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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
48,266
shares
|
$29.1 Million
6.54% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
47,943
shares
|
$28.9 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
47,891
shares
|
$28.9 Million
6.58% of portfolio
|
Q4 2025
Added 20.03%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
47,847
shares
|
$28.9 Million
12.39% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
47,741
shares
|
$28.8 Million
2.71% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
47,731
shares
|
$28.8 Million
5.99% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
47,618
shares
|
$28.7 Million
2.58% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
47,408
shares
|
$28.6 Million
0.95% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
47,199
shares
|
$28.5 Million
10.42% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
46,936
shares
|
$28.3 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
46,927
shares
|
$28.3 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
46,767
shares
|
$28.2 Million
4.09% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
46,733
shares
|
$28.2 Million
5.06% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
46,701
shares
|
$28.2 Million
14.7% of portfolio
|
Q4 2025
Added 25.85%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
46,562
shares
|
$28.1 Million
0.18% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
46,278
shares
|
$27.9 Million
16.96% of portfolio
|
Q4 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
46,219
shares
|
$27.9 Million
13.05% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
46,187
shares
|
$27.9 Million
1.36% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
46,152
shares
|
$27.9 Million
13.35% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
46,126
shares
|
$27.8 Million
6.26% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
46,000
shares
|
$27.8 Million
4.04% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
45,959
shares
|
$27.7 Million
3.11% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
45,849
shares
|
$27.7 Million
9.04% of portfolio
|
Q4 2025
Reduced 61.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
45,730
shares
|
$27.6 Million
10.22% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
45,497
shares
|
$27.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.34%
|
|