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Invesco Nasdaq Next GEN 100 (QQQJ)

CUSIP: 46138G631 | NYSE | 500 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Retirement Financial Solutions, LLC488,139
5.1% of portfolio›$21.4M
Erickson Financial Group, LLC237,106
5.6% of portfolio›$10.4M
Wealthcare Advisory Partners LLC153,510
0.1% of portfolio›$6.7M
Gerber Kawasaki Wealth & Investment Management149,502
0.2% of portfolio›$6.6M
Purus Wealth Management, LLC145,868
1.7% of portfolio›$6.4M
Commonwealth Equity Services, LLC122,348
0.0% of portfolio›$5.4M
Guidance Capital, Inc70,400
0.7% of portfolio›$3.1M
Novem Group60,650
0.3% of portfolio›$2.7M
Gerber, LLC45,200
0.9% of portfolio›$2.0M
Systelligence, LLC38,424
0.4% of portfolio›$2.5M
Ellerson Group Inc35,847
0.9% of portfolio›$1.6M
Brookstone Capital Management35,681
0.0% of portfolio›$1.6M
McKinley Carter Wealth Services, Inc.33,444
0.1% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.26,859
0.0% of portfolio›$1.2M
WealthCare Investment Partners, LLC25,393
0.3% of portfolio›$1.1M
Tannin Capital LLC22,880
0.8% of portfolio›$1.0M
Cannon Capital Management, Inc.20,980
0.6% of portfolio›$920.0K
Wedbush Securities Inc16,839
0.0% of portfolio›$738
IFP Advisors, Inc16,026
0.0% of portfolio›$702.7K
Wealth Enhancement Advisory Services, LLC15,985
0.0% of portfolio›$710.7K
D.A. Davidson & Co.13,756
0.0% of portfolio›$603.2K
Mystic Asset Management, Inc.13,565
0.1% of portfolio›$594.8K
Cambridge Investment Research Advisors, Inc.12,311
0.0% of portfolio›$540.0K
Creative Planning11,589
0.0% of portfolio›$508.2K
Capital Investment Advisory Services, LLC11,581
0.0% of portfolio›$507.8K
HUB Investment Partners, LLC11,434
0.0% of portfolio›$501.4K
RMR Wealth Builders11,111
0.0% of portfolio›$487.2K
Greystone Financial Group, LLC10,298
0.1% of portfolio›$451.6K
Oppenheimer & Co Inc9,891
0.0% of portfolio›$433.7K
Rossby Financial, LCC8,681
0.1% of portfolio›$380.7K
TD Waterhouse Canada Inc.8,538
0.0% of portfolio›$376.9K
Truist Financial Corp8,030
0.0% of portfolio›$352.1K
Fortune Financial Group, Inc.7,671
0.3% of portfolio›$336.4K
Gill Capital Partners, LLC7,643
0.1% of portfolio›$335.1K
Ellis Investment Partners, LLC7,455
0.0% of portfolio›$326.9K
Global View Capital Management LLC7,302
0.1% of portfolio›$320.2K
Retirement Planning Co of New England, Inc.6,532
0.1% of portfolio›$286.4K
Pinnacle Financial Group, LLC / IL6,429
0.1% of portfolio›$281.9K
Independent Financial Group, LLC6,277
0.0% of portfolio›$275.3K
Fullerton Advisors, LLC6,129
0.3% of portfolio›$268.7K
Patten Group, Inc.5,862
0.0% of portfolio›$257.0K
Triton Wealth Management, Pllc5,368
0.1% of portfolio›$237.7K
Congress Park Capital LLC5,227
0.1% of portfolio›$229.2K
Prospera Financial Services Inc5,198
0.0% of portfolio›$228.9K
Finward Bancorp5,180
0.2% of portfolio›$227.1K
Brandywine OAK Private Wealth LLC5,150
0.0% of portfolio›$225.8K
Kendall Capital Management5,121
0.0% of portfolio›$224.6K
Flagship Harbor Advisors, LLC4,726
0.0% of portfolio›$207.2K
Washington Trust Co4,593
0.0% of portfolio›$201.4K
