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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
1,414
shares
|
$846,604
0.09% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,413
shares
|
$846,005
0.16% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,411
shares
|
$844,808
0.31% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,410
shares
|
$844,209
0.1% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,409
shares
|
$843,610
0.45% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,408
shares
|
$843,011
0.61% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
1,406
shares
|
$841,814
0.52% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,404
shares
|
$840,616
0.02% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
1,404
shares
|
$840,616
0.31% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
1,403
shares
|
$840,018
0.3% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,403
shares
|
$840,018
0.02% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,399
shares
|
$837,623
0.55% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,398
shares
|
$837,024
0.14% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Hoffman, Alan N Investment Management
|
Jul 31, 2025 Q2 2025 |
1,397
shares
|
$836,425
0.38% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,396
shares
|
$835,827
0.21% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
1,396
shares
|
$835,827
0.36% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
1,395
shares
|
$835,228
0.41% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,394
shares
|
$834,629
0.22% of portfolio
|
Q2 2025
Added 21.32%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,391
shares
|
$832,833
0.13% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
1,380
shares
|
$826,247
0.6% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
1,380
shares
|
$826,247
0.4% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,376
shares
|
$823,852
0.03% of portfolio
|
Q2 2022
Reduced 12.41%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
1,371
shares
|
$820,858
0.08% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,368
shares
|
$819,062
0.27% of portfolio
|
Q2 2025
Added 112.09%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
1,366
shares
|
$817,865
0.29% of portfolio
|
Q2 2025
Added 0.07%
|