INVESCO NASDAQ NEXT GEN 100 QQQJ
$45.42
-0.2% 52w: $30.93 – $45.64
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data30.9338.2845.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
170
+0 QoQ
13F value
$290.9M
+9.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$1.2M calls / — puts
Institutional value by quarter
Number of holders
Who owns QQQJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $43.1M | 0.0% | +1.7% |
| Systelligence, LLC | Wealth advisor | 590.7K | $21.4M | 4.2% | +21.2% |
| LPL Financial LLC | Bank broker | 539.9K | $19.6M | 0.0% | +15.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 528.6K | $19.1M | 0.0% | -21.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 523.0K | $18.4M | 0.0% | +43.5% |
| UBS Group AG | Bank broker | 475.4K | $17.2M | 0.0% | +346.9% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | Wealth advisor | 455.8K | $16.5M | 4.7% | +2.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 347.1K | $12.6M | 0.0% | +17.8% |
| MORGAN STANLEY | Bank broker | 312.1K | $11.3M | 0.0% | +10.9% |
| Erickson Financial Group, LLC | Wealth advisor | 210.8K | $7.6M | 4.8% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 181.5K | $6.6M | 0.0% | +31.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 170.9K | $6.2M | 0.0% | -3.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 156.5K | $5.7M | 0.1% | +1.4% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 153.0K | $5.5M | 0.2% | -9.6% |
| Purus Wealth Management, LLC | Other | 132.2K | $4.8M | 1.5% | +7.1% |
| ROYAL BANK OF CANADA | Bank broker | 125.4K | $4.5M | 0.0% | +62.5% |
| Wealthfront Advisers LLC | Wealth advisor | 84.3K | $3.1M | 0.0% | +11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 83.9K | $3.0M | 0.0% | +8.3% |
| Brookwood Investment Group LLC | Wealth advisor | 78.4K | $2.8M | 0.4% | New |
| Essex Financial Services, Inc. | Wealth advisor | 77.1K | $2.8M | 0.2% | 0.0% |
| GUIDANCE CAPITAL, INC | Wealth advisor | 62.1K | $2.6M | 0.6% | +266.1% |
| NOVEM GROUP | Wealth advisor | 63.0K | $2.3M | 0.3% | Held |
| Tradition Wealth Management, LLC | Wealth advisor | 49.9K | $1.8M | 0.1% | -2.5% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 46.5K | $1.7M | 0.0% | New |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 46.4K | $1.7M | 0.0% | +283.6% |
| GERBER, LLC | Wealth advisor | 45.4K | $1.6M | 0.9% | Held |
| Texas Yale Capital Corp. | Other | 45.3K | $1.6M | 0.0% | Held |
| Invesco Ltd. | Index provider | 45.1K | $1.6M | 0.0% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 43.1K | $1.6M | 0.0% | -0.5% |
| Granite Bay Wealth Management, LLC | Wealth advisor | 42.8K | $1.5M | 0.3% | +12.4% |
| Mariner, LLC | Diversified mechanical | 42.4K | $1.5M | 0.0% | +30.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 41.3K | $1.5M | 0.0% | New |
| Clearstead Advisors, LLC | Wealth advisor | 41.2K | $1.5M | 0.0% | +1373400.0% |
| Goldstone Financial Group, LLC | Wealth advisor | 39.1K | $1.4M | 0.2% | -4.6% |
| Equitable Holdings, Inc. | Wealth advisor | 34.4K | $1.3M | 0.0% | +0.7% |
| Brookstone Capital Management | Wealth advisor | 31.9K | $1.2M | 0.0% | -3.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 29.1K | $1.1M | 0.0% | -7.5% |
| Proactive Wealth Strategies LLC | Wealth advisor | 28.1K | $1.0M | 0.2% | +100.3% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 27.5K | $995K | 0.1% | -10.2% |
| ELLERSON GROUP INC /ADV ★3 | Fundamental concentrated | 27.0K | $977K | 0.6% | -1.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 26.9K | $973K | 0.0% | -4.3% |
| SPIREPOINT PRIVATE CLIENT, LLC | Other | 26.1K | $945K | 0.1% | +1.1% |
| Tannin Capital LLC | Other | 24.7K | $893K | 0.6% | -9.4% |
| WealthCare Investment Partners, LLC | Wealth advisor | 23.8K | $882K | 0.2% | +1.0% |
| Focus Partners Wealth | Wealth advisor | 21.9K | $794K | 0.0% | +4.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 21.4K | $775K | 0.0% | New |
| Cannon Capital Management, Inc. | Wealth advisor | 21.4K | $774K | 0.6% | -0.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 20.5K | $742K | 0.0% | -0.5% |
| Arkadios Wealth Advisors | Wealth advisor | 19.1K | $690K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 19.0K | $688K | 0.0% | +50.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.