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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
2,835
shares
|
$1.7 Million
0.79% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
2,835
shares
|
$1.7 Million
0.83% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,833
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
2,833
shares
|
$1.7 Million
1.16% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,827
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
2,817
shares
|
$1.69 Million
0.21% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,815
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
2,804
shares
|
$1.68 Million
0.46% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
2,804
shares
|
$1.68 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,802
shares
|
$1.68 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,801
shares
|
$1.68 Million
5.34% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,800
shares
|
$1.68 Million
0.36% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,799
shares
|
$1.68 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,798
shares
|
$1.68 Million
0.26% of portfolio
|
Q2 2025
Reduced 68.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,794
shares
|
$1.67 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,793
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,790
shares
|
$1.67 Million
0.75% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,787
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2022
Added 170.85%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
2,785
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
2,784
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,774
shares
|
$1.66 Million
0.25% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,773
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2025
Added 396.95%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,770
shares
|
$1.66 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,765
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
2,765
shares
|
$1.66 Million
0.73% of portfolio
|
Q2 2025
Reduced 17.88%
|