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 |
|---|---|---|---|---|---|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
495
shares
|
$298,811
0.18% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
495
shares
|
$298,811
0.08% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
495
shares
|
$298,811
0.09% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
495
shares
|
$298,811
0.16% of portfolio
|
Q4 2023
Reduced 24.54%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
491
shares
|
$296,397
0.05% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jan 26, 2026 Q4 2025 |
490
shares
|
$295,793
0.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
490
shares
|
$295,793
0.12% of portfolio
|
Q3 2025
Added 90.66%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
489
shares
|
$295,189
0.1% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
487
shares
|
$293,982
0.09% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
Asset Management One Co., Ltd.
|
Jan 27, 2026 Q4 2025 |
486
shares
|
$293,378
0.0% of portfolio
|
Q4 2025
Added 15.99%
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
485
shares
|
$292,775
0.48% of portfolio
|
Q4 2025
Added 21.25%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
485
shares
|
$292,775
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
484
shares
|
$292,171
0.15% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2026 Q4 2025 |
483
shares
|
$291,567
0.17% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
481
shares
|
$290,360
0.07% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
480
shares
|
$289,756
0.23% of portfolio
|
Q4 2025
Reduced 26.49%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Jan 26, 2026 Q4 2025 |
479
shares
|
$289,153
0.04% of portfolio
|
Q4 2025
Added 15.14%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
479
shares
|
$289,153
0.13% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Jan 26, 2026 Q4 2025 |
479
shares
|
$289,153
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
478
shares
|
$288,549
0.09% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
475
shares
|
$286,738
0.19% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 27, 2026 Q4 2025 |
474
shares
|
$286,134
0.06% of portfolio
|
Q4 2025
Reduced 7.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
473
shares
|
$285,531
0.02% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
473
shares
|
$285,531
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
472
shares
|
$284,927
0.17% of portfolio
|
Q2 2025
New holding
|
|