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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
471
shares
|
$277,890
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
470
shares
|
$277,300
0.09% of portfolio
|
Q2 2025
Added 32.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
470
shares
|
$277,300
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
469
shares
|
$276,710
0.06% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
468
shares
|
$276,120
0.06% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
467
shares
|
$275,530
0.15% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
466
shares
|
$274,940
0.06% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
466
shares
|
$274,940
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
466
shares
|
$274,940
0.19% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
465
shares
|
$274,350
0.03% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
464
shares
|
$273,760
0.06% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
463
shares
|
$273,170
0.02% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
463
shares
|
$273,170
0.13% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
463
shares
|
$273,170
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
461
shares
|
$271,990
0.01% of portfolio
|
Q2 2025
Reduced 45.12%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
461
shares
|
$271,990
0.14% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
460
shares
|
$271,400
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
459
shares
|
$270,810
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
457
shares
|
$269,630
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
457
shares
|
$269,630
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
456
shares
|
$269,040
0.06% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
456
shares
|
$269,040
0.05% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
456
shares
|
$269,040
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
452
shares
|
$266,680
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
452
shares
|
$266,680
0.06% of portfolio
|
Q2 2025
New holding
|