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 3,993 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 $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
739
shares
|
$414,763
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
738
shares
|
$414,202
0.17% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
737
shares
|
$413,641
0.17% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
736
shares
|
$413,080
0.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
734
shares
|
$411,957
0.17% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
734
shares
|
$411,957
0.1% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
733
shares
|
$411,396
0.3% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
732
shares
|
$410,835
0.17% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
731
shares
|
$410,273
0.17% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
731
shares
|
$410,273
0.18% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
729
shares
|
$409,151
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
727
shares
|
$408,028
0.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
723
shares
|
$405,783
0.07% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
720
shares
|
$404,100
0.15% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
720
shares
|
$404,100
0.14% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
717
shares
|
$402,416
0.22% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
717
shares
|
$402,416
0.11% of portfolio
|
Q4 2023
Reduced 4.53%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
716
shares
|
$401,855
0.34% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
715
shares
|
$401,293
0.18% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
715
shares
|
$401,293
0.12% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
715
shares
|
$401,293
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
715
shares
|
$401,293
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
715
shares
|
$401,293
0.32% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
711
shares
|
$399,048
0.05% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
711
shares
|
$399,048
0.09% of portfolio
|
Q1 2025
Reduced 47.33%
|