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 $408.25M 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 $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 $53.70M, representing an estimated loss of -1.83% 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
186
Total Reported Value
$408.25M
Largest Holder
Raymond James Financial Inc
Largest Position
$54.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
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 | $53,696,566 | -$999,097 | -1.83% | |
| Osaic Holdings, Inc. | 0.04% | 684,611 | $31,109,100 | $30,540,497 | -$568,603 | -1.83% | |
| Jones Financial Companies Lllp | 0.01% | 697,047 | $31,001,149 | $31,095,267 | +$94,118 | +0.30% | |
| Lpl Financial Llc | 0.01% | 634,084 | $28,812,793 | $28,286,487 | -$526,306 | -1.83% | |
| Systelligence, Llc | 4.57% | 601,821 | $27,346,746 | $26,847,235 | -$499,511 | -1.83% | |
| Ubs Group Ag | 0.00% | 513,641 | $23,339,847 | $22,913,525 | -$426,322 | -1.83% | |
| Retirement Financial Solutions, Llc | 5.29% | 473,142 | $21,499,595 | $21,106,865 | -$392,730 | -1.83% | |
| Morgan Stanley | 0.00% | 421,570 | $19,156,203 | $18,806,238 | -$349,965 | -1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 407,740 | $18,527,687 | $18,189,281 | -$338,406 | -1.83% | |
| Erickson Financial Group, Llc | 5.69% | 233,584 | $10,614,057 | $10,420,182 | -$193,875 | -1.83% | |
| Ameriprise Financial Inc | 0.00% | 181,452 | $8,242,691 | $8,094,574 | -$148,117 | -1.80% | |
| Bank Of America Corp | 0.00% | 158,768 | $7,214,400 | $7,082,640 | -$131,760 | -1.83% | |
| Wealthcare Advisory Partners Llc | 0.13% | 151,556 | $6,886,716 | $6,760,913 | -$125,803 | -1.83% | |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | 151,066 | $6,864,473 | $6,739,054 | -$125,419 | -1.83% | |
| Purus Wealth Management, Llc | 1.76% | 140,462 | $6,382,612 | $6,266,010 | -$116,602 | -1.83% | |
| Beacon Pointe Advisors, Llc | 0.03% | 125,458 | $5,700,828 | $5,596,681 | -$104,147 | -1.83% | |
| Wealthfront Advisers Llc | 0.01% | 117,512 | $5,339,745 | $5,242,210 | -$97,535 | -1.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 106,359 | $4,832,940 | $4,744,675 | -$88,265 | -1.83% | |
| Royal Bank Of Canada | 0.00% | 81,592 | $3,708,000 | $3,639,819 | -$68,181 | -1.84% | |
| Essex Financial Services, Inc. | 0.17% | 76,367 | $3,470,130 | $3,406,732 | -$63,398 | -1.83% | |
| Natixis Advisors, Llc | 0.00% | 74,887 | $3,402,000 | $3,340,709 | -$61,291 | -1.80% | |
| Brookwood Investment Group Llc | 0.37% | 69,241 | $3,146,311 | $3,088,841 | -$57,470 | -1.83% | |
| Guidance Capital, Inc | 0.63% | 67,017 | $2,952,783 | $2,989,628 | +$36,845 | +1.25% | |
| Novem Group | 0.29% | 63,650 | $2,892,256 | $2,839,427 | -$52,830 | -1.83% | |
| Private Advisor Group, Llc | 0.01% | 58,939 | $2,678,202 | $2,629,269 | -$48,933 | -1.83% | |
| Arax Advisory Partners | 0.02% | 55,992 | $2,544,260 | $2,497,803 | -$46,457 | -1.83% | |
| Ci Investments Inc. | 0.01% | 49,159 | $2,233,785 | $2,192,983 | -$40,802 | -1.83% | |
| Cetera Investment Advisers | 0.00% | 48,292 | $2,194,376 | $2,154,306 | -$40,070 | -1.83% | |
| Tradition Wealth Management, Llc | 0.13% | 48,072 | $2,184,400 | $2,144,492 | -$39,908 | -1.83% | |
| Texas Yale Capital Corp. | 0.05% | 46,540 | $2,114,784 | $2,076,149 | -$38,635 | -1.83% | |
| Nomura Asset Management Co Ltd | 0.00% | 46,500 | $2,112,960 | $2,074,365 | -$38,595 | -1.83% | |
| Gerber, Llc | 0.97% | 45,200 | $2,053,873 | $2,016,372 | -$37,501 | -1.83% | |
| Granite Bay Wealth Management, Llc | 0.23% | 43,682 | $1,985,000 | $1,948,654 | -$36,346 | -1.83% | |
| Goldstone Financial Group, Llc | 0.15% | 35,944 | $1,633,292 | $1,603,462 | -$29,830 | -1.83% | |
| Equitable Holdings, Inc. | 0.01% | 35,620 | $1,618,549 | $1,589,008 | -$29,541 | -1.83% | |
| Mckinley Carter Wealth Services, Inc. | 0.08% | 34,251 | $1,556,353 | $1,527,937 | -$28,416 | -1.83% | |
| Kingsview Wealth Management, Llc | 0.02% | 34,109 | $1,549,905 | $1,521,602 | -$28,303 | -1.83% | |
| Brookstone Capital Management | 0.02% | 33,381 | $1,516,825 | $1,489,126 | -$27,699 | -1.83% | |
| Greenline Wealth Management Llc | 1.04% | 27,882 | $1,266,952 | $1,243,816 | -$23,136 | -1.83% | |
| Proactive Wealth Strategies Llc | 0.20% | 27,168 | $1,234,560 | $1,211,964 | -$22,596 | -1.83% | |
| Spirepoint Private Client, Llc | 0.10% | 27,112 | $1,231,956 | $1,209,466 | -$22,490 | -1.83% | |
| Ellerson Group Inc | 0.72% | 26,911 | $1,222,836 | $1,200,500 | -$22,336 | -1.83% | |
| Newedge Advisors, Llc | 0.00% | 26,769 | $1,216,357 | $1,194,165 | -$22,192 | -1.82% | |
| Prospera Financial Services Inc | 0.02% | 25,661 | $1,166,788 | $1,144,737 | -$22,051 | -1.89% | |
| Wealthcare Investment Partners, Llc | 0.27% | 24,304 | $1,104,357 | $1,084,201 | -$20,156 | -1.83% | |
| Mariner, Llc | 0.00% | 23,546 | $1,069,937 | $1,050,387 | -$19,550 | -1.83% | |
| Tannin Capital Llc | 0.68% | 22,811 | $1,036,532 | $1,017,599 | -$18,933 | -1.83% | |
| Focus Partners Wealth | 0.00% | 21,986 | $999,081 | $980,795 | -$18,286 | -1.83% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 26,859 | $972,564 | $1,198,180 | +$225,616 | +23.20% | |
| Cannon Capital Management, Inc. | 0.82% | 21,367 | $970,916 | $953,182 | -$17,734 | -1.83% |
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.