IQQQ Institutional Ownership & Shareholders
PROSHARES NDX HIGH INCOM ETF (IQQQ) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IQQQ tracked by InsiderSet, reporting ownership valued at approximately $41.04M in its June 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 $36.83M, representing an estimated loss of -10.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed IQQQ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PROSHARES NDX HIGH INCOM ETF (IQQQ).
This page ranks the largest institutional IQQQ 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
61
Total Reported Value
$208.84M
Largest Holder
Raymond James Financial Inc
Largest Position
$41.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 807,914 | $41,042,912 | $36,832,799 | -$4,210,113 | -10.26% | |
| Morgan Stanley | 0.00% | 676,607 | $34,372,425 | $30,846,513 | -$3,525,912 | -10.26% | |
| Bank Of America Corp | 0.00% | 636,361 | $32,327,771 | $29,011,698 | -$3,316,073 | -10.26% | |
| Royal Bank Of Canada | 0.00% | 454,680 | $23,098,000 | $20,728,861 | -$2,369,139 | -10.26% | |
| Lpl Financial Llc | 0.00% | 365,561 | $18,570,899 | $16,665,926 | -$1,904,973 | -10.26% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 176,304 | $8,956,458 | $8,037,699 | -$918,759 | -10.26% | |
| Iht Wealth Management, Llc | 0.11% | 105,529 | $5,360,992 | $4,811,067 | -$549,925 | -10.26% | |
| Osaic Holdings, Inc. | 0.01% | 92,023 | $4,674,885 | $4,195,329 | -$479,556 | -10.26% | |
| Sageguard Financial Group, Llc | 0.63% | 88,867 | $4,514,523 | $4,051,447 | -$463,076 | -10.26% | |
| Pfg Investments, Llc | 0.13% | 65,455 | $3,325,168 | $2,984,093 | -$341,075 | -10.26% | |
| Pmg Family Office Llc | 2.43% | 53,653 | $2,622,215 | $2,446,040 | -$176,175 | -6.72% | |
| Ubs Group Ag | 0.00% | 46,191 | $2,346,549 | $2,105,848 | -$240,701 | -10.26% | |
| Sanctuary Advisors, Llc | 0.01% | 44,917 | $2,281,835 | $2,047,766 | -$234,069 | -10.26% | |
| Kingsview Wealth Management, Llc | 0.02% | 39,226 | $1,992,729 | $1,788,313 | -$204,416 | -10.26% | |
| Maridea Wealth Management Llc | 0.21% | 38,894 | $1,975,858 | $1,773,177 | -$202,681 | -10.26% | |
| Benchmark Financial, Llc | 1.33% | 35,540 | $1,736,968 | $1,620,269 | -$116,699 | -6.72% | |
| Essex Financial Services, Inc. | 0.07% | 28,312 | $1,438,272 | $1,290,744 | -$147,528 | -10.26% | |
| Clarus Wealth Advisors | 0.44% | 24,647 | $1,215,844 | $1,123,657 | -$92,187 | -7.58% | |
| Focus Partners Wealth | 0.00% | 23,822 | $1,210,217 | $1,086,045 | -$124,172 | -10.26% | |
| Integrated Wealth Concepts Llc | 0.01% | 22,633 | $1,149,785 | $1,031,838 | -$117,947 | -10.26% | |
| Brookstone Capital Management | 0.01% | 20,625 | $1,008,018 | $940,294 | -$67,724 | -6.72% | |
| Level Four Advisory Services, Llc | 0.03% | 19,550 | $993,168 | $891,285 | -$101,883 | -10.26% | |
| Gladstone Institutional Advisory Llc | 0.03% | 19,358 | $983,406 | $882,531 | -$100,875 | -10.26% | |
| &Partners | 0.00% | 18,817 | $955,937 | $857,867 | -$98,070 | -10.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,607 | $909,410 | $848,293 | -$61,117 | -6.72% | |
| Wick Capital Partners, Llc | 0.14% | 17,637 | $895,974 | $804,071 | -$91,903 | -10.26% | |
| Susquehanna International Group, Llp | 0.00% | 16,202 | $823,079 | $738,649 | -$84,430 | -10.26% | |
| Creative Planning | 0.00% | 15,445 | $754,853 | $704,138 | -$50,715 | -6.72% | |
