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Proshares NDX High Incom ETF (IQQQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares351,134 from 365,561
Change-14,427 (-4%)
Value$17.2M (-$1.4M)
Filed 2026-11-06
PMG Family Office LLC
INCREASED
Shares53,653 from 53,328
Change+325 (+1%)
Value$2.6M (-$86.9K)
Filed 2026-10-19
Benchmark Financial, LLC
INCREASED
Shares35,540 from 32,773
Change+2,767 (+8%)
Value$1.7M (+$72.1K)
Filed 2026-10-16
Clarus Wealth Advisors
INCREASED
Shares24,647 from 24,443
Change+204 (+1%)
Value$1.2M (+$26.2K)
Filed 2026-10-13
Brookstone Capital Management
NEW
Shares20,625
Change+20,625
Value$1.0M
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares18,607 from 12,440
Change+6,167 (+50%)
Value$909.4K (+$277.4K)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares18,560 from 19,550
Change-990 (-5%)
Value$907.1K (-$86.1K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares15,445 from 15,518
Change-73 (0%)
Value$754.9K (-$33.5K)
Filed 2026-11-02
Colonial River Investments, LLC
INCREASED
Shares13,520 from 10,846
Change+2,674 (+25%)
Value$660.8K (+$109.8K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares12,705 from 11,157
Change+1,548 (+14%)
Value$620.9K (+$54.2K)
Filed 2026-11-02
City Center Advisors, LLC
INCREASED
Shares10,953 from 9,919
Change+1,034 (+10%)
Value$535.3K (+$31.4K)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares10,133 from 8,633
Change+1,500 (+17%)
Value$495.2K (+$56.7K)
Filed 2026-10-28
JBR Co Financial Management Inc
UNCHANGED
Shares8,625 from 8,625
Change0 (0%)
Value$427.4K (-$10.8K)
Filed 2026-10-13
Cap Partners, LLC
DECREASED
Shares8,368 from 9,038
Change-670 (-7%)
Value$409.0K (-$50.1K)
Filed 2026-10-19
Rhodes Investment Advisors Inc
DECREASED
Shares7,675 from 8,375
Change-700 (-8%)
Value$375.1K (-$50.4K)
Filed 2026-10-07
Maia Wealth LLC
DECREASED
Shares7,503 from 8,207
Change-704 (-9%)
Value$366.7K (-$50.2K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares6,597 from 6,524
Change+73 (+1%)
Value$322.4K (-$9.0K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares6,331 from 5,521
Change+810 (+15%)
Value$309.4K (+$28.9K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares4,597 from 4,555
Change+42 (+1%)
Value$213.2K (-$2.5K)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$154 (-$6)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares2,405 from 2,612
Change-207 (-8%)
Value$117.5K (-$15.2K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$115.3K (-$4.5K)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.5K (-$771)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.5K (-$771)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$12.0K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares22 from 677
Change-655 (-97%)
Value$1.1K (-$33.3K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$662 (-$25)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$489 (-$20)
Filed 2026-10-23
Nations Financial Group Inc,
CLOSED
Shares0 from 3,950
Change-3,950 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-02
Toth Financial Advisory Corp
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-08
Raymond James Financial Inc
N/A
Shares— from 807,914
Change-807,914 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 676,607
Change-676,607 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 636,361
Change-636,361 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 454,680
Change-454,680 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 176,304
Change-176,304 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 105,529
Change-105,529 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 92,023
Change-92,023 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 88,867
Change-88,867 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 65,455
Change-65,455 (-100%)
Value—
UBS Group AG
N/A
Shares— from 46,191
Change-46,191 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,917
Change-44,917 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,226
Change-39,226 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 38,894
Change-38,894 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 28,312
Change-28,312 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,822
Change-23,822 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,633
Change-22,633 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 19,358
Change-19,358 (-100%)
Value—
&partners
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 17,637
Change-17,637 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,202
Change-16,202 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 8,406
Change-8,406 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,925
Change-5,925 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 327
Change-327 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
LPL Financial LLC
DECREASED351,134365,561-14,427-4%$18.6M$17.2M-$1.4M2026-11-06
PMG Family Office LLC
INCREASED53,65353,328+325+1%$2.7M$2.6M-$86.9K2026-10-19
Benchmark Financial, LLC
INCREASED35,54032,773+2,767+8%$1.7M$1.7M+$72.1K2026-10-16
Clarus Wealth Advisors
INCREASED24,64724,443+204+1%$1.2M$1.2M+$26.2K2026-10-13
Brookstone Capital Management
NEW20,625—+20,625——$1.0M—2026-10-22
Commonwealth Equity Services, LLC
INCREASED18,60712,440+6,167+50%$632.0K$909.4K+$277.4K2026-11-02
Level Four Advisory Services, LLC
DECREASED18,56019,550-990-5%$993.2K$907.1K-$86.1K2026-11-06
Creative Planning
DECREASED15,44515,518-730%$788.3K$754.9K-$33.5K2026-11-02
Colonial River Investments, LLC
INCREASED13,52010,846+2,674+25%$551.0K$660.8K+$109.8K2026-10-19
Kestra Advisory Services, LLC
INCREASED12,70511,157+1,548+14%$566.8K$620.9K+$54.2K2026-11-02
City Center Advisors, LLC
INCREASED10,9539,919+1,034+10%$503.9K$535.3K+$31.4K2026-10-08
MGO One Seven LLC
INCREASED10,1338,633+1,500+17%$438.6K$495.2K+$56.7K2026-10-28
JBR Co Financial Management Inc
UNCHANGED8,6258,62500%$438.2K$427.4K-$10.8K2026-10-13
Cap Partners, LLC
DECREASED8,3689,038-670-7%$459.1K$409.0K-$50.1K2026-10-19
Rhodes Investment Advisors Inc
DECREASED7,6758,375-700-8%$425.5K$375.1K-$50.4K2026-10-07
Maia Wealth LLC
DECREASED7,5038,207-704-9%$416.9K$366.7K-$50.2K2026-10-19
Private Trust Co NA
INCREASED6,5976,524+73+1%$331.4K$322.4K-$9.0K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED6,3315,521+810+15%$280.5K$309.4K+$28.9K2026-11-04
Chicago Partners Investment Group LLC
INCREASED4,5974,555+42+1%$215.7K$213.2K-$2.5K2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED3,1503,15000%$160$154-$62026-10-13
SBI Securities Co., Ltd.
