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 4,332 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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 23, 2026 Q4 2025 |
619
shares
|
$373,665
0.19% of portfolio
|
Q4 2025
Added 683.54%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
617
shares
|
$372,458
0.16% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
617
shares
|
$372,458
0.01% of portfolio
|
Q3 2025
Reduced 34.85%
|
|
|
Tufton Capital Management
|
Jan 28, 2026 Q4 2025 |
616
shares
|
$371,854
0.07% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
616
shares
|
$371,854
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
615
shares
|
$371,250
0.19% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
615
shares
|
$371,250
0.06% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Thomasville National Bank
|
Jan 26, 2026 Q4 2025 |
613
shares
|
$370,043
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
612
shares
|
$369,439
0.27% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
611
shares
|
$368,836
0.06% of portfolio
|
Q4 2025
Added 48.66%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
611
shares
|
$368,836
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
610
shares
|
$368,232
0.27% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
610
shares
|
$368,232
0.26% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
610
shares
|
$368,232
0.38% of portfolio
|
Q3 2025
Reduced 71.35%
|
|
|
Surience Private Wealth LLC
|
Jan 16, 2026 Q4 2025 |
609
shares
|
$367,628
0.4% of portfolio
|
Q4 2025
Reduced 95.37%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
606
shares
|
$365,817
0.06% of portfolio
|
Q1 2025
Reduced 65.27%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
606
shares
|
$365,817
0.23% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Hendershot Investments Inc.
|
Jan 26, 2026 Q4 2025 |
605
shares
|
$365,214
0.05% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
603
shares
|
$364,006
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
603
shares
|
$364,006
0.17% of portfolio
|
Q4 2025
Added 5.42%
|
|
|
True Link Financial Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
602
shares
|
$363,403
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
602
shares
|
$363,403
0.12% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
601
shares
|
$362,799
0.25% of portfolio
|
Q4 2025
Added 14.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
600
shares
|
$362,196
0.14% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Jan 27, 2026 Q4 2025 |
599
shares
|
$361,592
0.35% of portfolio
|
Q4 2025
Added 1.18%
|
|