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 |
|---|---|---|---|---|---|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
1,369
shares
|
$826,410
0.27% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Jan 27, 2026 Q4 2025 |
1,369
shares
|
$826,410
0.1% of portfolio
|
Q4 2025
Added 14.75%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,367
shares
|
$825,203
0.3% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sage Financial Group Inc
|
Jan 27, 2026 Q4 2025 |
1,364
shares
|
$823,392
0.06% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,361
shares
|
$821,581
0.15% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
1,361
shares
|
$821,581
0.76% of portfolio
|
Q3 2025
Added 113.99%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,353
shares
|
$816,751
0.11% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
1,350
shares
|
$814,941
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$814,941
0.01% of portfolio
|
Q2 2025
Reduced 85.79%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
1,348
shares
|
$813,733
0.54% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,347
shares
|
$813,130
0.29% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,347
shares
|
$813,130
0.12% of portfolio
|
Q2 2025
Added 109.49%
|
|
|
Stone Point Wealth LLC
|
Jan 27, 2026 Q4 2025 |
1,345
shares
|
$811,922
0.23% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,337
shares
|
$807,093
0.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
1,337
shares
|
$807,093
0.87% of portfolio
|
Q4 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
1,336
shares
|
$806,489
0.14% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 29, 2026 Q4 2025 |
1,336
shares
|
$806,489
0.14% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
1,335
shares
|
$805,886
0.72% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,333
shares
|
$804,678
0.15% of portfolio
|
Q4 2025
Added 3.65%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
1,332
shares
|
$804,075
0.06% of portfolio
|
Q4 2025
Added 6.9%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,330
shares
|
$802,867
0.64% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,328
shares
|
$801,660
0.31% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
1,327
shares
|
$801,056
0.46% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
1,326
shares
|
$800,453
0.13% of portfolio
|
Q4 2025
Added 97.32%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
1,326
shares
|
$800,453
1.36% of portfolio
|
Q3 2025
New holding
|
|