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 3,988 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
105,720
shares
|
$59.4 Million
0.43% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
104,200
shares
|
$58.5 Million
22.25% of portfolio
|
Q2 2025
Added 38.68%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
103,934
shares
|
$58.4 Million
4.48% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
103,480
shares
|
$58.1 Million
2.36% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
102,703
shares
|
$57.7 Million
0.47% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
102,385
shares
|
$57.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
102,261
shares
|
$57.5 Million
14.41% of portfolio
|
Q4 2023
Added 1403.84%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
102,140
shares
|
$57.4 Million
7.28% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
102,020
shares
|
$57.3 Million
6.51% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
99,862
shares
|
$56.1 Million
3.86% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
98,747
shares
|
$55.5 Million
0.98% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
98,173
shares
|
$55.2 Million
0.58% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
97,955
shares
|
$55 Million
2.72% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
97,942
shares
|
$55 Million
22.45% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Candlestick Capital Management LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
97,753
shares
|
$54.9 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
97,666
shares
|
$54.9 Million
1.71% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
97,407
shares
|
$54.7 Million
6.04% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
97,394
shares
|
$54.7 Million
13.94% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
96,779
shares
|
$54.4 Million
1.74% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
96,202
shares
|
$54 Million
1.79% of portfolio
|
Q1 2025
Added 76.15%
|
|
|
Rd Finance LTD
Limassol, G4 |
May 08, 2025 Q1 2025 |
95,150
shares
|
$53.5 Million
35.78% of portfolio
|
Q1 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
94,678
shares
|
$53.2 Million
10.01% of portfolio
|
Q4 2022
Added 2295.09%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
94,576
shares
|
$53.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
93,767
shares
|
$52.7 Million
8.76% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
93,043
shares
|
$52.3 Million
1.6% of portfolio
|
Q1 2025
Added 6.49%
|