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 |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,852
shares
|
$2.91 Million
0.45% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,852
shares
|
$2.91 Million
0.14% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
4,840
shares
|
$2.9 Million
1.6% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,839
shares
|
$2.9 Million
0.11% of portfolio
|
Q2 2025
Added 29.77%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
4,833
shares
|
$2.89 Million
0.44% of portfolio
|
Q1 2024
Added 200.56%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,832
shares
|
$2.89 Million
0.75% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
4,824
shares
|
$2.89 Million
0.24% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
4,821
shares
|
$2.89 Million
2.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
4,797
shares
|
$2.87 Million
1.42% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,795
shares
|
$2.87 Million
2.25% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,786
shares
|
$2.87 Million
0.8% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,772
shares
|
$2.86 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,769
shares
|
$2.86 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,763
shares
|
$2.85 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
4,755
shares
|
$2.85 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
4,750
shares
|
$2.84 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
4,746
shares
|
$2.84 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
4,738
shares
|
$2.84 Million
0.48% of portfolio
|
Q1 2025
Reduced 32.39%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,737
shares
|
$2.84 Million
0.44% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,728
shares
|
$2.83 Million
0.4% of portfolio
|
Q2 2024
Reduced 14.46%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
4,705
shares
|
$2.82 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,703
shares
|
$2.82 Million
1.37% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
4,693
shares
|
$2.81 Million
0.1% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
4,687
shares
|
$2.81 Million
0.85% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,676
shares
|
$2.8 Million
2.28% of portfolio
|
Q1 2025
Added 6.9%
|