INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | AIRE ADVISORS#2601 · 1,523 sh | 1,523 | $1.1M | — | -26.5% |
| 2602 | WEALTH ALLIANCE#2602 · 1,520 sh | 1,520 | $1.1M | 0.09% | -6.6% |
| 2603 | Equita Financial Network#2603 · 1,519 sh | 1,519 | $1.1M | — | +0.5% |
| 2604 | WALLER FINANCIAL PLANNING GROUP#2604 · 1,518 sh | 1,518 | $1.1M | — | +33.3% |
| 2605 | Centurion Wealth Management#2605 · 1,517 sh | 1,517 | $1.1M | — | -53.2% |
| 2606 | Monetary Solutions, Ltd#2606 · 1,515 sh | 1,515 | $1.1M | — | 0.0% |
| 2607 | EVOLUTION WEALTH MANAGEMENT#2607 · 1,515 sh | 1,515 | $1.1M | 0.66% | -19.5% |
| 2608 | Synergy Financial Group, LTD#2608 · 1,513 sh | 1,513 | $1.1M | 0.80% | 0.0% |
| 2609 | Columbus Macro#2609 · 1,510 sh | 1,510 | $1.1M | — | +15.3% |
| 2610 | NORTHWEST WEALTH MANAGEMENT#2610 · 1,510 sh | 1,510 | $1.1M | 0.15% | 0.0% |
| 2611 | NBT BANK N A#2611 · 1,510 sh | 1,510 | $1.1M | — | -3.4% |
| 2612 | EXCALIBUR MANAGEMENT#2612 · 1,510 sh | 1,510 | $1.1M | 0.37% | +11.4% |
| 2613 | Spectrum Advisors#2613 · 1,509 sh | 1,509 | $1.1M | 0.79% | 0.0% |
| 2614 | Scott & Selber#2614 · 1,508 sh | 1,508 | $1.1M | — | 0.0% |
| 2615 | Montis Financial#2615 · 1,507 sh | 1,507 | $1.1M | 0.23% | -5.0% |
| 2616 | Parkway Wealth Management Group#2616 · 1,506 sh | 1,506 | $1.1M | — | -12.3% |
| 2617 | Abacus Wealth Partners#2617 · 1,505 sh | 1,505 | $1.1M | 0.12% | -2.3% |
| 2618 | Vanguard Personalized Indexing Management#2618 · 1,503 sh | 1,503 | $1.1M | <0.01% | -48.7% |
| 2619 | First Western Bank#2619 · 1,499 sh | 1,499 | $1.1M | 0.05% | +88.1% |
| 2620 | TILIA FIDUCIARY PARTNERS#2620 · 1,498 sh | 1,498 | $1.1M | — | -1.4% |
| 2621 | Walker Financial Services#2621 · 1,496 sh | 1,496 | $1.1M | — | -26.3% |
| 2622 | Marquette Asset Management#2622 · 1,493 sh | 1,493 | $1.1M | — | 0.0% |
| 2623 | MATRIX ASSET ADVISORS#2623 · 1,491 sh | 1,491 | $1.1M | — | +1.8% |
| 2624 | Oak Barrel Wealth Advisory#2624 · 1,489 sh | 1,489 | $1.1M | 0.48% | — |
| 2625 | Naviter Wealth#2625 · 1,486 sh | 1,486 | $1.1M | 0.10% | +20.5% |
| 2626 | LS Investment Advisors#2626 · 1,487 sh | 1,487 | $1.1M | — | +14.5% |
| 2627 | Morey & Quinn Wealth Partners#2627 · 1,485 sh | 1,485 | $1.1M | 0.70% | +6.1% |
| 2628 | Wealth Alliance Advisory Group#2628 · 1,483 sh | 1,483 | $1.1M | — | +3.6% |
| 2629 | EPG Wealth Management#2629 · 1,482 sh | 1,482 | $1.1M | 0.26% | -2.4% |
| 2630 | Stratos Investment Management#2630 · 1,481 sh | 1,481 | $1.1M | 0.04% | +14.7% |
| 2631 | CRUX WEALTH ADVISORS#2631 · 1,479 sh | 1,479 | $1.1M | 0.38% | +16.2% |
| 2632 | Colonial Advisors#2632 · 1,478 sh | 1,478 | $1.1M | 0.08% | +69.3% |
| 2633 | Verum Partners#2633 · 1,477 sh | 1,477 | $1.1M | — | 0.0% |
