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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,720
shares
|
$17.5 Million
0.97% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
28,638
shares
|
$17.4 Million
0.07% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
28,492
shares
|
$17.3 Million
4.85% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
28,413
shares
|
$17.3 Million
9.21% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28,365
shares
|
$17.3 Million
1.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
28,287
shares
|
$17.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
28,202
shares
|
$17.2 Million
1.82% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
28,186
shares
|
$17.2 Million
3.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,155
shares
|
$17.1 Million
0.04% of portfolio
|
Q2 2023
Added 2.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
28,015
shares
|
$17.1 Million
1.43% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
27,946
shares
|
$17 Million
10.35% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
27,909
shares
|
$17 Million
9.65% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
27,894
shares
|
$17 Million
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
27,851
shares
|
$17 Million
3.44% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
27,849
shares
|
$17 Million
10.69% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
27,790
shares
|
$16.9 Million
0.41% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
27,771
shares
|
$16.9 Million
1.25% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
27,765
shares
|
$16.9 Million
6.91% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
27,604
shares
|
$16.8 Million
0.96% of portfolio
|
Q3 2025
Added 86.43%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
27,427
shares
|
$16.7 Million
3.6% of portfolio
|
Q3 2025
Added 110.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
27,406
shares
|
$16.7 Million
1.3% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
27,329
shares
|
$16.6 Million
0.58% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
27,277
shares
|
$16.6 Million
0.28% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
27,255
shares
|
$16.6 Million
1.85% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
27,249
shares
|
$16.6 Million
2.23% of portfolio
|
Q3 2025
Added 5.92%
|