Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on QQQJ is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 11 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 181 tracked filers holding QQQJ, 91 increased or opened the position and 71 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 2026-Q1 and 2026-Q2 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 6
- Arax Advisory Partners$3M
- CI INVESTMENTS INC.$2M
- Greenline Wealth Management LLC$1M
- Bleakley Financial Group, LLC$970K
- RASP WEALTH SOLUTIONS, LLC$798K
- Coppell Advisory Solutions LLC$731K
Full exits 6
- NATIXIS ADVISORS, LLC$2M
- Invesco Ltd.$2M
- Granite Bay Wealth Management, LLC$2M
- GOLDMAN SACHS GROUP INC$775K
- WEDBUSH SECURITIES INC$651K
- Cambridge Investment Research Advisors, Inc.$630K
Largest adds
- JONES FINANCIAL COMPANIES LLLP$13M
- OSAIC HOLDINGS, INC.$12M
- RAYMOND JAMES FINANCIAL INC$12M
- LPL Financial LLC$9M
- MORGAN STANLEY$8M
- UBS Group AG$6M
Largest trims
- ROYAL BANK OF CANADA$833K
- Clearstead Advisors, LLC$556K
- Mariner, LLC$464K
- Steward Partners Investment Advisory, LLC$367K
- Qube Research & Technologies Ltd$252K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,203,689 | $55M | 13.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 697,047 | $31M | 7.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 684,611 | $31M | 7.8% | 2026-Q2 |
| LPL Financial LLC added | 634,084 | $29M | 7.2% | 2026-Q2 |
| Systelligence, LLC added | 601,821 | $27M | 6.8% | 2026-Q2 |
| LRI Investments, LLC | 562,679 | $563K | 0.1% | 2026-Q2 |
| UBS Group AG added | 513,641 | $23M | 5.8% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 473,142 | $21M | 5.4% | 2026-Q2 |
| MORGAN STANLEY added | 421,570 | $19M | 4.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 407,740 | $19M | 4.6% | 2026-Q2 |
| Erickson Financial Group, LLC added | 233,584 | $11M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 181,452 | $8M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 158,768 | $7M | 1.8% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 151,556 | $7M | 1.7% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 151,066 | $7M | 1.7% | 2026-Q2 |
| Purus Wealth Management, LLC added | 140,462 | $6M | 1.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 125,458 | $6M | 1.4% | 2026-Q2 |
| Wealthfront Advisers LLC added | 117,512 | $5M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 106,359 | $5M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 81,592 | $4M | 0.9% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 76,367 | $3M | 0.9% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 69,241 | $3M | 0.8% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 67,017 | $3M | 0.7% | 2026-Q2 |
| NOVEM GROUP added | 63,650 | $3M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 58,939 | $3M | 0.7% | 2026-Q2 |
| Arax Advisory Partners new | 55,992 | $3M | 0.6% | 2026-Q2 |
| CI INVESTMENTS INC. new | 49,159 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 48,292 | $2M | 0.5% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 48,072 | $2M | 0.5% | 2026-Q2 |
| Texas Yale Capital Corp. added | 46,540 | $2M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 46,500 | $2M | 0.5% | 2026-Q2 |
| GERBER, LLC trimmed | 45,200 | $2M | 0.5% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 35,944 | $2M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 35,620 | $2M | 0.4% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 34,251 | $2M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 34,109 | $2M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 33,381 | $2M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 29,852 | $1M | 0.3% | 2026-Q2 |
| Greenline Wealth Management LLC added | 27,882 | $1M | 0.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 27,168 | $1M | 0.3% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 27,112 | $1M | 0.3% | 2026-Q2 |
| ELLERSON GROUP INC /ADV trimmed | 26,911 | $1M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 26,859 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,769 | $1M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 25,661 | $1M | 0.3% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 24,304 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 23,546 | $1M | 0.3% | 2026-Q2 |
| Tannin Capital LLC trimmed | 22,811 | $1M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 21,986 | $999K | 0.3% | 2026-Q2 |
| Cannon Capital Management, Inc. trimmed | 21,367 | $971K | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC new | 21,338 | $970K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 20,604 | $936K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 20,450 | $929K | 0.2% | 2026-Q2 |
| Creative Planning added | 19,801 | $900K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 19,547 | $888K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 19,067 | $866K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,783 | $853K | 0.2% | 2026-Q2 |
| Global View Capital Management LLC added | 17,816 | $810K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 17,578 | $799K | 0.2% | 2026-Q2 |
| RASP WEALTH SOLUTIONS, LLC new | 17,568 | $798K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,819 | $758K | 0.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 16,229 | $731K | 0.2% | 2026-Q2 |
| Mystic Asset Management, Inc. trimmed | 13,565 | $616K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 13,536 | $615K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 11,929 | $542K | 0.1% | 2026-Q2 |
| &PARTNERS added | 11,669 | $530K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 11,578 | $526K | 0.1% | 2026-Q2 |
| RMR Wealth Builders trimmed | 11,109 | $505K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,666 | $485K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 9,939 | $452K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,704 | $441K | 0.1% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 9,384 | $426K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 9,219 | $419K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 9,032 | $410K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 8,751 | $398K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,665 | $391K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 8,556 | $389K | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 8,207 | $373K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 8,077 | $367K | 0.1% | 2026-Q2 |
| FMR LLC added | 8,031 | $365K | 0.1% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 7,929 | $360K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 7,912 | $310K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 7,643 | $347K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 7,452 | $339K | 0.1% | 2026-Q2 |
| Fullerton Advisors, LLC added | 7,357 | $334K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 7,002 | $318K | 0.1% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 6,982 | $317K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 6,892 | $313K | 0.1% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC new | 6,420 | $292K | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 6,413 | $291K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 6,057 | $275K | 0.1% | 2026-Q2 |
| Thompson David Blair added | 5,630 | $256K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 5,604 | $255K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 5,573 | $253K | 0.1% | 2026-Q2 |
| City Center Advisors, LLC new | 5,563 | $253K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 5,475 | $249K | 0.1% | 2026-Q2 |
| Runnymede Capital Advisors, Inc. new | 5,474 | $249K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 5,409 | $246K | 0.1% | 2026-Q2 |
| Triton Wealth Management, PLLC | 5,368 | $241K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 5,304 | $241K | 0.1% | 2026-Q2 |
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.