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 |
|---|---|---|---|---|---|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
508
shares
|
$299,720
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
505
shares
|
$297,950
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
505
shares
|
$297,950
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
505
shares
|
$297,950
0.15% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
504
shares
|
$297,360
0.12% of portfolio
|
Q2 2025
Added 68.56%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
504
shares
|
$297,360
0.24% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
503
shares
|
$296,770
0.19% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
502
shares
|
$296,180
0.02% of portfolio
|
Q1 2025
Added 191.86%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
502
shares
|
$296,180
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
501
shares
|
$295,590
0.04% of portfolio
|
Q4 2024
Added 70.41%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$295,000
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$295,000
0.06% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
500
shares
|
$295,000
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
500
shares
|
$295,000
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
500
shares
|
$295,000
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
500
shares
|
$295,000
0.11% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
497
shares
|
$293,230
0.06% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
497
shares
|
$293,230
0.13% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
495
shares
|
$292,050
0.09% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
495
shares
|
$292,050
0.16% of portfolio
|
Q4 2023
Reduced 24.54%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
491
shares
|
$289,690
0.17% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
491
shares
|
$289,690
0.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
490
shares
|
$289,100
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
490
shares
|
$289,100
0.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
488
shares
|
$287,920
0.11% of portfolio
|
Q2 2025
Added 23.23%
|