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 |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
4,487
shares
|
$2.69 Million
0.61% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,419
shares
|
$2.65 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
4,416
shares
|
$2.65 Million
1.35% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,415
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Campbell Capital Management Inc
|
Aug 18, 2025 Q2 2025 |
4,414
shares
|
$2.65 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
4,403
shares
|
$2.64 Million
0.24% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
4,394
shares
|
$2.64 Million
0.37% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
4,385
shares
|
$2.63 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
4,385
shares
|
$2.63 Million
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,376
shares
|
$2.63 Million
0.25% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
4,366
shares
|
$2.62 Million
1.88% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
4,365
shares
|
$2.62 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
4,355
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Added 238.38%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,350
shares
|
$2.61 Million
0.16% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
4,346
shares
|
$2.61 Million
1.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
4,345
shares
|
$2.61 Million
0.46% of portfolio
|
Q2 2025
Reduced 30.85%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
4,333
shares
|
$2.6 Million
1.27% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
4,332
shares
|
$2.6 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,328
shares
|
$2.6 Million
0.78% of portfolio
|
Q3 2024
Added 180.86%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,325
shares
|
$2.6 Million
1.56% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
4,323
shares
|
$2.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
4,314
shares
|
$2.59 Million
0.51% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
4,306
shares
|
$2.59 Million
0.84% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
4,302
shares
|
$2.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,286
shares
|
$2.57 Million
0.94% of portfolio
|
Q2 2025
Reduced 92.11%
|