PROSHARES TRUST - IQQQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 807,914 | 41,042 | 0.01% | 0.01% | 1 | -143,169 | -15.05% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 676,607 | 34,372 | 0.0% | 0.0% | 2 | +68,587 | 11.28% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 636,361 | 32,327 | 0.0% | 0.0% | 3 | -46,937 | -6.87% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 454,680 | 23,098 | 0.0% | 0.0% | 4 | +775 | 0.17% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 365,561 | 18,570 | 0.0% | 0.0% | 5 | -5,513 | -1.49% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 176,304 | 8,956 | 0.05% | 0.04% | 6 | -3,833 | -2.13% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 105,529 | 5,360 | 0.11% | 0.12% | 7 | -23,146 | -17.99% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 92,023 | 4,674 | 0.01% | 0.01% | 8 | +6,251 | 7.29% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 88,867 | 4,514 | 0.63% | 0.45% | 9 | +19,426 | 27.97% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Reduced | 65,455 | 3,325 | 0.13% | 0.14% | 10 | -6,318 | -8.8% | Q2 2026 | Jul 23, 2026 |
| PMG Family Office LLC | History | Added to | 53,328 | 2,709 | 2.5% | 2.47% | 11 | +184 | 0.35% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Added to | 46,191 | 2,346 | 0.0% | 0.0% | 12 | +3,186 | 7.41% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,917 | 2,281 | 0.01% | 0.01% | 13 | +1,006 | 2.29% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,226 | 1,992 | 0.02% | 0.02% | 14 | -529 | -1.33% | Q2 2026 | Aug 18, 2026 |
| Maridea Wealth Management LLC | History | New | 38,894 | 1,975 | 0.21% | — | 15 | +38,894 | New | Q2 2026 | Aug 06, 2026 |
| Benchmark Financial, LLC | History | New | 32,773 | 1,664 | 1.36% | — | 16 | +32,773 | New | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 28,312 | 1,438 | 0.07% | 0.06% | 17 | +3,067 | 12.15% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | New | 23,822 | 1,210 | 0.0% | 0.0% | 18 | +23,822 | New | Q2 2026 | Aug 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 24,443 | 1,189 | 0.46% | 0.42% | 19 | +1,249 | 5.39% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,633 | 1,149 | 0.01% | 0.01% | 20 | -802 | -3.42% | Q2 2026 | Sep 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,550 | 993 | 0.03% | 0.03% | 21 | +160 | 0.83% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,358 | 983 | 0.03% | 0.02% | 22 | +3,669 | 23.39% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 18,817 | 955 | 0.0% | 0.0% | 23 | +293 | 1.58% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 17,637 | 895 | 0.14% | 0.13% | 24 | -126 | -0.71% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,202 | 823 | 0.0% | 0.0% | 25 | +2,899 | 21.79% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 15,518 | 788 | 0.0% | 0.0% | 26 | +2,075 | 15.44% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,440 | 631 | 0.0% | 0.0% | 27 | +1,842 | 17.38% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,157 | 566 | 0.0% | 0.0% | 28 | +524 | 4.93% | Q2 2026 | Jul 28, 2026 |
| Colonial River Investments, LLC | History | New | 10,846 | 550 | 0.16% | — | 29 | +10,846 | New | Q2 2026 | Jul 24, 2026 |
| City Center Advisors, LLC | History | Added to | 9,919 | 503 | 0.41% | 0.3% | 30 | +2,167 | 27.95% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,553 | 485 | 0.01% | 0.0% | 31 | +1,948 | 25.61% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | Added to | 9,038 | 459 | 0.22% | 0.21% | 32 | +86 | 0.96% | Q2 2026 | Jul 30, 2026 |
| JBR Co Financial Management Inc | History | Added to | 8,625 | 438 | 0.16% | 0.12% | 34 | +1,950 | 29.21% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,633 | 438 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Element Wealth, LLC | History | Reduced | 8,406 | 427 | 0.16% | 0.16% | 35 | -993 | -10.56% | Q2 2026 | Aug 14, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 8,375 | 425 | 0.31% | 0.28% | 36 | +450 | 5.68% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | Reduced | 8,207 | 416 | 0.06% | 0.06% | 37 | -74 | -0.89% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | New | 7,314 | 371 | 0.01% | — | 38 | +7,314 | New | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | New | 7,314 | 371 | 0.0% | — | 39 | +7,314 | New | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,524 | 331 | 0.03% | 0.02% | 40 | +797 | 13.92% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,500 | 330 | 0.01% | 0.01% | 41 | +200 | 3.17% | Q2 2026 | Jul 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 5,925 | 300 | 0.0% | 0.0% | 42 | +436 | 7.94% | Q2 2026 | Aug 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 5,588 | 283 | 0.21% | 0.19% | 43 | -177 | -3.07% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 5,521 | 280 | 0.01% | — | 44 | +5,521 | New | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,083 | 258 | 0.0% | 0.0% | 45 | +234 | 4.83% | Q2 2026 | Sep 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,970 | 252 | 0.0% | 0.0% | 46 | -8,572 | -63.3% | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,035 | 249 | 0.01% | 0.01% | 47 | +5 | 0.1% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,555 | 215 | 0.0% | 0.0% | 48 | +60 | 1.33% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 3,950 | 200 | 0.01% | — | 49 | +3,950 | New | Q2 2026 | Jul 23, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,150 | 160 | 0.12% | 0.11% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,612 | 132 | 0.0% | 0.0% | 51 | +69 | 2.71% | Q2 2026 | Jul 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,360 | 119 | 0.03% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,860 | 94 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,296 | 65 | 0.0% | 0.0% | 54 | +1,150 | 787.67% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 677 | 34 | 0.0% | 0.0% | 55 | -195 | -22.36% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | New | 400 | 20 | 0.0% | — | 57 | +400 | New | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 400 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 327 | 16 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 237 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 245 | 12 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 76 | 3 | 0.0% | — | 61 | +75 | 7500.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 35 | 1 | 0.0% | 0.0% | 62 | +1 | 2.94% | Q2 2026 | Jul 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -51,422 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,635 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,711 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -3 | -17.65% | Q2 2026 | Jul 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |