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Indexiq Active ETF TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
1776 Wealth LLC
DECREASED
Shares90,158 from 91,202
Change-1,044 (-1%)
Value$4.3M (-$32.8K)
Filed 2024-05-10
GTS Securities LLC
INCREASED
Shares24,474 from 6,652
Change+17,822 (+268%)
Value$1.2M (+$857.6K)
Filed 2024-05-15
Jane Street Group, LLC
INCREASED
Shares24,097 from 14,229
Change+9,868 (+69%)
Value$1.2M (+$476.9K)
Filed 2024-05-16
Citadel Advisors LLC
INCREASED
Shares22,831 from 17,663
Change+5,168 (+29%)
Value$1.1M (+$251.7K)
Filed 2024-05-15
Susquehanna International Group, LLP
INCREASED
Shares17,331 from 12,867
Change+4,464 (+35%)
Value$832.8K (+$216.9K)
Filed 2024-05-07
Royal Bank of Canada
DECREASED
Shares10,190 from 13,416
Change-3,226 (-24%)
Value$490.0K (-$152.0K)
Filed 2024-11-05
LPL Financial LLC
INCREASED
Shares8,119 from 8,105
Change+14 (+0%)
Value$390.1K (+$2.2K)
Filed 2024-05-10
Triton Financial Group Inc
DECREASED
Shares6,807 from 11,766
Change-4,959 (-42%)
Value$327.1K (-$236.0K)
Filed 2024-04-19
Advisory Services Network, LLC
UNCHANGED
Shares5,055 from 5,055
Change0 (0%)
Value$242.9K (+$961)
Filed 2024-05-06
Transcendent Capital Group LLC
NEW
Shares4,937
Change+4,937
Value$237.2K
Filed 2024-05-15
Bank of Montreal
DECREASED
Shares2,634 from 3,386
Change-752 (-22%)
Value$126.6K (-$36.0K)
Filed 2024-05-13
UBS Group AG
NEW
Shares49
Change+49
Value$2.4K
Filed 2024-05-13
WCG Wealth Advisors LLC
CLOSED
Shares0 from 37,261
Change-37,261 (-100%)
Value$0 (-$1.8K)
Filed 2024-05-13
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 22,199
Change-22,199 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-15
Atlas Wealth LLC
CLOSED
Shares0 from 11,025
Change-11,025 (-100%)
Value$0 (-$526.5K)
Filed 2024-05-10
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 9,985
Change-9,985 (-100%)
Value$0 (-$477.9K)
Filed 2024-04-23
TFB Advisors LLC
CLOSED
Shares0 from 6,882
Change-6,882 (-100%)
Value$0 (-$329.4K)
Filed 2024-05-03
JPMorgan Chase & Co
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$4.0K)
Filed 2024-12-26
Osaic Holdings, Inc.
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.8K)
Filed 2024-05-10
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
1776 Wealth LLC
DECREASED90,15891,202-1,044-1%$4.4M$4.3M-$32.8K2024-05-10
GTS Securities LLC
INCREASED24,4746,652+17,822+268%$318.4K$1.2M+$857.6K2024-05-15
Jane Street Group, LLC
INCREASED24,09714,229+9,868+69%$681.0K$1.2M+$476.9K2024-05-16
Citadel Advisors LLC
INCREASED22,83117,663+5,168+29%$845.4K$1.1M+$251.7K2024-05-15
Susquehanna International Group, LLP
INCREASED17,33112,867+4,464+35%$615.8K$832.8K+$216.9K2024-05-07
Royal Bank of Canada
DECREASED10,19013,416-3,226-24%$642.0K$490.0K-$152.0K2024-11-05
LPL Financial LLC
INCREASED8,1198,105+14+0%$387.9K$390.1K+$2.2K2024-05-10
Triton Financial Group Inc
DECREASED6,80711,766-4,959-42%$563.1K$327.1K-$236.0K2024-04-19
Advisory Services Network, LLC
UNCHANGED5,0555,05500%$241.9K$242.9K+$9612024-05-06
Transcendent Capital Group LLC
NEW4,937—+4,937——$237.2K—2024-05-15
Bank of Montreal
DECREASED2,6343,386-752-22%$162.6K$126.6K-$36.0K2024-05-13
UBS Group AG
NEW49—+49——$2.4K—2024-05-13
WCG Wealth Advisors LLC
CLOSED037,261-37,261-100%$1.8K$0-$1.8K2024-05-13
Integrated Wealth Concepts LLC
CLOSED022,199-22,199-100%$1.1M$0-$1.1M2024-05-15
Atlas Wealth LLC
CLOSED011,025-11,025-100%$526.5K$0-$526.5K2024-05-10
Walkner Condon Financial Advisors LLC
CLOSED09,985-9,985-100%$477.9K$0-$477.9K2024-04-23
TFB Advisors LLC
CLOSED06,882-6,882-100%$329.4K$0-$329.4K2024-05-03
JPMorgan Chase & Co
CLOSED084-84-100%$4.0K$0-$4.0K2024-12-26
Osaic Holdings, Inc.
CLOSED037-37-100%$1.8K$0-$1.8K2024-05-10
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 20 of 20 institutions