PROSHARES NDX HIGH INCOM ETF (IQQQ) Institutional Ownership Changes & 13F Activity

PROSHARES NDX HIGH INCOM ETF (IQQQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, Maridea Wealth Management Llc, and Focus Partners Wealth.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+234+4.8%5,083$258.22KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-802-3.4%22,633$1.15MQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcSell-529-1.3%39,226$1.99MQ2 2026Aug 19, 2026
Raymond James Financial IncSell-143,169-15.1%807,914$41.04MQ2 2026Aug 14, 2026
Bank Of America CorpSell-46,937-6.9%636,361$32.33MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-23,146-18.0%105,529$5.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,251+7.3%92,023$4.67MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,899+21.8%16,202$823.08KQ2 2026Aug 14, 2026
Element Wealth, LlcSell-993-10.6%8,406$427.01KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+775+0.2%454,680$23.10MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+436+7.9%5,925$301.00KQ2 2026Aug 14, 2026
&PartnersBuy+293+1.6%18,817$955.94KQ2 2026Aug 14, 2026
Wick Capital Partners, LlcSell-126-0.7%17,637$895.97KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+75+7500.0%76$3.85KQ2 2026Aug 14, 2026
Morgan StanleyBuy+68,587+11.3%676,607$34.37MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-3,833-2.1%176,304$8.96MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,186+7.4%46,191$2.35MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+1,006+2.3%44,917$2.28MQ2 2026Aug 13, 2026
Focus Partners WealthBuy+23,822—23,822$1.21MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,948+25.6%9,553$485.32KQ2 2026Aug 12, 2026
Pitti Group Wealth Management, LlcSell-177-3.1%5,588$283.89KQ2 2026Aug 12, 2026
Nuveen, LlcBuy+7,314—7,314$371.56KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+7,314—7,314$371.56KQ2 2026Aug 10, 2026
Essex Financial Services, Inc.Buy+3,067+12.1%28,312$1.44MQ2 2026Aug 10, 2026
Level Four Advisory Services, LlcBuy+160+0.8%19,550$993.17KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-5,513-1.5%365,561$18.57MQ2 2026Aug 07, 2026
Maridea Wealth Management LlcBuy+38,894—38,894$1.98MQ2 2026Aug 06, 2026
Cap Partners, LlcBuy+86+1.0%9,038$459.12KQ2 2026Jul 30, 2026
Chicago Partners Investment Group LlcBuy+60+1.3%4,555$215.68KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+1,842+17.4%12,440$631.97KQ2 2026Jul 29, 2026
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Frequently asked questions about IQQQ activity

  • Which institutional owners are buying IQQQ?

    Institutional owners buying IQQQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IQQQ activity?

    "Buy" means an investor increased their reported position in IQQQ compared to the prior reporting period. This reflects growing exposure to PROSHARES NDX HIGH INCOM ETF (IQQQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IQQQ increasing?

    Institutional interest in IQQQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.