INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | Godfrey Financial Associates#3701 · 360 sh | 360 | $264.8K | 0.20% | -8.2% |
| 3702 | LifePlan Investment Advisors#3702 · 359 sh | 359 | $264.4K | 0.09% | -4.3% |
| 3703 | CAPITAL COUNSEL#3703 · 358 sh | 358 | $263.6K | 0.01% | -10.1% |
| 3704 | Blossom Wealth Management#3704 · 357 sh | 357 | $262.9K | 0.37% | -10.8% |
| 3705 | Meramec Financial Planners#3705 · 385 sh | 385 | $262.7K | 0.10% | -2.8% |
| 3706 | THEORY FINANCIAL#3706 · 356 sh | 356 | $262.2K | 0.08% | 0.0% |
| 3707 | Holland Advisory Services#3707 · 355 sh | 355 | $261.6K | — | 0.0% |
| 3708 | Robinswood Financial#3708 · 355 sh | 355 | $261.5K | — | New |
| 3709 | WAYSTONE ADVISORS#3709 · 355 sh | 355 | $261.4K | — | New |
| 3710 | LVW Advisors#3710 · 355 sh | 355 | $261.1K | — | -45.7% |
| 3711 | Shum Financial Group#3711 · 353 sh | 353 | $259.9K | — | New |
| 3712 | CALDWELL SUTTER CAPITAL#3712 · 353 sh | 353 | $259.9K | 0.10% | -18.9% |
| 3713 | Nordwand Advisors#3713 · 353 sh | 353 | $259.8K | 0.04% | 0.0% |
| 3714 | St. Johns Investment Management Company#3714 · 352 sh | 352 | $259.4K | 0.10% | 0.0% |
| 3715 | LANE BROTHERS &#3715 · 352 sh | 352 | $259.2K | 0.17% | -14.4% |
| 3716 | Dominguez Wealth Management Solutions#3716 · 352 sh | 352 | $259.0K | — | -3.3% |
| 3717 | Callahan Advisors#3717 · 351 sh | 351 | $258.8K | 0.02% | New |
| 3718 | GKV Capital Management#3718 · 351 sh | 351 | $258.5K | 0.08% | -27.2% |
| 3719 | Navalign#3719 · 350 sh | 350 | $257.9K | 0.06% | -2.5% |
| 3720 | WILKINS INVESTMENT COUNSEL#3720 · 350 sh | 350 | $257.7K | 0.03% | 0.0% |
| 3721 | Wernau Asset Management#3721 · 350 sh | 350 | $257.7K | — | 0.0% |
| 3722 | Impact Capital Partners#3722 · 350 sh | 350 | $257.7K | — | 0.0% |
| 3723 | Oath Planning#3723 · 350 sh | 350 | $257.5K | — | 0.0% |
| 3724 | MB, LEVIS & ASSOCIATES#3724 · 349 sh | 349 | $257.3K | — | 0.0% |
| 3725 | SMH CAPITAL ADVISORS#3725 · 349 sh | 349 | $256.8K | 1.01% | +73.6% |
| 3726 | HARBOUR INVESTMENT MANAGEMENT#3726 · 347 sh | 347 | $256.0K | 0.13% | 0.0% |
| 3727 | Triton Financial Group#3727 · 347 sh | 347 | $255.5K | 0.15% | -55.9% |
| 3728 | BECK CAPITAL MANAGEMENT#3728 · 347 sh | 347 | $255.5K | 0.05% | New |
| 3729 | Tribridge Partners Financial#3729 · 374 sh | 374 | $255.1K | 0.10% | 0.0% |
| 3730 | Weinberger Asset Management#3730 · 364 sh | 364 | $255.1K | 0.08% | 0.0% |
| 3731 | Nicholas Wealth#3731 · 346 sh | 346 | $255.0K | — | -27.0% |
| 3732 | Glass Jacobson Investment Advisors#3732 · 346 sh | 346 | $254.8K | — | -17.4% |
| 3733 | Ervin Investment Management#3733 · 346 sh | 346 | $254.8K | — | New |
