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 |
|---|---|---|---|---|---|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
21,056
shares
|
$12.2 Million
5.49% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
21,010
shares
|
$12.2 Million
1.76% of portfolio
|
Q1 2024
Added 44.76%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
21,006
shares
|
$12.2 Million
6.39% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
20,949
shares
|
$12.2 Million
4.1% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,943
shares
|
$12.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
20,932
shares
|
$12.1 Million
5.93% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
20,929
shares
|
$12.1 Million
4.62% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
20,898
shares
|
$12.1 Million
5.57% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
20,883
shares
|
$12.1 Million
5.47% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,874
shares
|
$12.1 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
20,848
shares
|
$12.1 Million
1.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
20,794
shares
|
$12.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 61.69%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
20,734
shares
|
$12 Million
5.82% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
20,652
shares
|
$12 Million
4.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
20,587
shares
|
$11.9 Million
1.06% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
20,535
shares
|
$11.9 Million
2.99% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,516
shares
|
$11.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
20,499
shares
|
$11.9 Million
0.45% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
20,470
shares
|
$11.9 Million
10.56% of portfolio
|
Q2 2025
Reduced 64.63%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,430
shares
|
$11.9 Million
4.75% of portfolio
|
Q3 2022
Added 13.09%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
20,359
shares
|
$11.8 Million
5.66% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
20,314
shares
|
$11.8 Million
6.18% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
20,295
shares
|
$11.8 Million
1.73% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,250
shares
|
$11.7 Million
0.49% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
20,235
shares
|
$11.7 Million
2.43% of portfolio
|
Q1 2025
Added 30.0%
|