Who owns QQQJ (QQQJ)
Which tracked institutional funds hold QQQJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QQQJ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened QQQJ while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
QQQJ’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QQQJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 170 tracked filers holding QQQJ, 89 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in QQQJ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Brookwood Investment Group LLC$3M
- NOMURA ASSET MANAGEMENT CO LTD$2M
- Beacon Pointe Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$775K
- Global View Capital Management LLC$641K
- Prospera Financial Services Inc$630K
Full exits 4
- Coppell Advisory Solutions LLC$9M
- U.S. Capital Wealth Advisors, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Clarius Group, LLC$759K
Largest adds
- UBS Group AG$13M
- JONES FINANCIAL COMPANIES LLLP$5M
- Systelligence, LLC$3M
- LPL Financial LLC$2M
- GUIDANCE CAPITAL, INC$2M
- WELLS FARGO & COMPANY/MN$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- OSAIC HOLDINGS, INC.$6M
- NewEdge Advisors, LLC$1M
- Gerber Kawasaki Wealth & Investment Management$693K
- BANK OF AMERICA CORP /DE/$350K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,188,922 | $43M | 14.0% | 2026-Q1 |
| Systelligence, LLC added | 590,730 | $21M | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 539,938 | $20M | 6.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 528,559 | $19M | 6.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 523,047 | $18M | 6.0% | 2026-Q1 |
| UBS Group AG added | 475,440 | $17M | 5.6% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 455,769 | $17M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 347,066 | $13M | 4.1% | 2026-Q1 |
| MORGAN STANLEY added | 312,111 | $11M | 3.7% | 2026-Q1 |
| Erickson Financial Group, LLC added | 210,801 | $8M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 181,540 | $7M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 170,868 | $6M | 2.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 156,545 | $6M | 1.8% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 152,956 | $6M | 1.8% | 2026-Q1 |
| Purus Wealth Management, LLC added | 132,207 | $5M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 125,398 | $5M | 1.5% | 2026-Q1 |
| Wealthfront Advisers LLC added | 84,278 | $3M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 83,919 | $3M | 1.0% | 2026-Q1 |
| Brookwood Investment Group LLC new | 78,376 | $3M | 0.9% | 2026-Q1 |
| Essex Financial Services, Inc. added | 77,055 | $3M | 0.9% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 62,108 | $3M | 0.8% | 2026-Q1 |
| NOVEM GROUP | 62,950 | $2M | 0.7% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 49,891 | $2M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD new | 46,500 | $2M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 46,410 | $2M | 0.5% | 2026-Q1 |
| GERBER, LLC | 45,356 | $2M | 0.5% | 2026-Q1 |
| Texas Yale Capital Corp. | 45,340 | $2M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 45,135 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 43,060 | $2M | 0.5% | 2026-Q1 |
| Granite Bay Wealth Management, LLC added | 42,804 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 42,357 | $2M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 41,323 | $1M | 0.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 41,205 | $1M | 0.5% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 39,070 | $1M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 34,391 | $1M | 0.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 31,859 | $1M | 0.4% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 28,080 | $1M | 0.3% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 27,475 | $995K | 0.3% | 2026-Q1 |
| ELLERSON GROUP INC /ADV trimmed | 26,982 | $977K | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 26,859 | $973K | 0.3% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 26,097 | $945K | 0.3% | 2026-Q1 |
| Tannin Capital LLC trimmed | 24,660 | $893K | 0.3% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 23,840 | $882K | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 21,939 | $794K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 21,410 | $775K | 0.3% | 2026-Q1 |
| Cannon Capital Management, Inc. trimmed | 21,370 | $774K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 20,492 | $742K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors | 19,050 | $690K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 19,014 | $688K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 18,892 | $684K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,230 | $676K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 17,967 | $651K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,730 | $642K | 0.2% | 2026-Q1 |
| Global View Capital Management LLC new | 17,705 | $641K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,410 | $630K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc new | 17,379 | $630K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 16,109 | $583K | 0.2% | 2026-Q1 |
| LRI Investments, LLC | 562,679 | $563K | 0.2% | 2026-Q1 |
| Creative Planning added | 13,957 | $505K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 13,818 | $500K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 13,767 | $499K | 0.2% | 2026-Q1 |
| Mystic Asset Management, Inc. | 13,765 | $498K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 13,632 | $494K | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 12,202 | $442K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 11,655 | $422K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 11,628 | $421K | 0.1% | 2026-Q1 |
| RMR Wealth Builders trimmed | 11,364 | $411K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,169 | $368K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 9,972 | $361K | 0.1% | 2026-Q1 |
| Pointe Capital Management LLC | 9,864 | $357K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 9,858 | $357K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 9,594 | $347K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 9,361 | $339K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 9,251 | $334K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 9,159 | $332K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,430 | $327K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 8,750 | $321K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 8,808 | $319K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 8,694 | $315K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 8,562 | $310K | 0.1% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 8,535 | $309K | 0.1% | 2026-Q1 |
| Fortune Financial Group, Inc. | 8,175 | $296K | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 7,806 | $283K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC | 7,643 | $277K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,559 | $274K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 7,453 | $270K | 0.1% | 2026-Q1 |
| Coppell Advisory Solutions LLC trimmed | 14,738 | $9M | 3.0% | 2025-Q4 stale |
| SteelPeak Wealth, LLC trimmed | 82,955 | $3M | 0.9% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 63,581 | $2M | 0.7% | 2025-Q2 stale |
| U.S. Capital Wealth Advisors, LLC new | 39,747 | $1M | 0.5% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,895 | $1M | 0.4% | 2025-Q4 stale |
| Cornerstone Wealth Management, LLC added | 30,049 | $961K | 0.3% | 2025-Q2 stale |
| Apexium Financial, LP trimmed | 22,190 | $794K | 0.3% | 2025-Q3 stale |
| Clarius Group, LLC | 20,601 | $759K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 20,700 | $662K | 0.2% | 2025-Q2 stale |
| Lido Advisors, LLC trimmed | 13,613 | $395K | 0.1% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC added | 9,242 | $341K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 9,619 | $308K | 0.1% | 2025-Q2 stale |
| WASHINGTON TRUST Co | 7,907 | $291K | 0.1% | 2025-Q4 stale |
| Congress Park Capital LLC added | 9,898 | $287K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.