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 |
|---|---|---|---|---|---|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
758
shares
|
$457,574
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
757
shares
|
$456,970
0.27% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
754
shares
|
$455,159
0.11% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
753
shares
|
$454,555
0.27% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
752
shares
|
$453,952
0.04% of portfolio
|
Q3 2025
Reduced 25.62%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Jan 20, 2026 Q4 2025 |
751
shares
|
$453,348
0.32% of portfolio
|
Q4 2025
Reduced 84.99%
|
|
|
Kirr Marbach & CO LLC
|
Jan 26, 2026 Q4 2025 |
750
shares
|
$452,745
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
750
shares
|
$452,745
0.07% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
750
shares
|
$452,745
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
750
shares
|
$452,745
0.37% of portfolio
|
Q3 2025
Added 63.04%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
750
shares
|
$452,745
0.31% of portfolio
|
Q4 2025
Added 9.65%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Jan 28, 2026 Q4 2025 |
749
shares
|
$452,141
0.44% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
743
shares
|
$448,519
0.04% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
741
shares
|
$447,312
0.13% of portfolio
|
Q3 2025
Added 29.09%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
740
shares
|
$446,708
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
738
shares
|
$445,501
0.11% of portfolio
|
Q3 2025
Added 64.73%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
735
shares
|
$443,690
0.1% of portfolio
|
Q4 2025
Added 10.36%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
734
shares
|
$443,086
0.2% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
734
shares
|
$443,086
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
734
shares
|
$443,086
0.11% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
733
shares
|
$442,482
0.13% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
733
shares
|
$442,482
0.23% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
733
shares
|
$442,482
0.24% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
732
shares
|
$441,879
0.18% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
731
shares
|
$441,275
0.18% of portfolio
|
Q4 2024
Reduced 0.81%
|
|