INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Consolidated Portfolio Review#201 · 127,551 sh | 127,551 | $93.9M | 7.82% | -1.2% |
| 202 | Silicon Valley Capital Partners#202 · 127,239 sh | 127,239 | $93.7M | 7.59% | -1.9% |
| 203 | Winthrop Advisory Group#203 · 127,279 sh | 127,279 | $93.6M | — | -1.6% |
| 204 | Global Retirement Partners#204 · 126,502 sh | 126,502 | $93.2M | 1.42% | — |
| 205 | Prosperity Consulting Group#205 · 126,343 sh | 126,343 | $93.0M | 3.52% | +0.3% |
| 206 | Walleye Capital#206 · 125,557 sh | 125,557 | $92.5M | 0.33% | -6.8% |
| 207 | JOHNSON INVESTMENT COUNSEL#207 · 124,860 sh | 124,860 | $91.9M | 0.67% | +1.2% |
| 208 | Clear Street Group#208 · 124,542 sh | 124,542 | $91.7M | 0.23% | -12.8% |
| 209 | Belpointe Asset Management#209 · 124,463 sh | 124,463 | $91.7M | 2.99% | -14.0% |
| 210 | OVERSEA-CHINESE BANKING Ltd#210 · 124,743 sh | 124,743 | $91.6M | 1.96% | +11.5% |
| 211 | Modern Wealth Management#211 · 124,311 sh | 124,311 | $91.5M | 1.09% | -1.8% |
| 212 | SUN LIFE FINANCIAL#212 · 123,779 sh | 123,779 | $91.2M | 4.67% | +15.2% |
| 213 | Intellus Advisors#213 · 123,126 sh | 123,126 | $90.7M | 11.01% | -1.6% |
| 214 | Summit Financial#214 · 122,994 sh | 122,994 | $90.7M | 0.99% | +0.1% |
| 215 | Sowell Financial Services#215 · 121,974 sh | 121,974 | $89.8M | — | +1.1% |
| 216 | King Wealth Management Group#216 · 120,537 sh | 120,537 | $88.8M | 9.71% | +0.3% |
| 217 | WEDBUSH SECURITIES#217 · 120,476 sh | 120,476 | $88.7M | — | -0.3% |
| 218 | American Financial Advisors#218 · 120,032 sh | 120,032 | $88.4M | 10.64% | -6.2% |
| 219 | 3EDGE Asset Management#219 · 119,693 sh | 119,693 | $88.1M | 3.93% | +1323.9% |
| 220 | HighPoint Advisor Group#220 · 118,844 sh | 118,844 | $87.5M | 3.08% | +9.2% |
| 221 | Y.D. More Investments Ltd#221 · 118,292 sh | 118,292 | $87.1M | 2.71% | +74.7% |
| 222 | GenTrust#222 · 118,075 sh | 118,075 | $87.0M | 3.34% | +1.9% |
| 223 | Sand Hill Global Advisors#223 · 117,449 sh | 117,449 | $86.5M | 2.60% | -5.6% |
| 224 | Vestmark Advisory Solutions#224 · 116,875 sh | 116,875 | $86.1M | 0.81% | +35.5% |
| 225 | Sigma Planning#225 · 115,727 sh | 115,727 | $85.2M | — | +9.6% |
| 226 | Intergy Private Wealth#226 · 114,374 sh | 114,374 | $84.2M | — | -3.7% |
| 227 | SWF#227 · 114,124 sh | 114,124 | $84.0M | 5.62% | +0.1% |
| 228 | Onyx Bridge Wealth Group#228 · 112,507 sh | 112,507 | $82.9M | — | +121.1% |
| 229 | Kingsview Wealth Management#229 · 111,814 sh | 111,814 | $82.3M | 1.00% | +2.5% |
| 230 | COMMERCE BANK#230 · 111,281 sh | 111,281 | $81.9M | 0.36% | +7.0% |
| 231 | SAGESPRING WEALTH PARTNERS#231 · 111,180 sh | 111,180 | $81.9M | — | +4.2% |
| 232 | Presidio Capital Management#232 · 111,146 sh | 111,146 | $81.8M | 20.47% | -0.6% |
| 233 | Foundations Investment Advisors#233 · 110,120 sh | 110,120 | $81.1M | 0.83% | -7.7% |
