INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Vested Financial Planning#2901 · 1,050 sh | 1,050 | $773.2K | 0.52% | 0.0% |
| 2902 | truNorth Financial Services#2902 · 1,048 sh | 1,048 | $772.0K | 0.69% | -2.3% |
| 2903 | GABLES CAPITAL MANAGEMENT#2903 · 1,045 sh | 1,045 | $769.5K | 0.28% | 0.0% |
| 2904 | MBA Advisors#2904 · 1,044 sh | 1,044 | $768.7K | 0.26% | +66.8% |
| 2905 | OLIO Financial Planning#2905 · 1,043 sh | 1,043 | $768.1K | — | -3.8% |
| 2906 | Gibson Capital#2906 · 1,043 sh | 1,043 | $767.7K | — | -0.8% |
| 2907 | COOPER/HAIMS ADVISORS#2907 · 1,042 sh | 1,042 | $767.6K | 0.33% | +12.9% |
| 2908 | High Net Worth Advisory Group#2908 · 1,035 sh | 1,035 | $762.2K | — | +0.9% |
| 2909 | CAPE ANN SAVINGS BANK#2909 · 1,035 sh | 1,035 | $762.2K | 0.36% | +12.7% |
| 2910 | RESOURCES MANAGEMENT /CT#2910 · 1,032 sh | 1,032 | $760.1K | 0.10% | 0.0% |
| 2911 | Grove Bank#2911 · 1,032 sh | 1,032 | $760.0K | — | +17.5% |
| 2912 | Daviman Financial#2912 · 1,030 sh | 1,030 | $758.5K | 0.42% | +0.2% |
| 2913 | Legacy Wealth Advisors#2913 · 1,030 sh | 1,030 | $758.5K | 0.33% | +24.1% |
| 2914 | Beta Wealth Group#2914 · 1,028 sh | 1,028 | $757.0K | 0.28% | 0.0% |
| 2915 | Rice Partnership#2915 · 1,026 sh | 1,026 | $755.6K | 0.09% | -13.1% |
| 2916 | Heritage Investment Group#2916 · 1,025 sh | 1,025 | $754.8K | 0.10% | 0.0% |
| 2917 | BARON SILVER STEVENS FINANCIAL ADVISORS#2917 · 1,023 sh | 1,023 | $753.3K | 0.10% | New |
| 2918 | ADAPT WEALTH ADVISORS#2918 · 1,022 sh | 1,022 | $752.9K | 0.25% | +7.2% |
| 2919 | NBH Bank#2919 · 1,022 sh | 1,022 | $752.6K | 0.32% | — |
| 2920 | BOS Asset Management#2920 · 1,019 sh | 1,019 | $750.4K | — | -15.2% |
| 2921 | Lynx Investment Advisory#2921 · 1,018 sh | 1,018 | $750.0K | 0.25% | +34.8% |
| 2922 | Lodestone Wealth Management#2922 · 1,017 sh | 1,017 | $749.2K | — | 0.0% |
| 2923 | MOODY NATIONAL BANK DIVISION#2923 · 1,017 sh | 1,017 | $748.9K | — | -6.3% |
| 2924 | Legacy Capital Wealth Partners#2924 · 1,016 sh | 1,016 | $748.3K | — | -15.5% |
| 2925 | B.O.S.S. Retirement Advisors#2925 · 1,016 sh | 1,016 | $747.8K | — | +4.0% |
| 2926 | Boston Walden#2926 · 1,013 sh | 1,013 | $746.0K | <0.01% | +11.4% |
| 2927 | LifeGoal Investments#2927 · 1,012 sh | 1,012 | $745.5K | — | -0.1% |
| 2928 | Shah Wealth Advisors#2928 · 1,012 sh | 1,012 | $745.2K | 0.17% | — |
| 2929 | WHALEROCK POINT PARTNERS#2929 · 1,011 sh | 1,011 | $744.5K | 0.13% | 0.0% |
| 2930 | Courage Miller Partners#2930 · 1,010 sh | 1,010 | $743.8K | — | 0.0% |
| 2931 | Sharkey, Howes & Javer#2931 · 1,009 sh | 1,009 | $742.8K | — | -17.5% |
| 2932 | Abacus Planning Group#2932 · 1,009 sh | 1,009 | $742.8K | 0.09% | +0.1% |
