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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
27,110
shares
|
$15.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
27,106
shares
|
$15.7 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
27,092
shares
|
$15.7 Million
1.36% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
27,052
shares
|
$15.7 Million
1.03% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
27,024
shares
|
$15.7 Million
5.44% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
26,770
shares
|
$15.5 Million
0.62% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
26,745
shares
|
$15.5 Million
6.47% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
26,735
shares
|
$15.5 Million
4.54% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
26,725
shares
|
$15.5 Million
0.41% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,720
shares
|
$15.5 Million
3.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
26,665
shares
|
$15.5 Million
18.48% of portfolio
|
Q2 2025
New holding
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
26,610
shares
|
$15.4 Million
9.82% of portfolio
|
Q1 2024
Added 10.03%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Aug 13, 2025 Q2 2025 |
26,600
shares
|
$15.4 Million
9.19% of portfolio
|
Q2 2025
Added 1413.94%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
26,524
shares
|
$15.4 Million
3.54% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
26,365
shares
|
$15.3 Million
9.86% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
26,364
shares
|
$15.3 Million
0.75% of portfolio
|
Q2 2025
Added 208.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
26,356
shares
|
$15.3 Million
1.88% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
26,339
shares
|
$15.3 Million
18.75% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
26,330
shares
|
$15.3 Million
4.65% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
26,322
shares
|
$15.3 Million
1.66% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
26,320
shares
|
$15.3 Million
9.17% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
26,138
shares
|
$15.2 Million
3.75% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
26,077
shares
|
$15.1 Million
0.49% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
26,054
shares
|
$15.1 Million
5.42% of portfolio
|
Q3 2023
Added 0.12%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
26,049
shares
|
$15.1 Million
2.5% of portfolio
|
Q2 2025
Reduced 6.53%
|