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 4,097 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 $189 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
12,416
shares
|
$7.43 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
12,400
shares
|
$7.42 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
12,384
shares
|
$7.41 Million
2.79% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
12,347
shares
|
$7.39 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
12,340
shares
|
$7.39 Million
1.84% of portfolio
|
Q2 2025
Added 3.53%
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
12,325
shares
|
$7.38 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
12,314
shares
|
$7.37 Million
2.41% of portfolio
|
Q4 2024
Added 0.74%
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
12,300
shares
|
$7.36 Million
1.13% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
12,293
shares
|
$7.36 Million
3.99% of portfolio
|
Q2 2025
New holding
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
12,268
shares
|
$7.35 Million
1.81% of portfolio
|
Q2 2025
Added 699.22%
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,265
shares
|
$7.34 Million
4.37% of portfolio
|
Q2 2025
Added 18.61%
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
12,238
shares
|
$7.33 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
12,184
shares
|
$7.29 Million
2.04% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
12,157
shares
|
$7.28 Million
3.1% of portfolio
|
Q2 2025
New holding
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,151
shares
|
$7.28 Million
3.54% of portfolio
|
Q3 2023
Reduced 52.35%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
12,141
shares
|
$7.27 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
12,134
shares
|
$7.26 Million
3.19% of portfolio
|
Q2 2025
Added 1.59%
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
12,120
shares
|
$7.26 Million
3.35% of portfolio
|
Q2 2025
New holding
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
12,113
shares
|
$7.25 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
12,099
shares
|
$7.24 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,095
shares
|
$7.24 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,086
shares
|
$7.24 Million
2.91% of portfolio
|
Q3 2023
Added 12.09%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,045
shares
|
$7.21 Million
0.55% of portfolio
|
Q2 2025
Added 17.48%
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
12,021
shares
|
$7.2 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,003
shares
|
$7.19 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.89%
|