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 4,308 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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
5,955
shares
|
$3.59 Million
1.03% of portfolio
|
Q4 2025
Reduced 21.19%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
5,951
shares
|
$3.59 Million
1.73% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
5,947
shares
|
$3.59 Million
0.13% of portfolio
|
Q4 2025
Added 32.95%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,943
shares
|
$3.59 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,941
shares
|
$3.59 Million
0.04% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
5,941
shares
|
$3.59 Million
1.73% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,940
shares
|
$3.59 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
5,932
shares
|
$3.58 Million
0.78% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
5,923
shares
|
$3.58 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,914
shares
|
$3.57 Million
1.1% of portfolio
|
Q3 2025
Added 641.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,912
shares
|
$3.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,908
shares
|
$3.57 Million
1.95% of portfolio
|
Q3 2022
New holding
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,905
shares
|
$3.56 Million
1.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,888
shares
|
$3.55 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,841
shares
|
$3.53 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,825
shares
|
$3.52 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
5,820
shares
|
$3.51 Million
0.44% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,810
shares
|
$3.51 Million
0.33% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
5,810
shares
|
$3.51 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
5,809
shares
|
$3.51 Million
0.86% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,804
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2025
Added 561.05%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,804
shares
|
$3.5 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,787
shares
|
$3.49 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,775
shares
|
$3.49 Million
1.02% of portfolio
|
Q3 2023
Added 76.07%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
5,745
shares
|
$3.47 Million
0.36% of portfolio
|
Q4 2025
Added 0.37%
|
|