INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | EQUITABLE#501 · 45,700 sh | 45,700 | $33.7M | — | +0.8% |
| 502 | WESTWOOD GROUP#502 · 45,690 sh | 45,690 | $33.6M | 0.25% | +196.2% |
| 503 | Sachetta#503 · 45,601 sh | 45,601 | $33.6M | 16.33% | 0.0% |
| 504 | JMAC ENTERPRISES#504 · 45,564 sh | 45,564 | $33.6M | 5.65% | -8.3% |
| 505 | BEACON FINANCIAL PLANNING#505 · 45,449 sh | 45,449 | $33.5M | 11.36% | -1.1% |
| 506 | Darrow Company#506 · 45,458 sh | 45,458 | $33.4M | — | -2.7% |
| 507 | FLPUTNAM INVESTMENT MANAGEMENT#507 · 45,351 sh | 45,351 | $33.4M | 0.40% | -1.2% |
| 508 | BRIGHTON JONES#508 · 45,301 sh | 45,301 | $33.4M | 0.62% | +6.7% |
| 509 | Archer Investment#509 · 45,223 sh | 45,223 | $33.3M | 6.55% | -1.2% |
| 510 | Rakuten Investment Management#510 · 45,934 sh | 45,934 | $33.3M | 0.10% | +253.3% |
| 511 | Arete Wealth Advisors#511 · 45,009 sh | 45,009 | $33.1M | 1.09% | +166.8% |
| 512 | Robertson Stephens Wealth Management#512 · 44,914 sh | 44,914 | $33.1M | — | +6.5% |
| 513 | WealthCare Investment Partners#513 · 44,954 sh | 44,954 | $33.1M | 8.04% | +1.6% |
| 514 | Evergreen Wealth Solutions#514 · 45,145 sh | 45,145 | $33.0M | 1.73% | +8.0% |
| 515 | BURNS J W#515 · 44,862 sh | 44,862 | $33.0M | — | -0.5% |
| 516 | PETERSON WEALTH MANAGEMENT#516 · 44,722 sh | 44,722 | $32.9M | 15.35% | +15.6% |
| 517 | NORTHLAND SECURITIES#517 · 44,538 sh | 44,538 | $32.8M | 19.10% | New |
| 518 | LifeSteps Financial#518 · 44,460 sh | 44,460 | $32.7M | — | +9.1% |
| 519 | Chaney Capital Management#519 · 44,333 sh | 44,333 | $32.6M | 10.26% | +41.2% |
| 520 | Ashton Thomas Private Wealth#520 · 44,330 sh | 44,330 | $32.6M | 0.68% | +13.0% |
| 521 | Tower Research Capital (TRC)#521 · 43,572 sh | 43,572 | $32.1M | 0.79% | -82.0% |
| 522 | New Perspectives#522 · 43,452 sh | 43,452 | $32.0M | — | -2.4% |
| 523 | American#523 · 43,379 sh | 43,379 | $31.9M | 2.46% | +0.4% |
| 524 | CRA Financial Services#524 · 43,243 sh | 43,243 | $31.8M | — | +0.5% |
| 525 | Nuveen#525 · 44,294 sh | 44,294 | $31.7M | <0.01% | +7.5% |
| 526 | Louisiana State Employees Retirement System#526 · 42,900 sh | 42,900 | $31.6M | — | -6.3% |
| 527 | GenWealth Group#527 · 42,875 sh | 42,875 | $31.6M | — | +5010.3% |
| 528 | Valeo Financial Advisors#528 · 42,874 sh | 42,874 | $31.6M | — | +0.2% |
| 529 | JT Stratford#529 · 42,821 sh | 42,821 | $31.5M | 3.46% | -1.9% |
| 530 | Freestone Capital#530 · 42,691 sh | 42,691 | $31.4M | 0.82% | +3.5% |
| 531 | Retirement Planning Group#531 · 42,635 sh | 42,635 | $31.4M | — | +12.8% |
| 532 | BALANCED WEALTH GROUP#532 · 42,554 sh | 42,554 | $31.3M | 9.91% | -4.5% |
| 533 | Better Way Financial#533 · 42,491 sh | 42,491 | $31.3M | 26.47% | — |
| 534 | KilterHowling#534 · 42,485 sh | 42,485 | $31.3M | 14.02% | -0.9% |
