QBIG Institutional Ownership & Shareholders
INVESCO TOP QQQ ETF (QBIG) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Shepherd Wealth Management Ltd Liability Co is currently the largest disclosed institutional shareholder of QBIG tracked by InsiderSet, reporting ownership valued at approximately $15.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $894,076.178, representing an estimated loss of -94.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed QBIG value among the investors covered in this analysis. Major shareholders include Shepherd Wealth Management Ltd Liability Co, Atx Financial Planning, Llc, Geneos Wealth Management Inc., and several other long-term asset managers with concentrated positions in INVESCO TOP QQQ ETF (QBIG).
This page ranks the largest institutional QBIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$17.85M
Largest Holder
Shepherd Wealth Management Ltd Liability Co
Largest Position
$15.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shepherd Wealth Management Ltd Liability Co | 8.83% | 22,275 | $15,965,960 | $894,076 | -$15,071,884 | -94.40% | |
| Atx Financial Planning, Llc | 0.45% | 16,622 | $698,496 | $667,175 | -$31,321 | -4.48% | |
| Geneos Wealth Management Inc. | 0.01% | 15,660 | $610,251 | $628,563 | +$18,312 | +3.00% | |
| Summit Financial, Llc | 0.00% | 9,243 | $360,235 | $370,996 | +$10,761 | +2.99% | |
| Susquehanna International Group, Llp | 0.00% | 5,492 | $214,044 | $220,438 | +$6,394 | +2.99% |
Frequently asked questions about QBIG
Who are the largest institutional holders of QBIG?
The largest institutional holders of QBIG reported in the latest SEC Form 13F filings include Shepherd Wealth Management Ltd Liability Co, Atx Financial Planning, Llc, Geneos Wealth Management Inc., Summit Financial, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported QBIG position.
What is QBIG institutional ownership?
This page tracks QBIG positions reported by institutional investment managers through SEC Form 13F. INVESCO TOP QQQ ETF (QBIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QBIG?
InsiderSet currently tracks 5 institutional managers reporting QBIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QBIG shareholders.
How much QBIG stock do institutions own?
Institutional investment managers disclosed approximately $17.85M in QBIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QBIG institutional ownership last updated?
The latest QBIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QBIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QBIG position after the reporting date.
Are institutions buying or selling QBIG?
Institutional buying and selling can be analyzed by comparing QBIG positions across consecutive 13F reporting periods. InsiderSet's QBIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QBIG ownership changes.
How has QBIG institutional ownership changed over time?
InsiderSet tracks QBIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.