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 4,097 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 $189 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,638
shares
|
$980,719
0.39% of portfolio
|
Q2 2025
Added 95.93%
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,632
shares
|
$977,127
0.32% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
1,632
shares
|
$977,127
0.27% of portfolio
|
Q2 2025
Added 0.43%
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,631
shares
|
$976,528
0.09% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,628
shares
|
$974,732
0.1% of portfolio
|
Q2 2025
Added 5.58%
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
1,627
shares
|
$974,133
0.43% of portfolio
|
Q2 2025
Added 62.86%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,623
shares
|
$971,738
0.06% of portfolio
|
Q1 2025
Added 0.81%
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
1,621
shares
|
$970,541
0.21% of portfolio
|
Q2 2025
Added 4.11%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
1,621
shares
|
$970,541
0.49% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,613
shares
|
$965,751
0.44% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,610
shares
|
$963,955
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
1,608
shares
|
$962,757
0.4% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$962,757
0.03% of portfolio
|
Q2 2025
Added 8.43%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$959,764
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,603
shares
|
$959,764
0.06% of portfolio
|
Q2 2023
Reduced 23.78%
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,601
shares
|
$958,566
0.11% of portfolio
|
Q2 2025
Added 12.59%
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,599
shares
|
$957,369
0.53% of portfolio
|
Q3 2023
Reduced 18.38%
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,598
shares
|
$956,770
0.04% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,595
shares
|
$954,974
0.21% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,593
shares
|
$953,776
0.14% of portfolio
|
Q2 2025
Added 12.82%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
1,593
shares
|
$953,776
0.41% of portfolio
|
Q2 2025
Added 28.26%
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,590
shares
|
$951,980
0.13% of portfolio
|
Q2 2025
Added 2.38%
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
1,589
shares
|
$951,381
0.37% of portfolio
|
Q2 2025
Added 0.13%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,587
shares
|
$950,184
0.15% of portfolio
|
Q1 2025
Added 4.82%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,587
shares
|
$950,184
0.25% of portfolio
|
Q2 2025
Added 130.67%
|