| 535 | PRUDENT INVESTORS NETWORK#535 · 42,443 sh | 42,443 | $31.3M | 6.05% | -0.5% |
| 536 | SPINNAKER#536 · 42,320 sh | 42,320 | $31.2M | 1.51% | +2.2% |
| 537 | Shulman DeMeo Asset Management#537 · 42,319 sh | 42,319 | $31.2M | — | -0.7% |
| 538 | SCS Capital Management#538 · 41,950 sh | 41,950 | $30.9M | 0.29% | -11.0% |
| 539 | Canal Capital Management#539 · 41,878 sh | 41,878 | $30.8M | 3.77% | -22.9% |
| 540 | Envision Financial Transparency#540 · 63,969 sh | 63,969 | $30.7M | 26.20% | +47.3% |
| 541 | Foster Group#541 · 41,407 sh | 41,407 | $30.5M | — | +4.1% |
| 542 | MidFirst Bank#542 · 41,024 sh | 41,024 | $30.2M | 2.14% | -4.9% |
| 543 | Vontobel Holding Ltd.#543 · 40,895 sh | 40,895 | $30.1M | — | +3.5% |
| 544 | Cornerstone Wealth Management#544 · 40,458 sh | 40,458 | $29.8M | 1.28% | -2.7% |
| 545 | Resolute Advisors#545 · 40,400 sh | 40,400 | $29.8M | 7.13% | +0.2% |
| 546 | EAGLE GLOBAL ADVISORS#546 · 40,335 sh | 40,335 | $29.7M | 0.98% | -3.2% |
| 547 | Chicago Partners Investment Group#547 · 42,826 sh | 42,826 | $29.6M | — | +4.2% |
| 548 | Generali Investments CEE, investicni spolecnost, a.s.#548 · 40,026 sh | 40,026 | $29.5M | — | +0.7% |
| 549 | Cedar Mountain Advisors#549 · 39,980 sh | 39,980 | $29.4M | — | +0.1% |
| 550 | Ameritas Investment Partners#550 · 39,965 sh | 39,965 | $29.4M | 0.78% | -14.6% |
| 551 | Asset Management Group#551 · 39,619 sh | 39,619 | $29.2M | 4.27% | -1.7% |
| 552 | PFG Investments#552 · 39,511 sh | 39,511 | $29.1M | 1.13% | +1.3% |
| 553 | Capital Management Associates#553 · 39,468 sh | 39,468 | $29.1M | — | -0.5% |
| 554 | Squarepoint Ops#554 · 39,300 sh | 39,300 | $28.9M | 0.03% | New |
| 555 | BAR HARBOR WEALTH MANAGEMENT#555 · 39,114 sh | 39,114 | $28.8M | — | -0.1% |
| 556 | Thrive Capital Management#556 · 39,112 sh | 39,112 | $28.8M | 5.43% | +50.7% |
| 557 | FIRST NATIONAL BANK OF OMAHA#557 · 39,512 sh | 39,512 | $28.7M | 0.81% | -5.8% |
| 558 | Paul Damon & Associates#558 · 38,987 sh | 38,987 | $28.7M | 11.13% | -0.8% |
| 559 | SNS Financial Group#559 · 38,926 sh | 38,926 | $28.7M | 0.55% | +630.0% |
| 560 | Cassaday & Wealth Management#560 · 38,843 sh | 38,843 | $28.6M | 0.54% | +0.8% |
| 561 | Apella Capital#561 · 40,317 sh | 40,317 | $28.6M | — | +0.1% |
| 562 | Warwick Investment Management#562 · 38,783 sh | 38,783 | $28.6M | — | -8.7% |
| 563 | Rathbones Group PLC#563 · 38,587 sh | 38,587 | $28.4M | 0.10% | +28.2% |
| 564 | SAM Advisors#564 · 38,541 sh | 38,541 | $28.4M | 7.75% | +0.7% |
| 565 | Richmond Brothers#565 · 38,528 sh | 38,528 | $28.4M | 14.75% | -48.9% |
| 566 | STEINBERGANNA WEALTH MANAGEMENT#566 · 38,323 sh | 38,323 | $28.2M | — | +0.1% |
| 567 | GRANVILLE CAPITAL#567 · 38,314 sh | 38,314 | $28.2M | 12.60% | +1.9% |
| 568 | Pioneer Family Office#568 · 38,297 sh | 38,297 | $28.2M | 14.53% | +3.1% |
