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 4,288 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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
231,510
shares
|
$140 Million
1.69% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
227,269
shares
|
$137 Million
3.07% of portfolio
|
Q3 2025
Added 157.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
226,991
shares
|
$137 Million
12.85% of portfolio
|
Q1 2023
Added 426.58%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
226,865
shares
|
$137 Million
0.33% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,659
shares
|
$136 Million
3.47% of portfolio
|
Q4 2023
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
223,589
shares
|
$135 Million
0.45% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
219,962
shares
|
$133 Million
13.99% of portfolio
|
Q4 2025
Added 1744.85%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
218,352
shares
|
$132 Million
3.9% of portfolio
|
Q2 2023
Added 1.55%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
215,335
shares
|
$130 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
213,722
shares
|
$129 Million
0.17% of portfolio
|
Q4 2025
Added 56.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
212,798
shares
|
$128 Million
2.53% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
210,957
shares
|
$127 Million
2.84% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
208,391
shares
|
$126 Million
5.55% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
203,000
shares
|
$123 Million
61.7% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
202,335
shares
|
$122 Million
0.56% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
202,044
shares
|
$122 Million
1.54% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
199,219
shares
|
$120 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
198,835
shares
|
$120 Million
2.18% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
197,604
shares
|
$119 Million
2.35% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
197,182
shares
|
$119 Million
6.16% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
195,480
shares
|
$118 Million
1.04% of portfolio
|
Q3 2025
Added 30.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
194,954
shares
|
$118 Million
3.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
194,344
shares
|
$117 Million
1.63% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
192,300
shares
|
$116 Million
0.2% of portfolio
|
Q3 2025
Added 46.24%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
189,205
shares
|
$114 Million
6.11% of portfolio
|
Q3 2025
Reduced 1.2%
|
|