International Assets Investment Management, LLC4,567
0.0% of portfolio›$201.6K
JFS Wealth Advisors, LLC3,788
0.0% of portfolio›$166.1K
Realta Investment Advisors2,603
0.0% of portfolio›$114.1K
Plante Moran Financial Advisors, LLC2,397
0.0% of portfolio›$105.1K
Latitude Advisors, LLC1,804
0.0% of portfolio›$79.1K
Investment Research & Advisory Group, Inc.1,339
0.0% of portfolio›$58.7K
Fifth Third Bancorp1,175
0.0% of portfolio›$51.5K
Trust Co of Vermont925
0.0% of portfolio›$40.6K
US Bancorp \de\855
0.0% of portfolio›$37.5K
Goodman Advisory Group, LLC730
0.0% of portfolio›$32.0K
Harbor Investment Advisory, LLC702
0.0% of portfolio›$30.8K
Evolution Wealth Management Inc.632
0.0% of portfolio›$27.7K
SBI Securities Co., Ltd.440
0.0% of portfolio›$19.3K
Farther Finance Advisors, LLC419
0.0% of portfolio›$18.4K
Gamma Investing LLC401
0.0% of portfolio›$17.6K
MassMutual Private Wealth & Trust, FSB400
0.0% of portfolio›$17.5K
Pacific Center for Financial Services381
0.0% of portfolio›$16.7K
Key FInancial Inc335
0.0% of portfolio›$14.7K
Highline Wealth Partners LLC216
0.0% of portfolio›$9.5K
Silver Grove Financial Group, Inc.213
0.0% of portfolio›$9.3K
Pinnacle Bancorp, Inc.200
0.0% of portfolio›$8.8K
Nfsg Corp200
0.0% of portfolio›$8.8K
DiNuzzo Private Wealth, Inc.175
0.0% of portfolio›$7.7K
Beacon Investment Advisory Services, Inc.131
0.0% of portfolio›$5.7K
Angeles Wealth Management, LLC110
0.0% of portfolio›$4.8K
Cape Investment Advisory, Inc.86
0.0% of portfolio›$3.8K
Quest 10 Wealth Builders, Inc.70
0.0% of portfolio›$3.1K
CX Institutional65
0.0% of portfolio›$3
EverSource Wealth Advisors, LLC59
0.0% of portfolio›$2.6K
Allspring Global Investments Holdings, LLC50
0.0% of portfolio›$2.2K
Assetmark, Inc36
0.0% of portfolio›$1.6K
Nvwm, LLC33
0.0% of portfolio›$1.4K
Simplex Trading, LLC31
0.0% of portfolio›$1.4K
Clayton Financial Group LLC30
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.20
0.0% of portfolio›$883
Dhjj Financial Advisors, Ltd.14
0.0% of portfolio›$617
Blue Trust, Inc.14
0.0% of portfolio›$619
Hughes Financial Services, LLC4
0.0% of portfolio›$180
StyleTurnoverLocationFiled
Retirement Financial Solutions, LLC
488,139$21.4M5.1%ETFMediumKnoxville, TN2026-10-20
Erickson Financial Group, LLC
237,106$10.4M5.6%ETFVery LowAllentown, PA2026-11-05
Wealthcare Advisory Partners LLC
153,510$6.7M0.1%ETFLowWest Chester, PA2026-10-21
Gerber Kawasaki Wealth & Investment Management
149,502$6.6M0.2%ETFLowSanta Monica, CA2026-10-29
Purus Wealth Management, LLC
145,868$6.4M1.7%Agg GrowthVery LowNewport Beach, CA2026-10-15
Commonwealth Equity Services, LLC
122,348$5.4M0.0%ETFLowWaltham, MA2026-11-02
Guidance Capital, Inc
70,400$3.1M0.7%ETFMediumLousville, KY2026-11-03
Novem Group
60,650$2.7M0.3%ETFMediumRochester, NY2026-10-19
Gerber, LLC
45,200$2.0M0.9%ETFLowColumbus, OH2026-10-21
Systelligence, LLC
38,424$2.5M0.4%ETFHighBloomington, MN2026-11-05
Ellerson Group Inc
35,847$1.6M0.9%GrowthLowAnnapolis, MD2026-11-04
Brookstone Capital Management
35,681$1.6M0.0%ETFMediumWheaton, IL2026-10-22
McKinley Carter Wealth Services, Inc.
