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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
3,560
shares
|
$2.06 Million
0.97% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,559
shares
|
$2.06 Million
1.36% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,558
shares
|
$2.06 Million
1.28% of portfolio
|
Q1 2025
Reduced 40.83%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,557
shares
|
$2.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
3,550
shares
|
$2.06 Million
0.78% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,547
shares
|
$2.06 Million
0.84% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,543
shares
|
$2.06 Million
0.55% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,533
shares
|
$2.05 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,532
shares
|
$2.05 Million
0.4% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,518
shares
|
$2.04 Million
0.1% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,514
shares
|
$2.04 Million
2.2% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,511
shares
|
$2.04 Million
0.52% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,509
shares
|
$2.04 Million
0.99% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
3,508
shares
|
$2.03 Million
1.2% of portfolio
|
Q2 2025
Added 138.32%
|
|
|
Oribel Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
3,492
shares
|
$2.03 Million
1.47% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$2.02 Million
2.15% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
3,489
shares
|
$2.02 Million
0.66% of portfolio
|
Q2 2025
Added 346.16%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,487
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,480
shares
|
$2.02 Million
1.03% of portfolio
|
Q2 2025
Added 65.4%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
3,475
shares
|
$2.02 Million
0.3% of portfolio
|
Q2 2025
Added 171.48%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,475
shares
|
$2.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.68%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
3,462
shares
|
$2.01 Million
1.5% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,461
shares
|
$2.01 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
3,458
shares
|
$2.01 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.14%
|