Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

INVESCO QQQ TR · CMN · quarter ended 2026-03-31 · 13 members disclosed QQQ ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,088 holders are listed, largest first: 3,088
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $115B
holders whose share count rose or who opened the position (new + add), by shares: 1,367
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 253

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of QQQ ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MORGAN STANLEY	$12.4B	21,535,425	+5,493,584	ADD
2	BANK OF AMERICA CORP /DE/	$10.0B	17,254,676	−2,292,876	TRIM
3	LPL Financial LLC	$6.1B	10,558,431	−170,856	TRIM
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.9B	8,417,068	+4,366,917	ADD
5	WELLS FARGO & COMPANY/MN	$3.8B	6,499,473	−1,027,212	TRIM
6	UBS Group AG	$3.5B	6,119,863	+157,793	ADD
7	GOLDMAN SACHS GROUP INC	$3.2B	5,477,044	−410,127	TRIM
8	RAYMOND JAMES FINANCIAL INC	$2.4B	4,083,654	+173,917	ADD
9	ROYAL BANK OF CANADA	$2.3B	3,983,344	−527,787	TRIM
10	AMERIPRISE FINANCIAL INC	$2.2B	3,862,677	−231,237	TRIM
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8B	3,182,188	+90,896	ADD
12	ENVESTNET ASSET MANAGEMENT INC	$1.7B	3,008,527	+62,806	ADD
13	CITIGROUP INC	$1.6B	2,696,655	+1,094,751	ADD
14	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4B	2,475,000	−550,000	TRIM
15	Cetera Investment Advisers	$1.3B	2,262,665	+34,887	ADD
16	SHANDA ASSET MANAGEMENT HOLDINGS Ltd	$1.3B	2,200,000	0	NO CHANGE
17	OSAIC HOLDINGS, INC.	$1.1B	1,850,628	+3,624	ADD
18	COMMONWEALTH EQUITY SERVICES, LLC	$1.0B	1,778,951	−206,580	TRIM
19	JANE STREET GROUP, LLC	$1.0B	1,778,846	+269,607	ADD
20	National Mutual Insurance Federation of Agricultural Cooperatives	$1.0B	1,759,000	0	NO CHANGE
21	BANK OF MONTREAL /CAN/	$857M	1,484,321	+53,271	ADD
22	Brevan Howard Capital Management LP	$855M	1,482,035	+1,460,035	ADD
23	CIBC WORLD MARKET INC.	$814M	1,411,039	+598,796	ADD
24	ALKEON CAPITAL MANAGEMENT LLC	$765M	1,325,777	−96,200	TRIM
25	US BANCORP \DE\	$765M	1,325,658	−40,892	TRIM
26	Fisher Asset Management, LLC	$752M	1,302,412	−50,214	TRIM
27	Hancock Prospecting Pty Ltd	$737M	1,277,709	0	NO CHANGE
28	HighTower Advisors, LLC	$689M	1,193,756	−9,808	TRIM
29	Rockefeller Capital Management L.P.	$652M	1,130,072	−24,668	TRIM
30	Mariner, LLC	$644M	1,115,794	+31,294	ADD
31	STIFEL FINANCIAL CORP	$626M	1,085,239	+89,454	ADD
32	TRUIST FINANCIAL CORP	$577M	999,907	−56,965	TRIM
33	TD ASSET MANAGEMENT INC	$556M	962,575	−76,863	TRIM
34	BARINGS LLC	$503M	900,207	−6,100	TRIM
35	FMR LLC	$479M	829,732	+21,222	ADD
36	AIA Group Ltd	$478M	827,892	−142,126	TRIM
37	Kestra Advisory Services, LLC	$472M	818,009	+142,884	ADD
38	Artemis Wealth Advisors, LLC	$460M	727,869	+7,538	ADD
39	Cerity Partners LLC	$458M	793,351	+42,197	ADD
40	Howard Capital Management, LLC	$456M	2,749,966	−80,794	TRIM
41	Fiera Capital Corp	$439M	761,153	−4,105	TRIM
42	MML INVESTORS SERVICES, LLC	$437M	756,926	−148,443	TRIM
43	Creative Planning	$415M	718,318	+11,294	ADD
44	Equitable Holdings, Inc.	$414M	676,464	+46,490	ADD
45	SUSQUEHANNA ADVISORS GROUP, INC.	$389M	673,923	0	NO CHANGE
46	NISSAY ASSET MANAGEMENT CORP /JAPAN	$381M	660,336	0	NO CHANGE
47	TWO SIGMA INVESTMENTS, LP	$378M	655,424	+132,347	ADD
48	MEITAV INVESTMENT HOUSE LTD	$363M	629,747	−39,498	TRIM
49	MILLENNIUM MANAGEMENT LLC	$357M	618,044	+21,134	ADD
50	Rafferty Asset Management, LLC	$318M	551,290	0	NO CHANGE
51	MIRAE ASSET SECURITIES (USA) INC.	$300M	519,624	−1,250	TRIM
52	Norinchukin Bank, The	$299M	518,000	0	NO CHANGE
53	CWM, LLC	$283M	490,751	−23,311	TRIM
54	Private Advisor Group, LLC	$275M	476,865	−23,301	TRIM
55	IEQ CAPITAL, LLC	$259M	449,174	−13,282	TRIM
56	Lido Advisors, LLC	$259M	448,675	+58,781	ADD
