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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
69,746
shares
|
$39.3 Million
0.92% of portfolio
|
Q1 2025
Added 85.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
69,300
shares
|
$39.1 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
68,891
shares
|
$38.9 Million
4.58% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
68,682
shares
|
$38.7 Million
3.74% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
68,283
shares
|
$38.5 Million
0.35% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
67,740
shares
|
$38.2 Million
2.55% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
67,696
shares
|
$38.2 Million
0.35% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
67,688
shares
|
$38.2 Million
5.21% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
67,281
shares
|
$38 Million
12.18% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
67,145
shares
|
$37.9 Million
0.3% of portfolio
|
Q3 2024
Added 62.32%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
66,841
shares
|
$37.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
66,737
shares
|
$37.7 Million
2.32% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
66,630
shares
|
$37.6 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
66,625
shares
|
$37.6 Million
11.45% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
66,321
shares
|
$37.4 Million
0.06% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
65,831
shares
|
$37.1 Million
6.67% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
65,689
shares
|
$37.1 Million
17.35% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
65,540
shares
|
$37 Million
10.72% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
65,321
shares
|
$36.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
65,160
shares
|
$36.8 Million
1.06% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
65,089
shares
|
$36.7 Million
10.05% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
65,023
shares
|
$36.7 Million
1.17% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
64,614
shares
|
$36.5 Million
3.94% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
64,499
shares
|
$36.4 Million
6.3% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
64,100
shares
|
$36.2 Million
2.23% of portfolio
|
Q1 2025
Reduced 44.71%
|