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Security record · archived quarter

QQQ

Invesco QQQ Trust, Series 1 · Financial Services · Asset Management

710.72 +0.6% mkt cap $506.41B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
-2Δ holders
4.90MShares held
$2.39BReported value
+0New positions
−2Exits
Strongly Falling Conviction score 18/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -18.2% · share flow -24.1% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 124 +6 150.79M $110.94B +10 −4
Q1 2026 119 -2 146.04M $83.94B +3 −5
Q4 2025 121 0 162.21M $86.61B +1 −1
Q3 2025 16 +1 47.47M $28.50B +2 −1
Q2 2025 12 -3 4.50M $2.48B −3
Q1 2025 12 +2 8.32M $3.90B +3 −1
Q4 2024 10 +1 5.28M $2.70B +1
Q3 2024 9 -2 4.90M $2.39B −2
Q2 2024 11 6.45M $3.09B
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fisher Asset Management 1.82M -3.7% $887.01M 0.4% ▼ Trim 2 SEC ↗
2 T. Rowe Price 1.63M +41135.8% $796.38M 0.1% ▲ Add 2 SEC ↗
3 Two Sigma Investments 798.45K -14.7% $389.70M 0.9% ▼ Trim 2 SEC ↗
4 Millennium Management 293.81K +206.9% $143.40M 0.1% ▲ Add 2 SEC ↗
5 Citadel Advisors 292.66K -91.1% $142.84M 0.2% ▼ Trim 2 SEC ↗
6 AQR Capital Management 39.01K +224.0% $19.04M 0.0% ▲ Add 2 SEC ↗
7 AQR Capital Management 39.01K +224.0% $19.04M 0.0% ▲ Add 2 SEC ↗
8 GAMCO Investors 9.65K 0.0% $4.71M 0.0% Held 2 SEC ↗
9 Marshall Wace 8.70K +87.7% $4.24M 0.0% ▲ Add 2 SEC ↗
10 Gotham Asset Management 7.15K +8.5% $3.49M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

D. E. Shaw & Co. $89.59M was 0.1%
Point72 Asset Management $1.20M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,782 holders, 230.98M shares, $124.77B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API