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 4,301 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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
55,816
shares
|
$33.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
55,795
shares
|
$33.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
55,757
shares
|
$33.7 Million
13.14% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
55,639
shares
|
$33.6 Million
5.72% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
55,125
shares
|
$33.3 Million
2.0% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
54,614
shares
|
$33 Million
0.64% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
54,388
shares
|
$32.8 Million
7.0% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
53,892
shares
|
$32.5 Million
10.56% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
53,836
shares
|
$32.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
53,212
shares
|
$32.1 Million
0.78% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
53,158
shares
|
$32.1 Million
0.41% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
53,015
shares
|
$32 Million
10.54% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
52,984
shares
|
$32 Million
6.12% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
52,852
shares
|
$31.9 Million
0.91% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
52,714
shares
|
$31.8 Million
0.18% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
52,623
shares
|
$31.8 Million
7.18% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
52,544
shares
|
$31.7 Million
18.74% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
52,394
shares
|
$31.6 Million
0.35% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 20, 2026 Q4 2025 |
52,392
shares
|
$31.6 Million
11.88% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
52,388
shares
|
$31.6 Million
0.06% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
52,302
shares
|
$31.6 Million
1.79% of portfolio
|
Q4 2025
Added 9.09%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
52,174
shares
|
$31.5 Million
5.08% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
52,063
shares
|
$31.4 Million
0.29% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
51,971
shares
|
$31.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
51,964
shares
|
$31.4 Million
7.11% of portfolio
|
Q4 2025
Added 0.48%
|
|