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 4,072 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$58,004
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
100
shares
|
$58,004
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
99
shares
|
$57,424
0.01% of portfolio
|
Q1 2024
Reduced 82.57%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
98
shares
|
$56,844
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
96
shares
|
$55,684
0.01% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95
shares
|
$55,104
0.03% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
93
shares
|
$53,944
0.02% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
91
shares
|
$52,784
0.04% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
91
shares
|
$52,784
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
91
shares
|
$52,784
0.03% of portfolio
|
Q2 2025
Reduced 92.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
88
shares
|
$51,044
0.01% of portfolio
|
Q4 2022
Added 23.94%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
85
shares
|
$49,304
0.01% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
78
shares
|
$45,243
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
77
shares
|
$44,663
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
75
shares
|
$43,503
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
74
shares
|
$42,923
0.03% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
74
shares
|
$42,923
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
74
shares
|
$42,923
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$42,343
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
73
shares
|
$42,343
0.01% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$41,763
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
72
shares
|
$41,763
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
68
shares
|
$39,443
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
63
shares
|
$36,543
0.02% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
59
shares
|
$34,222
0.02% of portfolio
|
Q2 2025
New holding
|