QQQM — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026

Name: Who Owns QQQM? 74 Institutions Hold $509M (Q3 2026)
Creator: ko.io

Who owns Invesco Exch Traded Fd Tr II (QQQM)? 74 institutions reported holding $508.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($85.2M), Farther Finance Advisors, LLC ($42.9M), Whitaker-Myers Wealth Managers, LTD. ($40.6M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$85.2M	279,532	Added
2	Farther Finance Advisors, LLC	$42.9M	140,911	Trimmed
3	Whitaker-Myers Wealth Managers, LTD.	$40.6M	133,319	Added
4	Global Wealth Strategies & Associates	$36.4M	119,428	Added
5	JP Wealth Management, Inc.	$35.5M	116,619	Added
6	Ayalon Insurance Comp Ltd.	$31.3M	102,632	Added
7	CoreCap Advisors, LLC	$23.8M	78,010	Added
8	Galvin, Gaustad & Stein, LLC	$18.9M	61,943	Added
9	Central Pacific Bank - Trust Division	$14.6M	47,830	Added
10	Baring Financial LLC	$14.1M	46,144	Added
11	Financial Enhancement Group LLC	$13.7M	43,816	Added
12	Prota Financial, LLC	$12.2M	39,914	Added
13	Wealth Group Ltd	$11.9M	38,644	Added
14	BOYUM WEALTH ARCHITECTS LLC	$11.8M	38,081	Added
15	First Heartland Consultants, Inc.	$9.5M	31,092	Added
16	Worth Asset Management, LLC	$8.9M	29,248	Trimmed
17	Cooper Financial Group	$8.5M	27,994	Added
18	Echo45 Advisors LLC	$8.4M	27,552	Added
19	YHB Investment Advisors, Inc.	$6.8M	22,352	Added
20	TOTH FINANCIAL ADVISORY CORP	$6.3M	20,796	Trimmed
21	Prism Advisors, Inc.	$6.0M	19,638	Trimmed
22	Avidian Wealth Enterprises, LLC	$5.8M	18,875	Added
23	Family Legacy Financial Solutions, LLC	$4.8M	15,775	Added
24	Elm3 Financial Group, LLC	$4.6M	15,060	Added
25	Valeo Financial Advisors, LLC	$4.2M	13,720	Added

Source: SEC Form 13F filings · as of 2026-09-30