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 |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Jan 27, 2026 Q4 2025 |
2,904
shares
|
$1.75 Million
0.62% of portfolio
|
Q4 2025
Added 61.51%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
2,895
shares
|
$1.75 Million
0.52% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
2,891
shares
|
$1.75 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,886
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Added 36.0%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jan 28, 2026 Q4 2025 |
2,879
shares
|
$1.74 Million
1.11% of portfolio
|
Q4 2025
Reduced 12.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2,877
shares
|
$1.74 Million
1.18% of portfolio
|
Q4 2025
Reduced 15.78%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
2,875
shares
|
$1.74 Million
0.62% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,873
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
2,870
shares
|
$1.73 Million
0.54% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
2,867
shares
|
$1.73 Million
0.59% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,863
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$1.72 Million
0.84% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
2,855
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.85%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,852
shares
|
$1.72 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
2,849
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,849
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
2,846
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2025
Added 11.56%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
2,845
shares
|
$1.72 Million
1.09% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
2,843
shares
|
$1.72 Million
0.88% of portfolio
|
Q3 2025
Reduced 76.54%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,828
shares
|
$1.71 Million
0.3% of portfolio
|
Q4 2025
Added 955.22%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,823
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
2,805
shares
|
$1.69 Million
0.46% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,801
shares
|
$1.69 Million
5.34% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,800
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
2,794
shares
|
$1.69 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.36%
|
|