57	NATIONAL BANK OF CANADA /FI/	$250M	433,674	−58,795	TRIM
58	Jefferies Financial Group Inc.	$250M	433,345	−195,022	TRIM
59	CBIZ Investment Advisory Services, LLC	$243M	420,595	−665	TRIM
60	AQR CAPITAL MANAGEMENT LLC	$240M	415,129	+118,036	ADD
61	MAI Capital Management	$235M	407,780	+663	ADD
62	Varma Mutual Pension Insurance Co	$231M	400,000	+400,000	NEW
63	NorthRock Partners, LLC	$225M	389,838	+14,320	ADD
64	Baird Financial Group, Inc.	$222M	384,148	+384,148	NEW
65	J.Safra Asset Management Corp	$216M	374,328	+374,328	NEW
66	INVICTUS PRIVATE WEALTH, LLC	$210M	363,690	+3,339	ADD
67	NATIXIS	$208M	359,781	+2,246	ADD
68	Bell Bank	$207M	359,025	+5,467	ADD
69	Consolidated Investment Group LLC	$206M	357,499	+47,099	ADD
70	Kensington Asset Management, LLC	$200M	347,330	—	NO PRIOR
71	MERCER GLOBAL ADVISORS INC /ADV	$200M	347,140	−83,202	TRIM
72	Steward Partners Investment Advisory, LLC	$197M	341,391	+22,225	ADD
73	Marex Group Ltd	$196M	339,289	+237,767	ADD
74	Japan Science & Technology Agency	$184M	319,081	−84,000	TRIM
75	FRANKLIN RESOURCES INC	$182M	316,036	−149,374	TRIM
76	BLAIR WILLIAM & CO/IL	$180M	311,016	+29,716	ADD
77	RITHOLTZ WEALTH MANAGEMENT	$176M	304,400	−83,175	TRIM
78	Bank Julius Baer & Co. Ltd, Zurich	$168M	290,337	−35,117	TRIM
79	SummitTX Capital, L.P.	$166M	288,332	+120,788	ADD
80	Quantinno Capital Management LP	$165M	285,012	+78,005	ADD
81	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$159M	275,776	−5,379	TRIM
82	Brookstone Capital Management	$153M	265,197	−230,607	TRIM
83	PPSC Investment Service Corp	$152M	263,176	−1,476	TRIM
84	STEPHENS INC /AR/	$152M	262,925	−5,035	TRIM
85	Johns Hopkins University	$149M	258,537	0	NO CHANGE
86	ALLIANZ SE	$147M	254,597	+24,594	ADD
87	NORTHERN TRUST CORP	$145M	250,636	−1,430	TRIM
88	HSBC HOLDINGS PLC	$141M	244,619	−302,955	TRIM
89	GTS SECURITIES LLC	$140M	243,240	+232,034	ADD
90	TUDOR INVESTMENT CORP ET AL	$140M	242,238	−361,434	TRIM
91	Tower Research Capital LLC (TRC)	$140M	241,703	+241,694	ADD
92	Merit Financial Group, LLC	$135M	234,335	+56,912	ADD
93	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$135M	233,511	+233,511	NEW
94	Stratos Wealth Partners, LTD.	$131M	226,775	−4,735	TRIM
95	Composition Wealth, LLC	$130M	224,787	−26,591	TRIM
96	Beacon Pointe Advisors, LLC	$126M	219,044	+28,782	ADD
97	CIBC Bancorp USA Inc.	$124M	217,195	—	NO PRIOR
98	Steele Capital Management, Inc.	$116M	201,452	−3,972	TRIM
99	PINNACLE ASSOCIATES LTD	$113M	196,375	+1,777	ADD
100	BlackRock, Inc.	$110M	190,637	+49,476	ADD
101	Div Capital Phoenix Assets Ltd	$108M	186,688	+74,000	ADD
102	Focused Wealth Management, Inc	$107M	186,155	+6,093	ADD
103	INDEPENDENT FINANCIAL GROUP, LLC	$107M	184,658	—	NO PRIOR
104	D.A. DAVIDSON & CO.	$106M	182,913	−1,165	TRIM
105	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$105M	181,766	+3,140	ADD
106	Wealthfront Advisers LLC	$104M	180,262	−4,494	TRIM
107	Constellation Investments, Inc.	$103M	179,026	0	NO CHANGE
108	KESTRA PRIVATE WEALTH SERVICES, LLC	$103M	178,861	+178,861	NEW
109	Perigon Wealth Management, LLC	$103M	178,441	−426	TRIM
110	VestGen Advisors, LLC	$103M	145,290	+91,351	ADD
111	Baltimore-Washington Financial Advisors, Inc.	$102M	176,153	+2,060	ADD
112	J.W. COLE ADVISORS, INC.	$101M	175,087	−5,951	TRIM
113	Walleye Trading LLC	$101M	174,453	+6,049	ADD
114	Cresset Asset Management, LLC	$99.8M	172,934	+5,960	ADD
115	Daiwa Securities Group Inc.	$98.3M	170,245	−83,517	TRIM
116	Federation des caisses Desjardins du Quebec	$94.7M	164,068	+3,107	ADD
117	Trilogy Capital Inc.	$93.0M	161,145	−15,169	TRIM
118	FIL Ltd	$92.8M	160,856	−123,487	TRIM
119	TORONTO DOMINION BANK	$92.7M	160,655	−193,420	TRIM
120	Focus Financial Network, Inc.	$92.0M	159,390	−6,586	TRIM
121	Rising Stella Capital Pte. Ltd	$91.1M	157,904	+1,008	ADD
