QQQJ Institutional Ownership & Shareholders
INVESCO NASDAQ NEXT GEN 100 (QQQJ) is currently held by 191 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $408.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of QQQJ tracked by InsiderSet, reporting ownership valued at approximately $54.70M 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 $52.89M, representing an estimated loss of -3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed QQQJ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in INVESCO NASDAQ NEXT GEN 100 (QQQJ).
This page ranks the largest institutional QQQJ 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
191
Total Reported Value
$408.83M
Largest Holder
Raymond James Financial Inc
Largest Position
$54.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,203,689 | $54,695,663 | $52,890,095 | -$1,805,568 | -3.30% | |
| Osaic Holdings, Inc. | 0.04% | 684,611 | $31,109,100 | $30,081,807 | -$1,027,293 | -3.30% | |
| Jones Financial Companies Lllp | 0.01% | 697,047 | $31,001,149 | $30,628,245 | -$372,904 | -1.20% | |
| Lpl Financial Llc | 0.01% | 634,084 | $28,812,793 | $27,861,651 | -$951,142 | -3.30% | |
| Systelligence, Llc | 4.57% | 601,821 | $27,346,746 | $26,444,015 | -$902,731 | -3.30% | |
| Ubs Group Ag | 0.00% | 513,641 | $23,339,847 | $22,569,386 | -$770,461 | -3.30% | |
| Retirement Financial Solutions, Llc | 5.06% | 488,139 | $21,404,909 | $21,448,828 | +$43,919 | +0.21% | |
| Morgan Stanley | 0.00% | 421,570 | $19,156,203 | $18,523,786 | -$632,417 | -3.30% | |
| Wells Fargo & Company/Mn | 0.00% | 407,740 | $18,527,687 | $17,916,096 | -$611,591 | -3.30% | |
| Erickson Financial Group, Llc | 5.69% | 233,584 | $10,614,057 | $10,263,681 | -$350,376 | -3.30% | |
| Ameriprise Financial Inc | 0.00% | 181,452 | $8,242,691 | $7,973,001 | -$269,690 | -3.27% | |
| Bank Of America Corp | 0.00% | 158,768 | $7,214,400 | $6,976,266 | -$238,134 | -3.30% | |
| Wealthcare Advisory Partners Llc | 0.11% | 153,510 | $6,731,396 | $6,745,229 | +$13,833 | +0.21% | |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | 149,502 | $6,555,684 | $6,569,118 | +$13,434 | +0.20% | |
| Purus Wealth Management, Llc | 1.75% | 145,868 | $6,396,291 | $6,409,440 | +$13,149 | +0.21% | |
| Beacon Pointe Advisors, Llc | 0.03% | 125,458 | $5,700,828 | $5,512,625 | -$188,203 | -3.30% | |
| Wealthfront Advisers Llc | 0.01% | 117,512 | $5,339,745 | $5,163,477 | -$176,268 | -3.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 106,359 | $4,832,940 | $4,673,414 | -$159,526 | -3.30% | |
| Royal Bank Of Canada | 0.00% | 81,592 | $3,708,000 | $3,585,152 | -$122,848 | -3.31% | |
| Essex Financial Services, Inc. | 0.17% | 76,367 | $3,470,130 | $3,355,566 | -$114,564 | -3.30% | |
| Natixis Advisors, Llc | 0.00% | 74,887 | $3,402,000 | $3,290,535 | -$111,465 | -3.28% | |
| Brookwood Investment Group Llc | 0.37% | 69,241 | $3,146,311 | $3,042,450 | -$103,861 | -3.30% | |
| Guidance Capital, Inc | 0.63% | 67,017 | $2,952,783 | $2,944,727 | -$8,056 | -0.27% | |
| Private Advisor Group, Llc | 0.01% | 58,939 | $2,678,202 | $2,589,780 | -$88,422 | -3.30% | |
| Novem Group | 0.26% | 60,650 | $2,659,503 | $2,664,961 | +$5,458 | +0.21% | |
| Arax Advisory Partners | 0.02% | 55,992 | $2,544,260 | $2,460,288 | -$83,972 | -3.30% | |
| Ci Investments Inc. | 0.01% | 49,159 | $2,233,785 | $2,160,046 | -$73,739 | -3.30% | |
| Cetera Investment Advisers | 0.00% | 48,292 | $2,194,376 | $2,121,950 | -$72,426 | -3.30% | |
| Tradition Wealth Management, Llc | 0.13% | 48,072 | $2,184,400 | $2,112,284 | -$72,116 | -3.30% | |
