INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Cambridge Advisors#2201 · 2,633 sh | 2,633 | $1.9M | — | 0.0% |
| 2202 | SFG Wealth Management#2202 · 2,629 sh | 2,629 | $1.9M | — | +10.5% |
| 2203 | ROMANO BROTHERS AND COMPANY#2203 · 2,620 sh | 2,620 | $1.9M | — | +1.1% |
| 2204 | ENCOMPASS WEALTH ADVISORS#2204 · 2,617 sh | 2,617 | $1.9M | — | -9.0% |
| 2205 | STEVENS CAPITAL MANAGEMENT#2205 · 2,614 sh | 2,614 | $1.9M | 0.46% | -71.3% |
| 2206 | One Degree Advisors#2206 · 2,654 sh | 2,654 | $1.9M | 0.43% | +41.0% |
| 2207 | Fiduciary Group#2207 · 2,612 sh | 2,612 | $1.9M | 0.15% | +0.2% |
| 2208 | Hoxton Planning & Management#2208 · 2,610 sh | 2,610 | $1.9M | — | -33.5% |
| 2209 | OLD POINT & FINANCIAL SERVICES N A#2209 · 2,610 sh | 2,610 | $1.9M | 0.58% | -0.9% |
| 2210 | TigerOak Management, L.L.C.#2210 · 2,605 sh | 2,605 | $1.9M | — | -3.1% |
| 2211 | UNIVEST FINANCIAL#2211 · 2,605 sh | 2,605 | $1.9M | 0.09% | -20.5% |
| 2212 | CAHABA WEALTH MANAGEMENT#2212 · 2,604 sh | 2,604 | $1.9M | — | -18.6% |
| 2213 | Disciplined Investments#2213 · 2,603 sh | 2,603 | $1.9M | 0.62% | -0.5% |
| 2214 | WESPAC Advisors#2214 · 2,598 sh | 2,598 | $1.9M | — | -14.3% |
| 2215 | Wealthcare Capital Partners#2215 · 2,596 sh | 2,596 | $1.9M | — | +192.7% |
| 2216 | COMMON FUND FOR NONPROFIT ORGANIZATIONS#2216 · 2,595 sh | 2,595 | $1.9M | 0.18% | 0.0% |
| 2217 | Accretive Wealth Partners#2217 · 2,593 sh | 2,593 | $1.9M | 0.46% | +14.4% |
| 2218 | Congress Park Capital#2218 · 2,591 sh | 2,591 | $1.9M | — | -14.1% |
| 2219 | Alliance Wealth Management Group#2219 · 2,588 sh | 2,588 | $1.9M | 0.37% | -22.7% |
| 2220 | Towercrest Capital Management#2220 · 2,588 sh | 2,588 | $1.9M | — | -22.7% |
| 2221 | Copley Financial Group#2221 · 2,588 sh | 2,588 | $1.9M | 1.15% | +3.2% |
| 2222 | NORTH POINT PORTFOLIO MANAGERS#2222 · 2,587 sh | 2,587 | $1.9M | — | -8.0% |
| 2223 | MAYPORT#2223 · 2,587 sh | 2,587 | $1.9M | 0.30% | +24.0% |
| 2224 | SLT#2224 · 2,585 sh | 2,585 | $1.9M | — | -43.5% |
| 2225 | QUEST INVESTMENT MANAGEMENT#2225 · 2,580 sh | 2,580 | $1.9M | 0.22% | +55.4% |
| 2226 | PARK NATIONAL#2226 · 2,580 sh | 2,580 | $1.9M | — | +19.2% |
| 2227 | THREADGILL FINANCIAL#2227 · 2,580 sh | 2,580 | $1.9M | 0.78% | +14.1% |
| 2228 | Fairman Group#2228 · 2,574 sh | 2,574 | $1.9M | — | +0.1% |
| 2229 | Blue Fin Capital#2229 · 2,574 sh | 2,574 | $1.9M | 0.27% | -0.7% |
| 2230 | Sterling Investment Advisors, Ltd.#2230 · 2,573 sh | 2,573 | $1.9M | 0.32% | -1.0% |
| 2231 | Tradewinds Capital Management#2231 · 2,569 sh | 2,569 | $1.9M | — | +17.1% |
| 2232 | Laidlaw Wealth Management#2232 · 2,568 sh | 2,568 | $1.9M | 5.39% | +3.0% |
| 2233 | Legacy Financial Advisors#2233 · 2,568 sh | 2,568 | $1.9M | 0.23% | -0.3% |
