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 3,681 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
290
shares
|
$153,482
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
290
shares
|
$153,482
0.06% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
289
shares
|
$152,953
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
288
shares
|
$152,424
0.04% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
285
shares
|
$150,836
0.03% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
285
shares
|
$150,836
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
283
shares
|
$149,777
0.08% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
272
shares
|
$143,956
0.06% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
270
shares
|
$142,897
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
265
shares
|
$140,251
0.05% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
259
shares
|
$137,075
0.04% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
258
shares
|
$136,546
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
258
shares
|
$136,546
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
252
shares
|
$133,371
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
250
shares
|
$132,312
0.06% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
244
shares
|
$129,137
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
244
shares
|
$129,137
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
242
shares
|
$128,078
0.04% of portfolio
|
Q4 2024
Added 70.42%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
241
shares
|
$127,549
0.03% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
230
shares
|
$121,727
0.02% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
222
shares
|
$117,493
0.0% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
218
shares
|
$115,376
0.03% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
215
shares
|
$113,788
0.03% of portfolio
|
Q3 2024
Added 59.26%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
213
shares
|
$112,730
0.02% of portfolio
|
Q3 2022
Added 60.15%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
208
shares
|
$110,084
0.04% of portfolio
|
Q3 2024
Reduced 27.78%
|