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 |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
1,793
shares
|
$1.08 Million
0.61% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
1,790
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,784
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
1,784
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,783
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2025
Added 69.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,777
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,772
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
1,772
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
1,770
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
1,769
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
1,768
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2025
Added 13.41%
|
|
|
Members Wealth LLC
Media, PA |
Jan 28, 2026 Q4 2025 |
1,768
shares
|
$1.07 Million
0.69% of portfolio
|
Q4 2025
Reduced 26.97%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
1,763
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,754
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,753
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
1,753
shares
|
$1.06 Million
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,751
shares
|
$1.06 Million
0.36% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,745
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
1,742
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
1,731
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,725
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
1,724
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2025
Added 6.16%
|
|
|
Pds Planning, Inc
|
Jan 26, 2026 Q4 2025 |
1,722
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Godsey & Gibb Associates
|
Jan 27, 2026 Q4 2025 |
1,722
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
1,721
shares
|
$1.04 Million
0.65% of portfolio
|
Q3 2025
Reduced 15.51%
|
|