PROSHARES TR (IQQQ)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
63
Reporting holders
$210.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $41.0M | 807,914 | 0.01% | 7q | -15.1%-$7.3M |
| MORGAN STANLEY | $34.4M | 676,607 | 0.00% | 6q | +11.3%+$3.5M |
| BANK OF AMERICA CORP /DE/ | $32.3M | 636,361 | 0.00% | 9q | -6.9%-$2.4M |
| ROYAL BANK OF CANADA | $23.1M | 454,680 | 0.00% | 9q | HELD |
| LPL Financial LLC | $18.6M | 365,561 | 0.00% | 8q | -1.5%-$280.1K |
| Steward Partners Investment Advisory, LLC | $9.0M | 176,304 | 0.05% | 10q | -2.1%-$194.7K |
| IHT Wealth Management, LLC | $5.4M | 105,529 | 0.11% | 2q | -18.0%-$1.2M |
| OSAIC HOLDINGS, INC. | $4.7M | 92,023 | 0.01% | 6q | +7.3%+$317.6K |
| SageGuard Financial Group, LLC | $4.5M | 88,867 | 0.63% | 3q | +28.0%+$986.9K |
| PFG Investments, LLC | $3.3M | 65,455 | 0.13% | 9q | -8.8%-$321.0K |
| PMG Family Office LLC | $2.7M | 53,328 | 2.50% | 4q | HELD |
| UBS Group AG | $2.3M | 46,191 | 0.00% | 10q | +7.4%+$161.9K |
| Integrated Wealth Concepts LLC | $2.3M | 45,266 | 0.01% | 7q | +93.2%+$1.1M |
| Sanctuary Advisors, LLC | $2.3M | 44,917 | 0.01% | 9q | +2.3%+$51.1K |
| Kingsview Wealth Management, LLC | $2.0M | 39,226 | 0.02% | 8q | -1.3%-$26.9K |
| Maridea Wealth Management LLC | $2.0M | 38,894 | 0.21% | new | NEW |
| Benchmark Financial, LLC | $1.7M | 32,773 | 1.36% | new | NEW |
| Essex Financial Services, Inc. | $1.4M | 28,312 | 0.07% | 4q | +12.1%+$155.8K |
| Focus Partners Wealth | $1.2M | 23,822 | 0.00% | 7q | HELD |
| Clarus Wealth Advisors | $1.2M | 24,443 | 0.46% | 5q | +5.4%+$60.8K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $993.2K | 19,550 | 0.03% | 5q | +0.8%+$8.1K |
| Gladstone Institutional Advisory LLC | $983.4K | 19,358 | 0.03% | 2q | +23.4%+$186.4K |
| &PARTNERS | $955.9K | 18,817 | 0.00% | 5q | +1.6%+$14.9K |
| Wick Capital Partners, LLC | $896.0K | 17,637 | 0.14% | 5q | -0.7%-$6.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $823.1K | 16,202 | 0.00% | 9q | +21.8%+$147.3K |
| Creative Planning | $788.3K | 15,518 | 0.00% | 6q | +15.4%+$105.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $632.0K | 12,440 | 0.00% | 4q | +17.4%+$93.6K |
| Kestra Advisory Services, LLC | $566.8K | 11,157 | 0.00% | 3q | +4.9%+$26.6K |
| Colonial River Investments, LLC | $551.0K | 10,846 | 0.16% | new | NEW |
| City Center Advisors, LLC | $503.9K | 9,919 | 0.41% | 8q | +28.0%+$110.1K |
| Advisory Services Network, LLC | $485.3K | 9,553 | 0.01% | 2q | +25.6%+$99.0K |
| CAP Partners, LLC | $459.1K | 9,038 | 0.22% | 6q | +1.0%+$4.4K |
| MGO ONE SEVEN LLC | $438.6K | 8,633 | 0.01% | 5q | HELD |
| JBR Co Financial Management Inc | $438.2K | 8,625 | 0.16% | 3q | +29.2%+$99.1K |
