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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
440
shares
|
$268,285
0.17% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
439
shares
|
$267,675
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
437
shares
|
$266,456
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
436
shares
|
$265,846
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
435
shares
|
$265,236
0.15% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
435
shares
|
$265,236
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
434
shares
|
$264,627
0.03% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
433
shares
|
$264,017
0.05% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
432
shares
|
$263,407
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
431
shares
|
$262,797
0.15% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
431
shares
|
$262,797
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
431
shares
|
$262,797
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
431
shares
|
$262,797
0.11% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
431
shares
|
$262,797
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
430
shares
|
$262,188
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
429
shares
|
$261,578
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Apr 29, 2025 Q1 2025 |
428
shares
|
$260,968
13.87% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
427
shares
|
$260,358
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
427
shares
|
$260,358
0.2% of portfolio
|
Q2 2025
Reduced 62.35%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
426
shares
|
$259,749
0.07% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
426
shares
|
$259,749
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
426
shares
|
$259,749
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
425
shares
|
$259,139
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
425
shares
|
$259,139
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
425
shares
|
$259,139
0.19% of portfolio
|
Q2 2025
New holding
|