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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,641
shares
|
$5.22 Million
0.21% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
8,631
shares
|
$5.21 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
8,629
shares
|
$5.21 Million
1.86% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
8,616
shares
|
$5.2 Million
3.97% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,603
shares
|
$5.19 Million
1.07% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
8,598
shares
|
$5.19 Million
2.27% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
8,553
shares
|
$5.16 Million
3.71% of portfolio
|
Q4 2025
Reduced 30.81%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
8,525
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2025
Added 45.48%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
8,504
shares
|
$5.13 Million
2.09% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 26, 2026 Q4 2025 |
8,501
shares
|
$5.13 Million
0.58% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
8,491
shares
|
$5.13 Million
0.93% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
8,491
shares
|
$5.13 Million
3.56% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
8,478
shares
|
$5.12 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,469
shares
|
$5.11 Million
0.24% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
8,466
shares
|
$5.11 Million
0.68% of portfolio
|
Q3 2025
Added 26.49%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
8,418
shares
|
$5.08 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
8,415
shares
|
$5.08 Million
1.51% of portfolio
|
Q4 2025
Reduced 22.62%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
8,394
shares
|
$5.07 Million
2.36% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
8,380
shares
|
$5.06 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
8,372
shares
|
$5.05 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,371
shares
|
$5.05 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
8,344
shares
|
$5.04 Million
5.97% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
8,343
shares
|
$5.04 Million
2.97% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 20, 2026 Q4 2025 |
8,335
shares
|
$5.03 Million
1.34% of portfolio
|
Q4 2025
Added 16.62%
|
|
|
Gfg Capital, LLC
|
Jan 15, 2026 Q4 2025 |
8,278
shares
|
$5 Million
1.68% of portfolio
|
Q4 2025
Reduced 2.37%
|
|