13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
IQQQ

PROSHARES TR

64 institutions still hold PROSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347G234·64 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$168M
53.0% inst. owned
of float
Holders
64
-125 QoQ
filers reporting
Activity
+29 / −11
+1,000 added · −816 reduced
this quarter
Concentration
23.59%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported IQQQ in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 23.6% of the visible book. -125 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M951K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$28M683K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$25M608K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$19M454K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$15M371K0.00%Q1 202606
Steward Partners Investment Advisory, LLC
CIK 0001723397
$8M180K0.04%Q1 202607
IHT Wealth Management, LLC
CIK 0001697490
$5M129K0.12%Q1 202608
Masso Torrence Wealth Management Inc.
CIK 0001903153
$4M100K1.83%Q3 202509
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M86K0.01%Q1 202610
PFG Investments, LLC
CIK 0001973224
$3M72K0.14%Q1 202611
SageGuard Financial Group, LLC
CIK 0001861378
$3M69K0.45%Q1 202612
PMG Family Office LLC
CIK 0002102299
$2M53K2.47%Q1 202613
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$2M51K0.36%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$2M44K0.01%Q1 202615
UBS Group AG
CIK 0001610520
$2M43K0.00%Q1 202616
Kingsview Wealth Management, LLC
CIK 0001791965
$2M40K0.02%Q1 202617
Essex Financial Services, Inc.
CIK 0001315785
$1M25K0.06%Q1 202618
Clarus Wealth Advisors
CIK 0001730149
$980,17823K0.42%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$977,04823K0.01%Q1 202620
Lido Advisors, LLC
CIK 0001650150
$818,64020K0.00%Q1 2026
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