| 2933 | Sun Group Wealth Partners#2933 · 1,008 sh | 1,008 | $742.7K | — | New |
| 2934 | Iowa State Bank#2934 · 1,007 sh | 1,007 | $741.6K | — | 0.0% |
| 2935 | TAGStone Capital#2935 · 1,005 sh | 1,005 | $741.0K | 0.24% | 0.0% |
| 2936 | Garrett Wealth Advisory Group#2936 · 1,001 sh | 1,001 | $737.4K | — | -1.1% |
| 2937 | VALICENTI ADVISORY SERVICES#2937 · 1,001 sh | 1,001 | $737.0K | — | -7.4% |
| 2938 | Gruss#2938 · 1,000 sh | 1,000 | $736.4K | 1.81% | 0.0% |
| 2939 | Beverly Hills Private Wealth#2939 · 1,000 sh | 1,000 | $736.4K | 0.14% | +9.9% |
| 2940 | Midwest Financial Partners Investments#2940 · 1,000 sh | 1,000 | $736.2K | — | 0.0% |
| 2941 | Avant Financial Advisors#2941 · 999 sh | 999 | $735.9K | 0.46% | +9.9% |
| 2942 | Members Advisory Group#2942 · 994 sh | 994 | $734.9K | 0.21% | -88.1% |
| 2943 | Archford Capital Strategies#2943 · 997 sh | 997 | $734.2K | — | 0.0% |
| 2944 | Herold Advisors#2944 · 996 sh | 996 | $734.0K | — | +0.4% |
| 2945 | Graves-Light Private Wealth Management#2945 · 996 sh | 996 | $733.5K | — | +128.4% |
| 2946 | First National Advisers#2946 · 995 sh | 995 | $732.7K | 0.10% | -2.1% |
| 2947 | COMMONS CAPITAL#2947 · 995 sh | 995 | $732.4K | 0.51% | +0.2% |
| 2948 | ALESCO ADVISORS#2948 · 995 sh | 995 | $732.4K | 0.02% | 0.0% |
| 2949 | Squire Investment Management Company#2949 · 991 sh | 991 | $729.8K | 0.18% | -0.3% |
| 2950 | Prosperity Planning#2950 · 991 sh | 991 | $729.8K | — | -1.2% |
| 2951 | Harbor Asset Planning#2951 · 989 sh | 989 | $728.6K | — | -11.5% |
| 2952 | Bragg Financial Advisors#2952 · 989 sh | 989 | $728.3K | 0.02% | -20.7% |
| 2953 | J. M. Brown & Associates#2953 · 986 sh | 986 | $726.0K | 0.42% | — |
| 2954 | Torrey Growth & Income Advisors#2954 · 986 sh | 986 | $724.8K | 0.25% | +0.1% |
| 2955 | Davis Capital Management#2955 · 984 sh | 984 | $724.8K | — | +0.6% |
| 2956 | William Mack & Associates#2956 · 977 sh | 977 | $719.4K | 0.25% | +100.6% |
| 2957 | Whelan Financial#2957 · 975 sh | 975 | $718.3K | 0.20% | -7.6% |
| 2958 | Arcadia Wealth Management#2958 · 974 sh | 974 | $717.3K | — | New |
| 2959 | Pacific Park Financial#2959 · 973 sh | 973 | $716.5K | — | 0.0% |
| 2960 | BARLOW WEALTH PARTNERS#2960 · 1,007 sh | 1,007 | $716.4K | — | 0.0% |
| 2961 | Centerpoint Advisory Group#2961 · 972 sh | 972 | $715.8K | — | -15.6% |
| 2962 | AAF Wealth Management#2962 · 972 sh | 972 | $715.7K | 0.26% | -21.5% |
| 2963 | Worthington Financial Partners#2963 · 972 sh | 972 | $715.7K | — | +1.1% |
| 2964 | BRIDGES INVESTMENT MANAGEMENT#2964 · 970 sh | 970 | $714.3K | <0.01% | +24.5% |
| 2965 | Lakewood Asset Management#2965 · 969 sh | 969 | $713.6K | — | 0.0% |
| 2966 | Range Financial Group#2966 · 968 sh | 968 | $713.1K | — | +9.0% |