| Texas Yale Capital Corp. | 0.05% | 46,540 | $2,114,784 | $2,044,968 | -$69,816 | -3.30% | |
| Nomura Asset Management Co Ltd | 0.00% | 46,500 | $2,112,960 | $2,043,210 | -$69,750 | -3.30% | |
| Granite Bay Wealth Management, Llc | 0.23% | 43,682 | $1,985,000 | $1,919,387 | -$65,613 | -3.31% | |
| Gerber, Llc | 0.90% | 45,200 | $1,982,005 | $1,986,088 | +$4,083 | +0.21% | |
| Goldstone Financial Group, Llc | 0.15% | 35,944 | $1,633,292 | $1,579,379 | -$53,913 | -3.30% | |
| Equitable Holdings, Inc. | 0.01% | 35,620 | $1,618,549 | $1,565,143 | -$53,406 | -3.30% | |
| Brookstone Capital Management | 0.02% | 35,681 | $1,564,624 | $1,567,823 | +$3,199 | +0.20% | |
| Kingsview Wealth Management, Llc | 0.02% | 34,109 | $1,549,905 | $1,498,749 | -$51,156 | -3.30% | |
| Mckinley Carter Wealth Services, Inc. | 0.07% | 33,444 | $1,466,504 | $1,469,529 | +$3,025 | +0.21% | |
| Greenline Wealth Management Llc | 1.04% | 27,882 | $1,266,952 | $1,225,135 | -$41,817 | -3.30% | |
| Proactive Wealth Strategies Llc | 0.20% | 27,168 | $1,234,560 | $1,193,762 | -$40,798 | -3.30% | |
| Spirepoint Private Client, Llc | 0.10% | 27,112 | $1,231,956 | $1,191,301 | -$40,655 | -3.30% | |
| Ellerson Group Inc | 0.72% | 26,911 | $1,222,836 | $1,182,469 | -$40,367 | -3.30% | |
| Newedge Advisors, Llc | 0.00% | 26,769 | $1,216,357 | $1,176,230 | -$40,127 | -3.30% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 26,859 | $1,177,767 | $1,180,184 | +$2,417 | +0.21% | |
| Prospera Financial Services Inc | 0.02% | 25,661 | $1,166,788 | $1,127,544 | -$39,244 | -3.36% | |
| Wealthcare Investment Partners, Llc | 0.27% | 24,304 | $1,104,357 | $1,067,918 | -$36,439 | -3.30% | |
| Mariner, Llc | 0.00% | 23,546 | $1,069,937 | $1,034,611 | -$35,326 | -3.30% | |
| Tannin Capital Llc | 0.68% | 22,811 | $1,036,532 | $1,002,315 | -$34,217 | -3.30% | |
| Focus Partners Wealth | 0.00% | 21,986 | $999,081 | $966,065 | -$33,016 | -3.30% | |
| Cannon Capital Management, Inc. | 0.82% | 21,367 | $970,916 | $938,866 | -$32,050 | -3.30% |
Frequently asked questions about QQQJ
Who are the largest institutional holders of QQQJ?
The largest institutional holders of QQQJ reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Osaic Holdings, Inc., Jones Financial Companies Lllp, Lpl Financial Llc, and Systelligence, Llc. InsiderSet ranks institutional holders by their latest reported QQQJ position.
What is QQQJ institutional ownership?
This page tracks QQQJ positions reported by institutional investment managers through SEC Form 13F. INVESCO NASDAQ NEXT GEN 100 (QQQJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QQQJ?
InsiderSet currently tracks 191 institutional managers reporting QQQJ 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 QQQJ shareholders.
How much QQQJ stock do institutions own?
Institutional investment managers disclosed approximately $408.83M in QQQJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QQQJ institutional ownership last updated?
The latest QQQJ 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 QQQJ 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 QQQJ position after the reporting date.
Are institutions buying or selling QQQJ?
Institutional buying and selling can be analyzed by comparing QQQJ positions across consecutive 13F reporting periods. InsiderSet's QQQJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QQQJ ownership changes.
How has QQQJ institutional ownership changed over time?
InsiderSet tracks QQQJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.