| 234 | Anchor Capital Management Group#234 · 110,000 sh | 110,000 | $81.0M | 55.84% | -17.0% |
| 235 | Golden Reserve Retirement#235 · 109,093 sh | 109,093 | $80.3M | 12.65% | +0.9% |
| 236 | IFP Advisors#236 · 108,639 sh | 108,639 | $80.0M | — | +14.7% |
| 237 | CITIZENS FINANCIAL GROUP#237 · 108,269 sh | 108,269 | $79.7M | — | -0.6% |
| 238 | Serenus Wealth Advisors#238 · 115,966 sh | 115,966 | $79.1M | 13.80% | +1.4% |
| 239 | Sequoia Financial Advisors#239 · 106,509 sh | 106,509 | $78.4M | 0.39% | +0.5% |
| 240 | CoreCap Advisors#240 · 106,411 sh | 106,411 | $78.4M | — | +10.6% |
| 241 | FIFTH THIRD SECURITIES#241 · 106,108 sh | 106,108 | $78.1M | — | -6.7% |
| 242 | IHT Wealth Management#242 · 104,657 sh | 104,657 | $77.1M | 1.64% | -16.9% |
| 243 | Falcon Wealth Planning#243 · 104,118 sh | 104,118 | $76.7M | 4.84% | -0.3% |
| 244 | Baker Avenue Asset Management#244 · 103,843 sh | 103,843 | $76.5M | 1.45% | +3.1% |
| 245 | MACKENZIE FINANCIAL#245 · 103,820 sh | 103,820 | $76.5M | 0.08% | -1.2% |
| 246 | SCOTIA CAPITAL#246 · 103,443 sh | 103,443 | $76.2M | 0.28% | +1.2% |
| 247 | Berkshire Money Management#247 · 103,208 sh | 103,208 | $76.0M | — | +7.0% |
| 248 | Schonfeld Strategic Advisors#248 · 102,676 sh | 102,676 | $75.6M | 0.27% | +136.6% |
| 249 | Bank of New York Mellon#249 · 102,299 sh | 102,299 | $75.3M | 0.01% | +1.7% |
| 250 | Rollins Financial Advisors#250 · 101,334 sh | 101,334 | $74.6M | 9.83% | -9.0% |
| 251 | Pacific Capital Wealth Advisors#251 · 101,140 sh | 101,140 | $74.5M | — | +5.7% |
| 252 | Pathstone#252 · 100,461 sh | 100,461 | $74.0M | 0.22% | +16.0% |
| 253 | INTEGRITY ALLIANCE#253 · 100,295 sh | 100,295 | $73.9M | 2.31% | +11.5% |
| 254 | Ascent Wealth Partners#254 · 100,147 sh | 100,147 | $73.7M | — | +3.8% |
| 255 | Nicholas Hoffman & Company#255 · 98,405 sh | 98,405 | $72.5M | 1.53% | +0.2% |
| 256 | VestGen Advisors#256 · 98,340 sh | 98,340 | $72.4M | 2.11% | -32.3% |
| 257 | Dakota Wealth Management#257 · 97,623 sh | 97,623 | $71.9M | 1.37% | -0.8% |
| 258 | HB Wealth Management#258 · 97,393 sh | 97,393 | $71.7M | — | +0.2% |
| 259 | Alvarez & Marsal Private Wealth Partners#259 · 96,666 sh | 96,666 | $71.3M | 9.39% | 0.0% |
| 260 | Essex Financial Services#260 · 96,658 sh | 96,658 | $71.2M | 3.55% | -2.5% |
| 261 | THOR TRADING ADVISORS#261 · 96,096 sh | 96,096 | $70.8M | 22.20% | +5209.2% |
| 262 | INSIGNEO ADVISORY SERVICES#262 · 95,878 sh | 95,878 | $70.6M | 2.65% | +92.1% |
| 263 | Fortune 45#263 · 95,626 sh | 95,626 | $70.4M | — | +2.2% |
| 264 | Fusion Family Wealth#264 · 95,411 sh | 95,411 | $70.3M | 4.67% | -3.9% |
| 265 | LM Advisors#265 · 95,440 sh | 95,440 | $70.3M | 8.11% | +107.0% |
| 266 | Maxi Investments CY Ltd#266 · 95,053 sh | 95,053 | $70.0M | — | +375.3% |
| 267 | Apollon Wealth Management#267 · 95,002 sh | 95,002 | $70.0M | — | -1.7% |
