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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
7,927
shares
|
$4.79 Million
0.14% of portfolio
|
Q4 2025
Added 9.91%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
7,925
shares
|
$4.78 Million
3.92% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
7,919
shares
|
$4.78 Million
1.21% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
7,916
shares
|
$4.78 Million
0.53% of portfolio
|
Q3 2024
Added 79.99%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,907
shares
|
$4.77 Million
0.5% of portfolio
|
Q4 2022
Reduced 16.62%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
7,895
shares
|
$4.77 Million
0.11% of portfolio
|
Q3 2021
Added 2.28%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 23, 2026 Q4 2025 |
7,890
shares
|
$4.76 Million
2.2% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
7,879
shares
|
$4.76 Million
2.02% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
7,842
shares
|
$4.73 Million
0.96% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
7,840
shares
|
$4.73 Million
0.3% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
7,828
shares
|
$4.73 Million
1.8% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
7,820
shares
|
$4.72 Million
1.04% of portfolio
|
Q4 2025
Reduced 38.83%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
7,815
shares
|
$4.72 Million
2.33% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
7,813
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Added 38.43%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
7,813
shares
|
$4.72 Million
3.4% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,806
shares
|
$4.71 Million
2.07% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7,786
shares
|
$4.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 44.58%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
7,737
shares
|
$4.67 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Nova Point Capital, LLC
|
Jan 21, 2026 Q4 2025 |
7,712
shares
|
$4.66 Million
1.26% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
7,690
shares
|
$4.64 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
7,680
shares
|
$4.64 Million
0.1% of portfolio
|
Q3 2025
Added 1645.45%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,678
shares
|
$4.63 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,678
shares
|
$4.63 Million
0.74% of portfolio
|
Q3 2025
Added 296.18%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Jan 27, 2026 Q4 2025 |
7,658
shares
|
$4.62 Million
3.64% of portfolio
|
Q4 2025
Reduced 18.51%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,648
shares
|
$4.62 Million
1.04% of portfolio
|
Q4 2024
Added 0.05%
|
|