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 3,991 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 $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
440
shares
|
$248,234
0.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
439
shares
|
$247,670
0.12% of portfolio
|
Q1 2025
Reduced 38.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
437
shares
|
$246,542
0.05% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
437
shares
|
$246,542
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
436
shares
|
$245,978
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
435
shares
|
$245,413
0.07% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
435
shares
|
$245,413
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
434
shares
|
$244,849
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
433
shares
|
$244,285
0.07% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
433
shares
|
$244,285
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
433
shares
|
$244,285
0.15% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
432
shares
|
$243,721
0.36% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
431
shares
|
$243,157
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
431
shares
|
$243,157
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
431
shares
|
$243,157
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
430
shares
|
$242,593
0.14% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
429
shares
|
$242,028
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Apr 29, 2025 Q1 2025 |
428
shares
|
$241,464
13.87% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
428
shares
|
$241,464
0.1% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
428
shares
|
$241,464
0.04% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
428
shares
|
$241,464
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
426
shares
|
$240,336
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
426
shares
|
$240,336
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
425
shares
|
$239,772
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
425
shares
|
$239,772
0.17% of portfolio
|
Q2 2025
Reduced 4.49%
|