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 |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
4,821
shares
|
$2.8 Million
2.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
4,797
shares
|
$2.78 Million
1.42% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,795
shares
|
$2.78 Million
2.25% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,786
shares
|
$2.78 Million
0.8% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,772
shares
|
$2.77 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,769
shares
|
$2.77 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,763
shares
|
$2.76 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
4,755
shares
|
$2.76 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$2.76 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
4,746
shares
|
$2.75 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
4,738
shares
|
$2.75 Million
0.48% of portfolio
|
Q1 2025
Reduced 32.39%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,737
shares
|
$2.75 Million
0.44% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,728
shares
|
$2.74 Million
0.4% of portfolio
|
Q2 2024
Reduced 14.46%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
4,705
shares
|
$2.73 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,703
shares
|
$2.73 Million
1.37% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
4,693
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
4,687
shares
|
$2.72 Million
0.85% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,676
shares
|
$2.71 Million
2.28% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,665
shares
|
$2.71 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,662
shares
|
$2.7 Million
0.08% of portfolio
|
Q2 2025
Added 73.7%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
4,652
shares
|
$2.7 Million
1.16% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,632
shares
|
$2.69 Million
0.53% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,629
shares
|
$2.69 Million
0.2% of portfolio
|
Q2 2023
Reduced 35.88%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,625
shares
|
$2.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
4,609
shares
|
$2.67 Million
0.19% of portfolio
|
Q2 2025
Added 17.28%
|