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 |
|---|---|---|---|---|---|
|
Ktf Investments, LLC
Seal Beach, CA |
Jan 30, 2026 Q4 2025 |
578
shares
|
$348,915
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
577
shares
|
$348,311
0.31% of portfolio
|
Q4 2025
Added 12.04%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 27, 2026 Q4 2025 |
576
shares
|
$347,708
0.12% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
575
shares
|
$347,104
0.08% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 30, 2026 Q4 2025 |
573
shares
|
$345,897
0.05% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
573
shares
|
$345,897
0.05% of portfolio
|
Q3 2025
Reduced 53.57%
|
|
|
Bishop & CO Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
570
shares
|
$344,086
0.12% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
569
shares
|
$343,482
0.06% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
569
shares
|
$343,482
0.46% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
569
shares
|
$343,482
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
567
shares
|
$342,275
0.18% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Jan 29, 2026 Q4 2025 |
566
shares
|
$341,671
0.28% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
565
shares
|
$341,067
0.07% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Qcm Cayman, Ltd.
|
Nov 04, 2024 Q3 2024 |
564
shares
|
$340,464
7.96% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
562
shares
|
$339,256
0.08% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
562
shares
|
$339,256
0.09% of portfolio
|
Q4 2025
Added 13.31%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
561
shares
|
$338,653
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jan 27, 2026 Q4 2025 |
561
shares
|
$338,653
0.24% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
560
shares
|
$338,049
0.17% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
560
shares
|
$338,049
0.02% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
555
shares
|
$335,031
0.1% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
554
shares
|
$334,427
0.12% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 20, 2026 Q4 2025 |
554
shares
|
$334,427
0.12% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
553
shares
|
$333,823
0.1% of portfolio
|
Q3 2025
Reduced 41.97%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
552
shares
|
$333,220
0.03% of portfolio
|
Q3 2025
Reduced 19.88%
|
|