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Security record · archived quarter

QQQ

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

711.38 +0.1% mkt cap $506.88B quote delayed (FMP) · as of Aug 26 14:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
-3Δ holders
4.50MShares held
$2.48BReported value
+0New positions
−3Exits
Strongly Falling Conviction score 14/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -20.0% · share flow -30.0% · 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 Q2 2025

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 · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fisher Asset Management 1.45M -4.5% $799.06M 0.3% ▼ Trim 5 SEC ↗
2 Two Sigma Investments 1.34M +47.6% $739.05M 1.4% ▲ Add 5 SEC ↗
3 Fidelity (FMR) 781.40K $431.05M 0.0% n/c 1 SEC ↗
4 Fidelity (FMR) 781.40K $431.05M 0.0% n/c 1 SEC ↗
5 Millennium Management 347.84K -57.4% $191.88M 0.2% ▼ Trim 5 SEC ↗
6 Citadel Advisors 208.87K -91.4% $115.22M 0.1% ▼ Trim 5 SEC ↗
7 Citadel Advisors 208.87K -91.4% $115.22M 0.1% ▼ Trim 5 SEC ↗
8 AQR Capital Management 142.42K +28.6% $78.57M 0.1% ▲ Add 5 SEC ↗
9 AQR Capital Management 142.42K +28.6% $78.57M 0.1% ▲ Add 5 SEC ↗
10 AQR Capital Management 142.42K +28.6% $78.57M 0.1% ▲ Add 5 SEC ↗
11 BlackRock (passive) 99.44K $54.85M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 99.44K $54.85M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 99.44K $54.85M 0.0% n/c 1 SEC ↗
14 Gotham Asset Management 49.36K +109.8% $27.23M 0.2% ▲ Add 5 SEC ↗
15 Renaissance Technologies 46.10K +93.7% $25.43M 0.0% ▲ Add 2 SEC ↗
16 The Vanguard Group (passive) 20.19K $11.14M 0.0% n/c 1 SEC ↗
17 The Vanguard Group (passive) 20.19K $11.14M 0.0% n/c 1 SEC ↗
18 GAMCO Investors 16.15K +67.3% $8.91M 0.1% ▲ Add 5 SEC ↗
19 T. Rowe Price 3.19K -99.8% $1.76M 0.0% ▼ Trim 5 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

Altimeter Capital $463.29M was 9.3%
D. E. Shaw & Co. $32.50M was 0.0%
Point72 Asset Management $3.77M 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: Q2 2025 · Methodology · Get this via the API