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 4,071 institutions that hold shares in the stock, with a total of 322 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 |
|---|---|---|---|---|---|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
439
shares
|
$254,641
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
437
shares
|
$253,481
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
436
shares
|
$252,901
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
436
shares
|
$252,901
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
435
shares
|
$252,321
0.15% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
435
shares
|
$252,321
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
433
shares
|
$251,161
0.05% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
433
shares
|
$251,161
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
432
shares
|
$250,581
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
432
shares
|
$250,581
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
431
shares
|
$250,001
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
429
shares
|
$248,841
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Apr 29, 2025 Q1 2025 |
428
shares
|
$248,261
13.87% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
428
shares
|
$248,261
0.11% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
428
shares
|
$248,261
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
426
shares
|
$247,101
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
426
shares
|
$247,101
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
425
shares
|
$246,521
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
425
shares
|
$246,521
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
425
shares
|
$246,521
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
425
shares
|
$246,521
0.17% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
423
shares
|
$245,361
0.19% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
422
shares
|
$244,781
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
422
shares
|
$244,781
0.83% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
420
shares
|
$243,620
0.12% of portfolio
|
Q2 2025
Reduced 7.08%
|