IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nyli HDG Mlt-Str TRC ETF-Usd (QAI)

CUSIP: 45409B107 | NYSE | 495 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Verdence Capital Advisors LLC807,936
1.2% of portfolio›$29.1M
Endowment Wealth Management, Inc.217,294
2.7% of portfolio›$7.8M
Aspiriant, LLC211,530
0.2% of portfolio›$7.6M
Diversify Wealth Management, LLC146,907
0.1% of portfolio›$5.3M
Diversify Advisory Services, LLC146,907
0.1% of portfolio›$5.3M
Live Oak Investment Partners140,943
2.7% of portfolio›$5.1M
Brown Wealth Management, LLC136,107
1.1% of portfolio›$4.9M
LFA - Lugano Financial Advisors SA104,975
2.2% of portfolio›$3.8M
Baron Financial Group, LLC99,257
1.7% of portfolio›$3.6M
Twelve Points Wealth Management LLC78,110
0.5% of portfolio›$2.8M
Patten Group, Inc.66,529
0.4% of portfolio›$2.4M
Hyposwiss Advisors SA52,805
1.8% of portfolio›$1.9M
Sowell Financial Services LLC42,754
0.0% of portfolio›$1.5M
Flagship Harbor Advisors, LLC21,462
0.0% of portfolio›$773.5K
Lanark Financial, Inc.17,558
0.0% of portfolio›$632.8K
Greenwood Capital Associates LLC17,239
0.1% of portfolio›$621.3K
Wealth Enhancement Advisory Services, LLC9,415
0.0% of portfolio›$339.4K
StoneX Group Inc.9,015
0.0% of portfolio›$324.9K
Bryn Mawr Trust Advisors, LLC8,068
0.0% of portfolio›$290.8K
Perigon Wealth Management, LLC8,016
0.0% of portfolio›$288.9K
Bison Wealth, LLC6,450
0.0% of portfolio›$232.7K
Cambridge Investment Research Advisors, Inc.6,204
0.0% of portfolio›$224.0K
J.Safra Asset Management Corp5,890
0.0% of portfolio›$212.3K
Sincerus Advisory, LLC5,625
0.1% of portfolio›$202.7K
Compass Financial Management LLC4,142
0.0% of portfolio›$149.3K
Peoples Financial Services Corp.3,182
0.1% of portfolio›$114.7K
Private Trust Co NA1,949
0.0% of portfolio›$70.2K
William Mack & Associates, Inc.1,335
0.0% of portfolio›$48.1K
CX Institutional932
0.0% of portfolio›$34
Farther Finance Advisors, LLC648
0.0% of portfolio›$23.4K
Creative Capital Management Investments LLC636
0.0% of portfolio›$22.9K
Spire Wealth Management260
0.0% of portfolio›$9.4K
Transce3nd, LLC150
0.0% of portfolio›$5.4K
Elevated Capital Advisors, LLC51
0.0% of portfolio›$1.8K
Eastern Bank17
0.0% of portfolio›$613
StyleTurnoverLocationFiled
Verdence Capital Advisors LLC
807,936$29.1M1.2%CoreMediumHunt Valley, MD2026-10-26
Endowment Wealth Management, Inc.
217,294$7.8M2.7%ETFMediumAppleton, WI2026-11-03
Aspiriant, LLC
211,530$7.6M0.2%ETFVery LowLos Angeles, CA2026-10-16
Diversify Wealth Management, LLC
146,907$5.3M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
146,907$5.3M0.1%GrowthLowSandy, UT2026-10-20
Live Oak Investment Partners
140,943$5.1M2.7%ETFMediumAustin, TX2026-10-23
Brown Wealth Management, LLC
136,107$4.9M1.1%ETFMediumNaperville, IL2026-10-20
LFA - Lugano Financial Advisors SA
104,975$3.8M2.2%ETFLowLugano, Switzerland2026-11-03
Baron Financial Group, LLC
99,257$3.6M1.7%ETFVery LowFair Lawn, NJ2026-10-09
Twelve Points Wealth Management LLC
78,110$2.8M0.5%ETFMediumConcord, MA2026-11-03
Patten Group, Inc.
66,529$2.4M0.4%CoreLowChattanooga, TN2026-10-26
Hyposwiss Advisors SA
52,805$1.9M1.8%ETFLowGeneva, Switzerland2026-10-26
Sowell Financial Services LLC
42,754$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Flagship Harbor Advisors, LLC
21,462$773.5K0.0%ETFMediumBoston, MA2026-10-26
Lanark Financial, Inc.
17,558$632.8K0.0%CoreMediumBirmingham, AL2026-10-26
Greenwood Capital Associates LLC
17,239$621.3K0.1%CoreMediumGreenwood, SC2026-10-27
Wealth Enhancement Advisory Services, LLC
9,415$339.4K0.0%CoreLowPlymouth, MN2026-10-13
StoneX Group Inc.
9,015$324.9K0.0%ETFMediumNew York, NY2026-11-03
Bryn Mawr Trust Advisors, LLC
8,068$290.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Perigon Wealth Management, LLC
8,016$288.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Bison Wealth, LLC
6,450$232.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Cambridge Investment Research Advisors, Inc.
6,204$224.0K0.0%ETFLowFairfield, IA2026-11-02
J.Safra Asset Management Corp
5,890$212.3K0.0%ETFLowNew York, NY2026-11-03
Sincerus Advisory, LLC
5,625$202.7K0.1%ETFVery LowNew York, NY2026-10-09
Compass Financial Management LLC
4,142$149.3K0.0%CoreN/ATampa, FL2026-10-30
Peoples Financial Services Corp.
3,182$114.7K0.1%CoreVery LowMoosic, PA2026-10-20
Private Trust Co NA
1,949$70.2K0.0%CoreLowCleveland, OH2026-10-20
William Mack & Associates, Inc.
1,335$48.1K0.0%ETFLowTroy, MI2026-10-27
CX Institutional
932$340.0%CoreMediumAuburn, IN2026-10-02
Farther Finance Advisors, LLC
648$23.4K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Capital Management Investments LLC
636$22.9K0.0%ETFLowSan Diego, CA2026-10-28
Spire Wealth Management
260$9.4K0.0%GrowthMediumMclean, VA2026-10-30
Transce3nd, LLC
150$5.4K0.0%GrowthLowBuda, TX2026-10-26
Elevated Capital Advisors, LLC
51$1.8K0.0%ETFMediumSandy, UT2026-11-04
Eastern Bank
17$6130.0%GrowthMediumBoston, MA2026-10-05