INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | First Growth Capital#2001 · 3,519 sh | 3,519 | $2.6M | — | -21.2% |
| 2002 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2002 · 3,512 sh | 3,512 | $2.6M | <0.01% | +6.3% |
| 2003 | LYELL WEALTH MANAGEMENT#2003 · 3,508 sh | 3,508 | $2.6M | 0.16% | -0.7% |
| 2004 | 3 FACTOR INDEXING#2004 · 3,508 sh | 3,508 | $2.6M | — | 0.0% |
| 2005 | RPG Investment Advisory#2005 · 3,507 sh | 3,507 | $2.6M | — | +2.5% |
| 2006 | Advanced Asset Management Advisors#2006 · 3,503 sh | 3,503 | $2.6M | — | -5.7% |
| 2007 | Weaver Consulting Group#2007 · 3,483 sh | 3,483 | $2.6M | — | +0.5% |
| 2008 | Oakworth Capital#2008 · 3,488 sh | 3,488 | $2.6M | — | +10.4% |
| 2009 | DAVIS R M#2009 · 3,474 sh | 3,474 | $2.6M | 0.04% | +0.8% |
| 2010 | SFM#2010 · 3,475 sh | 3,475 | $2.6M | — | -1.0% |
| 2011 | Linscomb Wealth#2011 · 3,472 sh | 3,472 | $2.6M | 0.11% | -23.2% |
| 2012 | DONALDSON CAPITAL MANAGEMENT#2012 · 3,471 sh | 3,471 | $2.6M | 0.07% | +127.2% |
| 2013 | Laird Norton Wetherby Company#2013 · 3,464 sh | 3,464 | $2.6M | 0.05% | +0.2% |
| 2014 | Caitlin John#2014 · 3,459 sh | 3,459 | $2.5M | 1.39% | +500.5% |
| 2015 | Peregrine Asset Advisers#2015 · 3,458 sh | 3,458 | $2.5M | 0.55% | -8.5% |
| 2016 | Saiph Capital#2016 · 3,456 sh | 3,456 | $2.5M | 0.76% | +2.2% |
| 2017 | Financial Perspectives#2017 · 3,448 sh | 3,448 | $2.5M | 0.62% | -0.1% |
| 2018 | ECLECTIC ASSOCIATES#2018 · 3,446 sh | 3,446 | $2.5M | — | -15.1% |
| 2019 | Topsail Wealth Management#2019 · 3,443 sh | 3,443 | $2.5M | 0.32% | +0.5% |
| 2020 | OKABENA INVESTMENT SERVICES#2020 · 3,431 sh | 3,431 | $2.5M | 0.45% | 0.0% |
| 2021 | Stiles Financial Services#2021 · 3,430 sh | 3,430 | $2.5M | 0.63% | +35.8% |
| 2022 | Chemistry Wealth Management#2022 · 3,428 sh | 3,428 | $2.5M | — | +11.7% |
| 2023 | INVESTMENT PARTNERS, LTD.#2023 · 3,421 sh | 3,421 | $2.5M | 0.79% | +1.6% |
| 2024 | Well Done#2024 · 3,421 sh | 3,421 | $2.5M | — | -3.1% |
| 2025 | CFS Investment Advisory Services#2025 · 3,535 sh | 3,535 | $2.5M | — | 0.0% |
| 2026 | GHP Investment Advisors#2026 · 3,415 sh | 3,415 | $2.5M | — | +0.9% |
| 2027 | Financial Futures Ltd Liability#2027 · 3,414 sh | 3,414 | $2.5M | — | -0.7% |
| 2028 | Jasper Ridge Partners, L.P.#2028 · 3,408 sh | 3,408 | $2.5M | 0.05% | -62.6% |
| 2029 | HRC WEALTH MANAGEMENT#2029 · 3,395 sh | 3,395 | $2.5M | — | +13.9% |
| 2030 | Oder Investment Management#2030 · 3,394 sh | 3,394 | $2.5M | 1.68% | -1.2% |
| 2031 | Capstone Financial Advisors#2031 · 3,389 sh | 3,389 | $2.5M | 0.12% | +1.0% |
| 2032 | Stelac Advisory Services#2032 · 3,388 sh | 3,388 | $2.5M | 0.47% | 0.0% |
| 2033 | NORTHEAST INVESTMENT MANAGEMENT#2033 · 3,385 sh | 3,385 | $2.5M | 0.09% | +2.4% |
