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 |
|---|---|---|---|---|---|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
551
shares
|
$332,616
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$332,013
0.02% of portfolio
|
Q2 2023
Reduced 21.43%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
550
shares
|
$332,013
0.01% of portfolio
|
Q4 2025
Reduced 68.08%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
550
shares
|
$332,013
0.07% of portfolio
|
Q3 2025
Reduced 97.19%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
550
shares
|
$332,013
0.29% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
550
shares
|
$332,013
0.12% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
549
shares
|
$331,409
0.21% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
547
shares
|
$330,202
0.09% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
547
shares
|
$330,202
0.16% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
547
shares
|
$330,202
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jan 27, 2026 Q4 2025 |
546
shares
|
$329,598
0.33% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
544
shares
|
$328,391
0.19% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
543
shares
|
$327,787
0.17% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
543
shares
|
$327,787
0.07% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
542
shares
|
$327,183
0.12% of portfolio
|
Q4 2025
Reduced 32.25%
|
|
|
Shelton Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
541
shares
|
$326,580
0.15% of portfolio
|
Q4 2025
Reduced 10.28%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
541
shares
|
$326,580
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
539
shares
|
$325,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
539
shares
|
$325,372
0.13% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
538
shares
|
$324,769
0.03% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Sage Rhino Capital LLC
|
Jan 30, 2026 Q4 2025 |
537
shares
|
$324,165
0.07% of portfolio
|
Q4 2025
Reduced 12.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
537
shares
|
$324,165
0.17% of portfolio
|
Q4 2025
Reduced 16.36%
|
|
|
Nvest Wealth Strategies, Inc.
Powell, OH |
Jan 28, 2026 Q4 2025 |
537
shares
|
$324,165
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
533
shares
|
$321,750
0.19% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
533
shares
|
$321,750
0.43% of portfolio
|
Q3 2025
Reduced 1.3%
|
|