INVESCO NASDAQ NEXT GEN 100 (QQQJ) Institutional Shareholders
INVESCO NASDAQ NEXT GEN 100 (QQQJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $315.20M in QQQJ holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of QQQJ tracked by InsiderSet, reporting ownership valued at approximately $43.05M in its March 31, 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 $52.28M, representing an estimated gain of +21.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed QQQJ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Systelligence, Llc, Retirement Financial Solutions, Llc, 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
180
Total Reported Value
$315.20M
Largest Holder
Raymond James Financial Inc
Largest Position
$43.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
158
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% | 1,188,922 | $43,050,898 | $52,276,900 | +$9,226,002 | +21.43% | |
| Systelligence, Llc | 4.57% | 601,821 | $27,346,746 | $26,462,069 | -$884,677 | -3.24% | |
| Retirement Financial Solutions, Llc | 5.29% | 473,142 | $21,499,595 | $20,804,054 | -$695,541 | -3.24% | |
| Lpl Financial Llc | 0.01% | 539,938 | $19,551,141 | $23,741,074 | +$4,189,933 | +21.43% | |
| Osaic Holdings, Inc. | 0.03% | 528,559 | $19,139,323 | $23,240,739 | +$4,101,416 | +21.43% | |
| Jones Financial Companies Lllp | 0.01% | 523,047 | $18,437,735 | $22,998,377 | +$4,560,642 | +24.74% | |
| Ubs Group Ag | 0.00% | 475,440 | $17,215,682 | $20,905,097 | +$3,689,415 | +21.43% | |
| Wells Fargo & Company/Mn | 0.00% | 347,066 | $12,567,247 | $15,260,492 | +$2,693,245 | +21.43% | |
| Morgan Stanley | 0.00% | 312,111 | $11,301,564 | $13,723,521 | +$2,421,957 | +21.43% | |
| Erickson Financial Group, Llc | 5.69% | 233,584 | $10,614,057 | $10,270,688 | -$343,369 | -3.24% | |
| Wealthcare Advisory Partners Llc | 0.13% | 151,556 | $6,886,716 | $6,663,917 | -$222,799 | -3.24% | |
| Ameriprise Financial Inc | 0.00% | 181,540 | $6,569,438 | $7,982,314 | +$1,412,876 | +21.51% | |
| Purus Wealth Management, Llc | 1.76% | 140,462 | $6,382,612 | $6,176,114 | -$206,498 | -3.24% | |
| Bank Of America Corp | 0.00% | 170,868 | $6,187,117 | $7,513,066 | +$1,325,949 | +21.43% | |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | 152,956 | $5,538,549 | $6,725,475 | +$1,186,926 | +21.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 106,359 | $4,832,940 | $4,676,605 | -$156,335 | -3.23% | |
| Royal Bank Of Canada | 0.00% | 125,398 | $4,541,000 | $5,513,750 | +$972,750 | +21.42% | |
| Brookwood Investment Group Llc | 0.37% | 69,241 | $3,146,311 | $3,044,527 | -$101,784 | -3.24% | |
| Wealthfront Advisers Llc | 0.01% | 84,278 | $3,051,706 | $3,705,704 | +$653,998 | +21.43% | |
| Guidance Capital, Inc | 0.63% | 67,017 | $2,952,783 | $2,946,737 | -$6,046 | -0.20% | |
| Novem Group | 0.29% | 63,650 | $2,892,256 | $2,798,691 | -$93,566 | -3.24% | |
| Essex Financial Services, Inc. | 0.16% | 77,055 | $2,790,167 | $3,388,108 | +$597,941 | +21.43% | |
