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 3,988 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 |
---|---|---|---|---|---|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
200
shares
|
$112,359
0.07% of portfolio
|
Q4 2023
New holding
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
200
shares
|
$112,359
0.02% of portfolio
|
Q3 2024
New holding
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
192
shares
|
$107,865
0.09% of portfolio
|
Q1 2025
Added 14.97%
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
190
shares
|
$106,741
0.02% of portfolio
|
Q2 2024
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
190
shares
|
$106,741
0.27% of portfolio
|
Q4 2024
New holding
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
187
shares
|
$105,056
0.06% of portfolio
|
Q4 2024
New holding
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
183
shares
|
$102,809
0.06% of portfolio
|
Q1 2025
New holding
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
177
shares
|
$99,438
0.0% of portfolio
|
Q1 2025
Reduced 72.21%
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
175
shares
|
$98,314
0.01% of portfolio
|
Q2 2023
Reduced 18.6%
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
172
shares
|
$96,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$94,382
0.03% of portfolio
|
Q2 2025
Reduced 85.81%
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
167
shares
|
$93,820
0.05% of portfolio
|
Q1 2025
Added 35.77%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
165
shares
|
$92,696
0.04% of portfolio
|
Q1 2025
New holding
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
165
shares
|
$92,696
0.04% of portfolio
|
Q4 2024
Added 23.13%
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
160
shares
|
$89,888
0.08% of portfolio
|
Q2 2022
New holding
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
160
shares
|
$89,888
0.06% of portfolio
|
Q2 2023
New holding
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
160
shares
|
$89,888
0.06% of portfolio
|
Q1 2025
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
157
shares
|
$88,202
0.04% of portfolio
|
Q1 2025
Reduced 51.99%
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
155
shares
|
$87,079
0.04% of portfolio
|
Q2 2025
Added 7.64%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
150
shares
|
$84,270
0.01% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
149
shares
|
$83,708
0.0% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
149
shares
|
$83,708
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
146
shares
|
$82,022
0.02% of portfolio
|
Q3 2024
Added 75.9%
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
142
shares
|
$79,775
0.03% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
142
shares
|
$79,775
0.02% of portfolio
|
Q1 2025
Reduced 41.32%
|