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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,367
shares
|
$2.64 Million
0.7% of portfolio
|
Q3 2025
Reduced 75.08%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,366
shares
|
$2.64 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,350
shares
|
$2.63 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
4,349
shares
|
$2.63 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
4,347
shares
|
$2.62 Million
2.01% of portfolio
|
Q4 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4,342
shares
|
$2.62 Million
2.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4,333
shares
|
$2.62 Million
1.19% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,328
shares
|
$2.61 Million
0.78% of portfolio
|
Q3 2024
Added 180.86%
|
|
|
Welch Group, LLC
|
Jan 26, 2026 Q4 2025 |
4,324
shares
|
$2.61 Million
0.1% of portfolio
|
Q4 2025
Reduced 15.02%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
4,319
shares
|
$2.61 Million
0.23% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
4,315
shares
|
$2.6 Million
1.06% of portfolio
|
Q4 2025
Added 22.1%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,310
shares
|
$2.6 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,305
shares
|
$2.6 Million
0.12% of portfolio
|
Q4 2025
Reduced 12.91%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
4,303
shares
|
$2.6 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Oribel Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
4,300
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
4,298
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2025
Added 43.55%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
4,297
shares
|
$2.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,294
shares
|
$2.59 Million
1.0% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,281
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
4,279
shares
|
$2.58 Million
1.13% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
4,265
shares
|
$2.57 Million
0.33% of portfolio
|
Q4 2025
Added 4.1%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
4,256
shares
|
$2.57 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,242
shares
|
$2.56 Million
0.43% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
4,239
shares
|
$2.56 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
4,236
shares
|
$2.56 Million
1.62% of portfolio
|
Q4 2025
Reduced 0.84%
|
|