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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
5,452
shares
|
$3.26 Million
0.24% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,446
shares
|
$3.26 Million
0.43% of portfolio
|
Q4 2022
Reduced 3.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,432
shares
|
$3.25 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,428
shares
|
$3.25 Million
0.53% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,421
shares
|
$3.25 Million
0.27% of portfolio
|
Q2 2025
Added 38.86%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,404
shares
|
$3.24 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,390
shares
|
$3.23 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$3.22 Million
0.94% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,374
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2022
Added 31.81%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,357
shares
|
$3.21 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,356
shares
|
$3.21 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
5,349
shares
|
$3.2 Million
1.51% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
5,340
shares
|
$3.2 Million
1.02% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
5,339
shares
|
$3.2 Million
0.18% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,338
shares
|
$3.2 Million
0.47% of portfolio
|
Q2 2025
Added 44.39%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
5,333
shares
|
$3.19 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,330
shares
|
$3.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,320
shares
|
$3.19 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
5,316
shares
|
$3.18 Million
2.67% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,309
shares
|
$3.18 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
5,292
shares
|
$3.17 Million
0.48% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,282
shares
|
$3.16 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,249
shares
|
$3.14 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,233
shares
|
$3.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
5,228
shares
|
$3.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.91%
|