Who holds QQQticker 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 ↗

3,088

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$115B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,367

addsholders whose share count rose or who opened the position (new + add), by shares

253

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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	—	unclassified
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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed QQQ — the congressional view ↗