INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Auxano Advisors#3401 · 552 sh | 552 | $406.3K | 0.08% | -33.7% |
| 3402 | OSTERWEIS CAPITAL MANAGEMENT#3402 · 551 sh | 551 | $405.8K | 0.02% | New |
| 3403 | Constitution Capital#3403 · 551 sh | 551 | $405.8K | — | 0.0% |
| 3404 | MAINSTAY CAPITAL MANAGEMENT#3404 · 550 sh | 550 | $405.3K | 0.03% | -4.8% |
| 3405 | BURKETT FINANCIAL SERVICES#3405 · 550 sh | 550 | $405.3K | — | -2.1% |
| 3406 | Shaker Financial Services#3406 · 549 sh | 549 | $404.7K | — | -5.7% |
| 3407 | CONTINUUM WEALTH ADVISORS#3407 · 548 sh | 548 | $403.5K | — | New |
| 3408 | Copia Wealth Management#3408 · 546 sh | 546 | $402.1K | 0.24% | -1.1% |
| 3409 | Clarity Retirement & Wealth#3409 · 546 sh | 546 | $402.1K | 0.28% | +42.2% |
| 3410 | LMG Wealth Partners#3410 · 545 sh | 545 | $401.5K | 0.06% | +9.7% |
| 3411 | Shakespeare Wealth Management#3411 · 542 sh | 542 | $399.4K | 0.11% | New |
| 3412 | MARK SHEPTOFF FINANCIAL PLANNING#3412 · 542 sh | 542 | $399.1K | 0.21% | 0.0% |
| 3413 | Providence Capital Advisors#3413 · 541 sh | 541 | $398.5K | 0.06% | +12.5% |
| 3414 | Sunpointe#3414 · 540 sh | 540 | $398.0K | — | -2.0% |
| 3415 | Oliver Luxxe Assets#3415 · 540 sh | 540 | $397.7K | — | -1.8% |
| 3416 | Haven Private#3416 · 539 sh | 539 | $397.0K | 0.15% | +8.7% |
| 3417 | Lutz Financial Services#3417 · 539 sh | 539 | $396.9K | 0.02% | 0.0% |
| 3418 | Freedom Day Solutions#3418 · 535 sh | 535 | $394.0K | — | +3.9% |
| 3419 | DRIVE WEALTH MANAGEMENT#3419 · 534 sh | 534 | $393.6K | 0.07% | -37.8% |
| 3420 | DEMMING FINANCIAL SERVICES#3420 · 534 sh | 534 | $393.2K | 0.25% | +0.2% |
| 3421 | Clay Northam Wealth Management#3421 · 533 sh | 533 | $392.5K | — | 0.0% |
| 3422 | FINANCIAL COUNSELORS#3422 · 533 sh | 533 | $392.5K | — | 0.0% |
| 3423 | Wayfinding Financial#3423 · 533 sh | 533 | $392.0K | 0.15% | +2.7% |
| 3424 | PROFESSIONAL FINANCIAL SOLUTIONS#3424 · 532 sh | 532 | $391.8K | 0.30% | 0.0% |
| 3425 | BALDWIN WEALTH PARTNERS#3425 · 531 sh | 531 | $391.0K | — | -11.6% |
| 3426 | JACOBS#3426 · 532 sh | 532 | $391.0K | — | 0.0% |
| 3427 | DDD Partners#3427 · 530 sh | 530 | $390.4K | 0.02% | -0.6% |
| 3428 | HOGE FINANCIAL SERVICES#3428 · 530 sh | 530 | $390.2K | 0.19% | 0.0% |
| 3429 | IFS Group#3429 · 530 sh | 530 | $389.9K | 0.54% | +23.3% |
| 3430 | Creative Capital Management Investments#3430 · 528 sh | 528 | $388.8K | 0.09% | +23.4% |
| 3431 | ArborFi Advisors#3431 · 526 sh | 526 | $387.3K | 0.28% | -6.9% |
| 3432 | Measured Risk Portfolios#3432 · 524 sh | 524 | $385.9K | — | 0.0% |
| 3433 | Flagstone Financial Management#3433 · 524 sh | 524 | $385.9K | 0.09% | -2.2% |
