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 3,885 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $117 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 |
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
142,582
shares
|
$67.4 Million
1.75% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
141,297
shares
|
$66.8 Million
8.01% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
140,142
shares
|
$66.2 Million
17.31% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
139,882
shares
|
$66.1 Million
2.86% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
138,778
shares
|
$65.6 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
138,533
shares
|
$65.5 Million
2.31% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
137,628
shares
|
$65 Million
9.48% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
137,576
shares
|
$65 Million
0.03% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
136,990
shares
|
$64.7 Million
3.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
136,665
shares
|
$64.6 Million
0.13% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
136,567
shares
|
$64.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 58.19%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Feb 04, 2025 Q4 2024 |
136,531
shares
|
$64.5 Million
15.46% of portfolio
|
Q4 2024
Added 294.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135,407
shares
|
$64 Million
1.53% of portfolio
|
Q2 2020
Added 13.72%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
134,617
shares
|
$63.6 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
133,091
shares
|
$62.9 Million
1.83% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
131,223
shares
|
$62 Million
0.68% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
129,728
shares
|
$61.3 Million
1.86% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
129,584
shares
|
$61.2 Million
4.15% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
129,329
shares
|
$61.1 Million
10.28% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
128,116
shares
|
$60.5 Million
1.55% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
127,570
shares
|
$60.3 Million
1.27% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
127,209
shares
|
$60.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
126,940
shares
|
$60 Million
3.0% of portfolio
|
Q4 2022
Added 7.52%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
126,712
shares
|
$59.9 Million
7.17% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
126,208
shares
|
$59.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 22.49%
|