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 |
|---|---|---|---|---|---|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
788
shares
|
$457,079
0.23% of portfolio
|
Q2 2025
Reduced 45.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
787
shares
|
$456,499
0.31% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
787
shares
|
$456,499
0.19% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
786
shares
|
$455,919
0.03% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Suncoast Equity Management
|
Aug 11, 2025 Q2 2025 |
781
shares
|
$453,019
0.04% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
781
shares
|
$453,019
0.13% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
780
shares
|
$452,438
0.06% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
778
shares
|
$451,278
0.15% of portfolio
|
Q1 2022
Reduced 1.02%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
777
shares
|
$450,698
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Rwq Financial Management Services, Inc.
|
Jul 29, 2025 Q2 2025 |
776
shares
|
$450,118
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
776
shares
|
$450,118
0.27% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
775
shares
|
$449,538
0.06% of portfolio
|
Q2 2025
Added 51.66%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
774
shares
|
$448,958
0.03% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
774
shares
|
$448,958
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
773
shares
|
$448,378
0.08% of portfolio
|
Q2 2024
Added 209.2%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
773
shares
|
$448,378
0.16% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
772
shares
|
$447,798
0.33% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
771
shares
|
$447,218
0.19% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
771
shares
|
$447,218
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
770
shares
|
$446,638
0.2% of portfolio
|
Q3 2020
Reduced 1.91%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
770
shares
|
$446,638
0.23% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
769
shares
|
$446,058
0.08% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
767
shares
|
$444,898
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
767
shares
|
$444,898
0.28% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
761
shares
|
$441,418
0.18% of portfolio
|
Q2 2024
Added 0.13%
|