IQQQ institutional holders

ProShares Nasdaq-100 High Income ETF · 66 reporting institutions · $214.5M reported value

Funds that can replace IQQQ · IQQQ return decomposition

Institutional holdings

Institutions reporting IQQQ, largest first
InstitutionReported positionAdvisors at firmReport period
Raymond James Financial Inc$41M02026-06-30
Morgan Stanley$34.4M23,1852026-06-30
Bank of America Corp /de$32.3M02026-06-30
Royal Bank of Canada$23.1M02026-06-30
Lpl Financial LLC$18.6M23,4582026-06-30
Steward Partners Investment Advisory, LLC$9M4812026-06-30
Iht Wealth Management LLC$5.4M1592026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Sageguard Financial Group, LLC$4.5M142026-06-30
Masso Torrence Wealth Management Inc.$4.4M02025-09-30
Pfg Investments, LLC$3.3M02026-06-30
Pmg Family Office, LLC$2.7M22026-06-30
UBS Group AG$2.3M02026-06-30
Integrated Wealth Concepts LLC$2.3M4802026-06-30
Sanctuary Advisors, LLC$2.3M4012026-06-30
Kingsview Wealth Management, LLC$2M1152026-06-30
Maridea Wealth Management$2M382026-06-30
Benchmark Financial, LLC$1.7M42026-06-30
Essex Financial Services, Inc.$1.4M332026-06-30
Focus Partners Wealth$1.2M1,0482026-06-30
Clarus Wealth Advisors, LLC$1.2M122026-06-30
Level Four Advisory Services$993.2K1412026-06-30
Gladstone Institutional Advisory LLC$983.4K1082026-06-30
&partners$955.9K5552026-06-30
Wick Capital Partners, LLC$896K112026-06-30
Susquehanna International Group, LLP$823.1K02026-06-30
Creative Planning$788.3K1,1712026-06-30
Commonwealth Equity Services, LLC$632K2,8632026-06-30
Kestra Advisory Services, LLC$566.8K1,4792026-06-30
Colonial River Wealth Management LLC$551K82026-06-30
City Center Advisors, LLC$503.9K72026-06-30
Advisory Services Network$485.3K2532026-06-30
Cap Partners, LLC$459.1K72026-06-30
Mgo One Seven LLC$438.6K1182026-06-30
Fmi$438.2K42026-06-30
Element Wealth, LLC$427K132026-06-30
Rhodes Investment Advisors Inc /adv$425.5K92026-06-30
Maia Wealth LLC$416.9K412026-06-30
Nuveen, LLC$371.6K02026-06-30
Arkadios Wealth Advisors$371.6K2262026-06-30
Private Trust Co NA$331.4K02026-06-30
Cary Street Partners Financial LLC$330.2K02026-06-30
Old Mission Capital LLC$301K02026-06-30
The Pitti Group Wealth Management, LLC$283.9K42026-06-30
Cornerstone Wealth Management, LLC$280.5K02026-06-30
Envestnet Pmc$258.2K602026-06-30
Ae Wealth Management LLC$252.5K4712026-06-30
Kovack Advisors, Inc.$249.5K2582026-06-30
Chicago Partners Investment Group LLC$215.7K572026-06-30
Nations Financial Group Inc, /ia/ /adv$200.7K02026-06-30
Sbi Securities Co., Ltd.$132.7K02026-06-30
Brown, Lisle/cummings, Inc.$98.4K82026-03-31
Aptus Capital Advisors, LLC$94.5K212026-06-30
Northwestern Mutual Wealth Management Co$65.8K02026-06-30
Farther Finance Advisors, LLC$34.4K3342026-06-30
Ifp Advisors, Inc$20.3K3182026-06-30
Triumph Capital Management$20.3K142026-06-30
Shp Wealth Management$16.6K322026-06-30
International Assets Investment Management, LLC$12.1K1222026-06-30
Allworth Financial, LP$12K3172026-06-30
Wells Fargo & Company/mn$3.9K02026-06-30
Toth Financial Advisory Corp$1.8K102026-06-30
Corecap Advisors, LLC$6871182026-06-30
Dhjj Financial Advisors, Ltd.$50972026-06-30
Sunbelt Securities, Inc.$208632026-03-31
Ulland Investment Advisors, LLC$16032026-06-30

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: 2025-09-30 to 2026-06-30