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Indexiq ETF TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares3,655,530 from 4,049,444
Change-393,914 (-10%)
Value$136.4M (-$9.6M)
Filed 2024-05-06
LPL Financial LLC
DECREASED
Shares534,268 from 549,289
Change-15,021 (-3%)
Value$19.9M (+$126.9K)
Filed 2024-05-10
Smallwood Wealth Investment Management, LLC
INCREASED
Shares92,470 from 91,730
Change+740 (+1%)
Value$3.4M (+$142.4K)
Filed 2024-04-25
Raymond James & Associates
INCREASED
Shares48,512 from 44,843
Change+3,669 (+8%)
Value$1.8M (+$192.9K)
Filed 2024-04-22
Gladstone Institutional Advisory LLC
INCREASED
Shares41,760 from 41,166
Change+594 (+1%)
Value$1.6M (+$73.7K)
Filed 2024-05-14
Morgan Stanley
INCREASED
Shares35,713 from 30,362
Change+5,351 (+18%)
Value$1.3M (+$237.6K)
Filed 2024-10-17
Commonwealth Equity Services, LLC
DECREASED
Shares32,386 from 32,576
Change-190 (-1%)
Value$1.2K (+$34)
Filed 2024-04-29
Empirical Asset Management, LLC
DECREASED
Shares23,691 from 25,312
Change-1,621 (-6%)
Value$883.7K (-$28.8K)
Filed 2024-05-10
Susquehanna International Group, LLP
DECREASED
Shares14,827 from 23,661
Change-8,834 (-37%)
Value$553.1K (-$299.9K)
Filed 2024-05-07
Citadel Advisors LLC
DECREASED
Shares9,035 from 9,302
Change-267 (-3%)
Value$337.0K (+$1.7K)
Filed 2024-05-15
HighTower Advisors, LLC
INCREASED
Shares6,634 from 6,609
Change+25 (+0%)
Value$247.0K (+$9.0K)
Filed 2024-05-06
Royal Bank of Canada
UNCHANGED
Shares6,290 from 6,290
Change0 (0%)
Value$235.0K (+$8.0K)
Filed 2024-11-05
Goldman Sachs Group Inc
DECREASED
Shares5,867 from 8,668
Change-2,801 (-32%)
Value$218.8K (-$93.6K)
Filed 2024-05-15
FinTrust Capital Advisors, LLC
INCREASED
Shares1,370 from 770
Change+600 (+78%)
Value$51.1K (+$23.3K)
Filed 2024-05-02
Tower Research Capital LLC (TRC)
INCREASED
Shares749 from 572
Change+177 (+31%)
Value$27.9K (+$7.3K)
Filed 2024-05-15
Osaic Holdings, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$24.6K (+$826)
Filed 2024-05-10
FMR LLC
INCREASED
Shares610 from 218
Change+392 (+180%)
Value$22.8K (+$14.9K)
Filed 2026-11-05
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$18.8K (+$630)
Filed 2024-05-15
UBS Group AG
NEW
Shares325
Change+325
Value$12.1K
Filed 2024-05-13
Comerica Bank
DECREASED
Shares254 from 257
Change-3 (-1%)
Value$9.5K (+$209)
Filed 2024-05-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.5K (+$251)
Filed 2024-04-26
Bank of America Corp
CLOSED
Shares0 from 158,059
Change-158,059 (-100%)
Value$0 (-$5.7M)
Filed 2025-03-18
GTS Securities LLC
CLOSED
Shares0 from 17,138
Change-17,138 (-100%)
Value$0 (-$617.8K)
Filed 2024-05-15
Advisory Services Network, LLC
CLOSED
Shares0 from 2,780
Change-2,780 (-100%)
Value$0 (-$100.2K)
Filed 2024-05-06
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
New York Life Investment Management LLC
DECREASED3,655,5304,049,444-393,914-10%$146.0M$136.4M-$9.6M2024-05-06
LPL Financial LLC
DECREASED534,268549,289-15,021-3%$19.8M$19.9M+$126.9K2024-05-10
Smallwood Wealth Investment Management, LLC
INCREASED92,47091,730+740+1%$3.3M$3.4M+$142.4K2024-04-25
Raymond James & Associates
INCREASED48,51244,843+3,669+8%$1.6M$1.8M+$192.9K2024-04-22
Gladstone Institutional Advisory LLC
INCREASED41,76041,166+594+1%$1.5M$1.6M+$73.7K2024-05-14
Morgan Stanley
INCREASED35,71330,362+5,351+18%$1.1M$1.3M+$237.6K2024-10-17
Commonwealth Equity Services, LLC
DECREASED32,38632,576-190-1%$1.2K$1.2K+$342024-04-29
Empirical Asset Management, LLC
DECREASED23,69125,312-1,621-6%$912.5K$883.7K-$28.8K2024-05-10
Susquehanna International Group, LLP
DECREASED14,82723,661-8,834-37%$853.0K$553.1K-$299.9K2024-05-07
Citadel Advisors LLC
DECREASED9,0359,302-267-3%$335.3K$337.0K+$1.7K2024-05-15
HighTower Advisors, LLC
INCREASED6,6346,609+25+0%$238.0K$247.0K+$9.0K2024-05-06
Royal Bank of Canada
UNCHANGED6,2906,29000%$227.0K$235.0K+$8.0K2024-11-05
Goldman Sachs Group Inc
DECREASED5,8678,668-2,801-32%$312.5K$218.8K-$93.6K2024-05-15
FinTrust Capital Advisors, LLC
INCREASED1,370770+600+78%$27.8K$51.1K+$23.3K2024-05-02
Tower Research Capital LLC (TRC)
INCREASED749572+177+31%$20.6K$27.9K+$7.3K2024-05-15
Osaic Holdings, Inc.
UNCHANGED66066000%$23.8K$24.6K+$8262024-05-10
FMR LLC
INCREASED610218+392+180%$7.9K$22.8K+$14.9K2026-11-05
Steward Partners Investment Advisory, LLC
UNCHANGED50350300%$18.1K$18.8K+$6302024-05-15
UBS Group AG
NEW325—+325——$12.1K—2024-05-13
Comerica Bank
DECREASED254257-3-1%$9.3K$9.5K+$2092024-05-16
Glass Jacobson Investment Advisors llc
UNCHANGED20020000%$7.2K$7.5K+$2512024-04-26
Bank of America Corp
CLOSED0158,059-158,059-100%$5.7M$0-$5.7M2025-03-18
GTS Securities LLC
CLOSED017,138-17,138-100%$617.8K$0-$617.8K2024-05-15
Advisory Services Network, LLC
CLOSED02,780-2,780-100%$100.2K$0-$100.2K2024-05-06
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 25 of 25 institutions