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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,832
shares
|
$3.38 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
5,823
shares
|
$3.38 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,810
shares
|
$3.37 Million
0.33% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,804
shares
|
$3.37 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
5,798
shares
|
$3.36 Million
2.12% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,784
shares
|
$3.36 Million
0.83% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5,776
shares
|
$3.35 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,775
shares
|
$3.35 Million
1.02% of portfolio
|
Q3 2023
Added 76.07%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
5,767
shares
|
$3.35 Million
1.17% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
5,764
shares
|
$3.34 Million
2.8% of portfolio
|
Q1 2025
Added 123.67%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
5,759
shares
|
$3.34 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,749
shares
|
$3.33 Million
1.58% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,731
shares
|
$3.32 Million
1.3% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,726
shares
|
$3.32 Million
0.99% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
5,720
shares
|
$3.32 Million
0.86% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
5,711
shares
|
$3.31 Million
1.73% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,698
shares
|
$3.31 Million
1.5% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
5,691
shares
|
$3.3 Million
1.21% of portfolio
|
Q2 2024
Reduced 9.17%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
5,679
shares
|
$3.29 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
5,666
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
5,661
shares
|
$3.28 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
5,644
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
5,632
shares
|
$3.27 Million
0.52% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
5,627
shares
|
$3.26 Million
1.38% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,617
shares
|
$3.26 Million
0.66% of portfolio
|
Q2 2025
Reduced 15.33%
|