INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | Zullo Investment Group#2801 · 1,205 sh | 1,205 | $888.1K | — | 0.0% |
| 2802 | Henson-Edgewater Management#2802 · 1,226 sh | 1,226 | $887.3K | 0.46% | -1.8% |
| 2803 | Permanens Capital L.P.#2803 · 1,199 sh | 1,199 | $884.0K | 0.09% | -45.6% |
| 2804 | Corsicana#2804 · 1,200 sh | 1,200 | $883.7K | 0.43% | 0.0% |
| 2805 | Chung Wu Investment Group#2805 · 1,200 sh | 1,200 | $883.7K | 0.58% | +50.0% |
| 2806 | Retirement Management Systems#2806 · 1,196 sh | 1,196 | $880.7K | 0.18% | +0.9% |
| 2807 | Sunbeam Capital Management#2807 · 1,195 sh | 1,195 | $880.3K | 0.40% | +28.9% |
| 2808 | AMJ Financial Wealth Management#2808 · 1,523 sh | 1,523 | $879.0K | 0.21% | 0.0% |
| 2809 | OFS Enterprise#2809 · 1,192 sh | 1,192 | $878.0K | — | +2.5% |
| 2810 | Expressive Wealth#2810 · 1,192 sh | 1,192 | $877.5K | 0.83% | -5.2% |
| 2811 | Rather & Kittrell#2811 · 1,189 sh | 1,189 | $875.6K | 0.12% | -0.2% |
| 2812 | Bell Investment Advisors#2812 · 1,186 sh | 1,186 | $873.6K | 0.13% | 0.0% |
| 2813 | CAMBRIDGE CAPITAL MANAGEMENT#2813 · 1,186 sh | 1,186 | $873.4K | — | 0.0% |
| 2814 | COWA#2814 · 1,184 sh | 1,184 | $871.9K | 0.22% | +7.5% |
| 2815 | James J. Burns & Company#2815 · 1,182 sh | 1,182 | $870.3K | — | +37.9% |
| 2816 | ASSET PLANNING SERVICES /LA#2816 · 1,180 sh | 1,180 | $869.0K | — | -0.2% |
| 2817 | Rockbridge Investment Management, LCC#2817 · 1,179 sh | 1,179 | $868.6K | 0.07% | +3.1% |
| 2818 | Dickmeyer Boyce Financial Management#2818 · 1,179 sh | 1,179 | $868.4K | — | +80.0% |
| 2819 | MIZUHO SECURITIES USA#2819 · 1,500 sh | 1,500 | $865.8K | <0.01% | 0.0% |
| 2820 | DELTA ASSET MANAGEMENT#2820 · 1,169 sh | 1,169 | $860.9K | 0.07% | +15.1% |
| 2821 | Burns Matteson Capital Management#2821 · 1,168 sh | 1,168 | $860.2K | — | +2.9% |
| 2822 | ORSER CAPITAL MANAGEMENT#2822 · 1,165 sh | 1,165 | $857.9K | — | New |
| 2823 | Signature Wealth Management Partners#2823 · 1,161 sh | 1,161 | $855.0K | — | -17.6% |
| 2824 | Meridian Financial Partners#2824 · 1,211 sh | 1,211 | $854.9K | — | +3.7% |
| 2825 | Arnold Financial Planning#2825 · 1,160 sh | 1,160 | $854.2K | — | New |
| 2826 | Pacific Sage Partners#2826 · 1,159 sh | 1,159 | $853.5K | — | 0.0% |
| 2827 | Madrid Wealth Management#2827 · 1,157 sh | 1,157 | $851.8K | — | -12.7% |
| 2828 | CLUNE & ASSOCIATES, LTD.#2828 · 1,156 sh | 1,156 | $851.2K | — | -36.4% |
| 2829 | Whipplewood Advisors#2829 · 1,155 sh | 1,155 | $850.5K | — | -20.0% |
| 2830 | MBL Wealth#2830 · 1,151 sh | 1,151 | $847.6K | — | -3.0% |
| 2831 | DDFG#2831 · 1,150 sh | 1,150 | $846.9K | — | 0.0% |
| 2832 | Walsh & Associates#2832 · 1,149 sh | 1,149 | $846.1K | 0.69% | -6.0% |
| 2833 | WINCAP FINANCIAL#2833 · 1,144 sh | 1,144 | $842.5K | — | +87.5% |
| 2834 | Climber Capital SA#2834 · 1,145 sh | 1,145 | $841.5K | — | +2.5% |