| 2634 | Eastover Investment Advisors#2634 · 1,475 sh | 1,475 | $1.1M | — | 0.0% |
| 2635 | Global View Capital Management#2635 · 1,475 sh | 1,475 | $1.1M | 0.22% | +21.0% |
| 2636 | Helen Stephens Group#2636 · 1,470 sh | 1,470 | $1.1M | — | -0.2% |
| 2637 | ZWJ INVESTMENT COUNSEL#2637 · 1,471 sh | 1,471 | $1.1M | — | 0.0% |
| 2638 | Tamar Securities#2638 · 1,470 sh | 1,470 | $1.1M | 0.10% | +5.0% |
| 2639 | CURA WEALTH ADVISORS#2639 · 1,470 sh | 1,470 | $1.1M | 0.46% | +2.9% |
| 2640 | CHAPMAN FINANCIAL GROUP#2640 · 1,459 sh | 1,459 | $1.1M | — | 0.0% |
| 2641 | United Bank#2641 · 1,457 sh | 1,457 | $1.1M | 0.33% | 0.0% |
| 2642 | Legacy Wealth Managment#2642 · 1,455 sh | 1,455 | $1.1M | 0.44% | +11.4% |
| 2643 | Hudson Value Partners#2643 · 1,454 sh | 1,454 | $1.1M | 0.27% | +6.4% |
| 2644 | Breachway Investments#2644 · 1,451 sh | 1,451 | $1.1M | — | -38.7% |
| 2645 | Jupiter Wealth Management#2645 · 1,450 sh | 1,450 | $1.1M | 0.43% | +16.0% |
| 2646 | Destiny Wealth Partners#2646 · 1,552 sh | 1,552 | $1.1M | 0.15% | -92.5% |
| 2647 | 1900 WEALTH MANAGEMENT#2647 · 1,449 sh | 1,449 | $1.1M | — | 0.0% |
| 2648 | Disciplined Investors, L.L.C.#2648 · 1,448 sh | 1,448 | $1.1M | 0.53% | +6.2% |
| 2649 | NORTH STAR ASSET MANAGEMENT#2649 · 1,448 sh | 1,448 | $1.1M | 0.04% | +5.9% |
| 2650 | D L CARLSON INVESTMENT GROUP#2650 · 1,446 sh | 1,446 | $1.1M | 0.17% | +1.9% |
| 2651 | O'ROURKE & COMPANY#2651 · 1,445 sh | 1,445 | $1.1M | 0.37% | -4.1% |
| 2652 | Bullock Wealth Management Group#2652 · 1,465 sh | 1,465 | $1.1M | — | -13.0% |
| 2653 | Petros Family Wealth#2653 · 1,442 sh | 1,442 | $1.1M | 0.65% | +3.4% |
| 2654 | Cadent Capital Advisors#2654 · 1,440 sh | 1,440 | $1.1M | — | New |
| 2655 | IAG Wealth Partners#2655 · 1,439 sh | 1,439 | $1.1M | 0.10% | +4.8% |
| 2656 | IFC & Insurance Marketing#2656 · 1,438 sh | 1,438 | $1.1M | — | +35.2% |
| 2657 | ZynergyRetirementPlanningLLC#2657 · 1,438 sh | 1,438 | $1.1M | — | 0.0% |
| 2658 | PENINSULA ASSET MANAGEMENT#2658 · 1,435 sh | 1,435 | $1.1M | 0.51% | -8.0% |
| 2659 | Cane Capital Partners#2659 · 1,434 sh | 1,434 | $1.1M | — | +3.4% |
| 2660 | Swisher Financial Concepts#2660 · 1,430 sh | 1,430 | $1.1M | 0.66% | -5.6% |
| 2661 | Seneschal Advisors#2661 · 1,425 sh | 1,425 | $1.0M | 0.72% | -20.6% |
| 2662 | FIRST FINANCIAL BANKSHARES#2662 · 1,420 sh | 1,420 | $1.0M | 0.02% | -0.1% |
| 2663 | Whitaker-Myers Wealth Managers, LTD.#2663 · 1,419 sh | 1,419 | $1.0M | — | -8.5% |
| 2664 | Permanent Capital Management#2664 · 1,423 sh | 1,423 | $1.0M | 0.14% | 0.0% |
| 2665 | Enclave Advisors#2665 · 1,416 sh | 1,416 | $1.0M | — | -10.4% |
| 2666 | SWEENEY & MICHEL#2666 · 1,441 sh | 1,441 | $1.0M | — | +1.3% |
| 2667 | ABLE Financial Group#2667 · 1,414 sh | 1,414 | $1.0M | — | -6.4% |
