Invesco Nasdaq Biotech ETF (IBBQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFS Advisors, LLC

NEW

Shares108,644

Change+108,644

Value$3.8M

Filed 2026-10-14

Churchill Financial Advisors, LLC

INCREASED

Shares93,682 from 20,326

Change+73,356 (+361%)

Value$3.3M (+$2.6M)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

NEW

Shares89,368

Change+89,368

Value$3.1M

Filed 2026-10-23

WMS Group LLC

DECREASED

Shares58,222 from 59,118

Change-896 (-2%)

Value$2.0M (+$115.1K)

Filed 2026-11-06

Meitav Investment House LTD

NEW

Shares35,650

Change+35,650

Value$1.3M

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares26,107 from 15,960

Change+10,147 (+64%)

Value$917.4K (+$396.2K)

Filed 2026-11-06

Clearstead Advisors, LLC

INCREASED

Shares19,570 from 19,441

Change+129 (+1%)

Value$687.7K (+$52.7K)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

INCREASED

Shares17,289 from 14,202

Change+3,087 (+22%)

Value$607.5K (+$143.7K)

Filed 2026-10-16

Lauer Wealth, LLC

INCREASED

Shares12,625 from 6,200

Change+6,425 (+104%)

Value$424.5K (+$223.3K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares11,710 from 49,951

Change-38,241 (-77%)

Value$411.5K (-$1.2M)

Filed 2026-11-02

Valeo Financial Advisors, LLC

NEW

Shares8,425

Change+8,425

Value$296.1K

Filed 2026-10-08

Breakwater Capital Group

INCREASED

Shares7,241 from 7,063

Change+178 (+3%)

Value$254.4K (+$23.8K)

Filed 2026-10-09

Princeton Global Asset Management LLC

INCREASED

Shares1,183 from 601

Change+582 (+97%)

Value$41.6K (+$22.0K)

Filed 2026-10-21

Ascentis Independent Advisors

NEW

Shares1,067

Change+1,067

Value$37.5K

Filed 2026-11-03

Signature Equity Partners, LLC

INCREASED

Shares658 from 654

Change+4 (+1%)

Value$23.1K (+$1.8K)

Filed 2026-10-29

GK Wealth Management LLC

NEW

Shares400

Change+400

Value$14.1K

Filed 2026-10-09

Farmers & Merchants Trust Co of Chambersburg PA

INCREASED

Shares340 from 200

Change+140 (+70%)

Value$12 (+$5)

Filed 2026-10-14

Private Trust Co NA

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$8.0K (+$563)

Filed 2026-10-20

Allworth Financial LP

NEW

Shares168

Change+168

Value$5.5K

Filed 2026-11-06

Farther Finance Advisors, LLC

NEW

Shares100

Change+100

Value$3.5K

Filed 2026-10-08

Strengthening Families & Communities, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$3.5K (+$268)

Filed 2026-10-21

Blue Trust, Inc.

NEW

Shares16

Change+16

Value$563

Filed 2026-10-15

Ignite Planners, LLC

CLOSED

Shares0 from 7,954

Change-7,954 (-100%)

Value$0 (-$260.3K)

Filed 2026-10-14

International Assets Investment Management, LLC

CLOSED

Shares0 from 251

Change-251 (-100%)

Value$0 (-$8.2K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 77

Change-77 (-100%)

Value$0 (-$2.5K)

