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Indexiq ETF TR

CUSIP: 45409B883 | 107 institutional holders

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2023

Morgan Stanley372,891
0.0% of portfolio›$12.2M
LPL Financial LLC77,929
0.0% of portfolio›$2.5M
Bank of America Corp77,159
0.0% of portfolio›$2.5M
Jane Street Group, LLC67,661
0.0% of portfolio›$2.2M
Envestnet Asset Management Inc30,456
0.0% of portfolio›$995.7K
Consultiva Wealth Management, Corp.22,639
19.0% of portfolio›$740.2K
Freedom Investment Management, Inc.20,363
0.1% of portfolio›$665.7K
Collaborative Wealth Managment Inc.17,224
0.3% of portfolio›$563.1K
Cetera Advisor Networks LLC14,595
0.0% of portfolio›$477.2K
Snowden Capital Advisors LLC14,064
0.0% of portfolio›$459.8K
Bank of Montreal12,155
0.0% of portfolio›$416.4K
Integrated Wealth Concepts LLC11,786
0.0% of portfolio›$385.3K
Belpointe Asset Management LLC11,639
0.0% of portfolio›$380.5K
Susquehanna International Group, LLP10,348
0.0% of portfolio›$338.3K
Csenge Advisory Group9,823
0.0% of portfolio›$321.1K
Citadel Advisors LLC8,008
0.0% of portfolio›$261.8K
Cetera Investment Advisers6,958
0.0% of portfolio›$227.5K
Private Advisor Group, LLC6,678
0.0% of portfolio›$218.3K
Wells Fargo & Company5,530
0.0% of portfolio›$180.8K
Osaic Holdings, Inc.5,229
0.0% of portfolio›$170.9K
Royal Bank of Canada3,781
0.0% of portfolio›$124.0K
Lanark Financial, Inc.840
0.0% of portfolio›$27
FTB Advisors, Inc.326
0.0% of portfolio›$10.7K
NewEdge Advisors, LLC265
0.0% of portfolio›$8.7K
UBS Group AG257
0.0% of portfolio›$8.4K
Tsfg, LLC227
0.0% of portfolio›$7
Comerica Bank173
0.0% of portfolio›$5.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Morgan Stanley
372,891$12.2M0.0%CoreLowNew York, NY2023-11-15
LPL Financial LLC
77,929$2.5M0.0%IndexVery LowFort Mill, SC2023-11-13
Bank of America Corp
77,159$2.5M0.0%CoreLowCharlotte, NC2023-11-14
Jane Street Group, LLC
67,661$2.2M0.0%CoreVery HighNew York, NY2023-11-15
Envestnet Asset Management Inc
30,456$995.7K0.0%ETFLowBerwyn, PA2023-11-13
Consultiva Wealth Management, Corp.
22,639$740.2K19.0%GrowthVery LowSan Juan, PR2023-11-15
Freedom Investment Management, Inc.
20,363$665.7K0.1%ETFLowSouth Windsor, CT2023-11-13
Collaborative Wealth Managment Inc.
17,224$563.1K0.3%ETFMediumLake Mary, FL2023-11-09
Cetera Advisor Networks LLC
14,595$477.2K0.0%N/AN/AEl Segundo, CA2023-11-14
Snowden Capital Advisors LLC
14,064$459.8K0.0%CoreLowNew York, NY2023-11-14
Bank of Montreal
12,155$416.4K0.0%CoreLowToronto, Australia2023-11-01
Integrated Wealth Concepts LLC
11,786$385.3K0.0%ETFLowWaltham, MA2023-11-15
Belpointe Asset Management LLC
11,639$380.5K0.0%CoreMediumReno, NV2023-11-15
Susquehanna International Group, LLP
10,348$338.3K0.0%GrowthHighBala Cynwyd, PA2023-11-14
Csenge Advisory Group
9,823$321.1K0.0%ETFMediumClearwater, FL2023-11-01
Citadel Advisors LLC
8,008$261.8K0.0%CoreVery HighMiami, FL2023-11-14
Cetera Investment Advisers
6,958$227.5K0.0%IndexVery LowSchaumburg, IL2023-11-14
Private Advisor Group, LLC
6,678$218.3K0.0%ETFMediumMorristown, NJ2023-11-03
Wells Fargo & Company
5,530$180.8K0.0%CoreLowSan Francisco, CA2023-11-13
Osaic Holdings, Inc.
5,229$170.9K0.0%IndexLowScottsdale, AZ2023-11-13
Royal Bank of Canada
3,781$124.0K0.0%CoreLowToronto, Australia2023-11-14
Lanark Financial, Inc.
840$270.0%CoreMediumBirmingham, AL2023-11-03
FTB Advisors, Inc.
326$10.7K0.0%GrowthVery LowMemphis, TN2023-10-27
NewEdge Advisors, LLC
265$8.7K0.0%CoreLowNew Orleans, LA2023-11-14
UBS Group AG
257$8.4K0.0%CoreMediumZurich, Switzerland2023-11-09
Tsfg, LLC
227$70.0%ETFLowLake Forest, IL2023-10-10
Comerica Bank
173$5.7K0.0%GrowthVery LowDetroit, MI2023-11-21
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30