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 4,071 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
41,359
shares
|
$24 Million
11.91% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
41,301
shares
|
$24 Million
15.72% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,293
shares
|
$24 Million
0.35% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
41,269
shares
|
$23.9 Million
6.62% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
41,209
shares
|
$23.9 Million
4.62% of portfolio
|
Q2 2025
Added 4811.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
41,133
shares
|
$23.9 Million
1.99% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
41,101
shares
|
$23.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
41,079
shares
|
$23.8 Million
1.95% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
40,898
shares
|
$23.7 Million
2.2% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
40,762
shares
|
$23.6 Million
0.65% of portfolio
|
Q2 2025
Added 29.73%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
40,741
shares
|
$23.6 Million
1.75% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
40,693
shares
|
$23.6 Million
6.26% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
40,665
shares
|
$23.6 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
40,664
shares
|
$23.6 Million
4.28% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
40,587
shares
|
$23.5 Million
1.09% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
40,166
shares
|
$23.3 Million
0.14% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,144
shares
|
$23.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
39,740
shares
|
$23.1 Million
8.68% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
39,617
shares
|
$23 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
39,553
shares
|
$22.9 Million
2.6% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
39,476
shares
|
$22.9 Million
1.32% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
39,447
shares
|
$22.9 Million
8.2% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
39,436
shares
|
$22.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
39,414
shares
|
$22.9 Million
1.37% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
39,325
shares
|
$22.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 36.46%
|