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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
163,078
shares
|
$94.6 Million
1.53% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Arena Investors LP
New York, NY |
Aug 14, 2024 Q2 2024 |
162,415
shares
|
$94.2 Million
98.52% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
162,073
shares
|
$94 Million
3.95% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
161,641
shares
|
$93.8 Million
1.52% of portfolio
|
Q2 2025
Added 41.49%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
160,740
shares
|
$93.2 Million
4.85% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
158,376
shares
|
$91.9 Million
9.46% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
157,721
shares
|
$91.5 Million
2.25% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
157,259
shares
|
$91.2 Million
0.14% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
156,354
shares
|
$90.7 Million
1.67% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
154,561
shares
|
$89.7 Million
2.01% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
153,434
shares
|
$89 Million
0.42% of portfolio
|
Q2 2025
Added 30.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
153,194
shares
|
$88.9 Million
2.04% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
152,346
shares
|
$88.4 Million
5.74% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
151,695
shares
|
$88 Million
3.29% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
149,921
shares
|
$87 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
149,444
shares
|
$86.7 Million
1.04% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
147,959
shares
|
$85.8 Million
1.11% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
147,672
shares
|
$85.7 Million
8.74% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
145,642
shares
|
$84.5 Million
3.15% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
144,736
shares
|
$84 Million
16.87% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
144,498
shares
|
$83.8 Million
2.89% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
143,070
shares
|
$83 Million
1.28% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
141,732
shares
|
$82.2 Million
6.83% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
141,386
shares
|
$82 Million
2.27% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
138,319
shares
|
$80.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.71%
|