Institutional Ownership Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ). We have compiled data on the 4,086 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
1,547
shares
|
$897,337
0.7% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
1,541
shares
|
$893,857
0.11% of portfolio
|
Q2 2025
Reduced 40.16%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
1,540
shares
|
$893,276
0.41% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,539
shares
|
$892,696
0.02% of portfolio
|
Q2 2025
Added 35.48%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,539
shares
|
$892,696
0.47% of portfolio
|
Q2 2025
Added 181.35%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,538
shares
|
$892,116
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
1,537
shares
|
$891,536
0.47% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,536
shares
|
$890,956
0.35% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,533
shares
|
$889,216
0.1% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,529
shares
|
$886,896
0.08% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,526
shares
|
$885,156
0.09% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
1,520
shares
|
$881,675
0.31% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,517
shares
|
$879,935
0.13% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,514
shares
|
$878,195
0.1% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
1,513
shares
|
$877,615
0.47% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,512
shares
|
$877,035
0.37% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
1,509
shares
|
$875,295
0.2% of portfolio
|
Q2 2025
Added 64.74%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,509
shares
|
$875,295
0.57% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,508
shares
|
$874,715
0.08% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
1,508
shares
|
$874,715
0.23% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,507
shares
|
$874,135
0.09% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
1,505
shares
|
$872,975
0.71% of portfolio
|
Q2 2025
Added 85.34%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$872,395
0.35% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,504
shares
|
$872,395
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
1,500
shares
|
$870,074
0.09% of portfolio
|
Q2 2025
Reduced 0.86%
|