| Private Advisor Group, Llc | 0.01% | 58,939 | $2,678,202 | $2,591,548 | -$86,654 | -3.24% | |
| Gerber, Llc | 0.97% | 45,200 | $2,053,873 | $1,987,444 | -$66,429 | -3.23% | |
| Tradition Wealth Management, Llc | 0.13% | 49,891 | $1,806,537 | $2,193,707 | +$387,170 | +21.43% | |
| Nomura Asset Management Co Ltd | 0.00% | 46,500 | $1,683,765 | $2,044,605 | +$360,840 | +21.43% | |
| Texas Yale Capital Corp. | 0.05% | 45,340 | $1,641,766 | $1,993,600 | +$351,834 | +21.43% | |
| Invesco Ltd. | 0.00% | 45,135 | $1,634,338 | $1,984,586 | +$350,248 | +21.43% | |
| Cetera Investment Advisers | 0.00% | 43,060 | $1,559,190 | $1,893,348 | +$334,158 | +21.43% | |
| Mckinley Carter Wealth Services, Inc. | 0.08% | 34,251 | $1,556,353 | $1,506,016 | -$50,337 | -3.23% | |
| Granite Bay Wealth Management, Llc | 0.33% | 42,804 | $1,549,920 | $1,882,092 | +$332,172 | +21.43% | |
| Mariner, Llc | 0.00% | 42,357 | $1,533,728 | $1,862,437 | +$328,709 | +21.43% | |
| Brookstone Capital Management | 0.02% | 33,381 | $1,516,825 | $1,467,763 | -$49,062 | -3.23% | |
| Beacon Pointe Advisors, Llc | 0.01% | 41,323 | $1,496,293 | $1,816,972 | +$320,679 | +21.43% | |
| Clearstead Advisors, Llc | 0.01% | 41,205 | $1,492,033 | $1,811,784 | +$319,751 | +21.43% | |
| Goldstone Financial Group, Llc | 0.15% | 39,070 | $1,414,709 | $1,717,908 | +$303,199 | +21.43% | |
| Equitable Holdings, Inc. | 0.01% | 34,391 | $1,267,292 | $1,512,172 | +$244,880 | +19.32% | |
| Greenline Wealth Management Llc | 1.04% | 27,882 | $1,266,952 | $1,225,972 | -$40,980 | -3.23% | |
| Ellerson Group Inc | 0.72% | 26,911 | $1,222,836 | $1,183,277 | -$39,559 | -3.24% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 26,859 | $1,220,473 | $1,180,990 | -$39,483 | -3.24% | |
| Prospera Financial Services Inc | 0.02% | 25,661 | $1,166,788 | $1,128,314 | -$38,474 | -3.30% | |
| Proactive Wealth Strategies Llc | 0.19% | 28,080 | $1,016,808 | $1,234,678 | +$217,870 | +21.43% | |
| Spirepoint Private Client, Llc | 0.09% | 26,097 | $944,956 | $1,147,485 | +$202,529 | +21.43% | |
| Tannin Capital Llc | 0.65% | 24,660 | $892,939 | $1,084,300 | +$191,361 | +21.43% | |
| Wealthcare Investment Partners, Llc | 0.24% | 23,840 | $881,833 | $1,048,245 | +$166,412 | +18.87% | |
| Envestnet Asset Management Inc | 0.00% | 18,783 | $853,483 | $825,889 | -$27,594 | -3.23% | |
| Global View Capital Management Llc | 0.17% | 17,816 | $809,559 | $783,370 | -$26,189 | -3.24% | |
| Focus Partners Wealth | 0.00% | 21,939 | $794,423 | $964,658 | +$170,235 | +21.43% | |
| Goldman Sachs Group Inc | 0.00% | 21,410 | $775,256 | $941,398 | +$166,142 | +21.43% | |
| Cannon Capital Management, Inc. | 0.63% | 21,370 | $773,808 | $939,639 | +$165,831 | +21.43% |
Frequently asked questions about QQQJ
Who owns the most QQQJ stock?
The largest holders of QQQJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO NASDAQ NEXT GEN 100 (QQQJ).
Is QQQJ widely held by superinvestors?
Many widely followed stocks like QQQJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QQQJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.