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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,644
shares
|
$4.61 Million
0.38% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,624
shares
|
$4.6 Million
0.17% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
7,576
shares
|
$4.57 Million
3.54% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,567
shares
|
$4.57 Million
2.79% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
7,545
shares
|
$4.55 Million
2.87% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
7,539
shares
|
$4.55 Million
0.05% of portfolio
|
Q3 2025
Added 293.68%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
7,515
shares
|
$4.54 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,489
shares
|
$4.52 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,478
shares
|
$4.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
7,475
shares
|
$4.51 Million
3.05% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,473
shares
|
$4.51 Million
2.74% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
7,456
shares
|
$4.5 Million
1.1% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 06, 2025 Q3 2025 |
7,453
shares
|
$4.5 Million
12.67% of portfolio
|
Q3 2025
Added 380.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
7,448
shares
|
$4.5 Million
0.16% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
7,445
shares
|
$4.49 Million
0.83% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,435
shares
|
$4.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
7,429
shares
|
$4.48 Million
0.27% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
7,408
shares
|
$4.47 Million
2.36% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
7,393
shares
|
$4.46 Million
2.8% of portfolio
|
Q4 2025
Reduced 19.12%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
7,392
shares
|
$4.46 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
7,381
shares
|
$4.46 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
7,369
shares
|
$4.45 Million
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
7,366
shares
|
$4.45 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
7,346
shares
|
$4.43 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,332
shares
|
$4.43 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.86%
|
|