| 2967 | PIN OAK INVESTMENT ADVISORS#2967 · 1,231 sh | 1,231 | $711.0K | 0.52% | 0.0% |
| 2968 | Claret Asset Management#2968 · 966 sh | 966 | $711.0K | 0.08% | +1.7% |
| 2969 | CATHY PARETO & ASSOCIATES#2969 · 964 sh | 964 | $710.6K | — | +14.8% |
| 2970 | InTrack Investment Management#2970 · 962 sh | 962 | $708.4K | — | -1.0% |
| 2971 | FORTE ASSET MANAGEMENT#2971 · 960 sh | 960 | $707.7K | — | +24.7% |
| 2972 | Crown Wealth Group#2972 · 961 sh | 961 | $707.7K | — | +23.8% |
| 2973 | Sky Investment Group#2973 · 961 sh | 961 | $707.6K | 0.11% | +109.4% |
| 2974 | AIMZ Investment Advisors#2974 · 959 sh | 959 | $706.5K | 0.19% | 0.0% |
| 2975 | KWB Wealth#2975 · 959 sh | 959 | $706.2K | — | +16.8% |
| 2976 | KKM Financial#2976 · 959 sh | 959 | $706.2K | 0.10% | -87.2% |
| 2977 | Reynders McVeigh Capital Management#2977 · 953 sh | 953 | $702.0K | 0.03% | +20.2% |
| 2978 | Headland Capital#2978 · 953 sh | 953 | $701.8K | 0.17% | +3.0% |
| 2979 | Alchemi Wealth#2979 · 950 sh | 950 | $700.0K | 0.33% | -16.6% |
| 2980 | Sunrise Financial Services#2980 · 949 sh | 949 | $698.8K | — | +4.6% |
| 2981 | Rosenberg Matthew Hamilton#2981 · 948 sh | 948 | $698.1K | — | 0.0% |
| 2982 | Strategic Investment Advisors / MI#2982 · 946 sh | 946 | $696.9K | 0.04% | +9.0% |
| 2983 | NorthAvenue#2983 · 946 sh | 946 | $696.7K | 0.50% | -0.5% |
| 2984 | Hershey Financial Advisers#2984 · 946 sh | 946 | $696.6K | 0.50% | New |
| 2985 | Nicholson Wealth Management Group#2985 · 945 sh | 945 | $695.9K | 0.41% | 0.0% |
| 2986 | Kondo Wealth Advisors#2986 · 944 sh | 944 | $695.4K | — | +8.0% |
| 2987 | SWAN Capital#2987 · 944 sh | 944 | $695.2K | 0.24% | -46.8% |
| 2988 | CULBERTSON A N#2988 · 941 sh | 941 | $693.0K | — | -8.4% |
| 2989 | Southeast Asset Advisors#2989 · 939 sh | 939 | $691.7K | 0.07% | +17.1% |
| 2990 | Pitcairn Wealth Advisors#2990 · 939 sh | 939 | $691.5K | 0.08% | 0.0% |
| 2991 | Capital CS Group#2991 · 936 sh | 936 | $689.3K | 0.54% | -17.5% |
| 2992 | SHEPHERD KAPLAN KROCHUK#2992 · 935 sh | 935 | $688.7K | 0.55% | +0.3% |
| 2993 | Orcam Financial Group#2993 · 934 sh | 934 | $687.7K | 0.34% | 0.0% |
| 2994 | TPG Advisors#2994 · 933 sh | 933 | $687.4K | — | +0.8% |
| 2995 | NerdWallet Wealth Partners#2995 · 930 sh | 930 | $685.0K | 0.24% | +19.1% |
| 2996 | Opus Financial Solutions#2996 · 929 sh | 929 | $684.1K | 0.55% | -1.2% |
| 2997 | Manuka Financial#2997 · 929 sh | 929 | $683.8K | — | +30.1% |
| 2998 | Troutman Wealth Management#2998 · 927 sh | 927 | $682.6K | 0.53% | -0.3% |
| 2999 | Penbrook Management#2999 · 925 sh | 925 | $681.2K | — | 0.0% |
| 3000 | TL Private Wealth#3000 · 956 sh | 956 | $678.4K | — | 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.