| 3734 | Wheelhouse Advisory Group#3734 · 345 sh | 345 | $253.8K | — | New |
| 3735 | Bright Futures Wealth Management#3735 · 343 sh | 343 | $252.6K | — | -27.5% |
| 3736 | Granite Group Advisors#3736 · 341 sh | 341 | $251.2K | — | -77.4% |
| 3737 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#3737 · 341 sh | 341 | $251.1K | — | -14.8% |
| 3738 | Cypress Capital Management (WY)#3738 · 341 sh | 341 | $251.1K | 0.21% | 0.0% |
| 3739 | WorthPointe#3739 · 341 sh | 341 | $251.1K | 0.06% | -25.9% |
| 3740 | Hanson & Doremus Investment Management#3740 · 340 sh | 340 | $251.0K | — | +41.7% |
| 3741 | Wallace Capital Management#3741 · 341 sh | 341 | $250.9K | 0.03% | New |
| 3742 | Rossby Financial, LCC#3742 · 340 sh | 340 | $250.4K | 0.05% | -25.9% |
| 3743 | Detalus Advisors#3743 · 339 sh | 339 | $249.6K | — | New |
| 3744 | Portland Financial Advisors#3744 · 339 sh | 339 | $249.6K | — | New |
| 3745 | JAG CAPITAL MANAGEMENT#3745 · 339 sh | 339 | $249.4K | 0.02% | New |
| 3746 | ASHFORD CAPITAL MANAGEMENT#3746 · 338 sh | 338 | $248.9K | 0.03% | New |
| 3747 | Vermillion Wealth Management#3747 · 338 sh | 338 | $248.8K | — | -35.1% |
| 3748 | Schaeffer Financial#3748 · 336 sh | 336 | $247.4K | — | New |
| 3749 | Centiva Capital#3749 · 335 sh | 335 | $246.7K | <0.01% | New |
| 3750 | Hopwood Nicholas Hunter#3750 · 335 sh | 335 | $246.5K | 0.07% | New |
| 3751 | Centennial Wealth Advisory#3751 · 334 sh | 334 | $246.0K | — | New |
| 3752 | Financial Harvest#3752 · 334 sh | 334 | $246.0K | — | New |
| 3753 | Copper Harbor Investment Advisors#3753 · 334 sh | 334 | $245.9K | — | — |
| 3754 | Verity Asset Management#3754 · 333 sh | 333 | $245.6K | 0.09% | New |
| 3755 | Stone House Investment Management#3755 · 333 sh | 333 | $245.4K | — | 0.0% |
| 3756 | Sterling Group Wealth Management#3756 · 333 sh | 333 | $245.3K | 0.10% | New |
| 3757 | KRS Capital Management#3757 · 333 sh | 333 | $245.2K | — | New |
| 3758 | Mallini Complete Financial Planning#3758 · 331 sh | 331 | $244.1K | — | -15.8% |
| 3759 | Marion Wealth Management#3759 · 331 sh | 331 | $243.8K | — | New |
| 3760 | PLANWISER FINANCIAL#3760 · 331 sh | 331 | $243.7K | 0.17% | -22.3% |
| 3761 | Cache Advisors#3761 · 331 sh | 331 | $243.7K | — | New |
| 3762 | BELLEVUE ASSET MANAGEMENT#3762 · 330 sh | 330 | $243.3K | 0.11% | -1.5% |
| 3763 | Cornerstone Select Advisors#3763 · 330 sh | 330 | $243.1K | 0.10% | New |
| 3764 | AGP FRANKLIN#3764 · 329 sh | 329 | $242.2K | 0.10% | New |
| 3765 | Empire Financial Management Company#3765 · 328 sh | 328 | $242.1K | 0.10% | New |
| 3766 | Austin Asset Management#3766 · 327 sh | 327 | $241.0K | 0.03% | New |
| 3767 | Birch Hill Investment Advisors#3767 · 326 sh | 326 | $240.3K | — | New |
