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 |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
55,098
shares
|
$31.1 Million
0.56% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
54,779
shares
|
$30.9 Million
2.9% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
54,656
shares
|
$30.8 Million
4.71% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
54,548
shares
|
$30.8 Million
8.93% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
54,529
shares
|
$30.8 Million
0.17% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
54,328
shares
|
$30.7 Million
1.9% of portfolio
|
Q1 2025
Added 6306.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
54,291
shares
|
$30.6 Million
3.68% of portfolio
|
Q1 2025
Added 126.37%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
54,276
shares
|
$30.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
53,926
shares
|
$30.4 Million
18.76% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
53,804
shares
|
$30.4 Million
6.16% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
53,457
shares
|
$30.2 Million
7.03% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
53,353
shares
|
$30.1 Million
0.6% of portfolio
|
Q1 2025
Added 286.62%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
53,244
shares
|
$30 Million
9.41% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
53,228
shares
|
$30 Million
6.91% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
53,190
shares
|
$30 Million
0.08% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
53,180
shares
|
$30 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
53,162
shares
|
$30 Million
0.38% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
53,160
shares
|
$30 Million
5.89% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
52,803
shares
|
$29.8 Million
12.44% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
52,755
shares
|
$29.8 Million
3.25% of portfolio
|
Q1 2025
Added 2025.5%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
52,743
shares
|
$29.8 Million
10.56% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
52,559
shares
|
$29.7 Million
2.31% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
52,546
shares
|
$29.6 Million
6.95% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
52,004
shares
|
$29.3 Million
9.94% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
51,769
shares
|
$29.2 Million
14.28% of portfolio
|
Q2 2025
Reduced 0.05%
|