IQQQ Institutional Ownership
ProShares - Nasdaq-100 High Income ETF
1W: +0.5%
1M: +3.2%
3M: -0.5%
YTD: +11.8%
1Y: +12.1%
$49.19
+0.47 (+0.97%)
Weekly Expected Move ±1.7%
$47
$48
$49
$50
$51
Overview
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Holdings
Changes
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Institutional Ownership — IQQQ
68
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
209M
Total Invested
9
New Positions
32
Increased
18
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 807,914 | $40M | -143,169 | -15.1% | 7Q | SEC ↗ |
| 2 | MORGAN STANLEY | 676,607 | $33M | +68,587 | +11.3% | 6Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 636,361 | $31M | -46,937 | -6.9% | 9Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 454,680 | $22M | +775 | +0.2% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 365,561 | $18M | -5,513 | -1.5% | 8Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 176,304 | $9M | -3,833 | -2.1% | 10Q | SEC ↗ |
| 7 | IHT Wealth Management, LLC | 105,529 | $5M | -23,146 | -18.0% | 2Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 92,023 | $5M | +6,251 | +7.3% | 6Q | SEC ↗ |
| 9 | SageGuard Financial Group, LLC | 88,867 | $4M | +19,426 | +28.0% | 3Q | SEC ↗ |
| 10 | PFG Investments, LLC | 65,455 | $3M | -6,318 | -8.8% | 9Q | SEC ↗ |
| 11 | PMG Family Office LLC | 53,328 | $3M | +184 | +0.3% | 4Q | SEC ↗ |
| 12 | UBS Group AG | 46,191 | $2M | +3,186 | +7.4% | 10Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 44,917 | $2M | +1,006 | +2.3% | 9Q | SEC ↗ |
| 14 | Kingsview Wealth Management, LLC | 39,226 | $2M | -529 | -1.3% | 8Q | SEC ↗ |
| 15 | Maridea Wealth Management LLC NEW | 38,894 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Benchmark Financial, LLC NEW | 32,773 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Essex Financial Services, Inc. | 28,312 | $1M | +3,067 | +12.1% | 4Q | SEC ↗ |
| 18 | Clarus Wealth Advisors | 24,443 | $1M | +1,249 | +5.4% | 5Q | SEC ↗ |
| 19 | Focus Partners Wealth | 23,822 | $1M | +23,822 | — | 7Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 22,633 | $1M | -802 | -3.4% | 7Q | SEC ↗ |
| 21 | LEVEL FOUR ADVISORY SERVICES, LLC | 19,550 | $962K | +160 | +0.8% | 5Q | SEC ↗ |
| 22 | Gladstone Institutional Advisory LLC | 19,358 | $952K | +3,669 | +23.4% | 2Q | SEC ↗ |
| 23 | &PARTNERS | 18,817 | $926K | +293 | +1.6% | 5Q | SEC ↗ |
| 24 | Wick Capital Partners, LLC | 17,637 | $867K | -126 | -0.7% | 5Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,202 | $797K | +2,899 | +21.8% | 9Q | SEC ↗ |
| 26 | Creative Planning | 15,518 | $763K | +2,075 | +15.4% | 6Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 12,440 | $612K | +1,842 | +17.4% | 4Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 11,157 | $549K | +524 | +4.9% | 3Q | SEC ↗ |
| 29 | Colonial River Investments, LLC NEW | 10,846 | $533K | — | +0.0% | 1Q | SEC ↗ |
| 30 | City Center Advisors, LLC | 9,919 | $488K | +2,167 | +28.0% | 8Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 9,553 | $470K | +1,948 | +25.6% | 2Q | SEC ↗ |
| 32 | CAP Partners, LLC | 9,038 | $445K | +86 | +1.0% | 6Q | SEC ↗ |
| 33 | MGO ONE SEVEN LLC | 8,633 | $425K | — | +0.0% | 5Q | SEC ↗ |
| 34 | JBR Co Financial Management Inc | 8,625 | $424K | +1,950 | +29.2% | 3Q | SEC ↗ |
| 35 | Element Wealth, LLC | 8,406 | $413K | -993 | -10.6% | 5Q | SEC ↗ |
| 36 | RHODES INVESTMENT ADVISORS INC /ADV | 8,375 | $412K | +450 | +5.7% | 3Q | SEC ↗ |
| 37 | Maia Wealth LLC | 8,207 | $404K | -74 | -0.9% | 8Q | SEC ↗ |
| 38 | Arkadios Wealth Advisors NEW | 7,314 | $360K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Nuveen, LLC NEW | 7,314 | $360K | — | +0.0% | 1Q | SEC ↗ |
| 40 | PRIVATE TRUST CO NA | 6,524 | $321K | +797 | +13.9% | 5Q | SEC ↗ |
| 41 | CARY STREET PARTNERS FINANCIAL LLC | 6,500 | $320K | +200 | +3.2% | 4Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 5,925 | $291K | +436 | +7.9% | 2Q | SEC ↗ |