122	Bouchey Financial Group, Ltd.	$90.6M	148,419	−8,581	TRIM
123	Allworth Financial LP	$89.6M	155,158	+1,335	ADD
124	Clearstead Trust, LLC	$87.7M	151,861	+7,223	ADD
125	BANQUE PICTET & CIE SA	$86.8M	151,065	+7,808	ADD
126	Wescott Financial Advisory Group, LLC	$86.7M	150,149	+3,718	ADD
127	PITTENGER & ANDERSON INC	$86.6M	150,052	−681	TRIM
128	Atria Investments, Inc	$86.5M	149,884	−1,763	TRIM
129	FIFTH THIRD BANCORP	$86.4M	149,629	+125,904	ADD
130	Independent Advisor Alliance	$86.1M	149,170	+141,665	ADD
131	Gotham Asset Management, LLC	$85.5M	148,103	+44,476	ADD
132	Frank, Rimerman Advisors LLC	$85.0M	147,254	−761	TRIM
133	SteelPeak Wealth, LLC	$84.3M	146,100	−14,511	TRIM
134	Yarbrough Capital, LLC	$83.4M	144,498	0	NO CHANGE
135	BROWN ADVISORY INC	$83.3M	144,306	+2,436	ADD
136	Clear Street Group Inc.	$82.4M	142,848	+1,491	ADD
137	Pine Ridge Advisers LLC	$82.4M	142,803	+87	ADD
138	LEVEL FOUR ADVISORY SERVICES, LLC	$81.9M	141,968	+21,042	ADD
139	Concurrent Investment Advisors, LLC	$81.6M	141,451	−48,304	TRIM
140	EP Wealth Advisors, LLC	$81.2M	140,627	+10,843	ADD
141	M&T BANK CORP	$80.8M	140,004	−3,301	TRIM
142	Prospera Financial Services Inc	$80.8M	139,784	−14,114	TRIM
143	NISA INVESTMENT ADVISORS, LLC	$80.0M	138,540	+138,540	NEW
144	OPPENHEIMER & CO INC	$78.3M	135,725	+135,725	NEW
145	Nan Shan Life Insurance Co., Ltd.	$78.1M	135,377	+135,377	NEW
146	Walleye Capital LLC	$77.8M	134,730	+31,352	ADD
147	Csenge Advisory Group	$76.0M	131,719	+1,076	ADD
148	Western Wealth Management, LLC	$75.9M	131,472	+131,472	NEW
149	&PARTNERS	$75.8M	131,171	−2,891	TRIM
150	Venture Visionary Partners LLC	$75.2M	130,363	−17,674	TRIM
151	Arax Advisory Partners	$74.7M	129,319	+27,444	ADD
152	Winthrop Advisory Group LLC	$74.7M	129,357	−279	TRIM
153	Consolidated Portfolio Review Corp	$74.5M	129,146	+87	ADD
154	OLD MISSION CAPITAL LLC	$74.5M	129,058	+46,529	ADD
155	Modern Wealth Management, LLC	$74.0M	126,602	−62,738	TRIM
156	American Financial Advisors, LLC	$73.8M	127,911	−1,745	TRIM
157	Prosperity Consulting Group, LLC	$72.7M	126,020	+714	ADD
158	IHT Wealth Management, LLC	$72.7M	125,984	−15,136	TRIM
159	Wealthspire Advisors, LLC	$72.5M	125,640	−8,017	TRIM
160	Intellus Advisors LLC	$72.2M	125,077	+210	ADD
161	Sand Hill Global Advisors, LLC	$71.8M	124,414	+4,166	ADD
162	DIVERSIFY WEALTH MANAGEMENT, LLC	$71.4M	107,892	+90,660	ADD
163	JOHNSON INVESTMENT COUNSEL INC	$71.2M	123,384	+4,169	ADD
164	Summit Financial, LLC	$71.0M	122,925	+12,507	ADD
165	Capital Wealth Planning, LLC	$70.5M	122,186	+114,466	ADD
166	Sowell Financial Services LLC	$69.7M	120,693	+2,219	ADD
167	FOUNDATIONS INVESTMENT ADVISORS, LLC	$68.9M	119,311	−27,823	TRIM
168	Mirae Asset Global Investments Co., Ltd.	$68.6M	118,912	+30,930	ADD
169	Intergy Private Wealth, LLC	$68.6M	118,791	+3,761	ADD
170	GenTrust, LLC	$66.9M	115,900	+8,922	ADD
171	ALLIANCEBERNSTEIN L.P.	$66.7M	108,592	+8,091	ADD
172	Impact Partnership Wealth, LLC	$66.1M	114,592	+43,317	ADD
173	SWF LLC	$65.8M	114,000	+9,000	ADD
174	Presidio Capital Management, LLC	$64.6M	111,866	+3,516	ADD
175	Waverly Advisors, LLC	$64.5M	111,706	+2,907	ADD
176	Activest Wealth Management	$63.6M	110,219	+2,541	ADD
177	Kingsview Wealth Management, LLC	$63.0M	109,102	+4,705	ADD
178	CITIZENS FINANCIAL GROUP INC/RI	$62.9M	108,943	−10,089	TRIM
179	BALYASNY ASSET MANAGEMENT L.P.	$62.7M	108,670	−98,930	TRIM
180	Golden Reserve Retirement LLC	$62.4M	108,160	−5,360	TRIM
181	SAGESPRING WEALTH PARTNERS, LLC	$61.6M	106,688	+4,445	ADD
182	DV Trading LLC	$61.6M	106,650	+36,980	ADD
183	Sequoia Financial Advisors, LLC	$61.2M	106,014	−3,145	TRIM
184	Sigma Planning Corp	$61.0M	105,629	−16,671	TRIM
185	MACKENZIE FINANCIAL CORP	$60.7M	105,120	−1,041	TRIM
186	Falcon Wealth Planning	$60.3M	104,439	+4,244	ADD
