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 3,882 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
543
shares
|
$258,180
0.17% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
543
shares
|
$258,180
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
542
shares
|
$257,704
0.05% of portfolio
|
Q1 2025
Reduced 32.75%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
542
shares
|
$257,704
0.05% of portfolio
|
Q1 2025
Reduced 56.4%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
542
shares
|
$257,704
0.07% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
540
shares
|
$256,753
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
539
shares
|
$256,278
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
538
shares
|
$255,802
0.29% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
538
shares
|
$255,802
0.05% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
537
shares
|
$255,327
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
537
shares
|
$255,327
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
533
shares
|
$253,425
0.07% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
533
shares
|
$253,425
0.06% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
532
shares
|
$252,950
0.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
532
shares
|
$252,950
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
532
shares
|
$252,950
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
529
shares
|
$251,523
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
529
shares
|
$251,523
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
529
shares
|
$251,523
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
529
shares
|
$251,523
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
528
shares
|
$251,048
0.02% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
526
shares
|
$250,097
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
524
shares
|
$249,146
0.16% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
523
shares
|
$248,670
0.09% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
523
shares
|
$248,670
0.22% of portfolio
|
Q1 2025
Reduced 47.8%
|