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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
668
shares
|
$394,120
0.23% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
668
shares
|
$394,120
0.28% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
667
shares
|
$393,530
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
667
shares
|
$393,530
0.34% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
663
shares
|
$391,170
0.12% of portfolio
|
Q1 2022
Added 0.61%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
662
shares
|
$390,580
0.02% of portfolio
|
Q2 2024
Added 8.17%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
661
shares
|
$389,990
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
661
shares
|
$389,990
0.18% of portfolio
|
Q2 2025
Reduced 95.86%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
660
shares
|
$389,400
0.36% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
659
shares
|
$388,810
0.07% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
659
shares
|
$388,810
0.2% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
658
shares
|
$388,220
0.08% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
658
shares
|
$388,220
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
655
shares
|
$386,450
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
653
shares
|
$385,270
0.06% of portfolio
|
Q2 2025
Added 39.53%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
651
shares
|
$384,090
0.0% of portfolio
|
Q1 2025
Reduced 43.64%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
650
shares
|
$383,500
0.02% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
650
shares
|
$383,500
0.03% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
649
shares
|
$382,910
0.05% of portfolio
|
Q2 2025
Reduced 47.91%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
649
shares
|
$382,910
0.22% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
649
shares
|
$382,910
0.18% of portfolio
|
Q2 2025
Reduced 98.29%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
648
shares
|
$382,320
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
648
shares
|
$382,320
0.29% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
647
shares
|
$381,730
0.02% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
646
shares
|
$381,140
0.07% of portfolio
|
Q4 2024
New holding
|