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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
32,826
shares
|
$19.8 Million
3.61% of portfolio
|
Q2 2022
Added 2.44%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
32,743
shares
|
$19.8 Million
8.24% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
32,580
shares
|
$19.7 Million
0.37% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
32,566
shares
|
$19.7 Million
5.87% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
32,533
shares
|
$19.6 Million
2.86% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
32,382
shares
|
$19.5 Million
3.25% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
32,372
shares
|
$19.5 Million
15.46% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
32,345
shares
|
$19.5 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
32,345
shares
|
$19.5 Million
4.87% of portfolio
|
Q3 2025
Reduced 47.93%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
32,327
shares
|
$19.5 Million
5.91% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 23, 2026 Q4 2025 |
32,266
shares
|
$19.5 Million
9.79% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
32,194
shares
|
$19.4 Million
0.62% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
32,100
shares
|
$19.4 Million
6.65% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
32,085
shares
|
$19.4 Million
1.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
32,080
shares
|
$19.4 Million
4.5% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
32,047
shares
|
$19.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
31,982
shares
|
$19.3 Million
2.81% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
31,957
shares
|
$19.3 Million
5.69% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
31,921
shares
|
$19.3 Million
3.31% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
31,902
shares
|
$19.3 Million
13.66% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
31,852
shares
|
$19.2 Million
0.88% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
31,836
shares
|
$19.2 Million
4.67% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
31,773
shares
|
$19.2 Million
2.59% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
31,696
shares
|
$19.1 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kelsey Financial, LLC
Moorpark, CA |
Jan 23, 2026 Q4 2025 |
31,687
shares
|
$19.1 Million
16.72% of portfolio
|
Q4 2025
New holding
|
|