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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
876
shares
|
$508,123
0.13% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
First Long Island Investors, LLC
|
Aug 12, 2025 Q2 2025 |
875
shares
|
$507,543
0.04% of portfolio
|
Q3 2021
Reduced 11.17%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
875
shares
|
$507,543
0.12% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
874
shares
|
$506,963
0.21% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
873
shares
|
$506,383
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
871
shares
|
$505,223
0.04% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
870
shares
|
$504,643
0.25% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
867
shares
|
$502,903
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
866
shares
|
$502,323
0.07% of portfolio
|
Q2 2023
Added 0.12%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
866
shares
|
$502,323
0.0% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
865
shares
|
$501,743
0.24% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
863
shares
|
$500,583
0.04% of portfolio
|
Q1 2025
Added 112.04%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
863
shares
|
$500,583
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
862
shares
|
$500,003
0.01% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
861
shares
|
$499,423
0.08% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
860
shares
|
$498,842
0.13% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
860
shares
|
$498,842
0.8% of portfolio
|
Q1 2025
Reduced 58.99%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
860
shares
|
$498,842
0.22% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
859
shares
|
$498,262
0.41% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
858
shares
|
$497,682
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
857
shares
|
$497,102
0.16% of portfolio
|
Q1 2024
Added 18.86%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
857
shares
|
$497,102
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
851
shares
|
$493,622
0.18% of portfolio
|
Q2 2025
Reduced 64.89%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
851
shares
|
$493,622
0.05% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
850
shares
|
$493,042
0.3% of portfolio
|
Q3 2024
New holding
|