187	PRINCIPAL FINANCIAL GROUP INC	$60.2M	104,237	−2,539	TRIM
188	COMMERCE BANK	$60.0M	103,986	+50,061	ADD
189	SCOTIA CAPITAL INC.	$59.0M	102,210	−15,676	TRIM
190	Beacon Capital Management, Inc.	$58.8M	101,860	—	NO PRIOR
191	Northwest & Ethical Investments L.P.	$58.6M	101,500	0	NO CHANGE
192	Embree Financial Group	$58.4M	101,253	−6,995	TRIM
193	Baker Avenue Asset Management, LP	$58.1M	100,738	+685	ADD
194	GREENUP STREET WEALTH MANAGEMENT LLC	$58.1M	100,625	−6,603	TRIM
195	Fusion Family Wealth, LLC	$57.3M	99,315	−264	TRIM
196	Essex Financial Services, Inc.	$57.2M	99,109	−37	TRIM
197	Beacon Capital Management, LLC	$57.1M	98,877	−13,914	TRIM
198	Dakota Wealth Management	$56.8M	98,402	+4,183	ADD
199	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$56.2M	99,001	+20,356	ADD
200	HB Wealth Management, LLC	$56.1M	97,210	+342	ADD
201	Alvarez & Marsal Private Wealth Partners, LLC	$55.8M	96,666	0	NO CHANGE
202	Apollon Wealth Management, LLC	$55.8M	96,607	+4,800	ADD
203	Berkshire Money Management, Inc.	$55.7M	96,501	−35,115	TRIM
204	Ascent Wealth Partners, LLC	$55.7M	96,493	+2,473	ADD
205	Wealthcare Advisory Partners LLC	$55.7M	96,458	−161	TRIM
206	Pacific Capital Wealth Advisors, Inc.	$55.2M	95,698	+24,154	ADD
207	Fortune 45 LLC	$54.0M	93,583	+5,693	ADD
208	Portfolio Strategies, Inc.	$53.4M	92,546	−1,423	TRIM
209	B & T Capital Management DBA Alpha Capital Management	$53.0M	91,810	+108	ADD
210	GREAT VALLEY ADVISOR GROUP, INC.	$53.0M	91,796	+23,437	ADD
211	Point72 Asset Management, L.P.	$52.9M	91,660	+11,922	ADD
212	TD Waterhouse Canada Inc.	$52.5M	89,536	+12,317	ADD
213	World Investment Advisors	$52.4M	90,781	−496	TRIM
214	Corient Private Wealth LLC	$52.0M	89,858	−21,347,059	TRIM
215	INTEGRITY ALLIANCE, LLC.	$51.9M	89,920	−17,111	TRIM
216	Financial Solutions Advisory Group, Inc.	$51.4M	89,125	—	NO PRIOR
217	Jacobi Capital Management LLC	$51.2M	88,767	+2,491	ADD
218	AMG National Trust Bank	$51.1M	88,496	+2,841	ADD
219	CJM Wealth Advisers, Ltd.	$51.0M	88,301	+1,192	ADD
220	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$50.9M	88,147	−2,734	TRIM
221	Ensign Peak Advisors, Inc	$50.4M	87,369	−38,548	TRIM
222	AFFINITY WEALTH MANAGEMENT LLC	$50.2M	87,037	−31	TRIM
223	Pacific Center for Financial Services	$50.2M	86,913	−7,622	TRIM
224	GREENWOOD GEARHART LLC	$50.0M	86,697	+3,147	ADD
225	Pathstone Holdings, LLC	$50.0M	86,593	−39	TRIM
226	Vestmark Advisory Solutions, Inc.	$49.8M	86,257	+77,839	ADD
227	U.S. Capital Wealth Advisors, LLC	$49.3M	85,383	+21,100	ADD
228	CITADEL ADVISORS LLC	$48.7M	84,364	−266,158	TRIM
229	Parcion Private Wealth LLC	$48.1M	83,410	−3,715	TRIM
230	RIA Advisory Group LLC	$47.5M	82,381	+7,721	ADD
231	Trifecta Capital Advisors, LLC	$47.4M	82,192	−256	TRIM
232	LIFE LINE WEALTH MANAGEMENT LLC	$47.0M	81,425	+2,259	ADD
233	Socha Financial Group, LLC	$46.5M	80,508	+651	ADD
234	SMITH CHAS P & ASSOCIATES PA CPAS	$46.4M	80,390	−1,486	TRIM
235	Round Rock Advisors LLC	$46.2M	80,064	−1,038	TRIM
236	Oxler Private Wealth LLC	$45.8M	79,310	−194	TRIM
237	NTV ASSET MANAGEMENT LLC	$45.3M	78,489	−4,240	TRIM
238	FORM Wealth Advisors, LLC	$45.1M	78,147	+1,649	ADD
239	Mutual Advisors, LLC	$45.0M	78,030	+9,392	ADD
240	Aragon Global Management, LP	$45.0M	77,995	0	NO CHANGE
241	TCP Asset Management, LLC	$44.4M	76,987	+19,963	ADD
242	Client First Capital LLC	$44.4M	76,863	+644	ADD
243	Allianz Asset Management GmbH	$43.9M	76,016	+29,050	ADD
244	Segment Wealth Management, LLC	$43.8M	75,837	−1,593	TRIM
245	Richmond Brothers, Inc.	$43.5M	75,408	−762	TRIM
246	Massar Capital Management, LP	$43.5M	75,385	+70,121	ADD
247	CIBC Asset Management Inc	$43.4M	75,183	−11,156	TRIM
248	Cooper Financial Group	$43.3M	74,968	+2,885	ADD
249	Ameritas Advisory Services, LLC	$43.1M	74,676	−23,966	TRIM
250	Pinnacle Financial Partners, Inc.	$43.1M	74,574	−269	TRIM