| 2668 | POTENTIA WEALTH#2668 · 1,413 sh | 1,413 | $1.0M | 0.43% | +8.4% |
| 2669 | QP WEALTH MANAGEMENT#2669 · 1,413 sh | 1,413 | $1.0M | — | -9.8% |
| 2670 | LANDAAS & /WI#2670 · 1,413 sh | 1,413 | $1.0M | 0.19% | +43.9% |
| 2671 | Jackson Wealth Management#2671 · 1,412 sh | 1,412 | $1.0M | 0.61% | -93.5% |
| 2672 | Willow Creek Wealth Management#2672 · 1,405 sh | 1,405 | $1.0M | — | — |
| 2673 | Greenland Capital Management#2673 · 1,403 sh | 1,403 | $1.0M | 0.13% | +243.9% |
| 2674 | Everest Financial Group#2674 · 1,403 sh | 1,403 | $1.0M | 0.14% | +12.4% |
| 2675 | Patten Group#2675 · 1,400 sh | 1,400 | $1.0M | — | 0.0% |
| 2676 | BEACON FINANCIAL GROUP#2676 · 1,400 sh | 1,400 | $1.0M | — | +2.3% |
| 2677 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#2677 · 1,399 sh | 1,399 | $1.0M | — | 0.0% |
| 2678 | Seek First#2678 · 1,396 sh | 1,396 | $1.0M | — | +1.6% |
| 2679 | Creekside Partners#2679 · 1,395 sh | 1,395 | $1.0M | 0.37% | +28.6% |
| 2680 | Colonial / SC#2680 · 1,394 sh | 1,394 | $1.0M | 0.13% | -28.4% |
| 2681 | Hamilton Point Investment Advisors#2681 · 1,391 sh | 1,391 | $1.0M | 0.14% | 0.0% |
| 2682 | Salomon & Ludwin#2682 · 1,410 sh | 1,410 | $1.0M | 0.08% | -2.1% |
| 2683 | Parkshore Wealth Management#2683 · 1,385 sh | 1,385 | $1.0M | — | -3.3% |
| 2684 | WJ Financial Advisors#2684 · 1,385 sh | 1,385 | $1.0M | 0.75% | -0.2% |
| 2685 | ASHTON THOMAS SECURITIES#2685 · 1,418 sh | 1,418 | $1.0M | — | +36.6% |
| 2686 | Future Financial Wealth Managment#2686 · 1,473 sh | 1,473 | $1.0M | — | +2.5% |
| 2687 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2687 · 1,418 sh | 1,418 | $1.0M | 0.61% | +0.4% |
| 2688 | TMB Capital Partners#2688 · 1,374 sh | 1,374 | $1.0M | — | -2.3% |
| 2689 | Marks Group Wealth Management#2689 · 1,373 sh | 1,373 | $1.0M | 0.09% | +1.6% |
| 2690 | Inman Jager Wealth Management#2690 · 1,373 sh | 1,373 | $1.0M | 0.54% | -1.1% |
| 2691 | Souders Financial Advisors#2691 · 1,372 sh | 1,372 | $1.0M | 0.10% | +1.8% |
| 2692 | 4J Wealth Management#2692 · 1,372 sh | 1,372 | $1.0M | 0.50% | -1.0% |
| 2693 | KBC Group NV#2693 · 1,370 sh | 1,370 | $1.0M | — | -3.4% |
| 2694 | PROFFITT & GOODSON#2694 · 1,369 sh | 1,369 | $1.0M | 0.14% | -2.5% |
| 2695 | Oak Wealth Advisors#2695 · 1,367 sh | 1,367 | $1.0M | 0.48% | +2.4% |
| 2696 | EHRLICH FINANCIAL GROUP#2696 · 1,364 sh | 1,364 | $1.0M | — | -12.2% |
| 2697 | Johnson Wealth Management#2697 · 1,364 sh | 1,364 | $1.0M | 0.43% | 0.0% |
| 2698 | HT Partners#2698 · 1,363 sh | 1,363 | $1.0M | — | -1.0% |
| 2699 | Lotus Asset Management#2699 · 1,363 sh | 1,363 | $1.0M | — | — |
| 2700 | Galvin, Gaustad & Stein#2700 · 1,360 sh | 1,360 | $1.0M | — | +25.1% |
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.