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 |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,339
shares
|
$776,686
0.06% of portfolio
|
Q2 2025
Added 75.03%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
1,333
shares
|
$773,206
0.27% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,332
shares
|
$772,626
0.13% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,331
shares
|
$772,046
0.13% of portfolio
|
Q2 2025
Added 109.61%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
1,327
shares
|
$769,726
0.47% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
1,325
shares
|
$768,566
0.76% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
1,324
shares
|
$767,986
0.3% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
1,323
shares
|
$767,406
0.7% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,322
shares
|
$766,826
0.2% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,322
shares
|
$766,826
0.35% of portfolio
|
Q1 2024
Reduced 26.51%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,320
shares
|
$765,665
0.67% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,319
shares
|
$765,085
0.19% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,318
shares
|
$764,505
0.78% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,316
shares
|
$763,345
0.23% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,316
shares
|
$763,345
0.19% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$762,765
0.14% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,314
shares
|
$762,185
0.25% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
1,313
shares
|
$761,605
0.05% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
1,310
shares
|
$759,865
0.5% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,309
shares
|
$759,285
0.2% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
1,309
shares
|
$759,285
0.42% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,305
shares
|
$756,965
0.32% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,303
shares
|
$755,805
0.58% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,302
shares
|
$755,225
0.26% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,299
shares
|
$753,484
0.06% of portfolio
|
Q1 2025
Reduced 15.04%
|