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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5,738
shares
|
$3.46 Million
0.43% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
5,735
shares
|
$3.46 Million
2.24% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
5,731
shares
|
$3.46 Million
1.33% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
5,729
shares
|
$3.46 Million
1.23% of portfolio
|
Q4 2025
Reduced 81.05%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
5,714
shares
|
$3.45 Million
0.46% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
5,713
shares
|
$3.45 Million
0.49% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
5,711
shares
|
$3.45 Million
1.73% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,698
shares
|
$3.44 Million
1.5% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
5,685
shares
|
$3.43 Million
1.41% of portfolio
|
Q4 2025
Added 4.5%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
5,643
shares
|
$3.41 Million
0.64% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
5,640
shares
|
$3.4 Million
1.25% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 27, 2026 Q4 2025 |
5,615
shares
|
$3.39 Million
0.49% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,615
shares
|
$3.39 Million
1.99% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
5,601
shares
|
$3.38 Million
2.15% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,599
shares
|
$3.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,597
shares
|
$3.38 Million
0.27% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
5,542
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2025
Reduced 17.79%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
5,527
shares
|
$3.34 Million
0.73% of portfolio
|
Q4 2025
Reduced 41.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,523
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.55%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
5,505
shares
|
$3.32 Million
1.35% of portfolio
|
Q4 2025
Added 43.73%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
5,505
shares
|
$3.32 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
5,503
shares
|
$3.32 Million
0.17% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
5,498
shares
|
$3.32 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5,476
shares
|
$3.31 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
5,468
shares
|
$3.3 Million
2.05% of portfolio
|
Q3 2025
Reduced 19.24%
|
|