Indexiq ETF TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Morgan Stanley

INCREASED

Shares372,891 from 42,556

Change+330,335 (+776%)

Value$12.2M (+$10.8M)

Filed 2023-11-15

LPL Financial LLC

DECREASED

Shares77,929 from 103,734

Change-25,805 (-25%)

Value$2.5M (-$856.3K)

Filed 2023-11-13

Bank of America Corp

DECREASED

Shares77,159 from 101,963

Change-24,804 (-24%)

Value$2.5M (-$823.4K)

Filed 2023-11-14

Jane Street Group, LLC

INCREASED

Shares67,661 from 14,555

Change+53,106 (+365%)

Value$2.2M (+$1.7M)

Filed 2023-11-15

Envestnet Asset Management Inc

DECREASED

Shares30,456 from 34,703

Change-4,247 (-12%)

Value$995.7K (-$143.1K)

Filed 2023-11-13

Consultiva Wealth Management, Corp.

INCREASED

Shares22,639 from 22,351

Change+288 (+1%)

Value$740.2K (+$6.7K)

Filed 2023-11-15

Freedom Investment Management, Inc.

DECREASED

Shares20,363 from 22,253

Change-1,890 (-8%)

Value$665.7K (-$64.5K)

Filed 2023-11-13

Collaborative Wealth Managment Inc.

DECREASED

Shares17,224 from 20,188

Change-2,964 (-15%)

Value$563.1K (-$99.4K)

Filed 2023-11-09

Cetera Advisor Networks LLC

DECREASED

Shares14,595 from 15,857

Change-1,262 (-8%)

Value$477.2K (-$43.2K)

Filed 2023-11-14

Snowden Capital Advisors LLC

UNCHANGED

Shares14,064 from 14,064

Change0 (0%)

Value$459.8K (-$1.7K)

Filed 2023-11-14

Bank of Montreal

NEW

Shares12,155

Change+12,155

Value$416.4K

Filed 2023-11-01

Integrated Wealth Concepts LLC

INCREASED

Shares11,786 from 11,166

Change+620 (+6%)

Value$385.3K (+$18.9K)

Filed 2023-11-15

Belpointe Asset Management LLC

DECREASED

Shares11,639 from 14,139

Change-2,500 (-18%)

Value$380.5K (-$83.5K)

Filed 2023-11-15

Susquehanna International Group, LLP

NEW

Shares10,348

Change+10,348

Value$338.3K

Filed 2023-11-14

Csenge Advisory Group

UNCHANGED

Shares9,823 from 9,823

Change0 (0%)

Value$321.1K (-$1.2K)

Filed 2023-11-01

Citadel Advisors LLC

NEW

Shares8,008

Change+8,008

Value$261.8K

Filed 2023-11-14

Cetera Investment Advisers

DECREASED

Shares6,958 from 9,101

Change-2,143 (-24%)

Value$227.5K (-$71.2K)

Filed 2023-11-14

Private Advisor Group, LLC

NEW

Shares6,678

Change+6,678

Value$218.3K

Filed 2023-11-03

Wells Fargo & Company

INCREASED

Shares5,530 from 1,929

Change+3,601 (+187%)

Value$180.8K (+$117.5K)

Filed 2023-11-13

Osaic Holdings, Inc.

DECREASED

Shares5,229 from 5,582

Change-353 (-6%)

Value$170.9K (-$11.6K)

Filed 2023-11-13

Royal Bank of Canada

DECREASED

Shares3,781 from 9,363

Change-5,582 (-60%)

Value$124.0K (-$184.0K)

Filed 2023-11-14

Lanark Financial, Inc.

NEW

Shares840

Change+840

Value$27

Filed 2023-11-03

FTB Advisors, Inc.

