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 3,996 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 $177 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
365
shares
|
$204,856
0.01% of portfolio
|
Q2 2025
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
358
shares
|
$200,927
0.33% of portfolio
|
Q1 2025
Added 3.77%
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
356
shares
|
$199,805
0.06% of portfolio
|
Q4 2023
New holding
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
352
shares
|
$197,560
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
351
shares
|
$196,998
0.08% of portfolio
|
Q1 2025
Reduced 53.14%
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
341
shares
|
$191,386
0.04% of portfolio
|
Q2 2025
Added 36.95%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
339
shares
|
$190,263
0.1% of portfolio
|
Q4 2024
Added 16850.0%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
337
shares
|
$189,141
0.06% of portfolio
|
Q1 2025
Reduced 98.85%
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
328
shares
|
$184,090
0.11% of portfolio
|
Q1 2025
Added 47.75%
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
324
shares
|
$181,845
0.06% of portfolio
|
Q1 2024
Reduced 60.68%
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
320
shares
|
$179,600
0.07% of portfolio
|
Q1 2025
Reduced 44.83%
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
317
shares
|
$177,916
0.03% of portfolio
|
Q1 2025
New holding
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
315
shares
|
$176,793
0.18% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
302
shares
|
$169,497
0.06% of portfolio
|
Q2 2025
Added 4.14%
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
302
shares
|
$169,497
0.01% of portfolio
|
Q3 2024
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$168,375
0.1% of portfolio
|
Q3 2024
Added 7.14%
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
299
shares
|
$167,813
0.03% of portfolio
|
Q3 2023
Added 40.38%
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
295
shares
|
$165,568
0.14% of portfolio
|
Q1 2024
Added 31.11%
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
295
shares
|
$165,568
0.04% of portfolio
|
Q1 2025
Added 2.43%
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
292
shares
|
$163,885
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
290
shares
|
$162,762
0.05% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
288
shares
|
$161,640
0.1% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
287
shares
|
$161,078
0.06% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
285
shares
|
$159,956
0.03% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
282
shares
|
$158,272
0.03% of portfolio
|
Q2 2025
Added 9.73%
|