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 3,860 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
1,896
shares
|
$997,447
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,890
shares
|
$994,291
0.55% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
1,889
shares
|
$993,765
0.89% of portfolio
|
Q3 2023
Reduced 5.88%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,885
shares
|
$991,660
0.08% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
1,881
shares
|
$989,556
0.35% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,877
shares
|
$987,452
0.1% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,874
shares
|
$985,873
0.35% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
1,874
shares
|
$985,873
0.26% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,873
shares
|
$985,347
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$982,717
0.1% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,868
shares
|
$982,717
0.31% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,867
shares
|
$982,191
0.08% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
1,865
shares
|
$981,139
0.44% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,865
shares
|
$981,139
0.26% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,864
shares
|
$980,613
0.12% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
1,863
shares
|
$980,087
0.34% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
1,862
shares
|
$979,560
0.05% of portfolio
|
Q4 2024
Added 138.11%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,860
shares
|
$978,508
0.07% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
1,854
shares
|
$975,352
0.89% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,851
shares
|
$973,774
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,850
shares
|
$973,248
0.1% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,848
shares
|
$972,195
0.08% of portfolio
|
Q3 2022
Added 59.31%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,848
shares
|
$972,195
0.67% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,847
shares
|
$971,669
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
1,844
shares
|
$970,091
0.16% of portfolio
|
Q3 2023
Reduced 39.66%
|