| Element Wealth, LLC | $427.0K | 8,406 | 0.16% | 5q | -10.6%-$50.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | $425.5K | 8,375 | 0.31% | 3q | +5.7%+$22.9K |
| Maia Wealth LLC | $416.9K | 8,207 | 0.06% | 8q | -0.9%-$3.8K |
| Nuveen, LLC | $371.6K | 7,314 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $371.6K | 7,314 | 0.01% | new | NEW |
| PRIVATE TRUST CO NA | $331.4K | 6,524 | 0.03% | 5q | +13.9%+$40.5K |
| CARY STREET PARTNERS FINANCIAL LLC | $330.2K | 6,500 | 0.01% | 4q | +3.2%+$10.2K |
| OLD MISSION CAPITAL LLC | $301.0K | 5,925 | 0.00% | 2q | +7.9%+$22.1K |
| Pitti Group Wealth Management, LLC | $283.9K | 5,588 | 0.21% | 7q | -3.1%-$9.0K |
| Cornerstone Wealth Management, LLC | $280.5K | 5,521 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $258.2K | 5,083 | 0.00% | 2q | +4.8%+$11.9K |
| AE Wealth Management LLC | $252.5K | 4,970 | 0.00% | 3q | -63.3%-$435.4K |
| Kovack Advisors, Inc. | $249.5K | 5,035 | 0.01% | 2q | HELD |
| Chicago Partners Investment Group LLC | $215.7K | 4,555 | 0.00% | 4q | +1.3%+$2.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $200.7K | 3,950 | 0.01% | new | NEW |
| SBI Securities Co., Ltd. | $132.7K | 2,612 | 0.00% | 7q | +2.7%+$3.5K |
| Aptus Capital Advisors, LLC | $94.5K | 1,860 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.8K | 1,296 | 0.00% | 2q | +787.7%+$58.4K |
| Farther Finance Advisors, LLC | $34.4K | 677 | 0.00% | 3q | -22.4%-$9.9K |
| IFP Advisors, Inc | $20.3K | 400 | 0.00% | new | NEW |
| Triumph Capital Management | $20.3K | 400 | 0.00% | 3q | HELD |
| SHP Wealth Management | $16.6K | 327 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.1K | 245 | 0.00% | 3q | HELD |
| Allworth Financial LP | $12.0K | 237 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $3.9K | 76 | 0.00% | 3q | +3700.0%+$3.8K |
| TOTH FINANCIAL ADVISORY CORP | $1.8K | 35 | 0.00% | 8q | +2.9% |
| CoreCap Advisors, LLC | $687 | 14 | 0.00% | 9q | -17.6% |
| DHJJ Financial Advisors, Ltd. | $509 | 10 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $305 | 6 | 0.00% | new | NEW |
| Ulland Investment Advisors, LLC | $160 | 3,150 | 0.12% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | $210.0M | 4,135,228 | 9 | 29 | 14 | 0.0% |
| Q1 2026 | 59 | $174.9M | 4,178,455 | 10 | 19 | 16 | 0.0% |
| Q4 2025 | 58 | $179.7M | 4,040,489 | 13 | 20 | 9 | 0.0% |
| Q3 2025 | 44 | $148.2M | 3,371,276 | 6 | 21 | 10 | 0.0% |
| Q2 2025 | 42 | $122.1M | 2,977,908 | 10 | 20 | 6 | 0.0% |
| Q1 2025 | 37 | $67.4M | 1,736,500 | 9 | 16 | 9 | 0.0% |
| Q4 2024 | 30 | $60.9M | 1,425,616 | 9 | 11 | 3 | 0.0% |
| Q3 2024 | 23 | $42.3M | 1,009,108 | 8 | 12 | 0 | 0.0% |
| Q2 2024 | 16 | $25.5M | 597,779 | 9 | 2 | 0 | 0.0% |
| Q1 2024 | 7 | $13.7M | 335,489 | 7 | 0 | 0 | 0.0% |