INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | APPLETON PARTNERS#2301 · 2,315 sh | 2,315 | $1.7M | 0.10% | -3.8% |
| 2302 | WEST CHESTER CAPITAL ADVISORS#2302 · 2,315 sh | 2,315 | $1.7M | — | -0.5% |
| 2303 | Leading Edge Financial Planning#2303 · 2,315 sh | 2,315 | $1.7M | — | -11.8% |
| 2304 | TIAA Wealth Investment Management#2304 · 2,333 sh | 2,333 | $1.7M | 0.01% | +19.6% |
| 2305 | Community Bank, N.A.#2305 · 2,313 sh | 2,313 | $1.7M | 0.18% | -5.1% |
| 2306 | Acorn Wealth Advisors#2306 · 2,313 sh | 2,313 | $1.7M | — | -0.7% |
| 2307 | SENTINEL PENSION ADVISORS#2307 · 2,447 sh | 2,447 | $1.7M | 0.22% | +12.6% |
| 2308 | WealthTrust Axiom#2308 · 2,307 sh | 2,307 | $1.7M | 0.38% | -1.3% |
| 2309 | Private Capital Management#2309 · 2,306 sh | 2,306 | $1.7M | 0.15% | -6.2% |
| 2310 | PREVAIL INNOVATIVE WEALTH ADVISORS#2310 · 2,304 sh | 2,304 | $1.7M | — | +2.9% |
| 2311 | CDM FINANCIAL COUNSELING SERVICES#2311 · 2,300 sh | 2,300 | $1.7M | — | -1.5% |
| 2312 | Heritage Wealth Management#2312 · 2,299 sh | 2,299 | $1.7M | 0.64% | +2.4% |
| 2313 | Wilkins Miller Wealth Management#2313 · 2,295 sh | 2,295 | $1.7M | — | +19.2% |
| 2314 | Advocate Investing Services#2314 · 2,293 sh | 2,293 | $1.7M | — | -1.1% |
| 2315 | Manhattan West Asset Management#2315 · 2,292 sh | 2,292 | $1.7M | 0.28% | -37.5% |
| 2316 | Elevation Wealth Management#2316 · 2,291 sh | 2,291 | $1.7M | 1.26% | +17.2% |
| 2317 | BNC WEALTH MANAGEMENT#2317 · 2,290 sh | 2,290 | $1.7M | — | +3.1% |
| 2318 | Pathway Financial Advisers#2318 · 2,279 sh | 2,279 | $1.7M | 0.42% | +5.3% |
| 2319 | BERKSHIRE ASSET MANAGEMENT#2319 · 2,277 sh | 2,277 | $1.7M | 0.07% | -13.5% |
| 2320 | Serenity Investment Advisors#2320 · 2,349 sh | 2,349 | $1.7M | 0.71% | -0.1% |
| 2321 | Richardson Capital Management#2321 · 2,273 sh | 2,273 | $1.7M | — | -1.9% |
| 2322 | Bill Few Associates#2322 · 2,265 sh | 2,265 | $1.7M | — | +3.9% |
| 2323 | CATALYST PRIVATE WEALTH#2323 · 2,260 sh | 2,260 | $1.7M | — | 0.0% |
| 2324 | Wealth Dimensions Group, Ltd.#2324 · 2,260 sh | 2,260 | $1.7M | 0.30% | 0.0% |
| 2325 | Blackhawk Capital Partners#2325 · 2,259 sh | 2,259 | $1.7M | 0.54% | +6.8% |
| 2326 | Icon Wealth Advisors#2326 · 2,257 sh | 2,257 | $1.7M | 0.10% | +39.7% |
| 2327 | Regatta Research & Money Management#2327 · 2,255 sh | 2,255 | $1.7M | 1.57% | — |
| 2328 | ANCHYRA PARTNERS#2328 · 2,254 sh | 2,254 | $1.7M | — | +15.5% |
| 2329 | Northstar Group#2329 · 2,254 sh | 2,254 | $1.7M | 0.21% | -2.2% |
| 2330 | Pinnacle Financial Group, / IL#2330 · 2,253 sh | 2,253 | $1.7M | 0.41% | +5.2% |
| 2331 | Delap Wealth Advisory#2331 · 2,253 sh | 2,253 | $1.7M | — | -1.0% |
| 2332 | Arvest Bank Division#2332 · 2,253 sh | 2,253 | $1.7M | 0.08% | -1.4% |
