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 3,996 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
29,257
shares
|
$16.4 Million
4.3% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,211
shares
|
$16.4 Million
0.22% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
29,041
shares
|
$16.3 Million
4.27% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
29,020
shares
|
$16.3 Million
6.53% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
29,000
shares
|
$16.3 Million
8.31% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
28,984
shares
|
$16.3 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
28,867
shares
|
$16.2 Million
4.67% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
28,865
shares
|
$16.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
28,864
shares
|
$16.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
28,858
shares
|
$16.2 Million
1.3% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
28,848
shares
|
$16.2 Million
5.07% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
28,799
shares
|
$16.2 Million
1.69% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
28,798
shares
|
$16.2 Million
1.83% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
28,797
shares
|
$16.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,790
shares
|
$16.2 Million
0.15% of portfolio
|
Q3 2023
Reduced 3.1%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
28,736
shares
|
$16.1 Million
2.49% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,720
shares
|
$16.1 Million
0.97% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
28,710
shares
|
$16.1 Million
6.12% of portfolio
|
Q2 2025
New holding
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
28,697
shares
|
$16.1 Million
5.76% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
28,643
shares
|
$16.1 Million
0.11% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
28,484
shares
|
$16 Million
3.74% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
28,479
shares
|
$16 Million
9.14% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
28,437
shares
|
$16 Million
0.2% of portfolio
|
Q1 2025
Added 484.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
28,368
shares
|
$15.9 Million
0.36% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28,365
shares
|
$15.9 Million
1.25% of portfolio
|
Q1 2025
Added 0.25%
|