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 3,854 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 $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
1,395
shares
|
$752,630
0.15% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,394
shares
|
$752,090
0.06% of portfolio
|
Q3 2024
Added 192.24%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,392
shares
|
$751,011
0.32% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,391
shares
|
$750,472
0.13% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,391
shares
|
$750,472
0.04% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
1,391
shares
|
$750,472
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,390
shares
|
$749,932
0.1% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,390
shares
|
$749,932
0.13% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
1,386
shares
|
$747,774
0.38% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,383
shares
|
$746,156
0.12% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,382
shares
|
$745,616
0.1% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
1,381
shares
|
$745,077
0.44% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$745,077
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,378
shares
|
$743,458
0.7% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,377
shares
|
$742,919
0.29% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,377
shares
|
$742,919
0.04% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,376
shares
|
$742,379
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,376
shares
|
$742,379
0.03% of portfolio
|
Q2 2022
Reduced 12.41%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
1,371
shares
|
$739,681
0.28% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,369
shares
|
$738,602
0.39% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
1,363
shares
|
$735,365
0.13% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,360
shares
|
$733,747
0.31% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,360
shares
|
$733,747
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,353
shares
|
$729,970
0.33% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
1,349
shares
|
$727,812
0.09% of portfolio
|
Q4 2024
Reduced 64.02%
|