DECREASED2,4052,612-207-8%$132.7K$117.5K-$15.2K2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED2,3602,36000%$119.9K$115.3K-$4.5K2026-10-16
IFP Advisors, Inc
UNCHANGED40040000%$20.3K$19.5K-$7712026-10-16
Triumph Capital Management
UNCHANGED40040000%$20.3K$19.5K-$7712026-10-14
Allworth Financial LP
UNCHANGED23723700%$12.0K$12.0K$02026-11-06
Farther Finance Advisors, LLC
DECREASED22677-655-97%$34.4K$1.1K-$33.3K2026-10-08
CoreCap Advisors, LLC
DECREASED1314-1-7%$687$662-$252026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$509$489-$202026-10-23
Nations Financial Group Inc,
CLOSED03,950-3,950-100%$200.7K$0-$200.7K2026-11-05
International Assets Investment Management, LLC
CLOSED0245-245-100%$12.1K$0-$12.1K2026-11-02
Toth Financial Advisory Corp
CLOSED035-35-100%$1.8K$0-$1.8K2026-10-08
Raymond James Financial Inc
N/A—807,914-807,914-100%$41.0M———
Morgan Stanley
N/A—676,607-676,607-100%$34.4M———
Bank of America Corp
N/A—636,361-636,361-100%$32.3M———
Royal Bank of Canada
N/A—454,680-454,680-100%$23.1M———
Steward Partners Investment Advisory, LLC
N/A—176,304-176,304-100%$9.0M———
IHT Wealth Management, LLC
N/A—105,529-105,529-100%$5.4M———
Osaic Holdings, Inc.
N/A—92,023-92,023-100%$4.7M———
SageGuard Financial Group, LLC
N/A—88,867-88,867-100%$4.5M———
PFG Investments, LLC
N/A—65,455-65,455-100%$3.3M———
UBS Group AG
N/A—46,191-46,191-100%$2.3M———
Sanctuary Advisors, LLC
N/A—44,917-44,917-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—39,226-39,226-100%$2.0M———
Maridea Wealth Management LLC
N/A—38,894-38,894-100%$2.0M———
Essex Financial Services, Inc.
N/A—28,312-28,312-100%$1.4M———
Focus Partners Wealth
N/A—23,822-23,822-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—22,633-22,633-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—19,358-19,358-100%$983.4K———
&partners
N/A—18,817-18,817-100%$955.9K———
Wick Capital Partners, LLC
N/A—17,637-17,637-100%$896.0K———
Susquehanna International Group, LLP
N/A—16,202-16,202-100%$823.1K———
Advisory Services Network, LLC
N/A—9,553-9,553-100%$485.3K———
Element Wealth, LLC
N/A—8,406-8,406-100%$427.0K———
Arkadios Wealth Advisors
N/A—7,314-7,314-100%$371.6K———
Nuveen, LLC
N/A—7,314-7,314-100%$371.6K———
Cary Street Partners Financial LLC
N/A—6,500-6,500-100%$330.2K———
Old Mission Capital LLC
N/A—5,925-5,925-100%$301.0K———
Pitti Group Wealth Management, LLC
N/A—5,588-5,588-100%$283.9K———
Envestnet Asset Management Inc
N/A—5,083-5,083-100%$258.2K———
Kovack Advisors, Inc.
N/A—5,035-5,035-100%$249.5K———
AE Wealth Management LLC
N/A—4,970-4,970-100%$252.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,125-4,125-100%$209.6K———
BFC Planning, Inc.
N/A—4,125-4,125-100%$209.6K———
Aptus Capital Advisors, LLC
N/A—1,860-1,860-100%$94.5K———
Northwestern Mutual Wealth Management Co
N/A—1,296-1,296-100%$65.8K———
SHP Wealth Management
N/A—327-327-100%$16.6K———
Wells Fargo & Company
N/A—76-76-100%$3.9K———
Showing 67 of 67 institutions