| 3768 | ROI Financial Advisors#3768 · 326 sh | 326 | $240.1K | — | New |
| 3769 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP#3769 · 336 sh | 336 | $239.4K | — | -96.6% |
| 3770 | MLP3#3770 · 325 sh | 325 | $239.3K | — | New |
| 3771 | Guilbault Capital#3771 · 325 sh | 325 | $239.3K | 0.24% | New |
| 3772 | Cito Capital Group#3772 · 324 sh | 324 | $239.0K | 0.06% | New |
| 3773 | Legacy Advisory Services#3773 · 324 sh | 324 | $238.9K | — | New |
| 3774 | Hoese & LLP#3774 · 324 sh | 324 | $238.6K | — | 0.0% |
| 3775 | LIFELONG WEALTH ADVISORS#3775 · 323 sh | 323 | $237.7K | — | New |
| 3776 | Oasis Advisors#3776 · 321 sh | 321 | $236.5K | — | -95.8% |
| 3777 | Advisory Advocates#3777 · 321 sh | 321 | $236.4K | 0.20% | New |
| 3778 | TRAN CAPITAL MANAGEMENT, L.P.#3778 · 320 sh | 320 | $235.6K | — | New |
| 3779 | WESTCO ADVISORY SERVICES#3779 · 320 sh | 320 | $235.6K | — | New |
| 3780 | Northwest Quadrant Wealth Management#3780 · 320 sh | 320 | $235.5K | 0.04% | New |
| 3781 | E6 Portfolios#3781 · 320 sh | 320 | $235.3K | — | New |
| 3782 | Hedeker Wealth#3782 · 319 sh | 319 | $234.9K | — | New |
| 3783 | Bellwether Advisors#3783 · 318 sh | 318 | $234.2K | 0.03% | New |
| 3784 | Valley Brook Capital Group#3784 · 318 sh | 318 | $234.2K | — | New |
| 3785 | Philip James Wealth Mangement#3785 · 315 sh | 315 | $231.9K | 0.03% | -37.9% |
| 3786 | Fee-Only Financial Planning, L.C.#3786 · 315 sh | 315 | $231.8K | — | New |
| 3787 | Tripletail Wealth Management#3787 · 325 sh | 325 | $231.6K | 0.27% | +3.2% |
| 3788 | Sunflower Bank, N.A.#3788 · 314 sh | 314 | $231.2K | 0.06% | New |
| 3789 | Dougherty Wealth Advisers#3789 · 313 sh | 313 | $230.5K | 0.13% | -96.6% |
| 3790 | Fi3 FINANCIAL ADVISORS#3790 · 579 sh | 579 | $230.3K | 0.06% | +31.9% |
| 3791 | Fox Hill Wealth Management#3791 · 312 sh | 312 | $229.8K | 0.09% | New |
| 3792 | Level Wealth Management#3792 · 312 sh | 312 | $229.8K | — | -32.9% |
| 3793 | Argent Advisors#3793 · 312 sh | 312 | $229.8K | 0.06% | New |
| 3794 | Eagle Bluffs Wealth Management#3794 · 311 sh | 311 | $229.3K | — | New |
| 3795 | CHIRON CAPITAL MANAGEMENT#3795 · 311 sh | 311 | $229.2K | — | New |
| 3796 | Whitegate Investment Counselors#3796 · 311 sh | 311 | $228.7K | 0.07% | New |
| 3797 | Andrews Advisory Associates#3797 · 310 sh | 310 | $228.6K | — | New |
| 3798 | Wealth Advisors Northwest#3798 · 310 sh | 310 | $228.3K | 0.08% | New |
| 3799 | Pinnacle Wealth Management#3799 · 309 sh | 309 | $227.6K | 0.14% | New |
| 3800 | Grant Street Asset Management#3800 · 309 sh | 309 | $227.5K | — | New |
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.