Beacon Bridge Wealth Partners#1927 · 3,878 sh | 3,878 | $2.9M | 0.81% | -0.5% |
| 1928 | CYPRESS ASSET MANAGEMENT#1928 · 3,864 sh | 3,864 | $2.8M | — | 0.0% |
| 1929 | Constant Guidance Financial#1929 · 3,863 sh | 3,863 | $2.8M | 1.79% | -79.0% |
| 1930 | Venturi Wealth Management#1930 · 3,858 sh | 3,858 | $2.8M | 0.11% | -18.3% |
| 1931 | Lionshead Wealth Management#1931 · 3,856 sh | 3,856 | $2.8M | — | 0.0% |
| 1932 | Aries Wealth Management#1932 · 3,838 sh | 3,838 | $2.8M | — | +8.8% |
| 1933 | WEBSTERROGERS FINANCIAL ADVISORS#1933 · 3,835 sh | 3,835 | $2.8M | 0.72% | -0.6% |
| 1934 | UNION SAVINGS BANK#1934 · 3,835 sh | 3,835 | $2.8M | — | -1.6% |
| 1935 | Fourth Dimension Wealth#1935 · 3,835 sh | 3,835 | $2.8M | 0.89% | -60.6% |
| 1936 | Pictet North America Advisors SA#1936 · 3,846 sh | 3,846 | $2.8M | — | 0.0% |
| 1937 | XY Planning Network#1937 · 3,830 sh | 3,830 | $2.8M | — | +3.3% |
| 1938 | OUTFITTERS FINANCIAL#1938 · 3,827 sh | 3,827 | $2.8M | — | +1.8% |
| 1939 | Hegarty Advisors#1939 · 3,827 sh | 3,827 | $2.8M | — | -0.1% |
| 1940 | American Money Management#1940 · 3,822 sh | 3,822 | $2.8M | 0.40% | -0.2% |
| 1941 | Friday Financial#1941 · 3,966 sh | 3,966 | $2.8M | — | +300.6% |
| 1942 | Broadleaf Partners#1942 · 3,815 sh | 3,815 | $2.8M | 0.54% | +2.9% |
| 1943 | Rydar Equities#1943 · 3,974 sh | 3,974 | $2.8M | — | +9.4% |
| 1944 | PING CAPITAL MANAGEMENT#1944 · 3,800 sh | 3,800 | $2.8M | — | -2.6% |
| 1945 | X-Square Capital#1945 · 3,795 sh | 3,795 | $2.8M | 0.71% | +6.8% |
| 1946 | PATTEN & PATTEN#1946 · 3,784 sh | 3,784 | $2.8M | — | -6.3% |
| 1947 | Mann Financial Group#1947 · 3,783 sh | 3,783 | $2.8M | — | +24.1% |
| 1948 | Wealth Management Associates#1948 · 3,781 sh | 3,781 | $2.8M | 0.77% | +2.1% |
| 1949 | Westbourne Investment Advisors#1949 · 3,777 sh | 3,777 | $2.8M | — | 0.0% |
| 1950 | Peoples Bank#1950 · 3,771 sh | 3,771 | $2.8M | — | -11.5% |
| 1951 | Consolidated Planning#1951 · 3,770 sh | 3,770 | $2.8M | — | -0.3% |
| 1952 | Colter Lewis Investment Partners#1952 · 3,760 sh | 3,760 | $2.8M | 1.23% | +147.5% |
| 1953 | Duncan Williams Asset Management#1953 · 3,755 sh | 3,755 | $2.8M | 0.62% | +12.9% |
| 1954 | SEI INVESTMENTS#1954 · 3,747 sh | 3,747 | $2.8M | <0.01% | +83.9% |
| 1955 | Almanack Investment Partners#1955 · 3,742 sh | 3,742 | $2.8M | 0.35% | +531.0% |
| 1956 | Empirical Asset Management#1956 · 3,740 sh | 3,740 | $2.8M | 0.62% | +33.9% |
| 1957 | PCG Wealth Advisors#1957 · 3,731 sh | 3,731 | $2.7M | 0.61% | +0.8% |
| 1958 | Berbice Capital Management#1958 · 3,730 sh | 3,730 | $2.7M | — | 0.0% |
| 1959 | Veery Capital#1959 · 3,726 sh | 3,726 | $2.7M | — | 0.0% |
| 1960 | Front Row Advisors#1960 · 3,817 sh | 3,817 | $2.7M | 0.79% | +0.1% |
| 1961 | Security National Bank#1961 · 3,714 sh | 3,714 | $2.7M | — | -15.3% |
| 1962 | Scarborough Advisors#1962 · 3,780 sh | 3,780 | $2.7M | — | +6.9% |
| 1963 | PMV Capital Advisers#1963 · 3,701 sh | 3,701 | $2.7M | 4.09% | -8.3% |
| 1964 | MARIPAU WEALTH MANAGEMENT#1964 · 3,694 sh | 3,694 | $2.7M | 0.97% | +58.7% |
