INVESCO QQQ TRUST, SERIES 1 (QQQ) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 4,043
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Summit Wealth Partners#601 · 34,767 sh | 34,767 | $25.6M | 3.65% | +0.1% |
| 602 | Sovereign Financial Group#602 · 34,751 sh | 34,751 | $25.6M | 3.91% | -2.7% |
| 603 | SILVER OAK SECURITIES#603 · 34,737 sh | 34,737 | $25.6M | 1.55% | +92.5% |
| 604 | E&G Advisors#604 · 34,618 sh | 34,618 | $25.5M | — | +0.4% |
| 605 | Avondale Wealth Management#605 · 34,603 sh | 34,603 | $25.5M | — | +4.8% |
| 606 | Pine Harbor Wealth Management#606 · 34,495 sh | 34,495 | $25.4M | 6.80% | -1.4% |
| 607 | Clearstead Advisors#607 · 34,378 sh | 34,378 | $25.3M | 0.24% | -37.7% |
| 608 | CERTUITY#608 · 34,499 sh | 34,499 | $25.3M | 1.25% | -0.7% |
| 609 | TrustBank#609 · 34,356 sh | 34,356 | $25.3M | — | -2.4% |
| 610 | Savvy Advisors#610 · 34,350 sh | 34,350 | $25.3M | 0.54% | -4.6% |
| 611 | ASSETMARK#611 · 34,347 sh | 34,347 | $25.3M | — | +2.3% |
| 612 | Focus Partners Advisor Solutions#612 · 34,124 sh | 34,124 | $25.1M | 0.21% | +8.0% |
| 613 | CV Advisors#613 · 33,938 sh | 33,938 | $25.0M | — | 0.0% |
| 614 | Little Harbor Advisors#614 · 33,790 sh | 33,790 | $24.9M | 12.23% | +0.3% |
| 615 | VVR#615 · 33,667 sh | 33,667 | $24.8M | — | +14.0% |
| 616 | BXM Wealth#616 · 33,655 sh | 33,655 | $24.8M | 13.48% | +16.7% |
| 617 | Gladstone Institutional Advisory#617 · 33,627 sh | 33,627 | $24.8M | 0.78% | +3.7% |
| 618 | DUMONT & BLAKE INVESTMENT ADVISORS#618 · 33,624 sh | 33,624 | $24.8M | 5.56% | -1.4% |
| 619 | KPP Advisory Services#619 · 33,563 sh | 33,563 | $24.7M | — | -4.3% |
| 620 | Indivisible Partners#620 · 33,464 sh | 33,464 | $24.6M | — | +22.2% |
| 621 | PW Nova Financial Services#621 · 33,306 sh | 33,306 | $24.5M | — | -0.7% |
| 622 | Red Wave Investments#622 · 33,221 sh | 33,221 | $24.5M | 6.22% | +3.6% |
| 623 | EVERGREEN CAPITAL MANAGEMENT#623 · 33,157 sh | 33,157 | $24.4M | — | +0.2% |
| 624 | Hilltop#624 · 33,148 sh | 33,148 | $24.4M | 1.90% | -10.4% |
| 625 | Gouws Capital#625 · 33,088 sh | 33,088 | $24.4M | — | -2.1% |
| 626 | Hilltop Partners#626 · 33,065 sh | 33,065 | $24.3M | 5.90% | +7483.7% |
| 627 | USAdvisors Wealth Management#627 · 33,063 sh | 33,063 | $24.3M | — | +1.0% |
| 628 | FIRST UNITED BANK#628 · 32,944 sh | 32,944 | $24.3M | — | -0.2% |
| 629 | Quattro Advisors#629 · 32,897 sh | 32,897 | $24.2M | 16.12% | +0.7% |
| 630 | Granite Harbor Advisors#630 · 32,771 sh | 32,771 | $24.1M | 9.54% | -2.5% |
| 631 | Bensler#631 · 32,731 sh | 32,731 | $24.1M | 2.13% | +6.0% |
| 632 | Trinity Wealth Management#632 · 32,722 sh | 32,722 | $24.1M | — | -3.5% |
| 633 | Momentum Wealth Planning#633 · 32,308 sh | 32,308 | $23.8M | 17.42% | -0.2% |
| 634 | D'Orazio & Associates#634 · 32,236 sh | 32,236 | $23.7M | 2.75% | -1.4% |
