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 |
|---|---|---|---|---|---|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
10,949
shares
|
$6.35 Million
2.36% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,936
shares
|
$6.34 Million
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,922
shares
|
$6.34 Million
0.25% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
10,905
shares
|
$6.33 Million
1.13% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
10,904
shares
|
$6.32 Million
0.33% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
10,897
shares
|
$6.32 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
10,875
shares
|
$6.31 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
10,846
shares
|
$6.29 Million
0.82% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
10,827
shares
|
$6.28 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,788
shares
|
$6.26 Million
3.14% of portfolio
|
Q3 2023
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
10,779
shares
|
$6.25 Million
2.8% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
10,770
shares
|
$6.25 Million
0.67% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
10,763
shares
|
$6.24 Million
3.44% of portfolio
|
Q2 2025
Added 358666.66%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
10,744
shares
|
$6.23 Million
0.19% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
10,737
shares
|
$6.23 Million
2.31% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
10,712
shares
|
$6.21 Million
5.52% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
10,708
shares
|
$6.21 Million
0.34% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
10,705
shares
|
$6.21 Million
2.51% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,689
shares
|
$6.2 Million
1.24% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
10,675
shares
|
$6.19 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,671
shares
|
$6.19 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
10,669
shares
|
$6.19 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,661
shares
|
$6.18 Million
4.49% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
10,661
shares
|
$6.18 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
10,634
shares
|
$6.17 Million
3.51% of portfolio
|
Q2 2025
Added 0.86%
|