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 3,518 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
131,734
shares
|
$69.8 Million
3.68% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
131,186
shares
|
$69.5 Million
1.97% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
129,604
shares
|
$68.7 Million
7.83% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
129,521
shares
|
$68.6 Million
0.65% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
128,802
shares
|
$68.3 Million
1.84% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
127,160
shares
|
$67.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
126,940
shares
|
$67.3 Million
3.0% of portfolio
|
Q4 2022
Added 7.52%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
126,674
shares
|
$67.1 Million
16.51% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
123,393
shares
|
$65.4 Million
3.05% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
122,563
shares
|
$65 Million
1.22% of portfolio
|
Q3 2024
Added 32.15%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
122,527
shares
|
$64.9 Million
44.89% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
122,255
shares
|
$64.8 Million
8.49% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
121,859
shares
|
$64.6 Million
1.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
121,659
shares
|
$64.5 Million
23.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
121,539
shares
|
$64.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
121,397
shares
|
$64.3 Million
8.98% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
121,012
shares
|
$64.1 Million
3.57% of portfolio
|
Q3 2024
Added 88.49%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
120,461
shares
|
$63.8 Million
14.79% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
120,000
shares
|
$63.6 Million
47.05% of portfolio
|
Q1 2022
Reduced 0.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
119,724
shares
|
$63.4 Million
2.61% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
119,433
shares
|
$63.3 Million
4.06% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
118,841
shares
|
$63 Million
7.02% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
118,796
shares
|
$63 Million
1.97% of portfolio
|
Q3 2024
Reduced 34.3%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
118,081
shares
|
$62.6 Million
22.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
116,811
shares
|
$61.9 Million
8.88% of portfolio
|
Q3 2024
Reduced 0.93%
|