| 635 | Spire Wealth Management#635 · 32,192 sh | 32,192 | $23.7M | 0.72% | +3.4% |
| 636 | ALBION FINANCIAL GROUP#636 · 32,167 sh | 32,167 | $23.7M | — | -1.1% |
| 637 | Financial Guidance Group#637 · 32,154 sh | 32,154 | $23.7M | — | +1.1% |
| 638 | Migdal Insurance & Financial Ltd.#638 · 32,139 sh | 32,139 | $23.6M | 0.15% | +2.9% |
| 639 | Koshinski Asset Management#639 · 32,099 sh | 32,099 | $23.6M | 1.26% | +1.9% |
| 640 | Warner Group#640 · 32,065 sh | 32,065 | $23.6M | 5.81% | +96.1% |
| 641 | Powell Investment Advisors#641 · 32,024 sh | 32,024 | $23.6M | — | +1.8% |
| 642 | Main Street Financial Solutions#642 · 32,058 sh | 32,058 | $23.6M | 1.51% | +4.5% |
| 643 | Syntegra Private Wealth Group#643 · 31,979 sh | 31,979 | $23.5M | — | -0.3% |
| 644 | Lauer Wealth#644 · 32,633 sh | 32,633 | $23.5M | — | +17.0% |
| 645 | Fairvoy Private Wealth#645 · 31,838 sh | 31,838 | $23.4M | — | +176.2% |
| 646 | COMPASS CAPITAL /MA#646 · 32,203 sh | 32,203 | $23.2M | 7.56% | +363.3% |
| 647 | Destiny Capital#647 · 31,532 sh | 31,532 | $23.2M | 10.80% | -0.6% |
| 648 | PROATHLETE WEALTH MANAGEMENT#648 · 31,458 sh | 31,458 | $23.2M | — | +0.4% |
| 649 | Brindle & Bay Financial Advisors#649 · 31,422 sh | 31,422 | $23.1M | — | +247.9% |
| 650 | Fischer Financial Services#650 · 31,320 sh | 31,320 | $23.1M | 5.79% | +460.7% |
| 651 | Kropog Financial Group#651 · 31,317 sh | 31,317 | $23.1M | 16.25% | +1.4% |
| 652 | Golden State Wealth Management#652 · 31,300 sh | 31,300 | $23.0M | 2.10% | -0.2% |
| 653 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#653 · 31,215 sh | 31,215 | $23.0M | 0.34% | +10.9% |
| 654 | WCG Wealth Advisors#654 · 31,183 sh | 31,183 | $23.0M | 0.54% | -5.3% |
| 655 | HOWARD FINANCIAL SERVICES, LTD.#655 · 31,073 sh | 31,073 | $22.9M | — | +77.9% |
| 656 | David J Yvars Group#656 · 31,042 sh | 31,042 | $22.9M | — | -0.9% |
| 657 | SMITH, MOORE#657 · 30,992 sh | 30,992 | $22.8M | 1.48% | +4.6% |
| 658 | Capula Management Ltd#658 · 30,971 sh | 30,971 | $22.8M | 0.08% | -8.2% |
| 659 | Clear Creek Financial Management#659 · 30,919 sh | 30,919 | $22.8M | 1.46% | -24.8% |
| 660 | WHITTIER#660 · 31,449 sh | 31,449 | $22.7M | 0.22% | +4.5% |
| 661 | NewEdge Wealth#661 · 30,866 sh | 30,866 | $22.7M | 0.23% | -0.5% |
| 662 | KEYBANK NATIONAL ASSOCIATION#662 · 30,790 sh | 30,790 | $22.7M | 0.07% | -0.8% |
| 663 | Westside Investment Management#663 · 30,753 sh | 30,753 | $22.6M | 2.97% | +0.6% |
| 664 | HWG#664 · 30,677 sh | 30,677 | $22.6M | — | +232.3% |
| 665 | Global Wealth Management Investment Advisory#665 · 30,623 sh | 30,623 | $22.6M | 3.21% | -5.3% |
| 666 | DIMENSION CAPITAL MANAGEMENT#666 · 30,338 sh | 30,338 | $22.3M | 2.62% | +0.1% |
| 667 | Fox Financial#667 · 30,272 sh | 30,272 | $22.3M | 15.52% | -2.1% |
