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 |
|---|---|---|---|---|---|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
39,514
shares
|
$22.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
39,492
shares
|
$22.3 Million
0.63% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
39,436
shares
|
$22.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
39,386
shares
|
$22.2 Million
0.14% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
39,374
shares
|
$22.2 Million
1.22% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
39,279
shares
|
$22.2 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
39,200
shares
|
$22.1 Million
12.07% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
39,039
shares
|
$22 Million
20.52% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
39,017
shares
|
$22 Million
3.14% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
38,812
shares
|
$21.9 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
38,735
shares
|
$21.9 Million
0.39% of portfolio
|
Q1 2025
Added 998.55%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
38,644
shares
|
$21.8 Million
5.84% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
38,639
shares
|
$21.8 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
38,561
shares
|
$21.8 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
38,447
shares
|
$21.7 Million
5.23% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
38,382
shares
|
$21.7 Million
14.63% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
38,302
shares
|
$21.6 Million
3.64% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
38,299
shares
|
$21.6 Million
5.77% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
38,297
shares
|
$21.6 Million
4.03% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
38,245
shares
|
$21.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
37,976
shares
|
$21.4 Million
1.65% of portfolio
|
Q1 2025
Added 65.63%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
37,969
shares
|
$21.4 Million
1.72% of portfolio
|
Q2 2025
Added 56.96%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
37,910
shares
|
$21.4 Million
1.15% of portfolio
|
Q1 2025
Added 6260.74%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
37,900
shares
|
$21.4 Million
3.85% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
37,747
shares
|
$21.3 Million
0.49% of portfolio
|
Q1 2025
Added 1.56%
|