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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,493
shares
|
$866,014
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
1,490
shares
|
$864,274
0.2% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,489
shares
|
$863,694
0.37% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
1,485
shares
|
$861,374
0.77% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,484
shares
|
$860,794
0.59% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,480
shares
|
$858,473
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,472
shares
|
$853,833
0.03% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,471
shares
|
$853,253
0.04% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,468
shares
|
$851,513
0.2% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
1,468
shares
|
$851,513
0.39% of portfolio
|
Q2 2025
Reduced 43.34%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,468
shares
|
$851,513
0.4% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,464
shares
|
$849,193
0.15% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
1,462
shares
|
$848,033
0.27% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,461
shares
|
$847,453
0.13% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,460
shares
|
$846,872
0.03% of portfolio
|
Q4 2022
Reduced 21.51%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
1,459
shares
|
$846,292
0.38% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
1,455
shares
|
$843,972
0.77% of portfolio
|
Q4 2022
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
1,454
shares
|
$843,392
0.27% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,453
shares
|
$842,812
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,452
shares
|
$842,232
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,451
shares
|
$841,652
0.55% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,451
shares
|
$841,652
0.1% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
1,449
shares
|
$840,492
0.36% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 07, 2025 Q2 2025 |
1,446
shares
|
$838,752
0.42% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,442
shares
|
$836,432
0.14% of portfolio
|
Q1 2024
New holding
|