251	AE Wealth Management LLC	$42.7M	73,972	−3,905	TRIM
252	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$42.1M	72,964	−1,703	TRIM
253	Halter Ferguson Financial Inc.	$42.0M	72,786	−2,454	TRIM
254	Mine & Arao Wealth Creation & Management, LLC.	$41.4M	71,729	−2,421	TRIM
255	REGIONS FINANCIAL CORP	$41.4M	71,662	+4,612	ADD
256	Safeguard Investment Advisory Group, LLC	$41.0M	71,039	−5,459	TRIM
257	ARKANSAS FINANCIAL GROUP, INC.	$40.9M	67,444	+1,332	ADD
258	Tidal Investments LLC	$40.2M	69,621	+5,404	ADD
259	PFG Advisors	$40.1M	69,419	+222	ADD
260	Richmond Investment Services, LLC	$40.0M	69,268	+2,061	ADD
261	One Capital Management, LLC	$40.0M	69,274	+845	ADD
262	Virtus Wealth Solutions LLC	$39.8M	68,870	−20,203	TRIM
263	Goldstone Financial Group, LLC	$39.7M	68,728	+3,934	ADD
264	BAILARD, INC.	$39.6M	68,691	−152,231	TRIM
265	AKUNA SECURITIES LLC	$39.4M	68,329	+68,329	NEW
266	Y.D. More Investments Ltd	$39.0M	67,694	−35,226	TRIM
267	FF Advisors,LLC	$39.0M	59,875	+722	ADD
268	Private Advisory Group LLC	$38.9M	67,348	−2,686	TRIM
269	Peak Planning Group, LLC	$38.8M	67,158	+3,956	ADD
270	Aft, Forsyth & Sober, LLC	$38.7M	67,125	0	NO CHANGE
271	SANDERS MORRIS HARRIS LLC	$38.3M	66,421	+6,521	ADD
272	LODESTAR PRIVATE ASSET MANAGEMENT LLC	$37.8M	65,527	−663	TRIM
273	Madrona Financial Services, LLC	$37.7M	65,335	−7,638	TRIM
274	THRYVE WEALTH MANAGEMENT LLC	$37.4M	64,833	−1,125	TRIM
275	Mesirow Financial Investment Management, Inc.	$37.4M	64,706	+35,147	ADD
276	IFG Advisors, LLC	$37.3M	64,660	−40	TRIM
277	Gratus Wealth Advisors, LLC	$37.0M	64,114	−4,141	TRIM
278	Altus Wealth Management, LLC	$36.9M	63,964	−425	TRIM
279	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$36.9M	63,883	−415	TRIM
280	QVT Financial LP	$36.6M	63,495	+20,685	ADD
281	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$36.5M	62,394	+1,676	ADD
282	ING GROEP NV	$36.0M	62,369	0	NO CHANGE
283	Chokshi & Queen Wealth Advisors, Inc	$36.0M	62,366	+777	ADD
284	RFG HOLDINGS, INC.	$35.8M	62,053	−21,847	TRIM
285	Dynamic Advisor Solutions LLC	$35.6M	61,706	−4,785	TRIM
286	Georgetown University	$35.6M	61,696	+79	ADD
287	Certified Advisory Corp	$35.6M	61,687	+1,030	ADD
288	Pine Valley Investments Ltd Liability Co	$35.4M	61,365	+12,400	ADD
289	Pilgrim Partners Asia Pte Ltd	$35.3M	61,200	−5,000	TRIM
290	CARNEGIE MELLON UNIVERSITY	$35.3M	61,106	0	NO CHANGE
291	First Heartland Consultants, Inc.	$35.1M	60,777	−13,142	TRIM
292	Bleakley Financial Group, LLC	$35.1M	60,737	−23,063	TRIM
293	Pentwater Capital Management LP	$34.6M	60,000	+60,000	NEW
294	SUMMIT SECURITIES GROUP LLC	$34.6M	59,908	+59,907	ADD
295	Defiance ETFs, LLC	$34.5M	59,830	+59,830	NEW
296	Texas Yale Capital Corp.	$34.5M	59,807	+347	ADD
297	NWAM LLC	$34.3M	59,489	−5,711	TRIM
298	Circle Wealth Management, LLC	$34.2M	59,281	+1,190	ADD
299	KCM INVESTMENT ADVISORS LLC	$34.1M	59,124	+399	ADD
300	Geneos Wealth Management Inc.	$34.0M	58,980	−10,000	TRIM
301	StoryOne LLC	$34.0M	0	0	NO CHANGE
302	Connecticut Wealth Management, LLC	$34.0M	58,863	+1,019	ADD
303	BENJAMIN EDWARDS INC	$33.9M	58,770	+2,415	ADD
304	Blue Zone Wealth Advisors, LLC	$33.8M	58,570	+9,553	ADD
305	Valence8 US LP	$33.7M	58,448	−10,340	TRIM
306	Savant Capital, LLC	$33.6M	58,258	+1,165	ADD
307	Roundview Capital LLC	$33.4M	57,819	+675	ADD
308	CHOREO, LLC	$33.2M	57,460	+4,302	ADD
309	OLD NATIONAL BANCORP /IN/	$33.1M	57,268	+51,318	ADD
310	Northern Capital Management, Inc.	$33.0M	57,252	+126	ADD
311	Snowden Capital Advisors LLC	$33.0M	57,163	+2,706	ADD
312	Royal Fund Management, LLC	$32.9M	56,848	+863	ADD
313	Neuberger Berman Group LLC	$32.8M	56,914	+2,447	ADD
314	Larson Financial Group LLC	$32.8M	56,891	−18,071	TRIM
315	TCM Advisors, LLC	$32.7M	56,644	+1,099	ADD
316	Aptus Capital Advisors, LLC	$32.7M	56,616	−118,082	TRIM
