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 |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
215
shares
|
$120,668
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
213
shares
|
$119,546
0.02% of portfolio
|
Q3 2022
Added 60.15%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
210
shares
|
$117,862
0.05% of portfolio
|
Q2 2025
Added 47.89%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
210
shares
|
$117,862
0.12% of portfolio
|
Q1 2025
Reduced 99.12%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
208
shares
|
$116,740
0.04% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
208
shares
|
$116,740
0.04% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
207
shares
|
$116,178
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
203
shares
|
$113,933
0.05% of portfolio
|
Q4 2024
Added 222.22%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
203
shares
|
$113,933
0.09% of portfolio
|
Q4 2024
Added 2155.56%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
201
shares
|
$112,811
0.01% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
200
shares
|
$112,250
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Nokomis Capital, L.L.C.
Dallas, TX |
May 15, 2025 Q1 2025 |
200
shares
|
$112,250
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$112,250
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
200
shares
|
$112,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
192
shares
|
$107,760
0.09% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
190
shares
|
$106,637
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
190
shares
|
$106,637
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
187
shares
|
$104,953
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
183
shares
|
$102,708
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
177
shares
|
$99,341
0.0% of portfolio
|
Q1 2025
Reduced 72.21%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
175
shares
|
$98,218
0.01% of portfolio
|
Q2 2023
Reduced 18.6%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
172
shares
|
$96,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$94,290
0.03% of portfolio
|
Q2 2025
Reduced 85.81%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
167
shares
|
$93,728
0.05% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
165
shares
|
$92,606
0.05% of portfolio
|
Q1 2025
New holding
|