| 2034 | Fortitude Advisory Group L.L.C.#2034 · 3,382 sh | 3,382 | $2.5M | — | -1.5% |
| 2035 | Paragon Private Wealth Management#2035 · 3,374 sh | 3,374 | $2.5M | — | +133.7% |
| 2036 | Concord Wealth Partners#2036 · 3,374 sh | 3,374 | $2.5M | 0.28% | +0.4% |
| 2037 | CYPRESS FINANCIAL PLANNING#2037 · 3,373 sh | 3,373 | $2.5M | — | New |
| 2038 | Wick Capital Partners#2038 · 3,368 sh | 3,368 | $2.5M | 0.37% | +4.6% |
| 2039 | Cape Investment Advisory#2039 · 3,367 sh | 3,367 | $2.5M | — | +5.1% |
| 2040 | Register Financial Advisors#2040 · 3,364 sh | 3,364 | $2.5M | — | +7.7% |
| 2041 | Cambridge Financial Group#2041 · 3,358 sh | 3,358 | $2.5M | — | 0.0% |
| 2042 | Ironwood Investment Counsel#2042 · 3,346 sh | 3,346 | $2.5M | 0.32% | -3.4% |
| 2043 | MERIDIAN INVESTMENT COUNSEL#2043 · 3,346 sh | 3,346 | $2.5M | — | -2.9% |
| 2044 | MAGNOLIA CAPITAL ADVISORS#2044 · 3,331 sh | 3,331 | $2.5M | 0.42% | +15.4% |
| 2045 | Strategies Wealth Advisors#2045 · 3,319 sh | 3,319 | $2.4M | 0.22% | +0.7% |
| 2046 | Davis Investment Partners#2046 · 3,318 sh | 3,318 | $2.4M | 0.74% | -13.4% |
| 2047 | HORAN Wealth#2047 · 3,312 sh | 3,312 | $2.4M | 0.20% | +35.4% |
| 2048 | Ridgewood Investments#2048 · 3,305 sh | 3,305 | $2.4M | — | -0.3% |
| 2049 | RB Capital Management#2049 · 3,291 sh | 3,291 | $2.4M | 0.47% | +17.0% |
| 2050 | Nova Wealth Management#2050 · 3,288 sh | 3,288 | $2.4M | 1.34% | -1.4% |
| 2051 | Elite Financial#2051 · 3,285 sh | 3,285 | $2.4M | 0.98% | +9.8% |
| 2052 | CONSCIOUS WEALTH INVESTMENTS#2052 · 3,406 sh | 3,406 | $2.4M | 1.24% | +1.3% |
| 2053 | Ascent Advisors#2053 · 3,328 sh | 3,328 | $2.4M | 2.78% | +169.5% |
| 2054 | Markin Asset Management#2054 · 3,276 sh | 3,276 | $2.4M | 2.06% | -3.5% |
| 2055 | Global Financial Private Client#2055 · 3,268 sh | 3,268 | $2.4M | — | -0.7% |
| 2056 | Meeder Advisory Services#2056 · 3,263 sh | 3,263 | $2.4M | 0.09% | -12.7% |
| 2057 | Sierra Capital#2057 · 3,259 sh | 3,259 | $2.4M | 0.23% | 0.0% |
| 2058 | Ascension Capital Advisors#2058 · 3,256 sh | 3,256 | $2.4M | 0.67% | +5.2% |
| 2059 | Cambria Investment Management, L.P.#2059 · 3,251 sh | 3,251 | $2.4M | 0.12% | +15.2% |
| 2060 | Sagace Wealth Management#2060 · 3,249 sh | 3,249 | $2.4M | 1.50% | -1.4% |
| 2061 | Alteri Wealth#2061 · 3,244 sh | 3,244 | $2.4M | 0.66% | -1.3% |
| 2062 | BOK Financial Private Wealth#2062 · 3,229 sh | 3,229 | $2.4M | 0.12% | -17.3% |
| 2063 | Morton Brown Family Wealth#2063 · 3,229 sh | 3,229 | $2.4M | — | -2.7% |
| 2064 | Acropolis Investment Management#2064 · 3,223 sh | 3,223 | $2.4M | — | -25.2% |
| 2065 | LAZARI CAPITAL MANAGEMENT#2065 · 3,217 sh | 3,217 | $2.4M | — | +0.8% |
| 2066 | Jackson, Grant Investment Advisers#2066 · 3,204 sh | 3,204 | $2.4M | 0.73% | 0.0% |
| 2067 | Grantvest Financial Group#2067 · 3,203 sh | 3,203 | $2.4M | — | +4.0% |
