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 4,072 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$290,025
0.06% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
500
shares
|
$290,025
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
500
shares
|
$290,025
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
500
shares
|
$290,025
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
500
shares
|
$290,025
0.11% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
497
shares
|
$288,284
0.06% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
497
shares
|
$288,284
0.13% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
495
shares
|
$287,124
0.09% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
495
shares
|
$287,124
0.16% of portfolio
|
Q4 2023
Reduced 24.54%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
491
shares
|
$284,804
0.17% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
491
shares
|
$284,804
0.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
490
shares
|
$284,224
0.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
488
shares
|
$283,064
0.11% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
488
shares
|
$283,064
0.14% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
488
shares
|
$283,064
0.05% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
485
shares
|
$281,324
0.02% of portfolio
|
Q2 2025
Reduced 26.52%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
485
shares
|
$281,324
0.22% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
484
shares
|
$280,744
0.03% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
484
shares
|
$280,744
0.1% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
484
shares
|
$280,744
0.19% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
484
shares
|
$280,744
0.13% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
483
shares
|
$280,164
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
482
shares
|
$279,584
0.26% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
479
shares
|
$277,843
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
478
shares
|
$277,263
0.02% of portfolio
|
Q4 2024
Reduced 7.72%
|