| 569 | PGIM Custom Harvest#569 · 38,212 sh | 38,212 | $28.1M | 0.35% | +1.7% |
| 570 | Green Ridge Wealth Planning#570 · 38,107 sh | 38,107 | $28.1M | — | +3.3% |
| 571 | Advisors Capital Management#571 · 38,095 sh | 38,095 | $28.1M | 0.30% | +8.9% |
| 572 | Parisi Gray Wealth Management#572 · 37,979 sh | 37,979 | $28.0M | — | -0.6% |
| 573 | Ballentine Partners#573 · 37,898 sh | 37,898 | $27.9M | 0.34% | +7.5% |
| 574 | Joel Isaacson#574 · 37,699 sh | 37,699 | $27.8M | 0.80% | +1.1% |
| 575 | WASHBURN CAPITAL MANAGEMENT#575 · 37,542 sh | 37,542 | $27.6M | — | -4.0% |
| 576 | Kelsey Financial#576 · 37,403 sh | 37,403 | $27.5M | 20.90% | +2.1% |
| 577 | Foster Victor Wealth Advisors#577 · 38,163 sh | 38,163 | $27.5M | — | -4.5% |
| 578 | XTX Topco Ltd#578 · 37,264 sh | 37,264 | $27.4M | 0.36% | +2207.4% |
| 579 | Marshall Financial Group#579 · 37,252 sh | 37,252 | $27.4M | 4.00% | +8.4% |
| 580 | Penobscot Investment Management Company#580 · 37,009 sh | 37,009 | $27.3M | — | -0.9% |
| 581 | Richmond Investment Services#581 · 36,921 sh | 36,921 | $27.2M | 8.60% | -46.7% |
| 582 | Platt Investment Counsel#582 · 36,623 sh | 36,623 | $27.0M | — | -0.7% |
| 583 | Wealth Management Partners#583 · 36,467 sh | 36,467 | $26.9M | — | -2.2% |
| 584 | Crescent Grove Advisors#584 · 36,276 sh | 36,276 | $26.7M | — | -2.3% |
| 585 | TRANSCEND WEALTH COLLECTIVE#585 · 36,292 sh | 36,292 | $26.7M | 1.80% | +0.2% |
| 586 | Three Bridge Wealth Advisors#586 · 36,023 sh | 36,023 | $26.6M | 6.65% | +0.9% |
| 587 | Capital Advisors, Ltd.#587 · 35,848 sh | 35,848 | $26.4M | 2.66% | +2.4% |
| 588 | Fortis Group Advisors#588 · 35,813 sh | 35,813 | $26.4M | 4.21% | -10.5% |
| 589 | Garde Capital#589 · 35,751 sh | 35,751 | $26.3M | 1.18% | +4.7% |
| 590 | HOME FEDERAL BANK OF TENNESSEE#590 · 35,598 sh | 35,598 | $26.2M | — | +10.7% |
| 591 | JB Capital#591 · 35,555 sh | 35,555 | $26.2M | — | +9.2% |
| 592 | SCHNIEDERS CAPITAL MANAGEMENT#592 · 35,376 sh | 35,376 | $26.1M | 3.42% | +1.1% |
| 593 | Wedmont Private Capital#593 · 35,895 sh | 35,895 | $26.0M | — | -2.9% |
| 594 | MAGNOLIA CAPITAL MANAGEMENT LTD#594 · 35,345 sh | 35,345 | $26.0M | — | -12.9% |
| 595 | FOUNDERS FINANCIAL SECURITIES#595 · 35,278 sh | 35,278 | $26.0M | 1.33% | New |
| 596 | Mattern Wealth Management#596 · 35,150 sh | 35,150 | $25.9M | 4.25% | +13.9% |
| 597 | Truvestments Capital#597 · 35,032 sh | 35,032 | $25.8M | 3.83% | +1.1% |
| 598 | Eagle Capital Management#598 · 35,028 sh | 35,028 | $25.8M | — | -0.1% |
| 599 | Mesirow Financial Investment Management#599 · 34,939 sh | 34,939 | $25.7M | 0.40% | -46.0% |
| 600 | Tradition Wealth Management#600 · 34,830 sh | 34,830 | $25.6M | 1.57% | +0.7% |
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.