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 4,095 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 $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,016
shares
|
$599,440
0.22% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Aug 11, 2025 Q2 2025 |
1,015
shares
|
$598,850
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,014
shares
|
$598,260
0.17% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,014
shares
|
$598,260
0.45% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,012
shares
|
$597,080
0.16% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,011
shares
|
$596,490
0.06% of portfolio
|
Q2 2025
Added 31.98%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
1,011
shares
|
$596,490
0.13% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,011
shares
|
$596,490
0.07% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
1,011
shares
|
$596,490
0.33% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,010
shares
|
$595,900
0.19% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,007
shares
|
$594,130
0.24% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
1,006
shares
|
$593,540
0.21% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
1,005
shares
|
$592,950
0.01% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,004
shares
|
$592,360
0.1% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,003
shares
|
$591,770
0.23% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
1,003
shares
|
$591,770
0.08% of portfolio
|
Q2 2025
Reduced 71.19%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,002
shares
|
$591,180
0.28% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Gruss & Co., LLC
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$590,000
2.58% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
997
shares
|
$588,230
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
996
shares
|
$587,640
22.46% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
992
shares
|
$585,280
0.23% of portfolio
|
Q2 2022
Added 3.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
990
shares
|
$584,100
0.37% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
989
shares
|
$583,510
0.03% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
987
shares
|
$582,330
0.33% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
984
shares
|
$580,560
0.17% of portfolio
|
Q2 2025
Reduced 13.99%
|