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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,244
shares
|
$6.18 Million
5.04% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
10,224
shares
|
$6.17 Million
2.67% of portfolio
|
Q4 2025
Reduced 5.67%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
10,219
shares
|
$6.17 Million
0.28% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,185
shares
|
$6.15 Million
0.75% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,159
shares
|
$6.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,136
shares
|
$6.12 Million
0.38% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,092
shares
|
$6.09 Million
0.53% of portfolio
|
Q3 2022
Added 3.86%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,071
shares
|
$6.08 Million
1.66% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
10,061
shares
|
$6.07 Million
2.58% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
10,058
shares
|
$6.07 Million
0.23% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
10,054
shares
|
$6.07 Million
0.27% of portfolio
|
Q2 2024
Added 10.35%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$6.04 Million
3.59% of portfolio
|
Q1 2023
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$6.04 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,983
shares
|
$6.03 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 26, 2026 Q4 2025 |
9,975
shares
|
$6.02 Million
0.43% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
9,971
shares
|
$6.02 Million
3.47% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,970
shares
|
$6.02 Million
0.92% of portfolio
|
Q4 2025
Reduced 9.44%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
9,943
shares
|
$6 Million
2.94% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
9,907
shares
|
$5.98 Million
0.13% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
9,808
shares
|
$5.92 Million
1.77% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
9,803
shares
|
$5.92 Million
0.64% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
9,795
shares
|
$5.91 Million
3.29% of portfolio
|
Q3 2024
Reduced 89.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,793
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9,787
shares
|
$5.91 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
9,753
shares
|
$5.89 Million
2.16% of portfolio
|
Q3 2025
Added 0.81%
|
|