See Which Recent 13F Filers Hold QQQ But Town & Country Bank & Trust and True Vision MN Exited

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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Markets QQQ See Which Recent 13F Filers Hold QQQ But Town & Country Bank & Trust and True Vision MN Exited April 16, 2026 — 05:22 pm EDT Written by BNK Invest for BNK Invest-> At Holdings Channel, we have reviewed the latest batch of the 52 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Invesco QQQ Trust (Symbol: QQQ) was held by 35 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in QQQ positions, for this latest batch of 13F filers: FundNew Position?Change In Share CountChange In Market Value ($ in 1000's) VVR Holdings LLC Existing -7,733-$5,847Triad Wealth Partners LLC Existing -617-$761Davis Capital Management Existing +2-$35Breakthru Advisory Services LLC Existing +242+$41Quotient Wealth Partners LLC Existing +93-$14Westhampton Capital LLC Existing -8-$140Fortem Financial Group LLC Existing +2,678+$1,103Kavar Capital Partners Group LLC Existing +6-$38Aurora Private Wealth Inc. Existing -3,008-$1,806Freedom Financial Partners LLC Existing UNCH-$59CPC Advisors LLC Existing -5,757-$3,677Sterling Investment Counsel LLC Existing +411+$170Brookstone Capital Management Existing -230,607-$151,511Mountain Pacific Investment Advisers LLC Existing UNCH-$32Roble Belko & Company Inc Existing -80-$123OxenFree Capital LLC Existing -565-$222jvl associates llc Existing -744-$1,448Global Wealth Management LLC Existing -1,564-$1,250First Merchants Corp Existing -618-$427Lee Johnson Capital Management LLC Existing UNCH-$17SG Americas Securities LLC Existing -300,825+$321,402Tactive Advisors LLC Existing -1,568-$1,217Capstone Wealth Management Group LLC Existing UNCH-$22Ironwood Financial llc Existing -9-$348Warren Street Wealth Advisors LLC NEW +10,556+$6,092Smith Salley Wealth Management Existing -781-$680Upper Left Wealth Management LLC Existing +105+$37CPR Investments Inc. Existing -12,182-$7,811Cambridge Advisors Inc. Existing UNCH-$97Sunbeam Capital Management LLC Existing +200+$89Henrickson Nauta Wealth Advisors Inc. Existing +109+$3Spectrum Planning & Advisory Services Inc. Existing +1-$27Evolve Private Wealth LLC Existing -1,847-$1,394Allegheny Financial Group Existing -74-$116Stephen J. Garry & Associates LLC Existing -3-$72Aggregate Change: -554,187+$149,746 In terms of shares owned, we count 10 of the above funds having increased existing QQQ positions from 12/31/2025 to 03/31/2026, with 19 having decreased their positions and 1 new position. Worth noting is that Town & Country Bank & Trust CO dba First Bankers Trust CO, and True Vision MN LLC, included in this recent batch of 13F filers, exited QQQ common stock as of 03/31/2026. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the QQQ share count in the aggregate among all of the funds which held QQQ at the 03/31/2026 reporting period (out of the 989 we looked at in total). We then compared that number to the sum total of QQQ shares those same funds held back at the 12/31/2025 period, to see how the aggregate share count held by hedge funds has moved for QQQ. We found that between these two periods, funds reduced their holdings by 289,312 shares in the aggregate, from 8,227,394 down to 7,938,082 for a share count decline of approximately -3.52%. The overall top three funds holding QQQ on 03/31/2026 were: »FundShares of QQQ Held 1.Wealth Enhancement Advisory Services LLC 429,4632.Cohen Klingenstein LLC 308,8493.Merit Financial Group LLC 234,3354-10Find out the full Top 10 Hedge Funds Holding QQQ» We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Invesco QQQ Trust (Symbol: QQQ). 10 S&P 500 Components Hedge Funds Are Buying » Also see: Mortgage REITs Hedge Funds Are Buying SSG shares outstanding history Dividend History The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags MarketsStocksIndexes BNK Invest BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally. Mortgage REITs Hedge Funds Are Buying-> SSG shares outstanding history-> Dividend History-> More articles by this source-> Stocks mentioned QQQ More Related Articles This data feed is not available at this time. Data is currently not available • Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.
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