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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
649
shares
|
$364,251
0.22% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
648
shares
|
$363,690
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
648
shares
|
$363,690
0.17% of portfolio
|
Q3 2024
Reduced 31.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
648
shares
|
$363,690
0.29% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
648
shares
|
$363,690
0.12% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
646
shares
|
$362,567
0.09% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
646
shares
|
$362,567
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
643
shares
|
$360,883
0.13% of portfolio
|
Q1 2025
Reduced 92.8%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
642
shares
|
$360,322
0.1% of portfolio
|
Q2 2023
Reduced 8.29%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
642
shares
|
$360,322
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
642
shares
|
$360,322
0.22% of portfolio
|
Q2 2025
Added 34.31%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
640
shares
|
$359,200
0.05% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
638
shares
|
$358,077
0.13% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
638
shares
|
$358,077
0.43% of portfolio
|
Q1 2023
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
636
shares
|
$356,955
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
636
shares
|
$356,955
0.32% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
635
shares
|
$356,393
0.12% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
635
shares
|
$356,393
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
630
shares
|
$353,587
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
629
shares
|
$353,026
0.06% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
628
shares
|
$352,465
0.11% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
628
shares
|
$352,465
0.23% of portfolio
|
Q1 2025
Added 25.1%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
627
shares
|
$351,903
0.19% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
627
shares
|
$351,903
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
626
shares
|
$351,342
0.19% of portfolio
|
Q3 2024
New holding
|