| Colonial River Investments, Llc | 0.17% | 13,520 | $660,775 | $616,377 | -$44,398 | -6.72% | |
| Kestra Advisory Services, Llc | 0.00% | 12,705 | $620,946 | $579,221 | -$41,725 | -6.72% | |
| City Center Advisors, Llc | 0.41% | 10,953 | $535,299 | $499,347 | -$35,952 | -6.72% | |
| Mgo One Seven Llc | 0.01% | 10,133 | $495,236 | $461,963 | -$33,273 | -6.72% | |
| Advisory Services Network, Llc | 0.01% | 9,553 | $485,325 | $435,521 | -$49,804 | -10.26% | |
| Jbr Co Financial Management Inc | 0.16% | 8,625 | $427,357 | $393,214 | -$34,143 | -7.99% | |
| Element Wealth, Llc | 0.16% | 8,406 | $427,010 | $383,230 | -$43,780 | -10.25% | |
| Cap Partners, Llc | 0.19% | 8,368 | $408,976 | $381,497 | -$27,479 | -6.72% | |
| Rhodes Investment Advisors Inc | 0.27% | 7,675 | $375,105 | $349,903 | -$25,202 | -6.72% | |
| Nuveen, Llc | 0.00% | 7,314 | $371,560 | $333,445 | -$38,115 | -10.26% | |
| Arkadios Wealth Advisors | 0.01% | 7,314 | $371,559 | $333,445 | -$38,114 | -10.26% | |
| Maia Wealth Llc | 0.05% | 7,503 | $366,678 | $342,062 | -$24,616 | -6.71% | |
| Cary Street Partners Financial Llc | 0.01% | 6,500 | $330,207 | $296,335 | -$33,872 | -10.26% | |
| Private Trust Co Na | 0.03% | 6,597 | $322,419 | $300,757 | -$21,662 | -6.72% | |
| Old Mission Capital Llc | 0.01% | 5,925 | $300,996 | $270,121 | -$30,875 | -10.26% | |
| Pitti Group Wealth Management, Llc | 0.21% | 5,588 | $283,886 | $254,757 | -$29,129 | -10.26% | |
| Cornerstone Wealth Management, Llc | 0.01% | 5,521 | $280,481 | $251,702 | -$28,779 | -10.26% | |
| Envestnet Asset Management Inc | 0.00% | 5,083 | $258,217 | $231,734 | -$26,483 | -10.26% | |
| Kovack Advisors, Inc. | 0.01% | 5,035 | $249,477 | $229,546 | -$19,931 | -7.99% | |
| Chicago Partners Investment Group Llc | 0.00% | 4,597 | $213,201 | $209,577 | -$3,624 | -1.70% | |
| Nations Financial Group Inc | 0.01% | 3,950 | $200,664 | $180,081 | -$20,584 | -10.26% | |
| Sbi Securities Co., Ltd. | 0.00% | 2,405 | $117,541 | $109,644 | -$7,897 | -6.72% |
Frequently asked questions about IQQQ
Who are the largest institutional holders of IQQQ?
The largest institutional holders of IQQQ reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, Royal Bank Of Canada, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IQQQ position.
What is IQQQ institutional ownership?
This page tracks IQQQ positions reported by institutional investment managers through SEC Form 13F. PROSHARES NDX HIGH INCOM ETF (IQQQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQQQ?
InsiderSet currently tracks 61 institutional managers reporting IQQQ 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 IQQQ shareholders.
How much IQQQ stock do institutions own?
Institutional investment managers disclosed approximately $208.84M in IQQQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQQQ institutional ownership last updated?
The latest IQQQ 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 IQQQ 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 IQQQ position after the reporting date.
Are institutions buying or selling IQQQ?
Institutional buying and selling can be analyzed by comparing IQQQ positions across consecutive 13F reporting periods. InsiderSet's IQQQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQQQ ownership changes.
How has IQQQ institutional ownership changed over time?
InsiderSet tracks IQQQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.