Who owns INVESCO QQQ TRUST, SERIES 1, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
No 13D/13G disclosures on record for INVESCO QQQ TRUST, SERIES 1.
No holder has disclosed crossing the 5% threshold in filings since December 18, 2024, when our coverage begins.
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of INVESCO QQQ TRUST, SERIES 1 they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY | $15.6B | 21,150,784 | 0.82% | — | June 30, 2026 |
| BANK OF AMERICA CORP /DE/ | $12.5B | 16,936,698 | 0.80% | — | June 30, 2026 |
4,342 more institutional holders behind a free account
See every manager reporting INVESCO QQQ TRUST, SERIES 1, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| HCM Tactical Plus Fund | $408M | 18.45% | — | June 30, 2026 |
| Fidelity OTC Portfolio | $397M | 1.09% | — | January 31, 2026 |
100 more funds behind a free account
See every fund holding INVESCO QQQ TRUST, SERIES 1 and what share of its net assets the position represents.
Sign up freeLoading...