| 2835 | Choice Wealth Advisors#2835 · 1,142 sh | 1,142 | $841.0K | — | +0.9% |
| 2836 | BetterWealth#2836 · 1,138 sh | 1,138 | $838.2K | — | +0.2% |
| 2837 | PRELUDE CAPITAL MANAGEMENT#2837 · 1,137 sh | 1,137 | $837.3K | 0.06% | +149.9% |
| 2838 | STEVENS CAPITAL PARTNERS#2838 · 1,137 sh | 1,137 | $837.0K | 0.16% | +19.1% |
| 2839 | Tenon Financial#2839 · 1,136 sh | 1,136 | $836.2K | — | +0.6% |
| 2840 | WINDWARD CAPITAL MANAGEMENT#2840 · 1,135 sh | 1,135 | $835.8K | 0.06% | New |
| 2841 | Godshalk Welsh Capital Management#2841 · 1,135 sh | 1,135 | $835.8K | 0.45% | 0.0% |
| 2842 | OARSMAN CAPITAL#2842 · 1,134 sh | 1,134 | $835.2K | 0.09% | -5.0% |
| 2843 | Johnson & White Wealth Management#2843 · 1,129 sh | 1,129 | $831.9K | 0.31% | -5.3% |
| 2844 | Trinity Legacy Partners#2844 · 1,175 sh | 1,175 | $829.2K | 0.17% | -2.0% |
| 2845 | NORTHEAST PLANNING ASSOCIATES, / NH#2845 · 1,159 sh | 1,159 | $827.0K | 0.62% | +0.5% |
| 2846 | LARCH CAPITAL PARTNERS#2846 · 1,122 sh | 1,122 | $826.4K | 0.12% | +25.2% |
| 2847 | Provident Living Financial Services#2847 · 1,120 sh | 1,120 | $824.9K | 0.81% | -0.3% |
| 2848 | LPWM#2848 · 1,120 sh | 1,120 | $824.7K | — | -3.9% |
| 2849 | CHESAPEAKE ASSET MANAGEMENT#2849 · 2,167 sh | 2,167 | $824.4K | 0.63% | +18.0% |
| 2850 | BURLING WEALTH PARTNERS#2850 · 1,116 sh | 1,116 | $821.8K | 0.12% | +2.2% |
| 2851 | GARRISON POINT ADVISORS#2851 · 1,115 sh | 1,115 | $821.1K | 0.33% | +0.3% |
| 2852 | Pitti Group Wealth Management#2852 · 1,114 sh | 1,114 | $820.4K | 0.60% | 0.0% |
| 2853 | J2 Capital Management#2853 · 1,110 sh | 1,110 | $817.4K | — | +0.3% |
| 2854 | Bannerstone Capital Management#2854 · 1,107 sh | 1,107 | $814.9K | 0.68% | -51.7% |
| 2855 | Park Place Capital#2855 · 1,105 sh | 1,105 | $813.4K | 0.13% | 0.0% |
| 2856 | Baskin Financial Services#2856 · 1,104 sh | 1,104 | $813.0K | — | +2.1% |
| 2857 | Oak Harvest Investment Services#2857 · 1,104 sh | 1,104 | $812.8K | — | -1.6% |
| 2858 | Opal Wealth Advisors#2858 · 1,103 sh | 1,103 | $812.3K | — | -23.4% |
| 2859 | KENNEDY INVESTMENT GROUP#2859 · 1,103 sh | 1,103 | $812.2K | — | -2.5% |
| 2860 | BankPlus Wealth Management#2860 · 1,102 sh | 1,102 | $811.1K | — | -0.8% |
| 2861 | Kathmere Capital Management#2861 · 1,100 sh | 1,100 | $809.9K | — | -6.5% |
| 2862 | Cornerstone Capital#2862 · 1,096 sh | 1,096 | $807.1K | 0.07% | +11.7% |
| 2863 | William Allan#2863 · 1,096 sh | 1,096 | $806.9K | — | 0.0% |
| 2864 | Legacy Financial Strategies#2864 · 1,095 sh | 1,095 | $806.6K | — | +81.6% |
| 2865 | Fearless Solutions, dba Best Invest#2865 · 1,095 sh | 1,095 | $806.1K | — | +48.2% |
| 2866 | SYM FINANCIAL#2866 · 1,093 sh | 1,093 | $805.1K | — | +11.9% |
| 2867 | Variant Private Wealth#2867 · 1,092 sh | 1,092 | $804.5K | — | -2.0% |
