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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$799,849
0.36% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
1,324
shares
|
$799,245
0.25% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,320
shares
|
$796,831
0.03% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Natural Investments, LLC
|
Jan 23, 2026 Q4 2025 |
1,319
shares
|
$796,227
0.2% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Duncker Streett & CO Inc
|
Jan 27, 2026 Q4 2025 |
1,319
shares
|
$796,227
0.14% of portfolio
|
Q4 2025
Reduced 24.67%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
1,316
shares
|
$794,416
0.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 29, 2026 Q4 2025 |
1,316
shares
|
$794,416
0.03% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,316
shares
|
$794,416
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,315
shares
|
$793,812
0.12% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
1,314
shares
|
$793,209
0.25% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
1,314
shares
|
$793,209
0.5% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
1,313
shares
|
$792,605
0.45% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Libra Wealth LLC
|
Jan 28, 2026 Q4 2025 |
1,311
shares
|
$791,398
0.23% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 06, 2026 Q4 2025 |
1,309
shares
|
$790,190
0.45% of portfolio
|
Q4 2025
Reduced 6.3%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
1,309
shares
|
$790,190
0.43% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,306
shares
|
$788,379
0.37% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,303
shares
|
$786,568
0.58% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,301
shares
|
$785,361
0.11% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,299
shares
|
$784,154
0.06% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,298
shares
|
$783,550
0.19% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jan 26, 2026 Q4 2025 |
1,294
shares
|
$781,136
0.68% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,292
shares
|
$779,928
0.15% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
1,292
shares
|
$779,928
0.7% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,291
shares
|
$779,325
2.27% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
1,282
shares
|
$773,892
0.18% of portfolio
|
Q4 2025
Reduced 1.99%
|
|