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 4,298 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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
67,706
shares
|
$40.9 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
67,493
shares
|
$40.7 Million
6.03% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
67,238
shares
|
$40.6 Million
0.96% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
67,145
shares
|
$40.5 Million
0.3% of portfolio
|
Q3 2024
Added 62.32%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
67,125
shares
|
$40.5 Million
12.79% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
67,111
shares
|
$40.5 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 07, 2025 Q3 2025 |
67,105
shares
|
$40.5 Million
25.43% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
66,979
shares
|
$40.4 Million
0.53% of portfolio
|
Q3 2025
Added 26.16%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
66,648
shares
|
$40.2 Million
0.31% of portfolio
|
Q3 2025
Added 87.08%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
66,625
shares
|
$40.2 Million
17.72% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
66,573
shares
|
$40.2 Million
0.27% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
66,491
shares
|
$40.1 Million
1.36% of portfolio
|
Q4 2025
Reduced 6.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
66,330
shares
|
$40 Million
0.89% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
66,040
shares
|
$39.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 87.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
65,696
shares
|
$39.7 Million
1.05% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
65,619
shares
|
$39.6 Million
4.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
65,568
shares
|
$39.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 79.55%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
65,200
shares
|
$39.4 Million
17.44% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
65,179
shares
|
$39.3 Million
4.44% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
65,152
shares
|
$39.3 Million
7.28% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
64,828
shares
|
$39.1 Million
11.73% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
64,700
shares
|
$39.1 Million
6.66% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
64,651
shares
|
$39 Million
3.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
64,499
shares
|
$38.9 Million
6.3% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
64,283
shares
|
$38.8 Million
1.11% of portfolio
|
Q4 2025
Added 0.41%
|
|