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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,067
shares
|
$2.36 Million
0.03% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,064
shares
|
$2.36 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
4,058
shares
|
$2.35 Million
0.73% of portfolio
|
Q2 2025
Added 108.53%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
4,023
shares
|
$2.33 Million
0.8% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,022
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,018
shares
|
$2.33 Million
0.72% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,014
shares
|
$2.33 Million
0.12% of portfolio
|
Q3 2023
Added 3.21%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,010
shares
|
$2.33 Million
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
4,009
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
4,004
shares
|
$2.32 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,003
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$2.32 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,000
shares
|
$2.32 Million
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
3,994
shares
|
$2.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,982
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.28%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,970
shares
|
$2.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,962
shares
|
$2.3 Million
0.64% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,954
shares
|
$2.29 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,944
shares
|
$2.29 Million
0.3% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
3,942
shares
|
$2.29 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,934
shares
|
$2.28 Million
0.81% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,929
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,921
shares
|
$2.27 Million
0.9% of portfolio
|
Q2 2025
Reduced 46.53%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
3,921
shares
|
$2.27 Million
0.37% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
3,919
shares
|
$2.27 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.25%
|