Who Owns INVESCO EXCH TRADED FD TR II (QQQJ)? -- Institutional Holders (2026-06-30)
209 institutions reported holding $415.2M of INVESCO EXCH TRADED FD TR II (QQQJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($54.7M), OSAIC HOLDINGS, INC. ($31.1M), JONES FINANCIAL COMPANIES LLLP ($31.0M), LPL Financial LLC ($28.8M), Systelligence, LLC ($27.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $54.7M | 1.2M | Added |
| 2 | OSAIC HOLDINGS, INC. | $31.1M | 684,611 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $31.0M | 697,047 | Added |
| 4 | LPL Financial LLC | $28.8M | 634,084 | Added |
| 5 | Systelligence, LLC | $27.3M | 601,821 | Added |
| 6 | UBS Group AG | $23.3M | 513,641 | Added |
| 7 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $21.5M | 473,142 | Added |
| 8 | MORGAN STANLEY | $19.2M | 421,570 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $18.5M | 407,740 | Added |
| 10 | Erickson Financial Group, LLC | $10.6M | 233,584 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $8.2M | 181,452 | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $7.2M | 158,768 | Trimmed |
| 13 | Wealthcare Advisory Partners LLC | $6.9M | 151,556 | Trimmed |
| 14 | Gerber Kawasaki Wealth & Investment Management | $6.9M | 151,066 | Trimmed |
| 15 | Purus Wealth Management, LLC | $6.4M | 140,462 | Added |
| 16 | Beacon Pointe Advisors, LLC | $5.7M | 125,458 | Added |
| 17 | Wealthfront Advisers LLC | $5.3M | 117,512 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 106,359 | Added |
| 19 | Royal Bank of Canada | $3.7M | 81,592 | Trimmed |
| 20 | Essex Financial Services, Inc. | $3.5M | 76,367 | Trimmed |
| 21 | NATIXIS ADVISORS, LLC | $3.4M | 74,887 | Added |
| 22 | Brookwood Investment Group LLC | $3.1M | 69,241 | Trimmed |
| 23 | GUIDANCE CAPITAL, INC | $3.0M | 67,017 | Added |
| 24 | NOVEM GROUP | $2.9M | 63,650 | Added |
| 25 | Private Advisor Group, LLC | $2.7M | 58,939 | Added |
Source: SEC Form 13F filings · as of 2026-06-30