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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
24,698
shares
|
$15 Million
3.37% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
24,698
shares
|
$15 Million
12.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
24,635
shares
|
$15 Million
9.07% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
24,618
shares
|
$15 Million
0.42% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
24,562
shares
|
$15 Million
8.11% of portfolio
|
Q4 2024
Added 233.81%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
24,549
shares
|
$14.9 Million
1.83% of portfolio
|
Q1 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
24,515
shares
|
$14.9 Million
1.09% of portfolio
|
Q4 2023
Reduced 7.16%
|
|
|
Harvey Partners, LLC
Tarrytown, NY |
Nov 14, 2025 Q3 2025 |
24,480
shares
|
$14.9 Million
1.38% of portfolio
|
Q3 2025
Added 40.05%
|
|
|
Refined Wealth Management
|
Oct 20, 2025 Q3 2025 |
24,473
shares
|
$14.9 Million
9.99% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
24,465
shares
|
$14.9 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
24,454
shares
|
$14.9 Million
3.29% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,446
shares
|
$14.9 Million
0.39% of portfolio
|
Q4 2024
Added 42.79%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
24,433
shares
|
$14.9 Million
0.06% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
24,408
shares
|
$14.9 Million
4.65% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
24,401
shares
|
$14.9 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
24,384
shares
|
$14.8 Million
5.11% of portfolio
|
Q2 2025
Added 207.03%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
24,353
shares
|
$14.8 Million
10.91% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
24,346
shares
|
$14.8 Million
4.21% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
24,344
shares
|
$14.8 Million
3.3% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
24,294
shares
|
$14.8 Million
13.39% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
24,284
shares
|
$14.8 Million
0.14% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
24,220
shares
|
$14.7 Million
7.28% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
24,158
shares
|
$14.7 Million
0.29% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
24,082
shares
|
$14.7 Million
4.51% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
24,040
shares
|
$14.6 Million
10.52% of portfolio
|
Q3 2025
Reduced 4.42%
|