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 4,176 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $153 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
56,365
shares
|
$34.5 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
56,353
shares
|
$34.5 Million
3.07% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
55,968
shares
|
$34.2 Million
0.4% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,847
shares
|
$34.2 Million
3.2% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
55,828
shares
|
$34.1 Million
2.11% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
55,639
shares
|
$34 Million
5.72% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
55,344
shares
|
$33.9 Million
6.24% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
55,125
shares
|
$33.7 Million
2.0% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
54,753
shares
|
$33.5 Million
0.99% of portfolio
|
Q2 2025
Added 39.4%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
54,606
shares
|
$33.4 Million
7.38% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
54,548
shares
|
$33.4 Million
8.93% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
54,103
shares
|
$33.1 Million
18.75% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
54,076
shares
|
$33.1 Million
0.06% of portfolio
|
Q2 2025
Added 113.0%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
53,883
shares
|
$33 Million
10.99% of portfolio
|
Q2 2025
Added 139.08%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
53,836
shares
|
$32.9 Million
0.74% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Oct 16, 2025 Q3 2025 |
53,829
shares
|
$32.9 Million
10.59% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
53,751
shares
|
$32.9 Million
3.55% of portfolio
|
Q2 2025
Added 1112.79%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
53,530
shares
|
$32.7 Million
3.13% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
53,353
shares
|
$32.6 Million
0.67% of portfolio
|
Q1 2025
Added 286.62%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
53,057
shares
|
$32.5 Million
2.08% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
53,039
shares
|
$32.4 Million
1.37% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
53,015
shares
|
$32.4 Million
10.54% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
52,984
shares
|
$32.4 Million
6.12% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
52,981
shares
|
$32.4 Million
0.02% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
52,615
shares
|
$32.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.03%
|