Who Owns INVESCO NASDAQ NEXT GEN 100 (QQQJ)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $112.7M of INVESCO NASDAQ NEXT GEN 100 (QQQJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Systelligence, LLC ($27.3M), RETIREMENT FINANCIAL SOLUTIONS, LLC ($21.5M), Erickson Financial Group, LLC ($10.6M), Wealthcare Advisory Partners LLC ($6.9M), Purus Wealth Management, LLC ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Systelligence, LLC$27.3M601,821Added
2RETIREMENT FINANCIAL SOLUTIONS, LLC$21.5M473,142Added
3Erickson Financial Group, LLC$10.6M233,584Added
4Wealthcare Advisory Partners LLC$6.9M151,556Trimmed
5Purus Wealth Management, LLC$6.4M140,462Added
6COMMONWEALTH EQUITY SERVICES, LLC$4.8M106,359Added
7Brookwood Investment Group LLC$3.1M69,241Trimmed
8GUIDANCE CAPITAL, INC$3.0M67,017Added
9NOVEM GROUP$2.9M63,650Added
10Private Advisor Group, LLC$2.7M58,939Added
11GERBER, LLC$2.1M45,200Trimmed
12McKinley Carter Wealth Services, Inc.$1.6M34,251Added
13Brookstone Capital Management$1.5M33,381Added
14Greenline Wealth Management LLC$1.3M27,882New
15ELLERSON GROUP INC /ADV$1.2M26,911Trimmed
16Mirae Asset Global Investments Co., Ltd.$1.2M26,859Hold
17Prospera Financial Services Inc$1.2M25,661Added
18Cambridge Investment Research Advisors, Inc.$1.2M25,362Added
19Tannin Capital LLC$1.0M22,811Trimmed
20ENVESTNET ASSET MANAGEMENT INC$853,48318,783Added
21Global View Capital Management LLC$809,55917,816Added
22WEDBUSH SECURITIES INC$778,00017,122Trimmed
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$757,71516,819Trimmed
24LRI Investments, LLC$562,679562,679Hold
25Capital Investment Advisory Services, LLC$526,11411,578Trimmed

Source: SEC Form 13F filings · as of 2026-06-30