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 4,002 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
540
shares
|
$305,105
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
540
shares
|
$305,105
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
539
shares
|
$304,540
0.08% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
539
shares
|
$304,540
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
538
shares
|
$303,975
0.05% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
534
shares
|
$301,715
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
533
shares
|
$301,150
0.07% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
532
shares
|
$300,585
0.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
532
shares
|
$300,585
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
532
shares
|
$300,585
0.15% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
532
shares
|
$300,585
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
529
shares
|
$298,890
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
527
shares
|
$297,760
0.1% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
526
shares
|
$297,195
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
524
shares
|
$296,065
0.01% of portfolio
|
Q1 2025
Reduced 71.03%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
524
shares
|
$296,065
0.16% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
523
shares
|
$295,500
0.08% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
523
shares
|
$295,500
0.22% of portfolio
|
Q1 2025
Reduced 47.8%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
520
shares
|
$293,805
0.05% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
519
shares
|
$293,240
0.08% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
518
shares
|
$292,675
0.08% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
516
shares
|
$291,545
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
516
shares
|
$291,545
0.08% of portfolio
|
Q4 2024
Added 255.86%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
516
shares
|
$291,545
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
515
shares
|
$290,980
0.08% of portfolio
|
Q1 2025
Added 605.48%
|