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 4,081 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
5,178
shares
|
$3 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
5,177
shares
|
$3 Million
1.63% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
5,173
shares
|
$3 Million
0.66% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5,173
shares
|
$3 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
5,171
shares
|
$3 Million
0.37% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
5,165
shares
|
$3 Million
1.64% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,157
shares
|
$2.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
5,140
shares
|
$2.98 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
5,139
shares
|
$2.98 Million
2.13% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,138
shares
|
$2.98 Million
1.63% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,129
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
5,109
shares
|
$2.96 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
5,091
shares
|
$2.95 Million
1.36% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,077
shares
|
$2.94 Million
0.91% of portfolio
|
Q1 2023
Reduced 0.49%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,072
shares
|
$2.94 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$2.94 Million
1.94% of portfolio
|
Q4 2024
Reduced 48.86%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
5,070
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
5,053
shares
|
$2.93 Million
0.85% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,042
shares
|
$2.92 Million
2.08% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
5,040
shares
|
$2.92 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
5,035
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
4,995
shares
|
$2.9 Million
0.15% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
4,987
shares
|
$2.89 Million
1.98% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,970
shares
|
$2.88 Million
0.05% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
4,968
shares
|
$2.88 Million
1.42% of portfolio
|
Q4 2024
Added 16.26%
|