| 2234 | Grange Capital#2234 · 2,565 sh | 2,565 | $1.9M | — | -0.8% |
| 2235 | Halbert, Hargrove/Russell#2235 · 2,563 sh | 2,563 | $1.9M | — | +1.1% |
| 2236 | Alaethes Wealth#2236 · 2,559 sh | 2,559 | $1.9M | 0.55% | -5.0% |
| 2237 | Powers Advisory Group#2237 · 2,560 sh | 2,560 | $1.9M | — | 0.0% |
| 2238 | SENTINEL WEALTH MANAGEMENT#2238 · 2,550 sh | 2,550 | $1.9M | 1.33% | 0.0% |
| 2239 | Grant Private Wealth Management#2239 · 2,551 sh | 2,551 | $1.9M | — | -2.4% |
| 2240 | Key FInancial#2240 · 2,544 sh | 2,544 | $1.9M | 0.31% | -0.9% |
| 2241 | Taylor Financial Group#2241 · 2,542 sh | 2,542 | $1.9M | 1.03% | -3.4% |
| 2242 | Baron Wealth Management#2242 · 2,538 sh | 2,538 | $1.9M | 0.48% | 0.0% |
| 2243 | Kachkovsky & Fisher#2243 · 2,534 sh | 2,534 | $1.9M | — | — |
| 2244 | Cedar Wealth Management#2244 · 2,530 sh | 2,530 | $1.9M | 0.48% | -1.4% |
| 2245 | Integrity Wealth Solutions#2245 · 2,523 sh | 2,523 | $1.9M | 0.69% | -0.2% |
| 2246 | MPS Loria Financial Planners#2246 · 2,518 sh | 2,518 | $1.9M | — | -10.8% |
| 2247 | DEARBORN PARTNERS#2247 · 3,213 sh | 3,213 | $1.9M | 0.10% | 0.0% |
| 2248 | Pacific Point Advisors#2248 · 2,514 sh | 2,514 | $1.9M | 0.85% | +8.5% |
| 2249 | Transamerica Financial Advisors#2249 · 2,511 sh | 2,511 | $1.9M | 0.16% | -95.4% |
| 2250 | Hobbs Group Advisors#2250 · 2,507 sh | 2,507 | $1.8M | 0.49% | -0.7% |
| 2251 | Quantum Financial Advisors#2251 · 2,501 sh | 2,501 | $1.8M | 0.18% | +96.9% |
| 2252 | Great Lakes Retirement#2252 · 2,501 sh | 2,501 | $1.8M | — | -4.4% |
| 2253 | Vantage Point Financial#2253 · 2,492 sh | 2,492 | $1.8M | 0.56% | -12.3% |
| 2254 | Gaddis Premier Wealth Advisors#2254 · 2,482 sh | 2,482 | $1.8M | 1.11% | +2.8% |
| 2255 | STATE OF WISCONSIN INVESTMENT BOARD#2255 · 2,479 sh | 2,479 | $1.8M | <0.01% | -69.8% |
| 2256 | Strategic Advocates#2256 · 2,476 sh | 2,476 | $1.8M | 7.06% | +0.4% |
| 2257 | BEACON INVESTMENT ADVISORY SERVICES#2257 · 2,474 sh | 2,474 | $1.8M | — | -0.3% |
| 2258 | BAYBAN#2258 · 2,472 sh | 2,472 | $1.8M | 1.40% | 0.0% |
| 2259 | Paradigm Capital Management#2259 · 2,471 sh | 2,471 | $1.8M | 1.57% | -4.5% |
| 2260 | Geometric Wealth Advisors#2260 · 2,471 sh | 2,471 | $1.8M | 0.20% | -0.2% |
| 2261 | Wealth Analytics Partners#2261 · 2,523 sh | 2,523 | $1.8M | — | -2.4% |
| 2262 | Thompson David Blair#2262 · 2,459 sh | 2,459 | $1.8M | 0.91% | +10.2% |
| 2263 | Capital Asset Managemnet#2263 · 2,458 sh | 2,458 | $1.8M | 4.07% | -27.5% |
| 2264 | Cherry Creek Investment Advisors#2264 · 2,450 sh | 2,450 | $1.8M | — | -4.3% |
| 2265 | Northstar Financial Companies#2265 · 2,448 sh | 2,448 | $1.8M | 1.21% | +17.7% |
| 2266 | WIN ADVISORS#2266 · 2,444 sh | 2,444 | $1.8M | 0.64% | New |
