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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,243
shares
|
$750,349
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,242
shares
|
$749,745
0.11% of portfolio
|
Q4 2025
Reduced 15.45%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
1,241
shares
|
$749,142
0.07% of portfolio
|
Q4 2025
Added 16.2%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
1,240
shares
|
$748,538
0.21% of portfolio
|
Q4 2025
Added 34.2%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
1,239
shares
|
$747,934
0.53% of portfolio
|
Q3 2025
Added 60.49%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
1,235
shares
|
$745,520
0.44% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
1,235
shares
|
$745,520
0.51% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
1,232
shares
|
$743,709
0.32% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,232
shares
|
$743,709
0.83% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,230
shares
|
$742,501
0.1% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Peoples Bank
|
Jan 29, 2026 Q4 2025 |
1,229
shares
|
$741,898
0.48% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,228
shares
|
$741,294
0.02% of portfolio
|
Q3 2022
Added 32.47%
|
|
|
4 Thought Financial Group Inc.
|
Jan 29, 2026 Q4 2025 |
1,227
shares
|
$740,690
0.4% of portfolio
|
Q4 2025
Added 51.48%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
1,226
shares
|
$740,087
0.36% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,225
shares
|
$739,483
0.02% of portfolio
|
Q3 2025
Reduced 91.11%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
1,222
shares
|
$737,672
0.3% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
1,221
shares
|
$737,068
0.53% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
1,220
shares
|
$736,465
0.26% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
1,219
shares
|
$735,861
0.28% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,218
shares
|
$735,257
0.21% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,215
shares
|
$733,446
0.43% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,214
shares
|
$732,843
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Jan 26, 2026 Q4 2025 |
1,212
shares
|
$731,635
0.16% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
1,211
shares
|
$731,032
0.02% of portfolio
|
Q3 2025
Added 36.53%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 26, 2026 Q4 2025 |
1,210
shares
|
$730,428
0.13% of portfolio
|
Q4 2025
Added 3.6%
|
|