INVESCO NASDAQ BIOTECH ETF (IBBQ) Top Institutional Shareholders
INVESCO NASDAQ BIOTECH ETF (IBBQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $22.13M in IBBQ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IBBQ tracked by InsiderSet, reporting ownership valued at approximately $4.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.53M, representing an estimated gain of +3.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed IBBQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO NASDAQ BIOTECH ETF (IBBQ).
This page ranks the largest institutional IBBQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$22.13M
Largest Holder
Lpl Financial Llc
Largest Position
$4.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 151,441 | $4,390,275 | $4,534,144 | +$143,869 | +3.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 110,008 | $3,189,136 | $3,293,640 | +$104,504 | +3.28% | |
| Raymond James Financial Inc | 0.00% | 91,395 | $2,649,542 | $2,736,366 | +$86,824 | +3.28% | |
| Wms Group Llc | 2.50% | 59,416 | $1,722,470 | $1,778,915 | +$56,445 | +3.28% | |
| Knightsbridge Asset Management, Llc | 0.12% | 58,600 | $1,681,416 | $1,754,484 | +$73,068 | +4.35% | |
| Two Sigma Investments, Lp | 0.00% | 51,400 | $1,490,086 | $1,538,916 | +$48,830 | +3.28% | |
| Clearstead Advisors, Llc | 0.01% | 38,841 | $1,126,014 | $1,162,900 | +$36,886 | +3.28% | |
| Tower Research Capital Llc (Trc) | 0.03% | 33,223 | $963,135 | $994,697 | +$31,562 | +3.28% | |
| Jane Street Group, Llc | 0.00% | 32,396 | $939,160 | $969,936 | +$30,776 | +3.28% | |
| Independent Advisor Alliance | 0.01% | 26,550 | $769,690 | $794,907 | +$25,217 | +3.28% | |
| Advisory Services Network, Llc | 0.01% | 20,978 | $608,166 | $628,081 | +$19,915 | +3.27% | |
| Concurrent Investment Advisors, Llc | 0.00% | 14,701 | $426,190 | $440,148 | +$13,958 | +3.28% | |
| Orion Porfolio Solutions, Llc | 0.00% | 13,753 | $398,714 | $411,765 | +$13,051 | +3.27% | |
| Beckerman Institutional, Llc | 0.17% | 11,030 | $319,752 | $330,238 | +$10,486 | +3.28% | |
| Osaic Holdings, Inc. | 0.00% | 10,089 | $292,492 | $302,065 | +$9,573 | +3.27% | |
| Susquehanna International Group, Llp | 0.00% | 8,054 | $233,485 | $241,137 | +$7,652 | +3.28% | |
| Creativeone Wealth, Llc | 0.01% | 7,938 | $230,126 | $237,664 | +$7,538 | +3.28% | |
| Ignite Planners, Llc | 0.03% | 7,702 | $223,282 | $230,598 | +$7,316 | +3.28% | |
| Breakwater Capital Group | 0.03% | 6,906 | $200,205 | $206,766 | +$6,561 | +3.28% | |
| International Assets Investment Management, Llc | 0.00% | 1,451 | $42,374 | $43,443 | +$1,069 | +2.52% | |
| Ubs Group Ag | 0.00% | 1,326 | $38,441 | $39,700 | +$1,259 | +3.28% | |
| Royal Bank Of Canada | 0.00% | 1,306 | $38,000 | $39,102 | +$1,102 | +2.90% | |
| Ascentis Independent Advisors | 0.00% | 1,067 | $30,932 | $31,946 | +$1,014 | +3.28% | |
| Mai Capital Management | 0.00% | 840 | $24,352 | $25,150 | +$798 | +3.28% | |
| Sound Income Strategies, Llc | 0.00% | 799 | $23,339 | $23,922 | +$583 | +2.50% | |
| Signature Equity Partners, Llc | 0.01% | 653 | $18,926 | $19,551 | +$625 | +3.30% | |
| Morgan Stanley | 0.00% | 551 | $15,988 | $16,497 | +$509 | +3.18% | |
| Farther Finance Advisors, Llc | 0.00% | 300 | $8,763 | $8,982 | +$219 | +2.50% | |
| Innovative Asset Advisors Group, Llc | 0.00% | 250 | $7,248 | $7,485 | +$237 | +3.27% | |
| Princeton Global Asset Management Llc | 0.00% | 200 | $5,798 | $5,988 | +$190 | +3.28% | |
| Allworth Financial Lp | 0.00% | 168 | $4,871 | $5,030 | +$159 | +3.26% | |
| Harbour Investments, Inc. | 0.00% | 167 | $4,848 | $5,000 | +$152 | +3.13% | |
| Portus Wealth Advisors, Llc | 0.00% | 130 | $3,769 | $3,892 | +$123 | +3.27% | |
| Wealthshield Partners, Llc | 0.00% | 100 | $2,899 | $2,994 | +$95 | +3.28% | |
| Strengthening Families & Communities, Llc | 0.00% | 98 | $2,854 | $2,934 | +$80 | +2.81% | |
| Wells Fargo & Company/Mn | 0.00% | 85 | $2,464 | $2,545 | +$81 | +3.28% | |
| Ae Wealth Management Llc | 0.00% | 67 | $1,942 | $2,006 | +$64 | +3.29% | |
| Meramec Financial Planners, Llc | 0.00% | 25 | $762 | $749 | -$14 | -1.77% | |
| Farmers & Merchants Trust Co Of Chambersburg Pa | 0.00% | 200 | $6 | $5,988 | +$5,982 | +99700.00% |
Frequently asked questions about IBBQ
Who owns the most IBBQ stock?
The largest holders of IBBQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO NASDAQ BIOTECH ETF (IBBQ).
Is IBBQ widely held by superinvestors?
Many widely followed stocks like IBBQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBBQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.