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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,565
shares
|
$1.55 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
2,550
shares
|
$1.54 Million
1.3% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,549
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,547
shares
|
$1.54 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
2,546
shares
|
$1.54 Million
0.89% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
2,540
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,539
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2025
Added 2.42%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,538
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,537
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2025
Added 32.07%
|
|
|
Genesis Financial Group, LLC
Paramus, NJ |
Jan 16, 2026 Q4 2025 |
2,537
shares
|
$1.53 Million
0.9% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,519
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,502
shares
|
$1.51 Million
0.15% of portfolio
|
Q4 2022
Reduced 8.25%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
2,497
shares
|
$1.51 Million
1.03% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,496
shares
|
$1.51 Million
0.81% of portfolio
|
Q4 2025
Reduced 90.34%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
2,489
shares
|
$1.5 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,488
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,488
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Means Investment Co., Inc.
|
Jan 26, 2026 Q4 2025 |
2,481
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,480
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
2,479
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 70.6%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,469
shares
|
$1.49 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,464
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,459
shares
|
$1.48 Million
0.59% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
2,458
shares
|
$1.48 Million
0.4% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jan 27, 2026 Q4 2025 |
2,456
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2025
Reduced 11.37%
|
|