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 4,314 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highview Capital Management LLC
|
Jan 27, 2026 Q4 2025 |
1,958
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
1,956
shares
|
$1.18 Million
0.99% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
1,956
shares
|
$1.18 Million
1.0% of portfolio
|
Q4 2025
Added 10.7%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
1,954
shares
|
$1.18 Million
0.72% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,952
shares
|
$1.18 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,949
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 402.32%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,948
shares
|
$1.18 Million
0.68% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
1,947
shares
|
$1.18 Million
0.61% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Sonata Capital Group Inc
|
Jan 26, 2026 Q4 2025 |
1,942
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,942
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
1,942
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Argo Wealth Advisory, LLC
Mclean, VA |
Jan 26, 2026 Q4 2025 |
1,942
shares
|
$1.17 Million
0.71% of portfolio
|
Q4 2025
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2026 Q4 2025 |
1,941
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,940
shares
|
$1.17 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
1,940
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
1,936
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
1,933
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2025
Added 9.09%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
1,932
shares
|
$1.17 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,932
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
1,930
shares
|
$1.17 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
1,924
shares
|
$1.16 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
1,922
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
1,915
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
1,912
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2025
Added 31.41%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,908
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2025
Reduced 11.95%
|
|