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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,403
shares
|
$1.39 Million
0.63% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$1.39 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
2,398
shares
|
$1.39 Million
1.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,396
shares
|
$1.39 Million
0.2% of portfolio
|
Q2 2025
Added 95.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,394
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
2,393
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
2,393
shares
|
$1.39 Million
1.12% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
2,391
shares
|
$1.39 Million
0.87% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,387
shares
|
$1.38 Million
0.77% of portfolio
|
Q4 2024
Added 45.64%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
2,386
shares
|
$1.38 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,381
shares
|
$1.38 Million
0.13% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
2,380
shares
|
$1.38 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
2,375
shares
|
$1.38 Million
0.62% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
2,373
shares
|
$1.38 Million
0.25% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,368
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 46.44%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,364
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2025
Added 47.11%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
2,359
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,355
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,351
shares
|
$1.36 Million
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
2,345
shares
|
$1.36 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,340
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,338
shares
|
$1.36 Million
0.52% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
2,338
shares
|
$1.36 Million
0.96% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
2,330
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.06%
|