317	CALTON & ASSOCIATES, INC.	$32.6M	56,430	−2,941	TRIM
318	OneDigital Investment Advisors LLC	$32.5M	56,269	+1,845	ADD
319	MONETA GROUP INVESTMENT ADVISORS LLC	$32.0M	55,406	+5,324	ADD
320	Callan Family Office, LLC	$32.0M	55,400	+1,195	ADD
321	DHJJ Financial Advisors, Ltd.	$31.9M	55,355	−402	TRIM
322	Clearstead Advisors, LLC	$31.9M	55,187	+33,378	ADD
323	Newbrook Capital Advisors LP	$31.8M	55,160	+55,160	NEW
324	StoneX Group Inc.	$31.8M	55,128	+20,819	ADD
325	Regal Investment Advisors LLC	$31.7M	54,916	−669	TRIM
326	Transamerica Financial Advisors, LLC	$31.6M	54,744	−6,296	TRIM
327	Clarity Wealth Advisors, LLC	$31.5M	54,558	+170	ADD
328	AJ Advisors, LLC	$31.5M	54,509	+2,117	ADD
329	Avestar Capital, LLC	$31.5M	54,498	+5,943	ADD
330	Canal Capital Management, LLC	$31.3M	54,306	+42,163	ADD
331	Obermeyer Wealth Partners	$31.3M	54,214	+8,416	ADD
332	AtlasMark Financial, Inc	$31.3M	50,930	—	NO PRIOR
333	HBW ADVISORY SERVICES LLC	$31.0M	53,779	−2,756	TRIM
334	Financiere des Professionnels - Fonds d'investissement inc.	$30.7M	53,250	−17,500	TRIM
335	Commonwealth Financial Services, LLC	$30.5M	52,760	−2,588	TRIM
336	Itau Unibanco Holding S.A.	$30.4M	52,645	+49,635	ADD
337	Sovereign Investment Advisors, LLC	$30.2M	52,366	+2,063	ADD
338	INVESTMENT ADVISORY SERVICES INC /TX /ADV	$30.1M	52,157	−1,076	TRIM
339	EXCHANGE TRADED CONCEPTS, LLC	$30.1M	52,097	+52,054	ADD
340	Wilmar Advisors LLC	$30.0M	52,000	−7,000	TRIM
341	Wealthspire Retirement, LLC	$30.0M	51,995	+1,176	ADD
342	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$29.9M	51,756	−788	TRIM
343	PINKERTON WEALTH, LLC	$29.9M	48,628	+3,760	ADD
344	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.8M	51,683	+18,122	ADD
345	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$29.8M	51,584	−380	TRIM
346	Seal Cove Capital, LLC	$29.6M	51,363	—	NO PRIOR
347	Wilmington Savings Fund Society, FSB	$29.6M	51,312	−1,393	TRIM
348	Braeburn Wealth Management LLC	$29.4M	50,894	−3,289	TRIM
349	Onyx Bridge Wealth Group LLC	$29.4M	50,887	−58	TRIM
350	Scott Capital Advisors, LLC	$29.3M	48,005	+1,879	ADD
351	Humankind Investments LLC	$29.3M	50,700	−35,875	TRIM
352	Kovack Advisors, Inc.	$29.0M	49,860	−5,137	TRIM
353	Balance Wealth Partners LLC	$28.8M	49,973	+4,124	ADD
354	INSIGNEO ADVISORY SERVICES, LLC	$28.8M	49,920	−5,203	TRIM
355	Harfst & Associates, Inc.	$28.7M	49,811	−1,408	TRIM
356	JMAC ENTERPRISES LLC	$28.7M	49,693	+172	ADD
357	KWMG, LLC	$28.6M	49,618	+670	ADD
358	Financial Engines Advisors L.L.C.	$28.4M	49,264	−4,231	TRIM
359	PKS Advisory Services, LLC	$28.4M	49,186	+1,752	ADD
360	Amplius Wealth Advisors, LLC	$28.3M	49,071	+4,006	ADD
361	Cerro Pacific Wealth Advisors LLC	$28.3M	49,061	+2,403	ADD
362	MBE Wealth Management, LLC	$28.3M	49,015	+459	ADD
363	Conservest Capital Advisors, Inc.	$28.2M	48,837	+985	ADD
364	Cercano Management LLC	$28.1M	48,739	0	NO CHANGE
365	BANTA ASSET MANAGEMENT LP	$28.1M	48,671	−106	TRIM
366	AXXCESS WEALTH MANAGEMENT, LLC	$28.1M	48,641	−4,133	TRIM
367	Coyle Financial Counsel LLC	$28.0M	48,506	+2,534	ADD
368	Amundi	$27.9M	48,422	+1,801	ADD
369	CCG WEALTH MANAGEMENT, LLC	$27.9M	48,406	+30,420	ADD
370	Orion Porfolio Solutions, LLC	$27.8M	48,185	−73,075	TRIM
371	BostonPremier Wealth LLC	$27.7M	47,981	+1,280	ADD
372	GC Wealth Management RIA, LLC	$27.7M	47,935	+7,753	ADD
373	Integrated Advisors Network LLC	$27.7M	47,919	−8,915	TRIM
374	Horizon Wealth Management, LLC	$27.2M	47,188	−24,696	TRIM
375	SCS Capital Management LLC	$27.2M	47,116	−3,928	TRIM
376	PRINCIPAL SECURITIES, INC.	$27.0M	46,772	+2,238	ADD
377	Triton Wealth Management, PLLC	$27.0M	45,929	+4,023	ADD
378	Chicago Partners Investment Group LLC	$26.9M	41,090	+1,078	ADD
379	Darrow Company, Inc.	$26.9M	46,717	+457	ADD
