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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
31,585
shares
|
$17.7 Million
3.0% of portfolio
|
Q2 2025
Added 585.29%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
31,460
shares
|
$17.7 Million
9.64% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
31,420
shares
|
$17.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
31,385
shares
|
$17.6 Million
4.45% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
31,323
shares
|
$17.6 Million
7.98% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
31,314
shares
|
$17.6 Million
1.93% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
31,284
shares
|
$17.6 Million
1.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
31,224
shares
|
$17.5 Million
0.67% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
31,201
shares
|
$17.5 Million
2.62% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
31,177
shares
|
$17.5 Million
2.01% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
31,123
shares
|
$17.5 Million
2.25% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
31,115
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
31,057
shares
|
$17.4 Million
2.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,036
shares
|
$17.4 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
31,027
shares
|
$17.4 Million
6.61% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
30,963
shares
|
$17.4 Million
1.28% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
30,909
shares
|
$17.3 Million
9.63% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
30,835
shares
|
$17.3 Million
4.43% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
30,828
shares
|
$17.3 Million
0.31% of portfolio
|
Q2 2025
Added 663.83%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
30,806
shares
|
$17.3 Million
2.95% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
30,763
shares
|
$17.3 Million
6.12% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,704
shares
|
$17.2 Million
1.22% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
30,597
shares
|
$17.2 Million
10.16% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
30,467
shares
|
$17.1 Million
5.28% of portfolio
|
Q1 2025
Added 71.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
30,411
shares
|
$17.1 Million
0.65% of portfolio
|
Q1 2025
Added 7.05%
|