33,444$1.5M0.1%ETFMediumWheeling, WV2026-10-16
Mirae Asset Global Investments Co., Ltd.
26,859$1.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
WealthCare Investment Partners, LLC
25,393$1.1M0.3%ETFLowPortsmouth, RI2026-11-05
Tannin Capital LLC
22,880$1.0M0.8%CoreMediumCharlotte, NC2026-11-05
Cannon Capital Management, Inc.
20,980$920.0K0.6%ETFLowSalt Lake City, UT2026-11-03
Wedbush Securities Inc
16,839$7380.0%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
16,026$702.7K0.0%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
15,985$710.7K0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
13,756$603.2K0.0%CoreLowGreat Falls, MT2026-10-28
Mystic Asset Management, Inc.
13,565$594.8K0.1%CoreVery LowWarwick, RI2026-10-15
Cambridge Investment Research Advisors, Inc.
12,311$540.0K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
11,589$508.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Investment Advisory Services, LLC
11,581$507.8K0.0%CoreMediumRaleigh, NC2026-10-30
HUB Investment Partners, LLC
11,434$501.4K0.0%GrowthLowAustin, TX2026-11-03
RMR Wealth Builders
11,111$487.2K0.0%ETFLowMontclair, NJ2026-10-22
Greystone Financial Group, LLC
10,298$451.6K0.1%GrowthMediumBloomfield Hills, MI2026-10-26
Oppenheimer & Co Inc
9,891$433.7K0.0%CoreLowNew York, NY2026-10-26
Rossby Financial, LCC
8,681$380.7K0.1%ETFMediumMelbourne, FL2026-11-05
TD Waterhouse Canada Inc.
8,538$376.9K0.0%CoreLowToronto, Australia2026-10-16
Truist Financial Corp
8,030$352.1K0.0%CoreLowCharlotte, NC2026-10-30
Fortune Financial Group, Inc.
7,671$336.4K0.3%ETFHighNaples, FL2026-10-22
Gill Capital Partners, LLC
7,643$335.1K0.1%ETFLowDenver, CO2026-10-13
Ellis Investment Partners, LLC
7,455$326.9K0.0%ETFLowBerwyn, PA2026-10-21
Global View Capital Management LLC
7,302$320.2K0.1%ETFHighWaukesha, WI2026-10-28
Retirement Planning Co of New England, Inc.
6,532$286.4K0.1%CoreLowWarwick, RI2026-10-15
Pinnacle Financial Group, LLC / IL
6,429$281.9K0.1%ETFVery LowWestern Springs, IL2026-10-29
Independent Financial Group, LLC
6,277$275.3K0.0%GrowthLowSan Diego, CA2026-10-13
Fullerton Advisors, LLC
6,129$268.7K0.3%ETFLowDanville, CA2026-10-14
Patten Group, Inc.
