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ProShares Nasdaq-100 High Income ETF (IQQQ) Institutional Ownership

ProShares Nasdaq-100 High Income ETF logo
$46.80 -0.55 (-1.16%)
As of 07/24/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Nasdaq-100 High Income ETF (NASDAQ:IQQQ)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$100.72M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$12.12M
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IQQQ Institutional Buying and Selling by Quarter

ProShares Nasdaq-100 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Clarus Wealth Advisors24,443$1.19M0.5%+5.4%0.297%
7/7/2026 City Center Advisors LLC9,919$504K0.4%+28.0%0.121%
5/19/2026Bank of America Corp DE683,298$28.49M0.0%-23.0%8.313%
5/18/2026Royal Bank of Canada453,905$18.92M0.0%+4.7%5.522%
5/14/2026Lido Advisors LLC19,635$819K0.0%N/A0.239%
5/5/2026Sanctuary Advisors LLC43,911$1.83M0.0%-9.4%0.534%
5/2/2026CAP Partners LLC8,952$373K0.2%+6.5%0.109%
4/30/2026Kestra Advisory Services LLC10,633$443K0.0%+102.9%0.129%
4/27/2026 PFG Investments LLC71,773$2.99M0.1%+12.6%0.875%
4/24/2026Essex Financial Services Inc.25,245$1.05M0.1%+6.3%0.308%
4/23/2026SageGuard Financial Group LLC69,441$2.90M0.4%+68.1%0.847%
4/17/2026 PMG Family Office LLC53,144$2.22M2.5%+19.2%0.648%
3/2/2026Wick Capital Partners LLC17,814$792K0.1%+7.8%0.224%
2/20/2026Wick Capital Partners LLC87,578$3.90M0.3%+430.1%1.099%
2/18/2026Maia Wealth LLC8,241$359K0.1%-18.2%0.103%
2/17/2026Osaic Holdings Inc.75,814$3.37M0.0%+77.8%0.951%
2/17/2026&PARTNERS18,366$817K0.0%+7.1%0.230%
2/17/2026Royal Bank of Canada433,637$19.29M0.0%-7.2%5.441%
2/16/2026Element Wealth LLC9,399$418K0.2%-51.0%0.118%
2/13/2026Kestra Advisory Services LLC5,241$233K0.0%N/A0.066%
2/12/2026Jane Street Group LLC9,534$424K0.0%N/A0.120%
2/12/2026Commonwealth Equity Services LLC8,856$394K0.0%+4.7%0.111%
2/12/2026Steward Partners Investment Advisory LLC175,346$7.80M0.0%+5.6%2.200%
2/11/2026Eldridge Investment Advisors Inc.41,698$1.86M0.4%-9.1%0.523%
2/11/2026LPL Financial LLC388,743$17.29M0.0%+37.6%4.878%
2/10/2026Essex Financial Services Inc.23,755$1.06M0.1%+210.8%0.298%
2/9/2026Kingsview Wealth Management LLC40,094$1.78M0.0%-10.6%0.503%
2/9/2026 Cary Street Partners Financial LLC6,640$295K0.0%+5.4%0.083%
2/6/2026HighTower Advisors LLC66,855$2.97M0.0%N/A0.839%
2/5/2026 Cornerstone Wealth Management LLC4,507$200K0.0%N/A0.057%
2/4/2026Meridian Wealth Management LLC5,900$262K0.0%N/A0.074%
1/29/2026Sanctuary Advisors LLC48,479$2.16M0.0%-1.0%0.610%
1/27/2026SageGuard Financial Group LLC41,305$1.84M0.3%N/A0.520%
1/26/2026Private Trust Co. NA5,727$255K0.0%+231.6%0.072%
1/23/2026 Farther Finance Advisors LLC97,051$4.32M0.0%N/A1.219%
1/14/2026 Clarus Wealth Advisors19,677$891K0.4%+96.1%0.253%
1/8/2026 Ulland Investment Advisors LLC3,150$140K0.1%+800.0%0.041%
1/6/2026 JBR Co Financial Management Inc6,675$297K0.1%N/A0.086%
12/22/2025 PMG Family Office LLC44,570$1.96M2.2%N/A0.672%
11/17/2025Integrated Wealth Concepts LLC23,743$1.05M0.0%+11.2%0.358%
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11/17/2025Bank of America Corp DE796,205$35.07M0.0%+188.7%12.009%
11/14/2025Creative Planning13,408$591K0.0%+5.5%0.202%
11/14/2025Raymond James Financial Inc.906,974$39.95M0.0%+24.9%13.680%
11/14/2025Maia Wealth LLC10,080$455K0.1%+26.8%0.152%
11/12/2025Aptus Capital Advisors LLC1,860$82K0.0%N/A0.028%
11/12/2025Level Four Advisory Services LLC24,080$1.06M0.0%+316.6%0.363%
