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 4,301 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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 26, 2026 Q4 2025 |
11,096
shares
|
$6.7 Million
0.67% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
11,090
shares
|
$6.69 Million
0.27% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
11,065
shares
|
$6.68 Million
1.63% of portfolio
|
Q3 2025
Added 73.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
11,064
shares
|
$6.68 Million
1.85% of portfolio
|
Q4 2025
Reduced 2.44%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,054
shares
|
$6.67 Million
1.36% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
11,037
shares
|
$6.66 Million
1.53% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Busey Wealth Management
|
Jan 27, 2026 Q4 2025 |
10,980
shares
|
$6.63 Million
0.18% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
10,977
shares
|
$6.63 Million
4.75% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
10,962
shares
|
$6.62 Million
0.67% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
10,961
shares
|
$6.62 Million
3.09% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
10,921
shares
|
$6.59 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
10,913
shares
|
$6.59 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
10,887
shares
|
$6.57 Million
0.36% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
10,875
shares
|
$6.56 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
10,866
shares
|
$6.56 Million
2.44% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
10,789
shares
|
$6.51 Million
5.6% of portfolio
|
Q4 2025
Added 8.79%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,788
shares
|
$6.51 Million
3.14% of portfolio
|
Q3 2023
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
10,766
shares
|
$6.5 Million
0.39% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 23, 2026 Q4 2025 |
10,759
shares
|
$6.49 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
10,749
shares
|
$6.49 Million
0.46% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
10,728
shares
|
$6.48 Million
0.08% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
10,717
shares
|
$6.47 Million
0.21% of portfolio
|
Q3 2025
Reduced 79.58%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,708
shares
|
$6.46 Million
1.02% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
10,706
shares
|
$6.46 Million
1.01% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
10,684
shares
|
$6.45 Million
0.1% of portfolio
|
Q3 2025
Added 15.13%
|
|