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 |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
36,854
shares
|
$22.2 Million
6.63% of portfolio
|
Q4 2025
Added 24.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
36,666
shares
|
$22.1 Million
0.74% of portfolio
|
Q4 2025
Added 38.58%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
36,569
shares
|
$22.1 Million
10.48% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
36,532
shares
|
$22.1 Million
0.68% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
36,448
shares
|
$22 Million
0.56% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
36,411
shares
|
$22 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
36,331
shares
|
$21.9 Million
5.65% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
36,202
shares
|
$21.9 Million
0.44% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
35,867
shares
|
$21.7 Million
7.27% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35,836
shares
|
$21.6 Million
1.82% of portfolio
|
Q3 2025
Added 59.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
35,802
shares
|
$21.6 Million
4.03% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
35,719
shares
|
$21.6 Million
0.46% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
35,372
shares
|
$21.4 Million
10.36% of portfolio
|
Q2 2024
Reduced 57.03%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
35,229
shares
|
$21.3 Million
7.07% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
35,168
shares
|
$21.2 Million
1.05% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
35,068
shares
|
$21.2 Million
9.9% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
35,027
shares
|
$21.1 Million
7.83% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
35,000
shares
|
$21.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
34,962
shares
|
$21.1 Million
6.58% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
34,861
shares
|
$21 Million
2.17% of portfolio
|
Q1 2023
Reduced 4.14%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,772
shares
|
$21 Million
1.73% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
34,740
shares
|
$21 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
34,473
shares
|
$20.8 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
34,343
shares
|
$20.7 Million
0.77% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jan 20, 2026 Q4 2025 |
34,250
shares
|
$20.7 Million
5.35% of portfolio
|
Q4 2025
New holding
|
|