| 1965 | Beaumont Financial Advisors#1965 · 3,693 sh | 3,693 | $2.7M | — | +16.3% |
| 1966 | PERRYMAN FINANCIAL ADVISORY#1966 · 3,693 sh | 3,693 | $2.7M | — | +1.1% |
| 1967 | Westhampton Capital#1967 · 3,689 sh | 3,689 | $2.7M | 1.13% | +1.2% |
| 1968 | NOVEM GROUP#1968 · 3,689 sh | 3,689 | $2.7M | — | +102.1% |
| 1969 | AMERICAN NATIONAL BANK#1969 · 3,684 sh | 3,684 | $2.7M | — | -1.5% |
| 1970 | ProVise Management Group#1970 · 3,675 sh | 3,675 | $2.7M | 0.18% | -4.0% |
| 1971 | Aldebaran Financial#1971 · 3,674 sh | 3,674 | $2.7M | 2.20% | -2.4% |
| 1972 | Fortitude Financial#1972 · 3,670 sh | 3,670 | $2.7M | — | -6.1% |
| 1973 | Total Clarity Wealth Management#1973 · 3,666 sh | 3,666 | $2.7M | — | -12.5% |
| 1974 | Optiver Holding B.V.#1974 · 3,662 sh | 3,662 | $2.7M | <0.01% | New |
| 1975 | Colorado Capital Management#1975 · 3,661 sh | 3,661 | $2.7M | — | -0.1% |
| 1976 | Diversified Portfolios#1976 · 3,655 sh | 3,655 | $2.7M | 0.20% | +12.2% |
| 1977 | Insight Wealth Strategies#1977 · 3,707 sh | 3,707 | $2.7M | — | -11.4% |
| 1978 | OAK HARBOR WEALTH PARTNERS#1978 · 3,650 sh | 3,650 | $2.7M | 1.00% | -70.2% |
| 1979 | Northern Financial Advisors#1979 · 3,648 sh | 3,648 | $2.7M | 1.78% | -2.9% |
| 1980 | Aspect Partners#1980 · 3,634 sh | 3,634 | $2.7M | — | -0.6% |
| 1981 | Meridian Wealth Advisors#1981 · 3,627 sh | 3,627 | $2.7M | 0.30% | -6.7% |
| 1982 | Clear Trail Advisors#1982 · 3,622 sh | 3,622 | $2.7M | — | -6.1% |
| 1983 | Stembrook Asset Management#1983 · 3,619 sh | 3,619 | $2.7M | 2.30% | -7.9% |
| 1984 | MOSAIC FINANCIAL GROUP#1984 · 3,615 sh | 3,615 | $2.7M | 1.70% | +2.8% |
| 1985 | Professional Financial Advisors#1985 · 3,614 sh | 3,614 | $2.7M | — | +4.7% |
| 1986 | International Private Wealth Advisors#1986 · 3,610 sh | 3,610 | $2.7M | 1.37% | -0.1% |
| 1987 | F&V Capital Management#1987 · 3,600 sh | 3,600 | $2.7M | — | +0.3% |
| 1988 | GERMAN AMERICAN BANCORP#1988 · 3,594 sh | 3,594 | $2.6M | 0.20% | +0.6% |
| 1989 | Affiance Financial#1989 · 3,583 sh | 3,583 | $2.6M | — | +0.6% |
| 1990 | Allen Mooney & Barnes Investment Advisors#1990 · 3,581 sh | 3,581 | $2.6M | — | +0.5% |
| 1991 | HOWARD WEALTH MANAGEMENT#1991 · 3,574 sh | 3,574 | $2.6M | 0.97% | -0.7% |
| 1992 | Arcadia Wealth Management#1992 · 3,575 sh | 3,575 | $2.6M | 1.26% | -1.7% |
| 1993 | Legacy Edge Advisors#1993 · 3,567 sh | 3,567 | $2.6M | 0.24% | +17.4% |
| 1994 | SILVIA MCCOLL WEALTH MANAGEMENT#1994 · 3,565 sh | 3,565 | $2.6M | — | 0.0% |
| 1995 | Invesco Ltd.#1995 · 3,564 sh | 3,564 | $2.6M | <0.01% | -6.5% |
| 1996 | Bradley & Private Wealth Management#1996 · 3,563 sh | 3,563 | $2.6M | — | 0.0% |
| 1997 | Stonebridge Financial Group, / MO#1997 · 3,561 sh | 3,561 | $2.6M | 1.74% | +1.8% |
| 1998 | Vigilare Wealth Management#1998 · 3,555 sh | 3,555 | $2.6M | 0.80% | +4.1% |
| 1999 | Taylor Securities Services#1999 · 3,550 sh | 3,550 | $2.6M | — | +36.9% |
| 2000 | Bulwark Capital#2000 · 3,542 sh | 3,542 | $2.6M | — | +1.7% |
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.