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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,457
shares
|
$2.09 Million
0.31% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
3,456
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
3,452
shares
|
$2.08 Million
0.27% of portfolio
|
Q4 2025
Added 22.07%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
3,452
shares
|
$2.08 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,441
shares
|
$2.08 Million
0.35% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
3,439
shares
|
$2.08 Million
0.34% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,437
shares
|
$2.07 Million
0.34% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
3,436
shares
|
$2.07 Million
0.32% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
3,431
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,426
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,421
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
3,417
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 59.6%
|
|
|
Xcel Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
3,414
shares
|
$2.06 Million
0.55% of portfolio
|
Q4 2025
Added 17.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,409
shares
|
$2.06 Million
0.23% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,404
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.02%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
3,403
shares
|
$2.05 Million
1.18% of portfolio
|
Q3 2025
Added 224.1%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,402
shares
|
$2.05 Million
1.17% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
3,397
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,391
shares
|
$2.05 Million
0.34% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
3,387
shares
|
$2.04 Million
1.15% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,386
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,377
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
3,363
shares
|
$2.03 Million
1.65% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
3,360
shares
|
$2.03 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,360
shares
|
$2.03 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.27%
|
|