| 2267 | CERTIOR FINANCIAL GROUP#2267 · 2,438 sh | 2,438 | $1.8M | — | +393.5% |
| 2268 | JEPPSON WEALTH MANAGEMENT#2268 · 2,433 sh | 2,433 | $1.8M | — | -6.5% |
| 2269 | WealthShield Partners#2269 · 2,422 sh | 2,422 | $1.8M | 0.27% | -42.0% |
| 2270 | Aspen Investment Management#2270 · 2,424 sh | 2,424 | $1.8M | 0.48% | -29.8% |
| 2271 | Second Line Capital#2271 · 2,419 sh | 2,419 | $1.8M | 0.33% | -7.5% |
| 2272 | MANCHESTER FINANCIAL#2272 · 2,417 sh | 2,417 | $1.8M | — | +4.9% |
| 2273 | Lynch Investment Planning#2273 · 2,408 sh | 2,408 | $1.8M | — | -0.6% |
| 2274 | Colonial River Wealth Management#2274 · 2,402 sh | 2,402 | $1.8M | — | -5.2% |
| 2275 | Veracity Capital#2275 · 2,398 sh | 2,398 | $1.8M | — | -1.8% |
| 2276 | CacheTech#2276 · 2,391 sh | 2,391 | $1.8M | 0.29% | +8.5% |
| 2277 | Stewardship Advisors#2277 · 2,384 sh | 2,384 | $1.8M | — | -1.0% |
| 2278 | MEANS INVESTMENT#2278 · 2,380 sh | 2,380 | $1.8M | 0.13% | -3.1% |
| 2279 | TCTC#2279 · 2,377 sh | 2,377 | $1.8M | 0.05% | -4.2% |
| 2280 | S.A. Mason#2280 · 2,375 sh | 2,375 | $1.7M | — | +1.5% |
| 2281 | Occidental Asset Management#2281 · 2,374 sh | 2,374 | $1.7M | 0.17% | -0.6% |
| 2282 | BROWN WEALTH MANAGEMENT#2282 · 2,368 sh | 2,368 | $1.7M | — | +75.0% |
| 2283 | Ullmann Wealth Partners Group#2283 · 2,366 sh | 2,366 | $1.7M | 0.16% | -0.2% |
| 2284 | Aspire Growth Partners#2284 · 2,362 sh | 2,362 | $1.7M | 1.01% | -0.2% |
| 2285 | Arkos Global Advisors#2285 · 2,361 sh | 2,361 | $1.7M | 0.21% | +5.1% |
| 2286 | Pacific Asset Management#2286 · 2,360 sh | 2,360 | $1.7M | — | 0.0% |
| 2287 | ELEVATUS WELATH MANAGEMENT#2287 · 2,352 sh | 2,352 | $1.7M | — | +18.1% |
| 2288 | KFG WEALTH MANAGEMENT#2288 · 2,351 sh | 2,351 | $1.7M | — | -1.4% |
| 2289 | WOLFF WIESE MAGANA#2289 · 2,350 sh | 2,350 | $1.7M | — | +6.8% |
| 2290 | CHARTER RESEARCH & INVESTMENT GROUP#2290 · 2,344 sh | 2,344 | $1.7M | 1.05% | 0.0% |
| 2291 | Paragon Advisors#2291 · 2,340 sh | 2,340 | $1.7M | 0.36% | +27.3% |
| 2292 | Brevan Howard Capital Management#2292 · 2,338 sh | 2,338 | $1.7M | 0.01% | -99.8% |
| 2293 | Aaron Wealth Advisors#2293 · 2,334 sh | 2,334 | $1.7M | — | 0.0% |
| 2294 | FIDUCIENT ADVISORS#2294 · 2,330 sh | 2,330 | $1.7M | 0.25% | -85.5% |
| 2295 | Tortuga Wealth Management#2295 · 2,327 sh | 2,327 | $1.7M | — | -2.1% |
| 2296 | Koenig Investment Advisory#2296 · 2,328 sh | 2,328 | $1.7M | — | 0.0% |
| 2297 | Genesis Financial Group#2297 · 2,327 sh | 2,327 | $1.7M | 1.12% | -8.3% |
| 2298 | Excelsior Advisor Network#2298 · 2,325 sh | 2,325 | $1.7M | 0.23% | +36.4% |
| 2299 | San Luis Wealth Advisors#2299 · 2,324 sh | 2,324 | $1.7M | — | -6.1% |
| 2300 | Granger Management#2300 · 2,319 sh | 2,319 | $1.7M | 0.53% | 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.