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 4,082 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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,088
shares
|
$1.21 Million
0.34% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
2,084
shares
|
$1.21 Million
0.86% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
2,084
shares
|
$1.21 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$1.21 Million
0.46% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
2,079
shares
|
$1.21 Million
0.49% of portfolio
|
Q4 2023
Reduced 19.7%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,073
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,071
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
2,070
shares
|
$1.2 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
2,068
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,068
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,064
shares
|
$1.2 Million
0.49% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,057
shares
|
$1.19 Million
1.28% of portfolio
|
Q3 2022
Reduced 5.12%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
2,054
shares
|
$1.19 Million
1.89% of portfolio
|
Q2 2025
Added 88.1%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,053
shares
|
$1.19 Million
0.54% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
2,051
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,046
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
2,043
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,043
shares
|
$1.19 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
2,041
shares
|
$1.18 Million
0.59% of portfolio
|
Q2 2025
Reduced 80.51%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
2,038
shares
|
$1.18 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
2,037
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 42.97%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2,037
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,037
shares
|
$1.18 Million
0.53% of portfolio
|
Q2 2025
Added 72.04%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,032
shares
|
$1.18 Million
0.33% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
2,032
shares
|
$1.18 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.5%
|