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 |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Jan 27, 2026 Q4 2025 |
2,454
shares
|
$1.48 Million
0.48% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
2,453
shares
|
$1.48 Million
0.59% of portfolio
|
Q4 2025
Added 5.37%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
2,449
shares
|
$1.48 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,447
shares
|
$1.48 Million
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
2,429
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
2,426
shares
|
$1.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 27, 2026 Q4 2025 |
2,422
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
2,421
shares
|
$1.46 Million
0.92% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
2,415
shares
|
$1.46 Million
0.36% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,406
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 53.64%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,404
shares
|
$1.45 Million
0.48% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
2,398
shares
|
$1.45 Million
0.46% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
2,395
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Forefront Wealth Management Inc.
|
Jan 23, 2026 Q4 2025 |
2,392
shares
|
$1.44 Million
1.15% of portfolio
|
Q4 2025
Reduced 12.51%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,387
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,387
shares
|
$1.44 Million
0.77% of portfolio
|
Q4 2024
Added 45.64%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,386
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
2,385
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,385
shares
|
$1.44 Million
0.23% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,384
shares
|
$1.44 Million
0.59% of portfolio
|
Q3 2025
Added 55.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,376
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
2,375
shares
|
$1.43 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
2,369
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
2,360
shares
|
$1.42 Million
0.37% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
2,359
shares
|
$1.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.88%
|
|