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 3,993 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 $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
43,563
shares
|
$24.4 Million
15.94% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
43,453
shares
|
$24.4 Million
4.34% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
43,395
shares
|
$24.4 Million
1.76% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
43,373
shares
|
$24.3 Million
0.74% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
43,328
shares
|
$24.3 Million
11.35% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
43,202
shares
|
$24.2 Million
0.85% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
43,104
shares
|
$24.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
42,961
shares
|
$24.1 Million
1.4% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
42,877
shares
|
$24.1 Million
0.39% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
42,588
shares
|
$23.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
42,505
shares
|
$23.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
42,457
shares
|
$23.8 Million
5.84% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
42,446
shares
|
$23.8 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
42,303
shares
|
$23.7 Million
4.96% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
42,290
shares
|
$23.7 Million
5.66% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
42,126
shares
|
$23.6 Million
10.79% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
42,107
shares
|
$23.6 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
42,000
shares
|
$23.6 Million
6.71% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
41,831
shares
|
$23.5 Million
1.28% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
41,755
shares
|
$23.4 Million
1.83% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
41,746
shares
|
$23.4 Million
2.66% of portfolio
|
Q2 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
41,732
shares
|
$23.4 Million
13.6% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
41,613
shares
|
$23.4 Million
2.23% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
41,568
shares
|
$23.3 Million
15.7% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
41,498
shares
|
$23.3 Million
6.69% of portfolio
|
Q2 2025
Reduced 0.25%
|