| 2333 | BREAKTHRU ADVISORY SERVICES#2333 · 2,253 sh | 2,253 | $1.7M | — | -22.4% |
| 2334 | Heck Capital Advisors#2334 · 2,250 sh | 2,250 | $1.7M | — | 0.0% |
| 2335 | Vavra Capital Management#2335 · 2,252 sh | 2,252 | $1.7M | — | +2.4% |
| 2336 | Berkshire Bank#2336 · 2,242 sh | 2,242 | $1.7M | 0.31% | -1.3% |
| 2337 | Walkner Condon Financial Advisors#2337 · 2,236 sh | 2,236 | $1.6M | 0.19% | -5.0% |
| 2338 | First PREMIER Bank#2338 · 2,235 sh | 2,235 | $1.6M | — | -3.3% |
| 2339 | Discipline Wealth Solutions#2339 · 2,232 sh | 2,232 | $1.6M | — | -18.2% |
| 2340 | Sterling Investment Counsel#2340 · 2,230 sh | 2,230 | $1.6M | — | +0.1% |
| 2341 | Kingdom Financial Group#2341 · 2,229 sh | 2,229 | $1.6M | 0.42% | -9.9% |
| 2342 | Wise Wealth Partners#2342 · 2,225 sh | 2,225 | $1.6M | — | -3.4% |
| 2343 | Cascade Wealth Advisors#2343 · 2,266 sh | 2,266 | $1.6M | 0.66% | +23.0% |
| 2344 | AM INVESTMENT STRATEGIES#2344 · 2,225 sh | 2,225 | $1.6M | 0.31% | 0.0% |
| 2345 | Financial Services Advisory#2345 · 2,224 sh | 2,224 | $1.6M | — | New |
| 2346 | Todd Wealth Management#2346 · 2,223 sh | 2,223 | $1.6M | — | -1.4% |
| 2347 | Millennium Capital Advisors#2347 · 2,217 sh | 2,217 | $1.6M | — | 0.0% |
| 2348 | Sun Financial#2348 · 2,260 sh | 2,260 | $1.6M | 0.77% | +5.1% |
| 2349 | Sheridan Capital Management#2349 · 2,211 sh | 2,211 | $1.6M | 0.78% | +4.4% |
| 2350 | PDS Planning#2350 · 2,206 sh | 2,206 | $1.6M | 0.09% | +9.5% |
| 2351 | BridgePort Financial Solutions#2351 · 2,206 sh | 2,206 | $1.6M | 0.41% | -12.4% |
| 2352 | Goldstream Capital Management Ltd#2352 · 2,200 sh | 2,200 | $1.6M | 1.23% | New |
| 2353 | Diversified Investment Strategies#2353 · 2,194 sh | 2,194 | $1.6M | 1.05% | +2.2% |
| 2354 | FOCUSED ALPHA#2354 · 2,191 sh | 2,191 | $1.6M | — | -0.1% |
| 2355 | Seelaus Asset Management#2355 · 2,186 sh | 2,186 | $1.6M | — | -5.5% |
| 2356 | JGP Wealth Management#2356 · 2,185 sh | 2,185 | $1.6M | — | -7.9% |
| 2357 | Landmark Wealth Management#2357 · 2,181 sh | 2,181 | $1.6M | 0.38% | +3.7% |
| 2358 | Navigation Group#2358 · 2,181 sh | 2,181 | $1.6M | 0.31% | +6.5% |
| 2359 | Heritage Wealth Architects#2359 · 2,251 sh | 2,251 | $1.6M | — | -3.5% |
| 2360 | Atlas Legacy Advisors#2360 · 2,170 sh | 2,170 | $1.6M | 0.24% | +1.1% |
| 2361 | Great Diamond Partners#2361 · 2,168 sh | 2,168 | $1.6M | — | -0.2% |
| 2362 | Zurcher Kantonalbank (Zurich Cantonalbank)#2362 · 2,162 sh | 2,162 | $1.6M | <0.01% | +10.1% |
| 2363 | BURNEY#2363 · 2,161 sh | 2,161 | $1.6M | — | -19.3% |
| 2364 | Ares Financial Consulting#2364 · 2,158 sh | 2,158 | $1.6M | — | +5.2% |
| 2365 | LEGACY FINANCIAL GROUP#2365 · 2,154 sh | 2,154 | $1.6M | — | +114.8% |
| 2366 | FIRST FINANCIAL#2366 · 2,154 sh | 2,154 | $1.6M | — | -7.2% |