5,862$257.0K0.0%CoreLowChattanooga, TN2026-10-26
Triton Wealth Management, Pllc
5,368$237.7K0.1%ETFMediumSun City, AZ2026-11-04
Congress Park Capital LLC
5,227$229.2K0.1%ValueLowSaratoga Springs, NY2026-10-13
Prospera Financial Services Inc
5,198$228.9K0.0%CoreMediumDallas, TX2026-11-04
Finward Bancorp
5,180$227.1K0.2%CoreLowMunster, IN2026-10-14
Brandywine OAK Private Wealth LLC
5,150$225.8K0.0%ETFVery LowKennett Square, PA2026-10-23
Kendall Capital Management
5,121$224.6K0.0%GARPLowRockville, MD2026-10-23
Flagship Harbor Advisors, LLC
4,726$207.2K0.0%ETFMediumBoston, MA2026-10-26
Washington Trust Co
4,593$201.4K0.0%GrowthVery LowWesterly, RI2026-10-22
International Assets Investment Management, LLC
4,567$201.6K0.0%CoreVery HighOrlando, FL2026-11-02
JFS Wealth Advisors, LLC
3,788$166.1K0.0%ETFVery LowHermitage, PA2026-11-03
Realta Investment Advisors
2,603$114.1K0.0%GrowthMediumWilmington, DE2026-10-14
Plante Moran Financial Advisors, LLC
2,397$105.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Latitude Advisors, LLC
1,804$79.1K0.0%ETFLowYorkville, IL2026-10-27
Investment Research & Advisory Group, Inc.
1,339$58.7K0.0%GrowthVery LowAtlanta, GA2026-10-19
Fifth Third Bancorp
1,175$51.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Trust Co of Vermont
925$40.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
US Bancorp \de\
855$37.5K0.0%IndexLowMinneapolis, MN2026-11-05
Goodman Advisory Group, LLC
730$32.0K0.0%GrowthHighNeedham, MA2026-11-02
Harbor Investment Advisory, LLC
702$30.8K0.0%GrowthLowLutherville, MD2026-10-13
Evolution Wealth Management Inc.
632$27.7K0.0%ETFMediumFort Myers, FL2026-10-28
SBI Securities Co., Ltd.
440$19.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
419$18.4K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
401$17.6K0.0%IndexVery LowFoster City, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
400$17.5K0.0%CoreLowSpringfield, MA2026-10-05
Pacific Center for Financial Services
381$16.7K0.0%ETFMediumDanville, CA2026-10-15
Key FInancial Inc
335$14.7K0.0%ETFLowWest Chester, PA2026-11-02
Highline Wealth Partners LLC
216$9.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Silver Grove Financial Group, Inc.
213$9.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Bancorp, Inc.
200$8.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Nfsg Corp
200$8.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
DiNuzzo Private Wealth, Inc.
175$7.7K0.0%ETFLowBeaver, PA2026-10-16
Beacon Investment Advisory Services, Inc.
131$5.7K0.0%GrowthLowMorristown, NJ2026-10-13
Angeles Wealth Management, LLC
110$4.8K0.0%ETFLowSanta Monica, CA2026-10-26
Cape Investment Advisory, Inc.
86$3.8K0.0%ETFLowMcdonough, GA2026-10-13
Quest 10 Wealth Builders, Inc.
70$3.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
CX Institutional
65$30.0%CoreMediumAuburn, IN2026-10-02
EverSource Wealth Advisors, LLC
59$2.6K0.0%CoreMediumBirmingham, AL2026-11-04
Allspring Global Investments Holdings, LLC
50$2.2K0.0%CoreMediumCharlotte, NC2026-11-04
Assetmark, Inc
36$1.6K0.0%ETFLowConcord, CA2026-10-21
Nvwm, LLC
33$1.4K0.0%GrowthMediumYardley, PA2026-10-14
Simplex Trading, LLC
31$1.4K0.0%CoreVery HighChicago, IL2026-11-04
Clayton Financial Group LLC
30$1.3K0.0%ETFLowSt. Louis, MO2026-10-13
SJS Investment Consulting Inc.
20$8830.0%ETFVery LowSylvania, OH2026-10-26
Dhjj Financial Advisors, Ltd.
14$6170.0%ETFVery LowNaperville, IL2026-10-23
Blue Trust, Inc.
14$6190.0%ETFLowBrentwood, TN2026-10-15
Hughes Financial Services, LLC
4$1800.0%ETFLowHerndon, VA2026-10-30