| 43 | Pitti Group Wealth Management, LLC | 5,588 | $275K | -177 | -3.1% | 7Q | SEC ↗ |
| 44 | Cornerstone Wealth Management, LLC NEW | 5,521 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 5,083 | $250K | +234 | +4.8% | 2Q | SEC ↗ |
| 46 | Kovack Advisors, Inc. | 5,035 | $248K | +5 | +0.1% | 2Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 4,970 | $244K | -8,572 | -63.3% | 3Q | SEC ↗ |
| 48 | Chicago Partners Investment Group LLC | 4,555 | $224K | +60 | +1.3% | 4Q | SEC ↗ |
| 49 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV NEW | 3,950 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Ulland Investment Advisors, LLC | 3,150 | $155K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Maridea Wealth Management LLC | 38,894 | $2M |
| Benchmark Financial, LLC | 32,773 | $2M |
| Colonial River Investments, LLC | 10,846 | $533K |
| Arkadios Wealth Advisors | 7,314 | $360K |
| Nuveen, LLC | 7,314 | $360K |
| Cornerstone Wealth Management, LLC | 5,521 | $272K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 3,950 | $194K |
| IFP Advisors, Inc | 400 | $20K |
| MERCER GLOBAL ADVISORS INC /ADV | 6 | $0K |
| Sunbelt Securities, Inc. | 5 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighTower Advisors, LLC | 66,855 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 51,422 | $3M |
| Eldridge Investment Advisors, Inc. | 41,698 | $2M |
| Lido Advisors, LLC | 19,635 | $966K |
| JANE STREET GROUP, LLC | 7,711 | $379K |
| Meridian Wealth Management, LLC | 5,900 | $290K |
| MML INVESTORS SERVICES, LLC | 5,200 | $256K |
| Concurrent Investment Advisors, LLC | 5,000 | $246K |
| IFC & Insurance Marketing, Inc. | 238 | $12K |
| NewEdge Advisors, LLC | 95 | $5K |
| Sound Income Strategies, LLC | 50 | $2K |
| Lifetime Wealth Management P.C. | 9 | $0K |
| Arax Advisory Partners | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +68,587 | +11.3% | 676,607 |
| Focus Partners Wealth | +23,822 | — | 23,822 |
| SageGuard Financial Group, LLC | +19,426 | +28.0% | 88,867 |
| OSAIC HOLDINGS, INC. | +6,251 | +7.3% | 92,023 |
| Gladstone Institutional Advisory LL | +3,669 | +23.4% | 19,358 |
| UBS Group AG | +3,186 | +7.4% | 46,191 |
| Essex Financial Services, Inc. | +3,067 | +12.1% | 28,312 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,899 | +21.8% | 16,202 |
| City Center Advisors, LLC | +2,167 | +28.0% | 9,919 |
| Creative Planning | +2,075 | +15.4% | 15,518 |
| JBR Co Financial Management Inc | +1,950 | +29.2% | 8,625 |
| Advisory Services Network, LLC | +1,948 | +25.6% | 9,553 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,842 | +17.4% | 12,440 |
| Clarus Wealth Advisors | +1,249 | +5.4% | 24,443 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,150 | +787.7% | 1,296 |
| Sanctuary Advisors, LLC | +1,006 | +2.3% | 44,917 |
| PRIVATE TRUST CO NA | +797 | +13.9% | 6,524 |
| ROYAL BANK OF CANADA | +775 | +0.2% | 454,680 |
| Kestra Advisory Services, LLC | +524 | +4.9% | 11,157 |
| RHODES INVESTMENT ADVISORS INC /ADV | +450 | +5.7% | 8,375 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -143,169 | -15.1% | 807,914 |
| BANK OF AMERICA CORP /DE | -46,937 | -6.9% | 636,361 |
| IHT Wealth Management, LLC | -23,146 | -18.0% | 105,529 |
| AE Wealth Management LLC | -8,572 | -63.3% | 4,970 |
| PFG Investments, LLC | -6,318 | -8.8% | 65,455 |
| LPL Financial LLC | -5,513 | -1.5% | 365,561 |
| Steward Partners Investment Advisor | -3,833 | -2.1% | 176,304 |
| Element Wealth, LLC | -993 | -10.6% | 8,406 |
| Integrated Wealth Concepts LLC | -802 | -3.4% | 22,633 |
| Kingsview Wealth Management, LLC | -529 | -1.3% | 39,226 |
| Farther Finance Advisors, LLC | -195 | -22.4% | 677 |
| Pitti Group Wealth Management, LLC | -177 | -3.1% | 5,588 |
| Wick Capital Partners, LLC | -126 | -0.7% | 17,637 |
| Maia Wealth LLC | -74 | -0.9% | 8,207 |
| CoreCap Advisors, LLC | -3 | -17.6% | 14 |