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 4,082 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
19,338
shares
|
$11.2 Million
3.36% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
19,211
shares
|
$11.1 Million
1.07% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
19,176
shares
|
$11.1 Million
9.3% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
19,075
shares
|
$11.1 Million
0.07% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
19,050
shares
|
$11 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
19,038
shares
|
$11 Million
8.3% of portfolio
|
Q2 2025
Added 3540.15%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
19,014
shares
|
$11 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
19,000
shares
|
$11 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,998
shares
|
$11 Million
0.24% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
18,913
shares
|
$11 Million
1.89% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
18,907
shares
|
$11 Million
2.09% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
18,884
shares
|
$11 Million
2.93% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,880
shares
|
$11 Million
0.13% of portfolio
|
Q4 2022
Added 10.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
18,880
shares
|
$11 Million
0.92% of portfolio
|
Q2 2025
Reduced 41.46%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
18,853
shares
|
$10.9 Million
1.94% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
18,851
shares
|
$10.9 Million
2.16% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
18,829
shares
|
$10.9 Million
1.83% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
18,766
shares
|
$10.9 Million
2.9% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
18,764
shares
|
$10.9 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,755
shares
|
$10.9 Million
2.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
18,754
shares
|
$10.9 Million
2.39% of portfolio
|
Q2 2025
Added 43.29%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
18,706
shares
|
$10.9 Million
0.74% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
18,664
shares
|
$10.8 Million
7.36% of portfolio
|
Q2 2025
Added 8787.62%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
18,631
shares
|
$10.8 Million
1.12% of portfolio
|
Q2 2025
Added 598.58%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18,606
shares
|
$10.8 Million
8.69% of portfolio
|
Q2 2025
Added 372020.0%
|