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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,452
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,449
shares
|
$1.47 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,447
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,444
shares
|
$1.46 Million
0.6% of portfolio
|
Q4 2021
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,444
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,441
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 112.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,437
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
2,426
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
2,412
shares
|
$1.44 Million
0.88% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,403
shares
|
$1.44 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,403
shares
|
$1.44 Million
0.63% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$1.44 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
2,398
shares
|
$1.44 Million
1.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,396
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Added 95.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,394
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
2,393
shares
|
$1.43 Million
0.11% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
2,393
shares
|
$1.43 Million
1.12% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
2,391
shares
|
$1.43 Million
0.87% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,387
shares
|
$1.43 Million
0.77% of portfolio
|
Q4 2024
Added 45.64%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
2,386
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,381
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
2,380
shares
|
$1.42 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
2,375
shares
|
$1.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
2,373
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,368
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 46.44%
|