IBBQ Institutional Ownership & Shareholders
INVESCO NASDAQ BIOTECH ETF (IBBQ) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ifs Advisors, Llc is currently the largest disclosed institutional shareholder of IBBQ tracked by InsiderSet, reporting ownership valued at approximately $3.82M in its September 30, 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 $3.75M, representing an estimated loss of -1.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed IBBQ value among the investors covered in this analysis. Major shareholders include Ifs Advisors, Llc, Churchill Financial Advisors, Llc, Kingswood Wealth Advisors, Llc, 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
38
Total Reported Value
$26.33M
Largest Holder
Ifs Advisors, Llc
Largest Position
$3.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ifs Advisors, Llc | 1.15% | 108,644 | $3,817,750 | $3,750,391 | -$67,359 | -1.76% | |
| Churchill Financial Advisors, Llc | 0.65% | 93,682 | $3,291,985 | $3,233,903 | -$58,082 | -1.76% | |
| Kingswood Wealth Advisors, Llc | 0.12% | 89,368 | $3,140,392 | $3,084,983 | -$55,409 | -1.76% | |
| Raymond James Financial Inc | 0.00% | 95,381 | $3,115,135 | $3,292,552 | +$177,417 | +5.70% | |
| Wms Group Llc | 2.49% | 59,118 | $1,930,794 | $2,040,753 | +$109,959 | +5.70% | |
| Two Sigma Investments, Lp | 0.00% | 51,400 | $1,678,724 | $1,774,328 | +$95,604 | +5.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,951 | $1,631,404 | $1,724,309 | +$92,905 | +5.69% | |
| Independent Advisor Alliance | 0.02% | 29,676 | $969,232 | $1,024,416 | +$55,184 | +5.69% | |
| Knightsbridge Asset Management, Llc | 0.13% | 29,300 | $956,938 | $1,011,436 | +$54,498 | +5.70% | |
| Advisory Services Network, Llc | 0.01% | 21,759 | $710,638 | $751,121 | +$40,483 | +5.70% | |
| Orion Porfolio Solutions, Llc | 0.00% | 19,790 | $646,333 | $683,151 | +$36,818 | +5.70% | |
| Clearstead Advisors, Llc | 0.01% | 19,441 | $634,959 | $671,103 | +$36,144 | +5.69% | |
| Concurrent Investment Advisors, Llc | 0.00% | 17,289 | $607,535 | $596,816 | -$10,719 | -1.76% | |
| Lpl Financial Llc | 0.00% | 15,960 | $521,254 | $550,939 | +$29,685 | +5.69% | |
| Tower Research Capital Llc (Trc) | 0.01% | 15,194 | $496,236 | $524,497 | +$28,261 | +5.70% | |
| Lauer Wealth, Llc | 0.29% | 12,625 | $424,514 | $435,815 | +$11,301 | +2.66% | |
| Beckerman Institutional, Llc | 0.18% | 11,456 | $374,138 | $395,461 | +$21,323 | +5.70% | |
| Osaic Holdings, Inc. | 0.00% | 10,611 | $346,564 | $366,292 | +$19,728 | +5.69% | |
| Valeo Financial Advisors, Llc | 0.01% | 8,425 | $296,064 | $290,831 | -$5,233 | -1.77% | |
| Creativeone Wealth, Llc | 0.01% | 8,863 | $289,470 | $305,951 | +$16,481 | +5.69% | |
| Breakwater Capital Group | 0.03% | 7,241 | $254,449 | $249,959 | -$4,490 | -1.76% | |
| Royal Bank Of Canada | 0.00% | 1,306 | $43,000 | $45,083 | +$2,083 | +4.84% | |
| Princeton Global Asset Management Llc | 0.01% | 1,183 | $41,585 | $40,837 | -$748 | -1.80% | |
| Signature Equity Partners, Llc | 0.01% | 654 | $21,345 | $22,576 | +$1,231 | +5.77% | |
| Morgan Stanley | 0.00% | 551 | $18,001 | $19,021 | +$1,020 | +5.66% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 500 | $16,330 | $17,260 | +$930 | +5.70% | |
| Gk Wealth Management Llc | 0.01% | 400 | $14,056 | $13,808 | -$248 | -1.76% | |
| Fmr Llc | 0.00% | 263 | $8,590 | $9,079 | +$489 | +5.69% | |
| International Assets Investment Management, Llc | 0.00% | 251 | $8,197 | $8,665 | +$468 | +5.70% | |
| Private Trust Co Na | 0.00% | 227 | $7,977 | $7,836 | -$141 | -1.77% | |
| Harbour Investments, Inc. | 0.00% | 167 | $5,467 | $5,765 | +$298 | +5.45% | |
| Farther Finance Advisors, Llc | 0.00% | 100 | $3,514 | $3,452 | -$62 | -1.76% | |
| Strengthening Families & Communities, Llc | 0.00% | 99 | $3,486 | $3,417 | -$69 | -1.97% | |
| Wells Fargo & Company/Mn | 0.00% | 85 | $2,776 | $2,934 | +$158 | +5.70% | |
| Institute For Wealth Management, Llc. | 0.00% | 77 | $2,515 | $2,658 | +$143 | +5.69% | |
| Meramec Financial Planners, Llc | 0.00% | 25 | $815 | $863 | +$48 | +5.89% | |
| Blue Trust, Inc. | 0.00% | 16 | $563 | $552 | -$11 | -1.90% | |
| Farmers & Merchants Trust Co Of Chambersburg Pa | 0.00% | 340 | $12 | $11,737 | +$11,725 | +97706.67% |
Frequently asked questions about IBBQ
Who are the largest institutional holders of IBBQ?
The largest institutional holders of IBBQ reported in the latest SEC Form 13F filings include Ifs Advisors, Llc, Churchill Financial Advisors, Llc, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, and Wms Group Llc. InsiderSet ranks institutional holders by their latest reported IBBQ position.
What is IBBQ institutional ownership?
This page tracks IBBQ positions reported by institutional investment managers through SEC Form 13F. INVESCO NASDAQ BIOTECH ETF (IBBQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBBQ?
InsiderSet currently tracks 38 institutional managers reporting IBBQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBBQ shareholders.
How much IBBQ stock do institutions own?
Institutional investment managers disclosed approximately $26.33M in IBBQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBBQ institutional ownership last updated?
The latest IBBQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBBQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBBQ position after the reporting date.
Are institutions buying or selling IBBQ?
Institutional buying and selling can be analyzed by comparing IBBQ positions across consecutive 13F reporting periods. InsiderSet's IBBQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBBQ ownership changes.
How has IBBQ institutional ownership changed over time?
InsiderSet tracks IBBQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.