QQA Institutional Ownership & Shareholders
INVESCO QQQ INCOME ADV ETF (QQA) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $452.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of QQA tracked by InsiderSet, reporting ownership valued at approximately $117.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $108.24M, representing an estimated loss of -8.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed QQA value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in INVESCO QQQ INCOME ADV ETF (QQA).
This page ranks the largest institutional QQA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$452.75M
Largest Holder
Invesco Ltd.
Largest Position
$117.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.01% | 2,045,422 | $117,882,783 | $108,243,732 | -$9,639,051 | -8.18% | |
| Lpl Financial Llc | 0.02% | 1,374,254 | $79,201,696 | $72,725,522 | -$6,476,174 | -8.18% | |
| Jones Financial Companies Lllp | 0.02% | 988,967 | $55,154,702 | $52,336,134 | -$2,818,568 | -5.11% | |
| Morgan Stanley | 0.00% | 545,211 | $31,421,967 | $28,852,566 | -$2,569,401 | -8.18% | |
| Cetera Investment Advisers | 0.02% | 394,624 | $22,743,174 | $20,883,502 | -$1,859,672 | -8.18% | |
| Perigon Wealth Management, Llc | 0.30% | 336,586 | $19,225,489 | $17,812,131 | -$1,413,358 | -7.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 285,075 | $16,283,210 | $15,086,169 | -$1,197,041 | -7.35% | |
| Ubs Group Ag | 0.00% | 236,128 | $13,608,765 | $12,495,894 | -$1,112,871 | -8.18% | |
| Wells Fargo & Company/Mn | 0.00% | 210,087 | $12,107,844 | $11,117,804 | -$990,040 | -8.18% | |
| Sageguard Financial Group, Llc | 1.04% | 128,930 | $7,430,585 | $6,822,976 | -$607,609 | -8.18% | |
| Natixis Advisors, Llc | 0.01% | 108,458 | $6,250,000 | $5,739,597 | -$510,403 | -8.17% | |
| Raymond James Financial Inc | 0.00% | 105,257 | $6,066,225 | $5,570,200 | -$496,025 | -8.18% | |
| Talon Private Wealth, Llc | 0.50% | 73,982 | $4,263,744 | $3,915,127 | -$348,617 | -8.18% | |
| Brookstone Capital Management | 0.04% | 73,872 | $4,219,524 | $3,909,306 | -$310,218 | -7.35% | |
| Osaic Holdings, Inc. | 0.00% | 71,123 | $4,098,929 | $3,763,829 | -$335,100 | -8.18% | |
| Prospera Financial Services Inc | 0.06% | 66,090 | $3,809,670 | $3,497,483 | -$312,187 | -8.19% | |
| Private Advisor Group, Llc | 0.02% | 65,304 | $3,763,597 | $3,455,888 | -$307,709 | -8.18% | |
| Triad Wealth Partners, Llc | 0.20% | 63,419 | $3,622,412 | $3,356,133 | -$266,279 | -7.35% | |
| Prevail Innovative Wealth Advisors, Llc | 0.43% | 57,275 | $3,327,678 | $3,030,993 | -$296,685 | -8.92% | |
| Apollon Wealth Management, Llc | 0.04% | 57,085 | $3,260,618 | $3,020,938 | -$239,680 | -7.35% | |
| Ifp Advisors, Inc | 0.05% | 54,048 | $3,087,173 | $2,860,220 | -$226,953 | -7.35% | |
| Old Mission Capital Llc | 0.06% | 40,903 | $2,357,342 | $2,164,587 | -$192,755 | -8.18% | |
| Western Wealth Management, Llc | 0.08% | 40,138 | $2,313,278 | $2,124,103 | -$189,175 | -8.18% | |
| Naples Global Advisors, Llc | 0.14% | 38,505 | $2,219,140 | $2,037,685 | -$181,455 | -8.18% | |
| Envestnet Asset Management Inc | 0.00% | 38,340 | $2,209,609 | $2,028,953 | -$180,656 | -8.18% | |
| Bank Of America Corp | 0.00% | 29,768 | $1,715,589 | $1,575,323 | -$140,266 | -8.18% | |
| Kingsview Wealth Management, Llc | 0.02% | 24,635 | $1,419,777 | $1,303,684 | -$116,093 | -8.18% | |
| Dynamic Advisor Solutions Llc | 0.04% | 22,084 | $1,261,394 | $1,168,685 | -$92,709 | -7.35% | |
