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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
1,120
shares
|
$676,099
0.1% of portfolio
|
Q4 2025
Reduced 21.79%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,119
shares
|
$675,495
0.1% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
1,117
shares
|
$674,288
0.13% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jan 23, 2026 Q4 2025 |
1,116
shares
|
$673,684
0.59% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Mcia Inc
|
Jan 28, 2026 Q4 2025 |
1,115
shares
|
$673,080
0.11% of portfolio
|
Q4 2025
Added 4.4%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,115
shares
|
$673,080
0.72% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,110
shares
|
$670,062
0.27% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
1,106
shares
|
$667,647
0.29% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
1,106
shares
|
$667,647
0.67% of portfolio
|
Q4 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,105
shares
|
$667,044
0.16% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
1,102
shares
|
$665,233
0.4% of portfolio
|
Q3 2025
Reduced 92.8%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
1,101
shares
|
$664,629
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Sather Financial Group Inc
|
Jan 26, 2026 Q4 2025 |
1,098
shares
|
$662,818
0.04% of portfolio
|
Q4 2025
Added 26.79%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
1,097
shares
|
$662,215
0.29% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jan 28, 2026 Q4 2025 |
1,092
shares
|
$659,196
0.16% of portfolio
|
Q4 2025
Added 14.35%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
1,090
shares
|
$657,989
0.48% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jan 26, 2026 Q4 2025 |
1,088
shares
|
$656,782
0.1% of portfolio
|
Q4 2025
Added 40.75%
|
|
|
Olio Financial Planning
|
Jan 20, 2026 Q4 2025 |
1,086
shares
|
$655,574
0.19% of portfolio
|
Q4 2025
Added 37.99%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
1,085
shares
|
$654,971
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jan 26, 2026 Q4 2025 |
1,081
shares
|
$652,556
0.22% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Baskin Financial Services Inc.
|
Jan 27, 2026 Q4 2025 |
1,080
shares
|
$651,952
0.05% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,078
shares
|
$650,745
0.17% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
1,077
shares
|
$650,141
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
1,075
shares
|
$648,934
0.08% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
1,068
shares
|
$644,708
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|