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 4,181 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
456
shares
|
$278,041
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
456
shares
|
$278,041
0.07% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
456
shares
|
$278,041
0.08% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
456
shares
|
$278,041
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
453
shares
|
$276,212
0.13% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
453
shares
|
$276,212
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
452
shares
|
$275,602
0.03% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
452
shares
|
$275,602
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
451
shares
|
$274,992
0.05% of portfolio
|
Q3 2025
Added 32.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
451
shares
|
$274,992
0.2% of portfolio
|
Q3 2025
Reduced 43.55%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
451
shares
|
$274,992
0.16% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
450
shares
|
$274,383
0.08% of portfolio
|
Q3 2025
Reduced 94.07%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
449
shares
|
$273,773
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
448
shares
|
$273,163
0.07% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
448
shares
|
$273,163
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
446
shares
|
$271,944
0.07% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
445
shares
|
$271,334
0.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
445
shares
|
$271,334
0.18% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
444
shares
|
$270,724
0.18% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
443
shares
|
$270,114
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
442
shares
|
$269,505
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
441
shares
|
$268,895
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
440
shares
|
$268,285
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
440
shares
|
$268,285
0.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
440
shares
|
$268,285
0.09% of portfolio
|
Q3 2024
Reduced 0.9%
|