IBBQ institutional holders

Invesco Nasdaq Biotechnology ETF · 37 reporting institutions · $18.1M reported value

Funds that can replace IBBQ · IBBQ return decomposition

Institutional holdings

Institutions reporting IBBQ, largest first
InstitutionReported positionAdvisors at firmReport period
Raymond James Financial Inc$3.1M02026-06-30
Wms Group LLC$1.9M22026-06-30
Knightsbridge Asset Management, LLC$1.8M102026-06-30
Two Sigma Investments, LP$1.7M02026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Independent Advisor Alliance, LLC$969.2K3022026-06-30
Advisory Services Network$710.6K2532026-06-30
Churchill Financial Advisors, LLC$663.8K52026-06-30
Orion Porfolio Solutions, LLC$646.3K1992026-06-30
Clearstead; Clearstead Advisory Solutions$635K642026-06-30
Clarius Group, LLC$550.8K02025-12-31
Lpl Financial LLC$521.3K23,4582026-06-30
Tower Research Capital LLC (trc)$496.2K02026-06-30
Concurrent Investment Advisors, LLC$463.8K3492026-06-30
Raffa Wealth Management, LLC$410.5K62026-06-30
Beckerman Wealth$374.1K42026-06-30
Osaic Holdings, Inc.$346.6K02026-06-30
Creativeone Wealth, LLC$289.5K2212026-06-30
Ignite Planners LLC$260.3K242026-06-30
Breakwater Capital Group$230.7K52026-06-30
Lauer Wealth Management$201.3K32026-06-30
Royal Bank of Canada$43K02026-06-30
Org Partners LLC$30.3K02025-12-31
Signature Equity Partners, LLC$21.3K342026-06-30
Princeton Global Asset Management LLC$19.6K172026-06-30
Morgan Stanley$18K23,1852026-06-30
O'Shaughnessy Asset Management, LLC$16.3K582026-06-30
Fmr LLC$8.6K02026-06-30
International Assets Investment Management, LLC$8.2K1222026-06-30
Private Trust Co NA$7.4K02026-06-30
Harbour Investments, Inc.$5.5K2472026-06-30
Strengthening Families & Communities, LLC$3.2K112026-06-30
Wells Fargo & Company/mn$2.8K02026-06-30
Institute for Wealth Management, Llc.$2.5K132026-06-30
Ae Wealth Management LLC$2.2K4712026-06-30
Meramec Financial Planners, LLC$81572026-06-30
Farmers & Merchants Trust Co of Chambersburg PA$702026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30