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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,179
shares
|
$705,902
0.06% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
1,172
shares
|
$701,711
0.21% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
1,172
shares
|
$701,711
0.21% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
1,171
shares
|
$701,112
0.1% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
1,170
shares
|
$700,514
0.08% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,168
shares
|
$699,316
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
1,165
shares
|
$697,520
0.15% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,159
shares
|
$693,928
0.13% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
1,159
shares
|
$693,928
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
1,158
shares
|
$693,329
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,156
shares
|
$692,131
0.11% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,155
shares
|
$691,533
0.16% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,153
shares
|
$690,335
0.07% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
1,153
shares
|
$690,335
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
1,151
shares
|
$689,138
0.05% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
1,150
shares
|
$688,539
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
1,150
shares
|
$688,539
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
1,149
shares
|
$687,940
0.22% of portfolio
|
Q2 2023
Reduced 15.89%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,148
shares
|
$687,342
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,148
shares
|
$687,342
0.13% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,146
shares
|
$686,144
0.09% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
1,145
shares
|
$685,545
0.22% of portfolio
|
Q2 2025
Added 106.68%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,144
shares
|
$684,947
0.18% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,144
shares
|
$684,947
0.3% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,142
shares
|
$683,749
0.18% of portfolio
|
Q4 2024
Added 3.63%
|