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 3,681 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
57,652
shares
|
$30.1 Million
1.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
57,310
shares
|
$30 Million
2.2% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
57,208
shares
|
$29.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
56,932
shares
|
$29.8 Million
4.56% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
56,868
shares
|
$29.7 Million
0.72% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
56,828
shares
|
$29.7 Million
1.79% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
56,548
shares
|
$29.6 Million
0.36% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
56,195
shares
|
$29.4 Million
19.82% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
55,786
shares
|
$29.2 Million
0.04% of portfolio
|
Q3 2024
Added 55.57%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
55,760
shares
|
$29.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
55,452
shares
|
$29 Million
16.65% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
54,655
shares
|
$28.6 Million
0.01% of portfolio
|
Q3 2024
Added 59.92%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,467
shares
|
$28.5 Million
0.02% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
54,392
shares
|
$28.4 Million
15.27% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
54,342
shares
|
$28.4 Million
4.28% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
54,103
shares
|
$28.3 Million
3.04% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
54,051
shares
|
$28.3 Million
9.73% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,800
shares
|
$28.1 Million
0.8% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
53,800
shares
|
$28.1 Million
5.39% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
53,671
shares
|
$28.1 Million
6.59% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,458
shares
|
$28 Million
7.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
53,201
shares
|
$27.8 Million
0.32% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
53,174
shares
|
$27.8 Million
11.48% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
52,939
shares
|
$27.7 Million
13.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
52,923
shares
|
$27.7 Million
5.72% of portfolio
|
Q4 2024
Reduced 1.85%
|