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 3,898 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
65,796
shares
|
$30.9 Million
0.38% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
65,562
shares
|
$30.7 Million
2.65% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
65,506
shares
|
$30.7 Million
0.35% of portfolio
|
Q4 2024
Added 467.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
65,304
shares
|
$30.6 Million
0.12% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
65,297
shares
|
$30.6 Million
0.94% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
65,085
shares
|
$30.5 Million
10.81% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
65,039
shares
|
$30.5 Million
2.46% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
64,900
shares
|
$30.4 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
64,741
shares
|
$30.4 Million
2.54% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,614
shares
|
$30.3 Million
3.94% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
64,561
shares
|
$30.3 Million
1.61% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
64,499
shares
|
$30.2 Million
6.3% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
64,467
shares
|
$30.2 Million
1.1% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
64,201
shares
|
$30.1 Million
0.65% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
63,514
shares
|
$29.8 Million
9.72% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
63,349
shares
|
$29.7 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
63,074
shares
|
$29.6 Million
0.4% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
62,722
shares
|
$29.4 Million
0.76% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
62,369
shares
|
$29.2 Million
0.23% of portfolio
|
Q4 2023
Added 5.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
62,361
shares
|
$29.2 Million
0.81% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
61,597
shares
|
$28.9 Million
12.38% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
61,548
shares
|
$28.9 Million
0.78% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
61,499
shares
|
$28.8 Million
10.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
61,000
shares
|
$28.6 Million
28.84% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
60,944
shares
|
$28.6 Million
12.7% of portfolio
|
Q4 2024
Reduced 1.42%
|