| 668 | Rye Brook Capital#668 · 30,271 sh | 30,271 | $22.3M | — | -10.2% |
| 669 | WealthBridge Capital Management#669 · 30,264 sh | 30,264 | $22.3M | — | +3.3% |
| 670 | ENZI WEALTH#670 · 30,953 sh | 30,953 | $22.3M | — | +3.1% |
| 671 | J HAGAN CAPITAL#671 · 30,187 sh | 30,187 | $22.2M | 10.30% | +1.1% |
| 672 | RAELIPSKIE PARTNERSHIP#672 · 30,173 sh | 30,173 | $22.2M | 8.39% | -0.7% |
| 673 | INTRUST BANK NA#673 · 29,967 sh | 29,967 | $22.1M | 1.63% | -0.7% |
| 674 | DROMS STRAUSS ADVISORS /MO#674 · 29,904 sh | 29,904 | $22.0M | 5.00% | -3.1% |
| 675 | Asset One Wealth Management#675 · 30,642 sh | 30,642 | $22.0M | 2.32% | -13.9% |
| 676 | Grandview Asset Management#676 · 30,038 sh | 30,038 | $22.0M | — | +5.6% |
| 677 | Crew Capital Management, Ltd.#677 · 29,813 sh | 29,813 | $22.0M | 11.99% | +1.6% |
| 678 | Financial Insights#678 · 29,790 sh | 29,790 | $21.9M | 5.77% | +6.8% |
| 679 | Gerber Kawasaki Wealth & Investment Management#679 · 29,756 sh | 29,756 | $21.9M | 0.59% | -1.5% |
| 680 | Global Wealth Strategies & Associates#680 · 29,671 sh | 29,671 | $21.8M | — | +491.2% |
| 681 | TOWNSEND ASSET MANAGEMENT /NC#681 · 29,559 sh | 29,559 | $21.8M | 6.98% | -0.3% |
| 682 | Financial Enhancement Group#682 · 29,534 sh | 29,534 | $21.7M | — | -6.0% |
| 683 | Talon Private Wealth#683 · 29,408 sh | 29,408 | $21.7M | 1.27% | +1988.6% |
| 684 | CARY STREET PARTNERS FINANCIAL#684 · 29,243 sh | 29,243 | $21.5M | 0.47% | +14.6% |
| 685 | Advyzon Investment Management#685 · 29,242 sh | 29,242 | $21.5M | 1.56% | +74.9% |
| 686 | Orion Porfolio Solutions#686 · 29,187 sh | 29,187 | $21.5M | 0.16% | -39.4% |
| 687 | LOOMIS SAYLES & L P#687 · 29,147 sh | 29,147 | $21.5M | 0.03% | +103.8% |
| 688 | Vivid Wealth Management#688 · 29,094 sh | 29,094 | $21.4M | — | -1.9% |
| 689 | Garner Asset Management#689 · 28,985 sh | 28,985 | $21.3M | 6.92% | +0.6% |
| 690 | Compound Planning#690 · 28,922 sh | 28,922 | $21.3M | 0.55% | -3.1% |
| 691 | Adaptive Financial Consulting#691 · 28,811 sh | 28,811 | $21.2M | 7.43% | +0.6% |
| 692 | Coastline#692 · 28,788 sh | 28,788 | $21.2M | — | +0.9% |
| 693 | B. Riley Wealth Advisors#693 · 29,270 sh | 29,270 | $21.2M | — | -14.4% |
| 694 | Lee Financial#694 · 28,746 sh | 28,746 | $21.2M | — | -2.1% |
| 695 | DT Investment Partners#695 · 28,714 sh | 28,714 | $21.1M | — | 0.0% |
| 696 | MATHER GROUP#696 · 28,712 sh | 28,712 | $21.1M | — | +4.8% |
| 697 | Traction Financial Partners#697 · 28,684 sh | 28,684 | $21.1M | 11.22% | +0.8% |
| 698 | Atlas Private Wealth Advisors#698 · 28,670 sh | 28,670 | $21.1M | — | +0.3% |
| 699 | Bison Wealth#699 · 29,138 sh | 29,138 | $21.1M | — | +0.3% |
| 700 | Pachira Investments#700 · 28,589 sh | 28,589 | $21.1M | — | +7.5% |
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.