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 |
|---|---|---|---|---|---|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
47,733
shares
|
$26.9 Million
11.46% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
47,458
shares
|
$26.8 Million
2.41% of portfolio
|
Q1 2025
Added 580.21%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
47,254
shares
|
$26.7 Million
5.74% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47,024
shares
|
$26.5 Million
0.53% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
46,963
shares
|
$26.5 Million
0.19% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
46,773
shares
|
$26.4 Million
8.99% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
46,700
shares
|
$26.3 Million
4.24% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
46,625
shares
|
$26.3 Million
3.14% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
46,278
shares
|
$26.1 Million
16.96% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
46,119
shares
|
$26 Million
0.01% of portfolio
|
Q1 2025
Added 62.57%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
45,867
shares
|
$25.9 Million
5.89% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
45,680
shares
|
$25.8 Million
20.85% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
45,602
shares
|
$25.7 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
45,152
shares
|
$25.5 Million
1.43% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
45,097
shares
|
$25.4 Million
9.6% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,919
shares
|
$25.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 46.18%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
44,870
shares
|
$25.3 Million
2.33% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
44,807
shares
|
$25.3 Million
6.58% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
44,516
shares
|
$25.1 Million
9.76% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
44,481
shares
|
$25.1 Million
0.27% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
44,130
shares
|
$24.9 Million
3.16% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
43,731
shares
|
$24.7 Million
1.02% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
43,727
shares
|
$24.7 Million
6.26% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
43,707
shares
|
$24.7 Million
5.97% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
43,663
shares
|
$24.6 Million
0.5% of portfolio
|
Q1 2025
Added 0.08%
|