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 |
|---|---|---|---|---|---|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 20, 2026 Q4 2025 |
859
shares
|
$518,543
0.18% of portfolio
|
Q4 2025
Added 12.88%
|
|
|
Optas, LLC
|
Jan 27, 2026 Q4 2025 |
858
shares
|
$517,940
0.08% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
858
shares
|
$517,940
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
855
shares
|
$516,129
0.36% of portfolio
|
Q4 2025
Added 4.91%
|
|
|
Provident Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
851
shares
|
$513,714
0.16% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
851
shares
|
$513,714
0.06% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Jan 21, 2026 Q4 2025 |
850
shares
|
$513,111
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
850
shares
|
$513,111
0.24% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
850
shares
|
$513,111
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
849
shares
|
$512,507
0.3% of portfolio
|
Q4 2025
Reduced 3.08%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
848
shares
|
$511,903
0.18% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Elevated Financial Group LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
848
shares
|
$511,903
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
845
shares
|
$510,092
0.34% of portfolio
|
Q3 2025
Reduced 58.78%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
844
shares
|
$509,489
0.11% of portfolio
|
Q4 2022
Reduced 5.06%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
844
shares
|
$509,489
0.11% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
843
shares
|
$508,885
0.14% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
843
shares
|
$508,885
0.23% of portfolio
|
Q2 2025
Added 37.75%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
840
shares
|
$507,074
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
840
shares
|
$507,074
0.06% of portfolio
|
Q2 2025
Reduced 70.31%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
839
shares
|
$506,470
0.07% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jan 29, 2026 Q4 2025 |
835
shares
|
$504,056
0.26% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First Interstate Bank
Billings, MT |
Jan 29, 2026 Q4 2025 |
834
shares
|
$503,452
0.03% of portfolio
|
Q4 2025
Reduced 23.84%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
834
shares
|
$503,452
0.15% of portfolio
|
Q4 2025
Added 53.87%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
831
shares
|
$501,641
0.11% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
830
shares
|
$501,037
0.22% of portfolio
|
Q4 2025
Reduced 8.69%
|
|