380	Sanchez Wealth Management Group	$26.8M	46,478	−334	TRIM
381	Ausdal Financial Partners, Inc.	$26.8M	46,392	−11,031	TRIM
382	Hudock, Inc.	$26.7M	46,287	+172	ADD
383	Diesslin Group, Inc.	$26.7M	46,232	−208	TRIM
384	Fortis Group Advisors, LLC	$26.6M	39,825	−4,319	TRIM
385	BEACON FINANCIAL PLANNING, INC	$26.5M	45,953	+7,505	ADD
386	FLPUTNAM INVESTMENT MANAGEMENT CO	$26.5M	45,890	−542	TRIM
387	Sachetta, LLC	$26.3M	45,587	+1,429	ADD
388	Apella Capital, LLC	$26.1M	40,291	+4,572	ADD
389	Evolution Wealth Advisors, LLC	$26.1M	45,157	+349	ADD
390	WealthCare Investment Partners, LLC	$26.0M	44,234	−302	TRIM
391	Banco Santander, S.A.	$26.0M	44,983	−7,750	TRIM
392	Ellis Investment Partners, LLC	$25.8M	44,761	−815	TRIM
393	BALANCED WEALTH GROUP LLC	$25.7M	44,576	−2,623	TRIM
394	New Perspectives, Inc	$25.7M	44,498	−608	TRIM
395	Bridgewater Advisors Inc.	$25.5M	35,708	−8,955	TRIM
396	Capital Advisors Wealth Management, LLC	$25.5M	44,164	−2,603	TRIM
397	JT Stratford LLC	$25.2M	43,658	+3,774	ADD
398	Foster Victor Wealth Advisors, LLC	$25.1M	39,977	−33,772	TRIM
399	Schonfeld Strategic Advisors LLC	$25.1M	43,405	+20,874	ADD
400	MidFirst Bank	$24.9M	43,156	+2,375	ADD
401	SCHRODER INVESTMENT MANAGEMENT GROUP	$24.9M	44,590	−83,762	TRIM
402	CRA Financial Services, LLC	$24.8M	43,016	+281	ADD
403	Ally Financial Inc.	$24.8M	43,000	+43,000	NEW
404	KilterHowling LLC	$24.7M	42,868	−25	TRIM
405	PRUDENT INVESTORS NETWORK, INC.	$24.6M	42,640	+1,160	ADD
406	Shulman DeMeo Asset Management LLC	$24.6M	42,599	−729	TRIM
407	Warwick Investment Management, Inc.	$24.5M	42,464	−174	TRIM
408	Cynosure Group, LLC	$24.5M	42,413	+29,348	ADD
409	Robertson Stephens Wealth Management, LLC	$24.3M	42,186	+941	ADD
410	TruWealth Advisors, LLC	$24.3M	42,058	+233	ADD
411	KINTRA WEALTH, LLC	$24.1M	41,809	+40,428	ADD
412	EAGLE GLOBAL ADVISORS LLC	$24.1M	41,675	−1,760	TRIM
413	Cornerstone Wealth Management, LLC	$24.0M	41,583	+565	ADD
414	Freestone Capital Holdings, LLC	$23.8M	41,267	+2,594	ADD
415	Clear Creek Financial Management, LLC	$23.7M	41,106	−7,925	TRIM
416	Nuveen, LLC	$23.7M	41,200	+200	ADD
417	RFG Advisory, LLC	$23.7M	40,994	−6,908	TRIM
418	FIRST NATIONAL BANK OF OMAHA	$23.6M	41,930	+32	ADD
419	Asset Management Group, Inc.	$23.3M	40,301	+2	ADD
420	OPPENHEIMER ASSET MANAGEMENT INC.	$23.1M	39,982	+39,982	NEW
421	MGO ONE SEVEN LLC	$23.1M	39,965	−1,870	TRIM
422	Institute for Wealth Management, LLC.	$23.0M	39,873	+13,265	ADD
423	Foster Group, Inc.	$23.0M	39,765	−3,377	TRIM
424	Asset One Wealth Management LLC	$22.9M	35,602	−7,470	TRIM
425	Capital Management Associates, Inc	$22.9M	39,668	+68	ADD
426	Vontobel Holding Ltd.	$22.8M	39,502	+197	ADD
427	Family Capital Management, Inc.	$22.7M	39,287	+2,424	ADD
428	Ashton Thomas Private Wealth, LLC	$22.6M	39,218	−1,409	TRIM
429	BAR HARBOR WEALTH MANAGEMENT	$22.6M	39,161	+2,761	ADD
430	WASHBURN CAPITAL MANAGEMENT, INC.	$22.6M	39,089	−891	TRIM
431	PFG Investments, LLC	$22.5M	38,993	+1,558	ADD
432	Wedmont Private Capital	$22.4M	36,981	+10,632	ADD
433	PETERSON WEALTH MANAGEMENT	$22.3M	38,680	+250	ADD
434	Cassaday & Co Wealth Management LLC	$22.3M	38,552	−312	TRIM
435	STEINBERGANNA WEALTH MANAGEMENT	$22.1M	38,285	+1,604	ADD
436	SAM Advisors, LLC	$22.1M	38,267	+343	ADD
437	Parisi Gray Wealth Management	$22.0M	38,191	−3,577	TRIM
438	Retirement Planning Group, LLC	$21.8M	37,789	−3,458	TRIM
439	GRANVILLE CAPITAL, INC.	$21.7M	37,610	+2,372	ADD
440	PGIM Custom Harvest LLC	$21.7M	37,579	−321	TRIM
441	Penobscot Investment Management Company, Inc.	$21.6M	37,340	−296	TRIM
442	Joel Isaacson & Co., LLC	$21.5M	37,304	+1,271	ADD
443	Wealth Management Partners, LLC	$21.5M	37,302	−2,481	TRIM
444	Pioneer Family Office, LLC	$21.4M	37,158	—	NO PRIOR
445	FOUNDERS FINANCIAL SECURITIES LLC	$21.4M	35,004	−602	TRIM
446	Green Ridge Wealth Planning LLC	$21.3M	36,893	+353	ADD