11/12/2025Kingsview Wealth Management LLC44,869$1.98M0.0%-23.8%0.677%
11/10/2025 Cary Street Partners Financial LLC6,300$278K0.0%N/A0.095%
11/7/2025Essex Financial Services Inc.7,642$337K0.0%N/A0.115%
11/7/2025Pitti Group Wealth Management LLC5,550$244K0.2%-9.4%0.084%
10/31/2025 PFG Investments LLC63,875$2.81M0.1%-6.9%0.977%
10/29/2025Element Wealth LLC19,185$845K0.4%+51.7%0.293%
10/20/2025Masso Torrence Wealth Management Inc.99,671$4.39M1.8%+2.9%1.550%
10/10/2025Brown Lisle Cummings Inc.2,360$104K0.0%N/A0.038%
10/6/2025 City Center Advisors LLC7,915$349K0.3%+33.9%0.131%
9/4/2025Osaic Holdings Inc.39,195$1.60M0.0%+4,043.2%0.748%
8/15/2025Bank of America Corp DE275,768$11.28M0.0%+4,089.1%5.263%
8/14/2025Raymond James Financial Inc.726,316$29.71M0.0%+778.5%13.861%
8/14/2025NewEdge Advisors LLC655$27K0.0%+441.3%0.013%
8/13/2025Level Four Advisory Services LLC5,780$236K0.0%N/A0.110%
8/13/2025Maia Wealth LLC7,951$325K0.1%-32.2%0.152%
8/12/2025Steward Partners Investment Advisory LLC160,064$6.55M0.1%+1.1%3.055%
8/8/2025Kingsview Wealth Management LLC58,851$2.41M0.0%+3.2%1.123%
8/8/2025 SBI Securities Co. Ltd.2,467$101K0.0%+239.8%0.047%
8/7/2025Montag A & Associates Inc.3,356$137K0.0%N/A0.064%
7/31/2025CAP Partners LLC8,177$334K0.2%+8.8%0.162%
7/29/2025Private Trust Co. NA1,727$71K0.0%N/A0.034%
7/25/2025MGO One Seven LLC9,092$372K0.0%N/A0.182%
7/25/2025Concurrent Investment Advisors LLC5,000$204K0.0%N/A0.100%
7/18/2025 PFG Investments LLC68,630$2.81M0.2%+13.0%1.395%
7/15/2025 Financial Partners Group Inc5,947$243K0.0%-44.5%0.121%
7/14/2025Masso Torrence Wealth Management Inc.96,821$3.96M1.8%+7.8%1.968%
7/9/2025 Clarus Wealth Advisors10,062$410K0.2%N/A0.212%
7/3/2025 City Center Advisors LLC5,912$242K0.3%+10.6%0.180%
5/20/2025Focus Partners Wealth11,000$427K0.0%+57.1%0.334%
5/16/2025Integrated Wealth Concepts LLC18,635$724K0.0%+95.9%0.566%
5/15/2025Royal Bank of Canada140,046$5.44M0.0%+163.0%4.257%
5/15/2025OLD Mission Capital LLC26,325$1.02M0.0%+116.4%0.800%
5/13/2025Raymond James Financial Inc.82,676$3.21M0.0%+15.0%2.513%
5/13/2025Steward Partners Investment Advisory LLC158,321$6.15M0.1%+17.2%4.812%
5/12/2025Maia Wealth LLC11,722$423K0.1%+133.6%0.356%
5/8/2025CAP Partners LLC7,513$292K0.2%N/A0.224%
5/7/2025LPL Financial LLC141,162$5.48M0.0%-1.6%4.214%
5/6/2025Financial Partners Group Inc10,722$417K0.1%N/A0.320%
5/2/2025Kingsview Wealth Management LLC57,042$2.22M0.0%+405.6%1.766%
5/2/2025SBI Securities Co. Ltd.726$28K0.0%-39.3%0.022%
4/22/2025Masso Torrence Wealth Management Inc.89,820$3.49M1.9%+10.6%2.974%
4/22/2025PFG Investments LLC60,743$2.36M0.2%+43.2%2.011%
4/11/2025Pitti Group Wealth Management LLC6,125$238K0.2%+10.4%0.234%
2/17/2025Focus Partners Wealth7,000$299K0.0%N/A0.302%
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2/17/2025Aptus Capital Advisors LLC1,860$79K0.0%N/A0.080%
2/14/2025Integrated Wealth Concepts LLC9,514$406K0.0%N/A0.410%
2/13/2025Maxwell Wealth Strategies Inc.10,444$446K0.2%N/A0.450%
2/13/2025Raymond James Financial Inc.71,903$3.07M0.0%N/A3.099%
2/12/2025OLD Mission Capital LLC12,165$519K0.0%N/A0.524%
2/11/2025LPL Financial LLC143,433$6.12M0.0%+192.9%6.182%
2/10/2025Pitti Group Wealth Management LLC5,550$237K0.2%N/A0.239%
2/10/2025Eldridge Investment Advisors Inc.48,065$2.05M0.5%N/A2.072%
2/6/2025Raymond James Financial Inc.71,903$3.07M0.0%N/A3.099%
2/6/2025Steward Partners Investment Advisory LLC135,045$5.77M0.1%+136.2%5.821%


IQQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of ProShares Nasdaq-100 High Income ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($39.95M), Bank of America Corp DE ($28.49M), Royal Bank of Canada ($18.92M), LPL Financial LLC ($17.29M), Steward Partners Investment Advisory LLC ($7.80M), Masso Torrence Wealth Management Inc. ($4.39M), and Farther Finance Advisors LLC ($4.32M).Learn more on ProShares Nasdaq-100 High Income ETF's institutional investors.

Of the 50 institutional investors that purchased ProShares Nasdaq-100 High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($978.88K), Bank of America Corp DE ($789.62K), LPL Financial LLC ($200.76K), Steward Partners Investment Advisory LLC ($112.23K), Royal Bank of Canada ($107.06K), Masso Torrence Wealth Management Inc. ($99.67K), and Farther Finance Advisors LLC ($97.05K).

Institutional investors have bought a total of 2,355,425 shares in the last 24 months. This purchase volume represents approximately $100.72M in transactions.

Of the 9 institutional investors that sold ProShares Nasdaq-100 High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($203.67K), Royal Bank of Canada ($33.61K), Kingsview Wealth Management LLC ($18.76K), Element Wealth LLC ($9.79K), Maia Wealth LLC ($5.61K), Sanctuary Advisors LLC ($5.07K), and PFG Investments LLC ($4.76K).

Institutional investors have sold a total of 285,991 shares in the last 24 months. This volume of shares sold represents approximately $12.12M in transactions.


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This page (NASDAQ:IQQQ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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