| 2068 | MFA Wealth Services#2068 · 3,201 sh | 3,201 | $2.4M | — | +2.1% |
| 2069 | RPS ADVISORY SOLUTIONS#2069 · 3,189 sh | 3,189 | $2.3M | 1.55% | +67.0% |
| 2070 | HHM Wealth Advisors#2070 · 3,178 sh | 3,178 | $2.3M | 0.23% | 0.0% |
| 2071 | Williams & Novak#2071 · 3,176 sh | 3,176 | $2.3M | — | +17.3% |
| 2072 | KFA Private Wealth Group#2072 · 3,169 sh | 3,169 | $2.3M | — | +107.5% |
| 2073 | Regent Peak Wealth Advisors#2073 · 3,166 sh | 3,166 | $2.3M | — | -2.9% |
| 2074 | First Financial Group#2074 · 3,163 sh | 3,163 | $2.3M | — | +1.7% |
| 2075 | Chicago Capital#2075 · 3,156 sh | 3,156 | $2.3M | — | +19.6% |
| 2076 | DiPaolo Financial Group#2076 · 3,155 sh | 3,155 | $2.3M | 1.52% | +0.6% |
| 2077 | Breakwater Capital Group#2077 · 3,145 sh | 3,145 | $2.3M | — | -31.8% |
| 2078 | Coastwise Capital Group#2078 · 3,145 sh | 3,145 | $2.3M | 1.35% | -9.9% |
| 2079 | TOCQUEVILLE ASSET MANAGEMENT L.P.#2079 · 3,142 sh | 3,142 | $2.3M | 0.03% | +4.7% |
| 2080 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2080 · 3,132 sh | 3,132 | $2.3M | — | +6.0% |
| 2081 | McAdam#2081 · 3,131 sh | 3,131 | $2.3M | — | -22.2% |
| 2082 | Systematic Alpha Investments#2082 · 3,130 sh | 3,130 | $2.3M | 0.06% | 0.0% |
| 2083 | Delta Accumulation#2083 · 3,130 sh | 3,130 | $2.3M | 0.09% | New |
| 2084 | Wolff Financial Management#2084 · 3,126 sh | 3,126 | $2.3M | — | 0.0% |
| 2085 | Bravias Capital Group#2085 · 3,122 sh | 3,122 | $2.3M | 1.36% | +0.5% |
| 2086 | Synergy Investment Management#2086 · 3,122 sh | 3,122 | $2.3M | 0.56% | +1.2% |
| 2087 | Mezzasalma Advisors#2087 · 3,121 sh | 3,121 | $2.3M | — | -3.7% |
| 2088 | WELLINGTON-ALTUS USA#2088 · 3,973 sh | 3,973 | $2.3M | 1.63% | -17.0% |
| 2089 | Mathes Company#2089 · 3,110 sh | 3,110 | $2.3M | 0.71% | -0.8% |
| 2090 | Financial Advisors Network#2090 · 3,101 sh | 3,101 | $2.3M | 0.28% | +3.6% |
| 2091 | GUYASUTA INVESTMENT ADVISORS#2091 · 3,101 sh | 3,101 | $2.3M | — | -4.2% |
| 2092 | Indiana & Investment Management#2092 · 3,100 sh | 3,100 | $2.3M | — | 0.0% |
| 2093 | WADDELL & ASSOCIATES#2093 · 3,089 sh | 3,089 | $2.3M | 0.11% | +6.0% |
| 2094 | RHODES INVESTMENT ADVISORS#2094 · 3,085 sh | 3,085 | $2.3M | — | +36.8% |
| 2095 | INGALLS & SNYDER#2095 · 3,083 sh | 3,083 | $2.3M | 0.06% | -7.4% |
| 2096 | LIBERTY ONE INVESTMENT MANAGEMENT#2096 · 3,075 sh | 3,075 | $2.3M | 0.23% | +6.1% |
| 2097 | HOWLAND CAPITAL MANAGEMENT#2097 · 3,058 sh | 3,058 | $2.3M | — | +21.0% |
| 2098 | J. Derek Lewis & Associates#2098 · 3,054 sh | 3,054 | $2.2M | 0.42% | +34.2% |
| 2099 | waypoint wealth counsel#2099 · 3,046 sh | 3,046 | $2.2M | — | +16.8% |
| 2100 | Nilsine Partners#2100 · 3,042 sh | 3,042 | $2.2M | 0.15% | +2.9% |
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.