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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
6,575
shares
|
$3.97 Million
0.48% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,541
shares
|
$3.95 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
6,538
shares
|
$3.95 Million
1.77% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
6,530
shares
|
$3.94 Million
1.83% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,520
shares
|
$3.94 Million
1.47% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
6,518
shares
|
$3.93 Million
1.4% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Independent Wealth Network Inc.
|
Jan 26, 2026 Q4 2025 |
6,506
shares
|
$3.93 Million
1.29% of portfolio
|
Q4 2025
Added 11.06%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
6,500
shares
|
$3.92 Million
1.41% of portfolio
|
Q2 2021
Added 38.3%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
6,496
shares
|
$3.92 Million
0.82% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,489
shares
|
$3.92 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
6,482
shares
|
$3.91 Million
2.33% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
6,479
shares
|
$3.91 Million
1.33% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
6,477
shares
|
$3.91 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
6,475
shares
|
$3.91 Million
2.6% of portfolio
|
Q3 2023
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
6,474
shares
|
$3.91 Million
0.79% of portfolio
|
Q3 2025
Added 50.07%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
6,464
shares
|
$3.9 Million
1.36% of portfolio
|
Q2 2025
Added 222.23%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
6,448
shares
|
$3.89 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
6,447
shares
|
$3.89 Million
0.29% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
6,446
shares
|
$3.89 Million
1.62% of portfolio
|
Q3 2025
Added 3123.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
6,437
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
6,435
shares
|
$3.88 Million
0.35% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
6,435
shares
|
$3.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,423
shares
|
$3.88 Million
1.07% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,399
shares
|
$3.86 Million
0.09% of portfolio
|
Q1 2023
Reduced 10.47%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
6,390
shares
|
$3.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.06%
|
|