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 4,171 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $154 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
137,808
shares
|
$85.3 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
136,620
shares
|
$84.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
136,190
shares
|
$84.3 Million
7.19% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135,407
shares
|
$83.9 Million
1.53% of portfolio
|
Q2 2020
Added 13.72%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
135,197
shares
|
$83.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
134,517
shares
|
$83.3 Million
0.51% of portfolio
|
Q2 2025
Added 31.38%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
133,738
shares
|
$82.8 Million
10.83% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
133,381
shares
|
$82.6 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
132,487
shares
|
$82 Million
2.29% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
132,271
shares
|
$81.9 Million
7.63% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
131,500
shares
|
$81.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
130,537
shares
|
$80.8 Million
9.27% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
130,166
shares
|
$80.6 Million
11.45% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
128,721
shares
|
$79.7 Million
4.28% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
128,496
shares
|
$79.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
128,045
shares
|
$79.3 Million
11.22% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
127,797
shares
|
$79.1 Million
3.83% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
127,396
shares
|
$78.9 Million
2.68% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
126,940
shares
|
$78.6 Million
3.0% of portfolio
|
Q4 2022
Added 7.52%
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
126,236
shares
|
$78.2 Million
22.81% of portfolio
|
Q3 2025
Added 33743.43%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
125,908
shares
|
$78 Million
9.3% of portfolio
|
Q3 2025
Added 48.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
125,145
shares
|
$77.5 Million
2.78% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
125,070
shares
|
$77.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
124,379
shares
|
$77 Million
10.23% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
124,032
shares
|
$76.8 Million
1.04% of portfolio
|
Q3 2025
Added 4.43%
|