| 268 | Embree Financial Group#268 · 94,492 sh | 94,492 | $69.6M | — | -6.7% |
| 269 | ALLIANCEBERNSTEIN L.P.#269 · 120,069 sh | 120,069 | $69.3M | 0.02% | +10.6% |
| 270 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#270 · 93,566 sh | 93,566 | $69.0M | 8.53% | +6.1% |
| 271 | Smithfield#271 · 93,649 sh | 93,649 | $68.9M | 2.75% | -0.4% |
| 272 | GREAT VALLEY ADVISOR GROUP#272 · 92,469 sh | 92,469 | $68.1M | 1.08% | +0.7% |
| 273 | Portfolio Strategies#273 · 91,836 sh | 91,836 | $67.6M | 6.63% | -0.8% |
| 274 | TD Waterhouse Canada#274 · 92,412 sh | 92,412 | $67.0M | — | +3.2% |
| 275 | Jacobi Capital Management#275 · 90,774 sh | 90,774 | $66.8M | 3.27% | +2.3% |
| 276 | GREENWOOD GEARHART#276 · 90,571 sh | 90,571 | $66.7M | 3.10% | +4.5% |
| 277 | CAPITAL FUND MANAGEMENT S.A.#277 · 90,329 sh | 90,329 | $66.5M | 0.29% | New |
| 278 | Moment Partners#278 · 90,095 sh | 90,095 | $66.3M | 11.96% | +2.5% |
| 279 | CJM Wealth Advisers, Ltd.#279 · 89,921 sh | 89,921 | $66.2M | 17.38% | +1.8% |
| 280 | FORM Wealth Advisors#280 · 89,721 sh | 89,721 | $66.1M | — | +14.8% |
| 281 | Northwest & Ethical Investments L.P.#281 · 87,670 sh | 87,670 | $64.6M | 1.50% | -13.6% |
| 282 | Activest Wealth Management#282 · 87,414 sh | 87,414 | $64.4M | — | -20.7% |
| 283 | IFG Advisory#283 · 87,170 sh | 87,170 | $64.2M | 2.25% | New |
| 284 | SUMMIT SECURITIES GROUP#284 · 87,110 sh | 87,110 | $64.1M | 6.13% | +45.4% |
| 285 | AFFINITY WEALTH MANAGEMENT#285 · 86,222 sh | 86,222 | $63.5M | 8.18% | -0.9% |
| 286 | Arkadios Wealth Advisors#286 · 85,817 sh | 85,817 | $63.2M | 0.96% | -2.9% |
| 287 | Diversify Advisory Services#287 · 92,596 sh | 92,596 | $63.2M | — | +3763.0% |
| 288 | DIVERSIFY WEALTH MANAGEMENT#288 · 92,596 sh | 92,596 | $63.2M | — | -14.2% |
| 289 | Vision Retirement#289 · 85,578 sh | 85,578 | $63.0M | 15.24% | -0.5% |
| 290 | AMG National Bank#290 · 85,397 sh | 85,397 | $62.9M | 1.29% | -3.5% |
| 291 | Pacific Center for Financial Services#291 · 84,842 sh | 84,842 | $62.5M | — | -2.4% |
| 292 | Financial Solutions Advisory Group#292 · 86,016 sh | 86,016 | $62.2M | 7.87% | -3.5% |
| 293 | Empowered Funds#293 · 83,446 sh | 83,446 | $61.4M | 0.32% | New |
| 294 | Neuberger Berman Group#294 · 83,249 sh | 83,249 | $61.3M | 0.04% | +46.3% |
| 295 | Round Rock Advisors#295 · 82,898 sh | 82,898 | $61.0M | 7.86% | +3.5% |
| 296 | Nan Shan Life Insurance , Ltd.#296 · 82,150 sh | 82,150 | $60.5M | 1.90% | -39.3% |
| 297 | Trifecta Capital Advisors#297 · 81,924 sh | 81,924 | $60.3M | — | -0.3% |
| 298 | Sumitomo Mitsui#298 · 81,507 sh | 81,507 | $60.0M | 0.03% | +394.3% |
| 299 | Copos Capital B.V.#299 · 81,366 sh | 81,366 | $59.9M | 8.10% | — |
| 300 | Parcion Private Wealth#300 · 81,057 sh | 81,057 | $59.7M | 3.31% | -2.8% |
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.