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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,944
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Greystone Financial Group, LLC
|
Jan 27, 2026 Q4 2025 |
4,926
shares
|
$2.97 Million
0.48% of portfolio
|
Q4 2025
Reduced 29.84%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,923
shares
|
$2.97 Million
0.16% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,922
shares
|
$2.97 Million
0.46% of portfolio
|
Q3 2025
Added 31.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,910
shares
|
$2.96 Million
0.23% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
4,907
shares
|
$2.96 Million
2.56% of portfolio
|
Q4 2025
Reduced 10.31%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
4,906
shares
|
$2.96 Million
0.2% of portfolio
|
Q4 2025
Reduced 6.05%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
4,902
shares
|
$2.96 Million
0.8% of portfolio
|
Q3 2025
Reduced 34.01%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 20, 2026 Q4 2025 |
4,899
shares
|
$2.96 Million
2.44% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,893
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2025
Added 178.49%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,887
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Jan 20, 2026 Q4 2025 |
4,884
shares
|
$2.95 Million
1.51% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,872
shares
|
$2.94 Million
0.83% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
4,870
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,854
shares
|
$2.93 Million
2.71% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
4,854
shares
|
$2.93 Million
2.43% of portfolio
|
Q3 2025
Reduced 30.64%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,853
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,851
shares
|
$2.93 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
4,849
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2025
Added 21.29%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
4,833
shares
|
$2.92 Million
0.44% of portfolio
|
Q1 2024
Added 200.56%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,832
shares
|
$2.92 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
4,805
shares
|
$2.9 Million
2.14% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
4,804
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 23, 2026 Q4 2025 |
4,798
shares
|
$2.9 Million
1.37% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,796
shares
|
$2.9 Million
0.44% of portfolio
|
Q3 2025
Added 1.25%
|
|