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 4,314 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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
342
shares
|
$206,451
0.06% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
342
shares
|
$206,451
0.08% of portfolio
|
Q3 2025
Reduced 75.64%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
340
shares
|
$205,244
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
340
shares
|
$205,244
0.08% of portfolio
|
Q4 2025
Reduced 50.58%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
339
shares
|
$204,640
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
339
shares
|
$204,640
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
339
shares
|
$204,640
0.43% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
339
shares
|
$204,640
0.13% of portfolio
|
Q3 2025
Added 438.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
338
shares
|
$204,037
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
336
shares
|
$202,829
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
335
shares
|
$202,226
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
333
shares
|
$201,018
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
332
shares
|
$200,415
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Marion Wealth Management
|
Jan 26, 2026 Q4 2025 |
331
shares
|
$199,811
0.05% of portfolio
|
Q4 2025
Reduced 38.82%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Jan 29, 2026 Q4 2025 |
331
shares
|
$199,811
0.05% of portfolio
|
Q4 2025
Reduced 17.25%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 23, 2026 Q4 2025 |
331
shares
|
$199,811
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
329
shares
|
$198,604
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
328
shares
|
$198,000
0.05% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
327
shares
|
$197,396
0.14% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 27, 2026 Q4 2025 |
326
shares
|
$196,793
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
324
shares
|
$195,585
0.14% of portfolio
|
Q4 2025
Added 337.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
324
shares
|
$195,585
0.06% of portfolio
|
Q1 2024
Reduced 60.68%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
318
shares
|
$191,963
0.05% of portfolio
|
Q3 2025
Reduced 16.97%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
315
shares
|
$190,152
0.2% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
315
shares
|
$190,152
0.09% of portfolio
|
Q4 2025
Added 40.0%
|
|