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 3,783 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,166
shares
|
$2.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
5,149
shares
|
$2.76 Million
1.46% of portfolio
|
Q4 2024
Added 86.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
5,140
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,139
shares
|
$2.75 Million
0.37% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,129
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
5,115
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
5,110
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
5,108
shares
|
$2.74 Million
0.22% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
5,107
shares
|
$2.74 Million
0.35% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
5,086
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,077
shares
|
$2.72 Million
0.91% of portfolio
|
Q1 2023
Reduced 0.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$2.72 Million
1.94% of portfolio
|
Q4 2024
Reduced 48.86%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
5,070
shares
|
$2.72 Million
0.14% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,065
shares
|
$2.71 Million
1.78% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,042
shares
|
$2.7 Million
2.08% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
5,042
shares
|
$2.7 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
5,034
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
5,024
shares
|
$2.69 Million
0.36% of portfolio
|
Q4 2024
Added 163.87%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,019
shares
|
$2.69 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,006
shares
|
$2.68 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,001
shares
|
$2.68 Million
0.27% of portfolio
|
Q4 2024
Added 1003.97%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
4,996
shares
|
$2.68 Million
1.39% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
4,982
shares
|
$2.67 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
4,968
shares
|
$2.66 Million
1.42% of portfolio
|
Q4 2024
Added 16.26%
|