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 |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
24,002
shares
|
$14.5 Million
4.21% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
23,944
shares
|
$14.5 Million
4.97% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
23,853
shares
|
$14.4 Million
0.83% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
23,806
shares
|
$14.4 Million
2.21% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
23,717
shares
|
$14.3 Million
0.31% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
23,657
shares
|
$14.3 Million
0.23% of portfolio
|
Q4 2025
Added 293.37%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
23,553
shares
|
$14.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
23,545
shares
|
$14.2 Million
0.28% of portfolio
|
Q3 2025
Added 1101.28%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
23,321
shares
|
$14.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
23,319
shares
|
$14.1 Million
5.68% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
23,308
shares
|
$14.1 Million
3.14% of portfolio
|
Q4 2025
Added 13.84%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
23,244
shares
|
$14 Million
7.58% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
23,191
shares
|
$14 Million
4.71% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
23,006
shares
|
$13.9 Million
6.04% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,972
shares
|
$13.9 Million
3.3% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
22,968
shares
|
$13.9 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2025 Q3 2025 |
22,960
shares
|
$13.9 Million
3.61% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
22,899
shares
|
$13.8 Million
0.65% of portfolio
|
Q3 2025
Added 262.33%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
22,849
shares
|
$13.8 Million
0.94% of portfolio
|
Q3 2025
Reduced 98.87%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
22,830
shares
|
$13.8 Million
3.42% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
22,825
shares
|
$13.8 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
22,730
shares
|
$13.7 Million
6.89% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
22,725
shares
|
$13.7 Million
0.51% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
22,671
shares
|
$13.7 Million
1.67% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
22,640
shares
|
$13.7 Million
7.88% of portfolio
|
Q2 2025
Added 3.67%
|
|