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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,514
shares
|
$906,477
0.1% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
1,513
shares
|
$905,878
0.47% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,512
shares
|
$905,279
0.37% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
1,509
shares
|
$903,483
0.2% of portfolio
|
Q2 2025
Added 64.74%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,509
shares
|
$903,483
0.57% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,508
shares
|
$902,884
0.08% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
1,508
shares
|
$902,884
0.23% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,507
shares
|
$902,286
0.09% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
1,505
shares
|
$901,088
0.71% of portfolio
|
Q2 2025
Added 85.34%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$900,489
0.35% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,504
shares
|
$900,489
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
1,500
shares
|
$898,095
0.09% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
1,499
shares
|
$897,496
0.27% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,493
shares
|
$893,903
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
1,490
shares
|
$892,107
0.2% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,489
shares
|
$891,508
0.37% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
1,485
shares
|
$889,114
0.77% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,484
shares
|
$888,515
0.59% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
1,480
shares
|
$886,120
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,472
shares
|
$881,330
0.03% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,471
shares
|
$880,731
0.04% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,468
shares
|
$878,935
0.2% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
1,468
shares
|
$878,935
0.39% of portfolio
|
Q2 2025
Reduced 43.34%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,468
shares
|
$878,935
0.4% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,464
shares
|
$876,540
0.15% of portfolio
|
Q1 2025
Reduced 14.55%
|