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 |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
3,355
shares
|
$2.03 Million
0.46% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
3,328
shares
|
$2.01 Million
0.86% of portfolio
|
Q3 2025
Reduced 32.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
3,326
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
3,325
shares
|
$2.01 Million
1.36% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,317
shares
|
$2 Million
0.31% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 27, 2026 Q4 2025 |
3,311
shares
|
$2 Million
0.71% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
3,303
shares
|
$1.99 Million
0.76% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
3,288
shares
|
$1.98 Million
0.69% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
3,288
shares
|
$1.98 Million
0.25% of portfolio
|
Q4 2025
Reduced 9.87%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
3,286
shares
|
$1.98 Million
1.14% of portfolio
|
Q4 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
3,285
shares
|
$1.98 Million
0.84% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,284
shares
|
$1.98 Million
0.55% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
3,283
shares
|
$1.98 Million
0.65% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
3,278
shares
|
$1.98 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
3,277
shares
|
$1.98 Million
0.47% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
3,276
shares
|
$1.98 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
3,271
shares
|
$1.97 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,268
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,266
shares
|
$1.97 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
3,265
shares
|
$1.97 Million
1.31% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,260
shares
|
$1.97 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,257
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
3,257
shares
|
$1.97 Million
0.75% of portfolio
|
Q4 2025
Reduced 5.65%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,252
shares
|
$1.96 Million
0.68% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 23, 2026 Q4 2025 |
3,230
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2025
Reduced 10.4%
|
|