| 3434 | Providence First#3434 · 523 sh | 523 | $385.1K | 0.11% | -36.5% |
| 3435 | Bull Oak Capital#3435 · 523 sh | 523 | $385.1K | — | +27.3% |
| 3436 | VestGen Investment Management#3436 · 523 sh | 523 | $385.0K | 0.20% | -4.7% |
| 3437 | Southern Financial Group#3437 · 522 sh | 522 | $384.5K | 0.10% | +3.0% |
| 3438 | WFA of San Diego#3438 · 524 sh | 524 | $383.5K | 0.31% | -12.2% |
| 3439 | NESTEGG ADVISORS#3439 · 520 sh | 520 | $383.1K | — | 0.0% |
| 3440 | Ethic#3440 · 520 sh | 520 | $382.9K | <0.01% | New |
| 3441 | Shearwater Capital#3441 · 518 sh | 518 | $381.5K | — | 0.0% |
| 3442 | SFI Advisors#3442 · 518 sh | 518 | $381.5K | 0.33% | New |
| 3443 | Olistico Wealth#3443 · 517 sh | 517 | $380.8K | — | 0.0% |
| 3444 | VAUGHAN & SECURITIES#3444 · 516 sh | 516 | $380.0K | — | -0.6% |
| 3445 | Churchill Financial Advisors#3445 · 515 sh | 515 | $379.2K | — | 0.0% |
| 3446 | Johnson Bixby & Associates#3446 · 515 sh | 515 | $379.2K | — | New |
| 3447 | Summit Investment Advisory Services#3447 · 515 sh | 515 | $378.9K | 0.10% | +12.7% |
| 3448 | SilverOak Wealth Management#3448 · 514 sh | 514 | $378.7K | 0.05% | +0.4% |
| 3449 | Talisman Wealth Advisors#3449 · 513 sh | 513 | $378.0K | 0.28% | New |
| 3450 | Etesian Wealth Advisors#3450 · 513 sh | 513 | $377.8K | — | 0.0% |
| 3451 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#3451 · 513 sh | 513 | $377.7K | — | New |
| 3452 | Legacy Wealth Management#3452 · 513 sh | 513 | $377.4K | — | -3.8% |
| 3453 | Hudson Capital Management#3453 · 512 sh | 512 | $377.0K | — | 0.0% |
| 3454 | Salvus Wealth Management#3454 · 512 sh | 512 | $376.7K | — | -13.1% |
| 3455 | DELTA FINANCIAL ADVISORS#3455 · 511 sh | 511 | $376.3K | 0.09% | 0.0% |
| 3456 | Wingate Wealth Advisors#3456 · 511 sh | 511 | $376.1K | — | +7.1% |
| 3457 | Elyxium Wealth#3457 · 509 sh | 509 | $375.0K | 0.04% | 0.0% |
| 3458 | Fairlight Advisors#3458 · 509 sh | 509 | $374.8K | 0.31% | — |
| 3459 | Farmers & Merchants of Long Beach#3459 · 508 sh | 508 | $374.1K | — | 0.0% |
| 3460 | Centennial Advisors#3460 · 508 sh | 508 | $374.0K | — | +6.1% |
| 3461 | One Wealth Map#3461 · 565 sh | 565 | $373.9K | 0.17% | -9.0% |
| 3462 | WEALTH MANAGEMENT RESOURCES#3462 · 507 sh | 507 | $373.5K | — | +27.1% |
| 3463 | N10 WEALTH#3463 · 507 sh | 507 | $373.4K | — | — |
| 3464 | DOVER ADVISORS#3464 · 607 sh | 607 | $372.9K | 0.15% | +2.0% |
| 3465 | Mosley Wealth Management#3465 · 506 sh | 506 | $372.6K | — | -12.0% |
| 3466 | BROOKS, MOORE & ASSOCIATES#3466 · 505 sh | 505 | $371.9K | 0.17% | 0.0% |
| 3467 | Vision Capital Management#3467 · 504 sh | 504 | $371.0K | — | 0.0% |
