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 3,920 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
671
shares
|
$341,700
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
667
shares
|
$339,663
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
663
shares
|
$337,626
0.12% of portfolio
|
Q1 2022
Added 0.61%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
662
shares
|
$337,116
0.02% of portfolio
|
Q2 2024
Added 8.17%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
661
shares
|
$336,607
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
660
shares
|
$336,098
0.03% of portfolio
|
Q4 2024
Added 52.42%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
660
shares
|
$336,098
0.35% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
659
shares
|
$335,589
0.2% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
658
shares
|
$335,079
0.1% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
658
shares
|
$335,079
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
655
shares
|
$333,552
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
655
shares
|
$333,552
0.07% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
654
shares
|
$333,042
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
651
shares
|
$331,515
0.0% of portfolio
|
Q1 2025
Reduced 43.64%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
650
shares
|
$331,006
0.02% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
650
shares
|
$331,006
0.03% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
648
shares
|
$329,987
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
648
shares
|
$329,987
0.17% of portfolio
|
Q3 2024
Reduced 31.14%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
648
shares
|
$329,987
0.12% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
646
shares
|
$328,969
0.09% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
646
shares
|
$328,969
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
645
shares
|
$328,459
0.12% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
643
shares
|
$327,441
0.05% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
643
shares
|
$327,441
0.13% of portfolio
|
Q1 2025
Reduced 92.8%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
642
shares
|
$326,932
0.1% of portfolio
|
Q2 2023
Reduced 8.29%
|