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 |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,504
shares
|
$907,904
0.14% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,503
shares
|
$907,300
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
1,503
shares
|
$907,300
0.13% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
1,499
shares
|
$904,886
0.06% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
1,498
shares
|
$904,282
0.26% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
1,497
shares
|
$903,679
0.46% of portfolio
|
Q3 2025
Added 187.33%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
1,496
shares
|
$903,075
0.21% of portfolio
|
Q3 2025
Added 133.75%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Jan 23, 2026 Q4 2025 |
1,495
shares
|
$902,471
0.35% of portfolio
|
Q4 2025
Added 5.36%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,493
shares
|
$901,264
0.14% of portfolio
|
Q4 2025
Reduced 18.24%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,492
shares
|
$900,660
0.38% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
1,490
shares
|
$899,453
0.03% of portfolio
|
Q4 2025
Reduced 8.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Jan 28, 2026 Q4 2025 |
1,488
shares
|
$898,246
0.78% of portfolio
|
Q4 2025
Added 5.16%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
1,487
shares
|
$897,642
0.19% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,484
shares
|
$895,831
0.59% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,478
shares
|
$892,209
0.28% of portfolio
|
Q4 2025
Added 18.24%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
1,473
shares
|
$889,191
0.63% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
1,473
shares
|
$889,191
0.1% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
1,472
shares
|
$888,587
0.06% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,472
shares
|
$888,587
0.24% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
1,471
shares
|
$887,983
0.55% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
1,469
shares
|
$886,776
0.71% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
1,468
shares
|
$886,172
0.36% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
1,467
shares
|
$885,569
0.13% of portfolio
|
Q3 2025
Added 126.04%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,461
shares
|
$881,947
0.13% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,460
shares
|
$881,343
0.03% of portfolio
|
Q4 2022
Reduced 21.51%
|
|