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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,676
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,675
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
2,665
shares
|
$1.6 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,662
shares
|
$1.59 Million
0.26% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
2,654
shares
|
$1.59 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,648
shares
|
$1.59 Million
0.18% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,645
shares
|
$1.58 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,641
shares
|
$1.58 Million
0.5% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
2,635
shares
|
$1.58 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
2,633
shares
|
$1.58 Million
0.32% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
2,631
shares
|
$1.58 Million
1.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
2,628
shares
|
$1.57 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,624
shares
|
$1.57 Million
0.14% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,616
shares
|
$1.57 Million
0.5% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,613
shares
|
$1.56 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
2,606
shares
|
$1.56 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,589
shares
|
$1.55 Million
0.5% of portfolio
|
Q2 2025
Added 77.45%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
2,588
shares
|
$1.55 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
North Point Portfolio Managers Corp
|
Jul 30, 2025 Q2 2025 |
2,586
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2022
Reduced 5.96%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
2,584
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Reduced 31.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,583
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,583
shares
|
$1.55 Million
0.37% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
2,583
shares
|
$1.55 Million
1.53% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
2,582
shares
|
$1.55 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
2,581
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2020
Reduced 65.24%
|