| Newedge Advisors, Llc | 0.00% | 18,920 | $1,090,415 | $1,001,246 | -$89,169 | -8.18% | |
| &Partners | 0.00% | 15,738 | $905,946 | $832,855 | -$73,091 | -8.07% | |
| Elequin Capital, Lp | 0.03% | 15,588 | $898,375 | $824,917 | -$73,458 | -8.18% | |
| Royal Bank Of Canada | 0.00% | 15,488 | $893,000 | $819,625 | -$73,375 | -8.22% | |
| Winnow Wealth Llc | 0.56% | 14,938 | $853,263 | $790,519 | -$62,744 | -7.35% | |
| Stifel Financial Corp | 0.00% | 14,354 | $827,263 | $759,614 | -$67,649 | -8.18% | |
| Guided Capital Wealth Management, Llc | 0.47% | 14,131 | $807,150 | $747,813 | -$59,337 | -7.35% | |
| Stephens Inc | 0.01% | 13,623 | $785,136 | $720,929 | -$64,207 | -8.18% | |
| Mml Investors Services, Llc | 0.00% | 13,163 | $758,640 | $696,586 | -$62,054 | -8.18% | |
| Ifg Advisory, Llc | 0.03% | 13,003 | $749,422 | $688,119 | -$61,303 | -8.18% | |
| Janney Montgomery Scott Llc | 0.00% | 12,200 | $703,000 | $645,624 | -$57,376 | -8.16% | |
| Stillwater Wealth Management Group | 0.38% | 11,900 | $685,827 | $629,748 | -$56,079 | -8.18% | |
| Kestra Advisory Services, Llc | 0.00% | 10,702 | $611,283 | $566,350 | -$44,933 | -7.35% | |
| Private Trust Co Na | 0.04% | 8,518 | $486,540 | $450,773 | -$35,767 | -7.35% | |
| Vise Technologies, Inc. | 0.00% | 8,300 | $474,089 | $439,236 | -$34,853 | -7.35% | |
| Gladstone Institutional Advisory Llc | 0.01% | 7,890 | $454,720 | $417,539 | -$37,181 | -8.18% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,673 | $442,271 | $406,055 | -$36,216 | -8.19% | |
| Susquehanna International Group, Llp | 0.00% | 7,468 | $430,400 | $395,207 | -$35,193 | -8.18% | |
| Retirement Financial Solutions, Llc | 0.10% | 7,501 | $428,469 | $396,953 | -$31,516 | -7.36% | |
| Sigma Planning Corp | 0.01% | 7,293 | $416,581 | $385,946 | -$30,635 | -7.35% | |
| Barnett & Company, Inc. | 0.29% | 6,865 | $395,647 | $363,296 | -$32,351 | -8.18% | |
| Nbc Securities, Inc. | 0.03% | 6,883 | $393,171 | $364,248 | -$28,923 | -7.36% |
Frequently asked questions about QQA
Who are the largest institutional holders of QQA?
The largest institutional holders of QQA reported in the latest SEC Form 13F filings include Invesco Ltd., Lpl Financial Llc, Jones Financial Companies Lllp, Morgan Stanley, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported QQA position.
What is QQA institutional ownership?
This page tracks QQA positions reported by institutional investment managers through SEC Form 13F. INVESCO QQQ INCOME ADV ETF (QQA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQA?
InsiderSet currently tracks 77 institutional managers reporting QQA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QQA shareholders.
How much QQA stock do institutions own?
Institutional investment managers disclosed approximately $452.75M in QQA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQA institutional ownership last updated?
The latest QQA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QQA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QQA position after the reporting date.
Are institutions buying or selling QQA?
Institutional buying and selling can be analyzed by comparing QQA positions across consecutive 13F reporting periods. InsiderSet's QQA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQA ownership changes.
How has QQA institutional ownership changed over time?
InsiderSet tracks QQA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.