447	Platt Investment Counsel, LLC	$21.3M	36,877	−5,878	TRIM
448	Antonelli Financial Advisors, LLC	$21.3M	36,830	−6,562	TRIM
449	Kelsey Financial, LLC	$21.1M	36,630	+4,943	ADD
450	Savvy Advisors, Inc.	$20.8M	35,991	−675	TRIM
451	Bison Wealth, LLC	$20.8M	29,052	−1,375	TRIM
452	Connective Capital Management, LLC	$20.7M	35,795	+3,101	ADD
453	Sovereign Financial Group, Inc.	$20.6M	35,716	−86	TRIM
454	Three Bridge Wealth Advisors, LLC	$20.6M	35,696	+916	ADD
455	MISSION WEALTH MANAGEMENT, LP	$20.5M	35,595	+619	ADD
456	Ballentine Partners, LLC	$20.4M	35,264	+5,987	ADD
457	KPP Advisory Services LLC	$20.2M	35,066	−5,515	TRIM
458	Advisors Capital Management, LLC	$20.2M	34,988	+14,253	ADD
459	Pine Harbor Wealth Management, LLC	$20.2M	34,975	+13	ADD
460	Summit Wealth Partners, LLC	$20.0M	34,730	+445	ADD
461	Truvestments Capital LLC	$20.0M	34,638	−991	TRIM
462	Tradition Wealth Management, LLC	$20.0M	34,600	−79	TRIM
463	E&G Advisors, LLC	$19.9M	34,487	+3,356	ADD
464	Marshall Financial Group, LLC	$19.8M	34,372	+7,371	ADD
465	Garde Capital, Inc.	$19.7M	34,131	+69	ADD
466	CV Advisors LLC	$19.6M	33,940	−310	TRIM
467	Trinity Wealth Management, LLC	$19.6M	33,923	−9,424	TRIM
468	Gouws Capital LLC	$19.5M	33,808	−315	TRIM
469	Capula Management Ltd	$19.5M	33,752	−42,843	TRIM
470	Granite Harbor Advisors, Inc.	$19.4M	33,616	−696	TRIM
471	ASSETMARK, INC	$19.4M	33,568	+651	ADD
472	PW Nova Financial Services LLC	$19.4M	33,535	—	NO PRIOR
473	FFT WEALTH MANAGEMENT LLC	$19.3M	33,383	+5,805	ADD
474	HUB Investment Partners, LLC	$19.2M	33,231	+3,141	ADD
475	NINE MASTS CAPITAL Ltd	$19.1M	33,106	—	n/c
476	EVERGREEN CAPITAL MANAGEMENT LLC	$19.1M	33,105	−977	TRIM
477	B. Riley Wealth Advisors, Inc.	$19.1M	34,207	−11,771	TRIM
478	Avondale Wealth Management	$19.1M	33,031	+2,009	ADD
479	WCG Wealth Advisors LLC	$19.0M	32,931	+316	ADD
480	D'Orazio & Associates, Inc.	$18.9M	32,699	+1,510	ADD
481	Quattro Advisors LLC	$18.9M	32,675	+776	ADD
482	JB Capital LLC	$18.8M	32,563	+711	ADD
483	ALBION FINANCIAL GROUP /UT	$18.8M	32,515	+1,290	ADD
484	Gladstone Institutional Advisory LLC	$18.7M	32,422	−715	TRIM
485	Momentum Wealth Planning, LLC	$18.7M	32,372	+572	ADD
486	Global Wealth Management Investment Advisory, Inc.	$18.7M	32,341	−125	TRIM
487	Red Wave Investments LLC	$18.5M	32,080	−823	TRIM
488	Syntegra Private Wealth Group, LLC	$18.5M	32,067	−36	TRIM
489	Cannon Capital Management, Inc.	$18.5M	32,026	+2,204	ADD
490	LMR Partners LLP	$18.5M	32,001	−223,608	TRIM
491	Financial Guidance Group, Inc.	$18.4M	31,797	+1,009	ADD
492	Destiny Capital Corp/CO	$18.3M	31,713	−553	TRIM
493	Focus Partners Advisor Solutions, LLC	$18.2M	31,591	−2,561	TRIM
494	Koshinski Asset Management, Inc.	$18.2M	31,498	+246	ADD
495	CAPSTONE INVESTMENT ADVISORS, LLC	$18.2M	31,488	+28,916	ADD
496	Powell Investment Advisors, LLC	$18.2M	31,469	−95	TRIM
497	Asset Allocation Strategies LLC	$18.1M	31,432	+629	ADD
498	Chaney Capital Management, Inc.	$18.1M	31,405	+1,171	ADD
499	David J Yvars Group	$18.1M	31,313	−118	TRIM
500	Migdal Insurance & Financial Holdings Ltd.	$18.0M	31,221	+31,221	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · QQQ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $85.8M held
Trimming: 2 Tudor Investment Corp, Moore Capital Management $140M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · INVESCO QQQ TR

Merged timeline of congressional filings and notable-manager moves on QQQ
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+44,476 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−361,434 sh
2026-05-15	Moore Capital Management 13F	EXIT	−40,438 sh
2026-05-14	Caxton Associates 13F	NEW	+590 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed QQQ — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).