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 |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
8,795
shares
|
$5.1 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
8,794
shares
|
$5.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
8,784
shares
|
$5.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
8,780
shares
|
$5.09 Million
0.63% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
8,770
shares
|
$5.09 Million
1.64% of portfolio
|
Q2 2025
Added 1422.57%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,756
shares
|
$5.08 Million
0.94% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
8,752
shares
|
$5.08 Million
1.39% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8,751
shares
|
$5.08 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
8,747
shares
|
$5.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 69.24%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
8,724
shares
|
$5.06 Million
1.29% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,693
shares
|
$5.04 Million
0.32% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
8,690
shares
|
$5.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
8,687
shares
|
$5.04 Million
1.95% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
8,667
shares
|
$5.03 Million
3.12% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
8,650
shares
|
$5.02 Million
3.61% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
8,633
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,618
shares
|
$5 Million
0.73% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,603
shares
|
$4.99 Million
1.07% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
8,579
shares
|
$4.98 Million
1.18% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
8,548
shares
|
$4.96 Million
1.56% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
8,535
shares
|
$4.95 Million
0.32% of portfolio
|
Q1 2025
Added 43.25%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
8,520
shares
|
$4.94 Million
1.98% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
8,519
shares
|
$4.94 Million
1.78% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
8,514
shares
|
$4.94 Million
0.47% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
8,501
shares
|
$4.93 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.44%
|