UNCHANGED

Shares326 from 326

Change0 (0%)

Value$10.7K (-$40)

Filed 2023-10-27

NewEdge Advisors, LLC

NEW

Shares265

Change+265

Value$8.7K

Filed 2023-11-14

UBS Group AG

NEW

Shares257

Change+257

Value$8.4K

Filed 2023-11-09

Tsfg, LLC

UNCHANGED

Shares227 from 227

Change0 (0%)

Value$7 ($0)

Filed 2023-10-10

Comerica Bank

NEW

Shares173

Change+173

Value$5.7K

Filed 2023-11-21

Rise Advisors, LLC

CLOSED

Shares0 from 243

Change-243 (-100%)

Value$0 (-$8.0K)

Filed 2023-10-10

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-10-30

	Status
Morgan Stanley	INCREASED	372,891	42,556	+330,335	+776%	$1.4M	$12.2M	+$10.8M	2023-11-15
LPL Financial LLC	DECREASED	77,929	103,734	-25,805	-25%	$3.4M	$2.5M	-$856.3K	2023-11-13
Bank of America Corp	DECREASED	77,159	101,963	-24,804	-24%	$3.3M	$2.5M	-$823.4K	2023-11-14
Jane Street Group, LLC	INCREASED	67,661	14,555	+53,106	+365%	$477.6K	$2.2M	+$1.7M	2023-11-15
Envestnet Asset Management Inc	DECREASED	30,456	34,703	-4,247	-12%	$1.1M	$995.7K	-$143.1K	2023-11-13
Consultiva Wealth Management, Corp.	INCREASED	22,639	22,351	+288	+1%	$733.5K	$740.2K	+$6.7K	2023-11-15
Freedom Investment Management, Inc.	DECREASED	20,363	22,253	-1,890	-8%	$730.2K	$665.7K	-$64.5K	2023-11-13
Collaborative Wealth Managment Inc.	DECREASED	17,224	20,188	-2,964	-15%	$662.5K	$563.1K	-$99.4K	2023-11-09
Cetera Advisor Networks LLC	DECREASED	14,595	15,857	-1,262	-8%	$520.3K	$477.2K	-$43.2K	2023-11-14
Snowden Capital Advisors LLC	UNCHANGED	14,064	14,064	0	0%	$461.5K	$459.8K	-$1.7K	2023-11-14
Bank of Montreal	NEW	12,155	—	+12,155	—	—	$416.4K	—	2023-11-01
Integrated Wealth Concepts LLC	INCREASED	11,786	11,166	+620	+6%	$366.4K	$385.3K	+$18.9K	2023-11-15
Belpointe Asset Management LLC	DECREASED	11,639	14,139	-2,500	-18%	$464.0K	$380.5K	-$83.5K	2023-11-15
Susquehanna International Group, LLP	NEW	10,348	—	+10,348	—	—	$338.3K	—	2023-11-14
Csenge Advisory Group	UNCHANGED	9,823	9,823	0	0%	$322.3K	$321.1K	-$1.2K	2023-11-01
Citadel Advisors LLC	NEW	8,008	—	+8,008	—	—	$261.8K	—	2023-11-14
Cetera Investment Advisers	DECREASED	6,958	9,101	-2,143	-24%	$298.6K	$227.5K	-$71.2K	2023-11-14
Private Advisor Group, LLC	NEW	6,678	—	+6,678	—	—	$218.3K	—	2023-11-03
Wells Fargo & Company	INCREASED	5,530	1,929	+3,601	+187%	$63.3K	$180.8K	+$117.5K	2023-11-13
Osaic Holdings, Inc.	DECREASED	5,229	5,582	-353	-6%	$182.6K	$170.9K	-$11.6K	2023-11-13
Royal Bank of Canada	DECREASED	3,781	9,363	-5,582	-60%	$308.0K	$124.0K	-$184.0K	2023-11-14
Lanark Financial, Inc.	NEW	840	—	+840	—	—	$27	—	2023-11-03
FTB Advisors, Inc.	UNCHANGED	326	326	0	0%	$10.7K	$10.7K	-$40	2023-10-27
NewEdge Advisors, LLC	NEW	265	—	+265	—	—	$8.7K	—	2023-11-14
UBS Group AG	NEW	257	—	+257	—	—	$8.4K	—	2023-11-09
Tsfg, LLC	UNCHANGED	227	227	0	0%	$7	$7	$0	2023-10-10
Comerica Bank	NEW	173	—	+173	—	—	$5.7K	—	2023-11-21
Rise Advisors, LLC	CLOSED	0	243	-243	-100%	$8.0K	$0	-$8.0K	2023-10-10
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-10-30

Showing 29 of 29 institutions