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 4,323 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,719
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2023
Reduced 29.0%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
1,718
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Jan 21, 2026 Q4 2025 |
1,714
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Compass Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
1,712
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
1,712
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2025
Added 13.23%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,708
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,707
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,703
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2023
Reduced 17.21%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
1,703
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Deltec Asset Management LLC
|
Jan 29, 2026 Q4 2025 |
1,701
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,701
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 44.27%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,700
shares
|
$1.03 Million
0.71% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$1.03 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 28, 2026 Q4 2025 |
1,699
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,698
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
1,697
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
1,697
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 31.96%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,696
shares
|
$1.02 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,695
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
1,694
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|