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 |
|---|---|---|---|---|---|
|
Emissary Wealth LLC
Hackensack, NJ |
Jan 27, 2026 Q4 2025 |
513
shares
|
$309,677
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
American Asset Management Inc.
|
Jan 07, 2026 Q4 2025 |
510
shares
|
$307,866
1.48% of portfolio
|
Q4 2025
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
510
shares
|
$307,866
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
508
shares
|
$306,659
0.14% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 29, 2026 Q4 2025 |
508
shares
|
$306,659
0.08% of portfolio
|
Q4 2025
Reduced 53.14%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
506
shares
|
$305,451
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
505
shares
|
$304,848
0.15% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2026 Q4 2025 |
504
shares
|
$304,244
0.04% of portfolio
|
Q4 2025
Reduced 9.84%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
504
shares
|
$304,244
0.05% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Atwood & Palmer Inc
|
Jan 28, 2026 Q4 2025 |
502
shares
|
$303,037
0.02% of portfolio
|
Q1 2025
Added 191.86%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
500
shares
|
$301,830
0.06% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
500
shares
|
$301,830
0.06% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
500
shares
|
$301,830
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
500
shares
|
$301,830
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$301,830
0.04% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
City State Bank
Norwalk, IA |
Jan 27, 2026 Q4 2025 |
500
shares
|
$301,830
0.09% of portfolio
|
Q4 2025
Added 19.62%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
500
shares
|
$301,830
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
500
shares
|
$301,830
0.12% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
500
shares
|
$301,830
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
498
shares
|
$300,622
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
497
shares
|
$300,019
0.06% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jan 28, 2026 Q4 2025 |
497
shares
|
$300,019
0.08% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
497
shares
|
$300,019
0.13% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
496
shares
|
$299,415
0.07% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
495
shares
|
$298,811
0.18% of portfolio
|
Q4 2025
Added 0.81%
|
|