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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
51,341
shares
|
$31 Million
5.11% of portfolio
|
Q4 2023
Added 1.68%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
51,287
shares
|
$31 Million
1.34% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
50,928
shares
|
$30.7 Million
20.54% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
50,918
shares
|
$30.7 Million
3.75% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
50,821
shares
|
$30.7 Million
7.31% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
50,721
shares
|
$30.6 Million
0.58% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
50,700
shares
|
$30.6 Million
3.3% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
50,457
shares
|
$30.5 Million
2.04% of portfolio
|
Q3 2025
Added 132.6%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
50,360
shares
|
$30.4 Million
2.62% of portfolio
|
Q3 2025
Reduced 39.81%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
50,095
shares
|
$30.2 Million
10.13% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49,639
shares
|
$30 Million
0.2% of portfolio
|
Q3 2025
Reduced 79.36%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
49,541
shares
|
$29.9 Million
1.81% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Jmac Enterprises LLC
|
Jan 21, 2026 Q4 2025 |
49,521
shares
|
$29.9 Million
5.81% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
49,499
shares
|
$29.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
49,290
shares
|
$29.8 Million
1.48% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
49,050
shares
|
$29.6 Million
0.13% of portfolio
|
Q3 2025
Added 1386.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
49,031
shares
|
$29.6 Million
2.71% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
49,017
shares
|
$29.6 Million
6.13% of portfolio
|
Q4 2025
Added 9.31%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
48,948
shares
|
$29.5 Million
2.51% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
48,874
shares
|
$29.5 Million
0.39% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
48,622
shares
|
$29.4 Million
1.14% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
48,602
shares
|
$29.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
48,556
shares
|
$29.3 Million
13.48% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
48,411
shares
|
$29.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
48,313
shares
|
$29.2 Million
2.7% of portfolio
|
Q3 2025
Added 1.01%
|
|