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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,124
shares
|
$4.71 Million
1.2% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,111
shares
|
$4.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
8,081
shares
|
$4.69 Million
3.78% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
8,032
shares
|
$4.66 Million
3.09% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
8,019
shares
|
$4.65 Million
0.78% of portfolio
|
Q2 2025
Added 53.53%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
7,989
shares
|
$4.63 Million
2.83% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$4.62 Million
0.54% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
7,968
shares
|
$4.62 Million
2.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
7,966
shares
|
$4.62 Million
3.74% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
7,954
shares
|
$4.61 Million
2.19% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,951
shares
|
$4.61 Million
0.2% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
7,945
shares
|
$4.61 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
7,923
shares
|
$4.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
7,916
shares
|
$4.59 Million
0.53% of portfolio
|
Q3 2024
Added 79.99%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,907
shares
|
$4.59 Million
0.5% of portfolio
|
Q4 2022
Reduced 16.62%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
7,895
shares
|
$4.58 Million
0.11% of portfolio
|
Q3 2021
Added 2.28%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
7,861
shares
|
$4.56 Million
3.74% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
7,847
shares
|
$4.55 Million
0.84% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
7,842
shares
|
$4.55 Million
1.47% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,810
shares
|
$4.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 74.84%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
7,802
shares
|
$4.53 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
7,783
shares
|
$4.51 Million
1.16% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
7,775
shares
|
$4.51 Million
0.34% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
7,763
shares
|
$4.5 Million
2.65% of portfolio
|
Q2 2025
Added 49.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
7,762
shares
|
$4.5 Million
3.9% of portfolio
|
Q2 2025
Reduced 47.44%
|