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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
4,011
shares
|
$2.42 Million
1.71% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,010
shares
|
$2.42 Million
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,999
shares
|
$2.41 Million
1.07% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
3,994
shares
|
$2.41 Million
0.28% of portfolio
|
Q3 2025
Reduced 37.47%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
3,993
shares
|
$2.41 Million
0.39% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
3,991
shares
|
$2.41 Million
0.56% of portfolio
|
Q4 2025
Added 3.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,983
shares
|
$2.4 Million
0.15% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,982
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.28%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
3,982
shares
|
$2.4 Million
1.62% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,960
shares
|
$2.39 Million
1.35% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,960
shares
|
$2.39 Million
0.31% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,956
shares
|
$2.39 Million
0.15% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,953
shares
|
$2.39 Million
0.73% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
3,948
shares
|
$2.38 Million
1.0% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,948
shares
|
$2.38 Million
0.99% of portfolio
|
Q4 2025
Reduced 6.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
3,946
shares
|
$2.38 Million
0.6% of portfolio
|
Q4 2025
Reduced 9.83%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 26, 2026 Q4 2025 |
3,942
shares
|
$2.38 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
3,935
shares
|
$2.38 Million
1.86% of portfolio
|
Q4 2025
Reduced 20.75%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
3,935
shares
|
$2.38 Million
1.82% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,932
shares
|
$2.37 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
3,927
shares
|
$2.37 Million
1.52% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,926
shares
|
$2.37 Million
0.12% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
3,922
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,916
shares
|
$2.36 Million
0.32% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
3,907
shares
|
$2.36 Million
0.67% of portfolio
|
Q4 2025
Reduced 5.1%
|
|