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 4,237 institutions that hold shares in the stock, with a total of 247 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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
33,950
shares
|
$20.7 Million
9.35% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
33,861
shares
|
$20.6 Million
8.55% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,836
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,804
shares
|
$20.6 Million
1.47% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
33,802
shares
|
$20.6 Million
1.49% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
33,759
shares
|
$20.6 Million
6.5% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
33,751
shares
|
$20.5 Million
5.27% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
33,668
shares
|
$20.5 Million
11.29% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,593
shares
|
$20.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 57.12%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
33,521
shares
|
$20.4 Million
1.3% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
33,430
shares
|
$20.4 Million
7.16% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
33,371
shares
|
$20.3 Million
4.06% of portfolio
|
Q2 2024
Added 6.37%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
33,310
shares
|
$20.3 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
33,296
shares
|
$20.3 Million
2.85% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
33,282
shares
|
$20.3 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
33,136
shares
|
$20.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,105
shares
|
$20.2 Million
1.05% of portfolio
|
Q4 2023
Added 10.82%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
33,083
shares
|
$20.1 Million
9.9% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
33,052
shares
|
$20.1 Million
1.6% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
32,935
shares
|
$20.1 Million
0.51% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
32,836
shares
|
$20 Million
6.5% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
32,826
shares
|
$20 Million
3.61% of portfolio
|
Q2 2022
Added 2.44%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
32,743
shares
|
$19.9 Million
8.24% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
32,580
shares
|
$19.8 Million
0.37% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
32,566
shares
|
$19.8 Million
5.87% of portfolio
|
Q3 2025
Reduced 14.97%
|