| 2367 | Reliant Investment Partners#2367 · 2,149 sh | 2,149 | $1.6M | 1.08% | 0.0% |
| 2368 | Gibbs Wealth Management#2368 · 2,140 sh | 2,140 | $1.6M | — | +11.9% |
| 2369 | Mascagni Wealth Management#2369 · 2,136 sh | 2,136 | $1.6M | — | -9.6% |
| 2370 | TOWNSQUARE CAPITAL#2370 · 2,132 sh | 2,132 | $1.6M | 0.29% | +16.0% |
| 2371 | FIRETHORN WEALTH PARTNERS#2371 · 2,128 sh | 2,128 | $1.6M | — | New |
| 2372 | Hobart Private Capital#2372 · 2,126 sh | 2,126 | $1.6M | — | +5.8% |
| 2373 | D.B. Root & Company#2373 · 2,124 sh | 2,124 | $1.6M | 0.33% | -1.0% |
| 2374 | ArchPoint Investors#2374 · 2,120 sh | 2,120 | $1.6M | 0.33% | 0.0% |
| 2375 | VIRTUE ASSET MANAGEMENT#2375 · 2,118 sh | 2,118 | $1.6M | — | +8.1% |
| 2376 | 17 CAPITAL PARTNERS#2376 · 2,113 sh | 2,113 | $1.6M | 0.70% | +2.5% |
| 2377 | 180 WEALTH ADVISORS#2377 · 2,113 sh | 2,113 | $1.6M | 0.16% | +0.3% |
| 2378 | SITTNER & NELSON#2378 · 2,110 sh | 2,110 | $1.6M | 0.49% | 0.0% |
| 2379 | Fragasso Group#2379 · 2,109 sh | 2,109 | $1.6M | — | 0.0% |
| 2380 | BFSG#2380 · 2,107 sh | 2,107 | $1.6M | 0.14% | -0.8% |
| 2381 | Murphy, Middleton, Hinkle & Parker#2381 · 2,103 sh | 2,103 | $1.5M | — | 0.0% |
| 2382 | MONETARY MANAGEMENT GROUP#2382 · 2,100 sh | 2,100 | $1.5M | 0.32% | +13.5% |
| 2383 | BOOTHBAY FUND MANAGEMENT#2383 · 2,100 sh | 2,100 | $1.5M | 0.02% | -50.0% |
| 2384 | Allegheny Financial Group LTD#2384 · 2,088 sh | 2,088 | $1.5M | 0.16% | +8.4% |
| 2385 | Rialto Wealth Management#2385 · 2,088 sh | 2,088 | $1.5M | 0.30% | +1.9% |
| 2386 | Slagle Financial#2386 · 2,088 sh | 2,088 | $1.5M | 0.46% | -0.3% |
| 2387 | CONDOR CAPITAL MANAGEMENT#2387 · 2,086 sh | 2,086 | $1.5M | 0.12% | +9.8% |
| 2388 | Ipsen Advisor Group#2388 · 2,086 sh | 2,086 | $1.5M | 0.99% | -0.6% |
| 2389 | Miller Investment Management#2389 · 2,084 sh | 2,084 | $1.5M | 0.14% | 0.0% |
| 2390 | TRIGLAV SKLADI, D.O.O.#2390 · 2,077 sh | 2,077 | $1.5M | 0.08% | +0.7% |
| 2391 | Black Swift Group#2391 · 2,075 sh | 2,075 | $1.5M | 0.22% | +3.8% |
| 2392 | Intelligence Driven Advisers#2392 · 2,070 sh | 2,070 | $1.5M | — | +0.6% |
| 2393 | HENGEHOLD CAPITAL MANAGEMENT#2393 · 2,069 sh | 2,069 | $1.5M | — | +5.8% |
| 2394 | Sulzberger Capital Advisors#2394 · 2,065 sh | 2,065 | $1.5M | — | -3.5% |
| 2395 | NDWM#2395 · 2,055 sh | 2,055 | $1.5M | 0.89% | 0.0% |
| 2396 | Werba Rubin Papier Wealth Management#2396 · 2,046 sh | 2,046 | $1.5M | 0.18% | New |
| 2397 | Harbor Group#2397 · 2,045 sh | 2,045 | $1.5M | — | -7.0% |
| 2398 | Clarus Group#2398 · 2,044 sh | 2,044 | $1.5M | — | +1.9% |
| 2399 | Clearwater Capital Advisors#2399 · 2,037 sh | 2,037 | $1.5M | 0.11% | -7.6% |
| 2400 | Merrion Investment Management#2400 · 2,035 sh | 2,035 | $1.5M | — | 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.