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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$932,720
0.03% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$929,820
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$929,820
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,601
shares
|
$928,660
0.11% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,599
shares
|
$927,499
0.53% of portfolio
|
Q3 2023
Reduced 18.38%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,598
shares
|
$926,919
0.04% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,595
shares
|
$925,179
0.21% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,593
shares
|
$924,019
0.14% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
1,593
shares
|
$924,019
0.41% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,590
shares
|
$922,279
0.13% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
1,589
shares
|
$921,699
0.37% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,587
shares
|
$920,539
0.15% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,587
shares
|
$920,539
0.25% of portfolio
|
Q2 2025
Added 130.67%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
1,581
shares
|
$917,059
0.12% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,576
shares
|
$914,158
0.44% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,570
shares
|
$910,678
0.26% of portfolio
|
Q2 2025
Reduced 59.73%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,569
shares
|
$910,098
0.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
1,566
shares
|
$908,358
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
1,560
shares
|
$904,877
0.19% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,560
shares
|
$904,877
0.1% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
1,560
shares
|
$904,877
0.53% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,556
shares
|
$902,557
0.33% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,552
shares
|
$900,237
0.78% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
1,551
shares
|
$899,657
3.15% of portfolio
|
Q1 2025
Reduced 55.57%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
1,547
shares
|
$897,337
0.7% of portfolio
|
Q2 2025
Added 4.39%
|