| 3468 | G2 CAPITAL MANAGEMENT, / OH#3468 · 503 sh | 503 | $370.4K | — | 0.0% |
| 3469 | BHK Investment Advisors#3469 · 503 sh | 503 | $370.4K | 0.11% | -0.6% |
| 3470 | CENTRICA WEALTH MANAGEMENT#3470 · 560 sh | 560 | $369.0K | 0.28% | — |
| 3471 | TPG Financial Advisors#3471 · 501 sh | 501 | $368.9K | 0.11% | 0.0% |
| 3472 | Ruedi Wealth Management#3472 · 501 sh | 501 | $368.9K | 0.09% | 0.0% |
| 3473 | GOULD ASSET MANAGEMENT#3473 · 500 sh | 500 | $368.2K | 0.06% | 0.0% |
| 3474 | HARVEY CAPITAL MANAGEMENT#3474 · 500 sh | 500 | $368.2K | 0.08% | 0.0% |
| 3475 | Muzinich#3475 · 500 sh | 500 | $368.2K | — | 0.0% |
| 3476 | ALEXANDER LABRUNERIE#3476 · 499 sh | 499 | $367.5K | 0.13% | -5.0% |
| 3477 | Emissary Wealth#3477 · 499 sh | 499 | $367.4K | 0.28% | -2.7% |
| 3478 | Financial Gravity Companies, (FGCO)#3478 · 498 sh | 498 | $366.7K | 0.06% | — |
| 3479 | EnRich Financial Partners#3479 · 497 sh | 497 | $366.0K | — | 0.0% |
| 3480 | POSTROCK PARTNERS#3480 · 497 sh | 497 | $366.0K | 0.15% | 0.0% |
| 3481 | Whitcomb & Hess#3481 · 496 sh | 496 | $365.3K | — | +0.2% |
| 3482 | FreeGulliver#3482 · 493 sh | 493 | $362.8K | 0.13% | New |
| 3483 | Cassady Wealth & Retirement Planning#3483 · 492 sh | 492 | $362.5K | 0.17% | +4.7% |
| 3484 | True Link Financial Advisors#3484 · 491 sh | 491 | $361.4K | 0.02% | -14.6% |
| 3485 | GRAND WEALTH MANAGEMENT#3485 · 490 sh | 490 | $360.9K | 0.15% | 0.0% |
| 3486 | First County Bank#3486 · 489 sh | 489 | $360.1K | — | -9.9% |
| 3487 | Newman Dignan & Sheerar#3487 · 487 sh | 487 | $358.7K | — | 0.0% |
| 3488 | STUDIO INVESTMENT MANAGEMENT#3488 · 486 sh | 486 | $358.3K | — | +15.4% |
| 3489 | Pinnacle#3489 · 486 sh | 486 | $357.9K | 0.11% | New |
| 3490 | ForthRight Wealth Management#3490 · 483 sh | 483 | $355.8K | 0.09% | +1.3% |
| 3491 | Graney & King#3491 · 482 sh | 482 | $355.0K | 0.13% | +111.4% |
| 3492 | Piedmont Capital Management#3492 · 482 sh | 482 | $354.9K | — | 0.0% |
| 3493 | Capital Square#3493 · 489 sh | 489 | $354.8K | — | +10.9% |
| 3494 | ENTREWEALTH#3494 · 496 sh | 496 | $354.5K | — | New |
| 3495 | BUFFALO BUSINESS & ESTATE SERVICES LTD#3495 · 481 sh | 481 | $354.3K | 0.04% | +10.6% |
| 3496 | New World Advisors#3496 · 481 sh | 481 | $354.2K | 0.06% | +3.0% |
| 3497 | Twelve Points Wealth Management#3497 · 481 sh | 481 | $354.0K | 0.07% | 0.0% |
| 3498 | TOUNJIAN ADVISORY PARTNERS#3498 · 481 sh | 481 | $353.9K | 0.15% | New |
| 3499 | RED REEF ADVISORS#3499 · 480 sh | 480 | $353.6K | 0.33% | 0.0% |
| 3500 | R.H. Investment Group#3500 · 480 sh | 480 | $353.5K | 0.27% | 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.