QQQJ

Invesco Nasdaq Next Gen 100ETF
UnclassifiedUSCUSIP 46138G631◍ Confluence graph
Tracked 13F Holders
185
-37 QoQ
13F Value (tracked)
$326.8M
13F Moves · latest Q
22 added
17 trimmed
Recent Filings
0

Who owns QQQJ?

185 tracked 13F filers

185 tracked 13F filers disclose a position in QQQJ as of the latest SEC 13F filings, a combined $326.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1RAYMOND JAMES FINANCIAL INC
$43.1M
1.2M
+1.7%
Added · +20K sh
Q1 2026
2Systelligence, LLC
$27.3M
602K
+1.9%
Added · +11K sh
Q2 2026
3LRI Investments, LLC
Withheld
563K
Held
Q2 2026
4LPL Financial LLC
$19.6M
540K
+16%
Added · +73K sh
Q1 2026
5OSAIC HOLDINGS, INC.
$19.1M
529K
−21%
Reduced · −141K sh
Q1 2026
6JONES FINANCIAL COMPANIES LLLP
$18.4M
523K
+44%
Added · +159K sh
Q1 2026
7UBS Group AG
$17.2M
475K
+347%
Added · +369K sh
Q1 2026
8RETIREMENT FINANCIAL SOLUTIONS, LLC
$21.5M
473K
+3.8%
Added · +17K sh
Q2 2026
9WELLS FARGO & COMPANY/MN
$12.6M
347K
+18%
Added · +53K sh
Q1 2026
10MORGAN STANLEY
$11.3M
312K
+11%
Added · +31K sh
Q1 2026
11Erickson Financial Group, LLC
$10.6M
234K
+11%
Added · +23K sh
Q2 2026
12AMERIPRISE FINANCIAL INC
$6.6M
182K
+31%
Added · +43K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$6.2M
171K
−3.7%
Reduced · −7K sh
Q1 2026
14Wealthcare Advisory Partners LLC
$6.9M
152K
−3.2%
Reduced · −5K sh
Q2 2026
15Gerber Kawasaki Wealth & Investment Management
$6.9M
151K
−1.2%
Reduced · −2K sh
Q2 2026
16Purus Wealth Management, LLC
$6.4M
140K
+6.2%
Added · +8K sh
Q2 2026
17Beacon Pointe Advisors, LLC
$5.7M
125K
+204%
Added · +84K sh
Q2 2026
18ROYAL BANK OF CANADA
$4.5M
125K
+62%
Added · +48K sh
Q1 2026
19Wealthfront Advisers LLC
$5.3M
118K
+39%
Added · +33K sh
Q2 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$3.0M
84K
+8.3%
Added · +6K sh
Q1 2026
21Essex Financial Services, Inc.
$3.5M
76K
−0.9%
Reduced · −688 sh
Q2 2026
22Brookwood Investment Group LLC
$3.1M
69K
−12%
Reduced · −9K sh
Q2 2026
23GUIDANCE CAPITAL, INC
$3.0M
67K
+7.9%
Added · +5K sh
Q2 2026
24NOVEM GROUP
$2.9M
64K
+1.1%
Added · +700 sh
Q2 2026
25Private Advisor Group, LLC
$2.7M
59K
+514%
Added · +49K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is QQQJ being bought or sold by institutions?

Last quarter, 8 funds opened a new position in QQQJ and 14 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
14
funds
Reduced
17
funds
Exited
0
funds

Funds that own QQQJ also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA84 funds$52.0B
APPLE INCAAPL84 funds$42.6B
MICROSOFT CORPMSFT82 funds$34.2B
AMAZON.COM INCAMZN81 funds$23.2B
ALPHABET INC-CL AGOOGL81 funds$21.0B
BROADCOM INCAVGO79 funds$19.0B
ALPHABET INC-CL CGOOG79 funds$14.2B
VANGUARD S&P 500 ETFVOO79 funds$4.6B
INVESCO QQQ TRUST SERIES 1QQQ79 funds$3.1B
JPMORGAN CHASE & COJPM78 funds$9.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B77 funds$6.4B
META PLATFORMS INC-CLASS AMETA76 funds$11.9B

Ranked by how many of QQQJ's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

119 funds+22 since Q3 2024
078156Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $147.9M · 1 values withheld

Share classes

Class13F holdersValue held
QQQMmc1215 funds$27.3B
BKLNmc451 funds$4.8B
RWLmc307 funds$5.0B
VRPmc251 funds$1.3B
TANmc214 funds$516.4M
RWJmc185 funds$981.2M
QQQJthis pagemc185 funds$327.4M
BABmc170 funds$631.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in QQQJ

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/QQQJ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for QQQJ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QQQJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.