| 2868 | Iron Financial#2868 · 1,092 sh | 1,092 | $804.0K | — | -39.6% |
| 2869 | Prasad Wealth Partners#2869 · 1,089 sh | 1,089 | $802.2K | 0.19% | 0.0% |
| 2870 | Gallo Partners#2870 · 1,089 sh | 1,089 | $801.9K | 1.78% | New |
| 2871 | OF VIRGINIA#2871 · 1,087 sh | 1,087 | $800.5K | — | +14.1% |
| 2872 | GeoWealth Management#2872 · 1,085 sh | 1,085 | $799.0K | 0.03% | +4.3% |
| 2873 | BRASADA CAPITAL MANAGEMENT#2873 · 0 sh | 0 | $798.8K | 0.14% | -100.0% |
| 2874 | BCU Wealth Advisors#2874 · 1,084 sh | 1,084 | $798.5K | — | -4.4% |
| 2875 | BigSur Wealth Management#2875 · 1,084 sh | 1,084 | $798.5K | — | -8.4% |
| 2876 | Ballast Financial Advisors#2876 · 1,084 sh | 1,084 | $798.5K | — | +31.7% |
| 2877 | KDK Private Wealth Management#2877 · 1,083 sh | 1,083 | $797.9K | 0.66% | +201.7% |
| 2878 | Independent Family Office#2878 · 1,083 sh | 1,083 | $797.5K | 0.32% | +4.2% |
| 2879 | Wellington Shields Capital Management#2879 · 1,080 sh | 1,080 | $795.6K | 0.10% | -9.6% |
| 2880 | Planning Strategies#2880 · 1,080 sh | 1,080 | $795.5K | — | — |
| 2881 | WHITENER CAPITAL MANAGEMENT#2881 · 1,080 sh | 1,080 | $795.3K | — | +4.0% |
| 2882 | Summit Financial Wealth Advisors#2882 · 1,080 sh | 1,080 | $795.1K | — | +7.1% |
| 2883 | Stonehage Fleming Financial Services Ltd#2883 · 1,079 sh | 1,079 | $794.6K | 0.03% | 0.0% |
| 2884 | RAFFA WEALTH MANAGEMENT#2884 · 1,077 sh | 1,077 | $793.2K | 0.10% | +0.1% |
| 2885 | Keystone Financial Services#2885 · 1,077 sh | 1,077 | $792.8K | 0.20% | 0.0% |
| 2886 | FLYNN ZITO CAPITAL MANAGEMENT#2886 · 1,072 sh | 1,072 | $789.7K | 0.21% | -2.4% |
| 2887 | BRADY FAMILY WEALTH#2887 · 1,072 sh | 1,072 | $789.4K | 0.23% | +5.3% |
| 2888 | of Kansas#2888 · 1,066 sh | 1,066 | $785.0K | 0.40% | -0.2% |
| 2889 | Forefront Wealth Partners#2889 · 1,062 sh | 1,062 | $782.3K | 0.24% | +182.4% |
| 2890 | LRI Investments#2890 · 1,062 sh | 1,062 | $782.1K | 0.06% | -7.4% |
| 2891 | Western Pacific Wealth Management#2891 · 1,060 sh | 1,060 | $780.7K | — | 0.0% |
| 2892 | MOULTON WEALTH MANAGEMENT#2892 · 1,071 sh | 1,071 | $780.2K | — | New |
| 2893 | Grey Fox Wealth Advisors#2893 · 1,058 sh | 1,058 | $779.7K | 0.12% | 0.0% |
| 2894 | Elmwood Wealth Management#2894 · 1,058 sh | 1,058 | $778.9K | — | +9.6% |
| 2895 | Armbruster Capital Management#2895 · 1,056 sh | 1,056 | $777.6K | — | -61.8% |
| 2896 | Sivia Capital Partners#2896 · 1,054 sh | 1,054 | $776.2K | 0.09% | 0.0% |
| 2897 | RAM Investment Partners#2897 · 1,052 sh | 1,052 | $774.7K | — | -31.3% |
| 2898 | SHELTON CAPITAL MANAGEMENT#2898 · 1,051 sh | 1,051 | $774.0K | 0.01% | -66.3% |
| 2899 | Evergreen Wealth Partners#2899 · 1,050 sh | 1,050 | $773.2K | 0.46% | -2.7% |
| 2900 | Joel Adams & Associates#2900 · 1,050 sh | 1,050 | $773.2K | 0.50% | 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.