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 3,556 institutions that hold shares in the stock, with a total of 223 Million shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
153,465
shares
|
$81.6 Million
0.23% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
153,223
shares
|
$81.4 Million
9.44% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
152,407
shares
|
$81 Million
1.79% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
152,378
shares
|
$81 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
149,598
shares
|
$79.5 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
146,904
shares
|
$78.1 Million
1.19% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
144,431
shares
|
$76.8 Million
2.19% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
144,244
shares
|
$76.7 Million
8.56% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
144,169
shares
|
$76.6 Million
2.65% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
142,891
shares
|
$75.9 Million
4.04% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
141,366
shares
|
$75.1 Million
6.48% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
140,340
shares
|
$74.6 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
140,070
shares
|
$74.4 Million
0.27% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
139,938
shares
|
$74.4 Million
18.34% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
139,882
shares
|
$74.3 Million
2.78% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
138,441
shares
|
$73.6 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
136,465
shares
|
$72.5 Million
33.94% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
136,099
shares
|
$72.3 Million
1.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
135,669
shares
|
$72.1 Million
8.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
135,483
shares
|
$72 Million
0.12% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135,407
shares
|
$72 Million
1.53% of portfolio
|
Q2 2020
Added 13.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
134,847
shares
|
$71.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
134,467
shares
|
$71.5 Million
1.25% of portfolio
|
Q4 2024
Added 58.63%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
134,251
shares
|
$71.4 Million
8.79% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
134,097
shares
|
$71.3 Million
17.72% of portfolio
|
Q3 2024
Added 4.38%
|