Filed 2026-11-06

Raymond James Financial Inc

N/A

Shares— from 95,381

Change-95,381 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 51,400

Change-51,400 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 29,676

Change-29,676 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 29,300

Change-29,300 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 21,759

Change-21,759 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 19,790

Change-19,790 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 15,194

Change-15,194 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 12,570

Change-12,570 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 11,456

Change-11,456 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,611

Change-10,611 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 8,863

Change-8,863 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,306

Change-1,306 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 551

Change-551 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

FMR LLC

N/A

Shares— from 263

Change-263 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 167

Change-167 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 85

Change-85 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
IFS Advisors, LLC	NEW	108,644	—	+108,644	—	—	$3.8M	—	2026-10-14
Churchill Financial Advisors, LLC	INCREASED	93,682	20,326	+73,356	+361%	$663.8K	$3.3M	+$2.6M	2026-10-20
Kingswood Wealth Advisors, LLC	NEW	89,368	—	+89,368	—	—	$3.1M	—	2026-10-23
WMS Group LLC	DECREASED	58,222	59,118	-896	-2%	$1.9M	$2.0M	+$115.1K	2026-11-06
Meitav Investment House LTD	NEW	35,650	—	+35,650	—	—	$1.3M	—	2026-10-28
LPL Financial LLC	INCREASED	26,107	15,960	+10,147	+64%	$521.3K	$917.4K	+$396.2K	2026-11-06
Clearstead Advisors, LLC	INCREASED	19,570	19,441	+129	+1%	$635.0K	$687.7K	+$52.7K	2026-11-06
Concurrent Investment Advisors, LLC	INCREASED	17,289	14,202	+3,087	+22%	$463.8K	$607.5K	+$143.7K	2026-10-16
Lauer Wealth, LLC	INCREASED	12,625	6,200	+6,425	+104%	$201.3K	$424.5K	+$223.3K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	11,710	49,951	-38,241	-77%	$1.6M	$411.5K	-$1.2M	2026-11-02
Valeo Financial Advisors, LLC	NEW	8,425	—	+8,425	—	—	$296.1K	—	2026-10-08
Breakwater Capital Group	INCREASED	7,241	7,063	+178	+3%	$230.7K	$254.4K	+$23.8K	2026-10-09
Princeton Global Asset Management LLC	INCREASED	1,183	601	+582	+97%	$19.6K	$41.6K	+$22.0K	2026-10-21
Ascentis Independent Advisors	NEW	1,067	—	+1,067	—	—	$37.5K	—	2026-11-03
Signature Equity Partners, LLC	INCREASED	658	654	+4	+1%	$21.3K	$23.1K	+$1.8K	2026-10-29
GK Wealth Management LLC	NEW	400	—	+400	—	—	$14.1K	—	2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA	INCREASED	340	200	+140	+70%	$7	$12	+$5	2026-10-14
Private Trust Co NA	UNCHANGED	227	227	0	0%	$7.4K	$8.0K	+$563	2026-10-20
Allworth Financial LP	NEW	168	—	+168	—	—	$5.5K	—	2026-11-06
Farther Finance Advisors, LLC	NEW	100	—	+100	—	—	$3.5K	—	2026-10-08
Strengthening Families & Communities, LLC	UNCHANGED	99	99	0	0%	$3.2K	$3.5K	+$268	2026-10-21
Blue Trust, Inc.	NEW	16	—	+16	—	—	$563	—	2026-10-15
Ignite Planners, LLC	CLOSED	0	7,954	-7,954	-100%	$260.3K	$0	-$260.3K	2026-10-14
International Assets Investment Management, LLC	CLOSED	0	251	-251	-100%	$8.2K	$0	-$8.2K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	77	-77	-100%	$2.5K	$0	-$2.5K	2026-11-06
Raymond James Financial Inc	N/A	—	95,381	-95,381	-100%	$3.1M	—	—	—
Two Sigma Investments, LP	N/A	—	51,400	-51,400	-100%	$1.7M	—	—	—
Independent Advisor Alliance	N/A	—	29,676	-29,676	-100%	$969.2K	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	29,300	-29,300	-100%	$956.9K	—	—	—
Advisory Services Network, LLC	N/A	—	21,759	-21,759	-100%	$710.6K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	19,790	-19,790	-100%	$646.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	15,194	-15,194	-100%	$496.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	12,570	-12,570	-100%	$410.5K	—	—	—
Beckerman Institutional, LLC	N/A	—	11,456	-11,456	-100%	$374.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,611	-10,611	-100%	$346.6K	—	—	—
CreativeOne Wealth, LLC	N/A	—	8,863	-8,863	-100%	$289.5K	—	—	—
Royal Bank of Canada	N/A	—	1,306	-1,306	-100%	$43.0K	—	—	—
Morgan Stanley	N/A	—	551	-551	-100%	$18.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	500	-500	-100%	$16.3K	—	—	—
FMR LLC	N/A	—	263	-263	-100%	$8.6K	—	—	—
Harbour Investments, Inc.	N/A	—	167	-167	-100%	$5.5K	—	—	—
Wells Fargo & Company	N/A	—	85	-85	-100%	$2.8K	—	—	—
AE Wealth Management LLC	N/A	—	67	-67	-100%	$2.2K	—	—	—
Meramec Financial Planners, LLC	N/A	—	25	-25	-100%	$815	—	—	—

Showing 44 of 44 institutions