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 4,057 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $182 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 |
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
226,991
shares
|
$130 Million
12.85% of portfolio
|
Q1 2023
Added 426.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,659
shares
|
$130 Million
3.47% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
224,775
shares
|
$129 Million
57.65% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
221,060
shares
|
$127 Million
31.58% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
220,498
shares
|
$127 Million
0.13% of portfolio
|
Q1 2025
Added 41.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
218,410
shares
|
$125 Million
0.24% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
218,352
shares
|
$125 Million
3.9% of portfolio
|
Q2 2023
Added 1.55%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
212,121
shares
|
$122 Million
1.6% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
211,382
shares
|
$121 Million
3.74% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
210,037
shares
|
$121 Million
5.57% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
207,382
shares
|
$119 Million
0.3% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
205,009
shares
|
$118 Million
1.2% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
202,542
shares
|
$116 Million
1.58% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
201,000
shares
|
$115 Million
4.06% of portfolio
|
Q1 2025
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
200,316
shares
|
$115 Million
3.22% of portfolio
|
Q2 2025
Reduced 34.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
197,782
shares
|
$114 Million
3.14% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
195,000
shares
|
$112 Million
4.97% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
194,290
shares
|
$112 Million
0.45% of portfolio
|
Q2 2025
Reduced 43.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
192,209
shares
|
$110 Million
5.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
191,908
shares
|
$110 Million
5.18% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
191,507
shares
|
$110 Million
6.19% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
190,342
shares
|
$109 Million
0.38% of portfolio
|
Q1 2025
Added 50.82%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
190,280
shares
|
$109 Million
16.58% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
189,035
shares
|
$109 Million
1.58% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
185,538
shares
|
$107 Million
3.95% of portfolio
|
Q1 2025
Reduced 15.88%
|