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Get Institutions for : 
Iq Mackay Municipal Insured Etf (MMIN)  
$23.80 0.03 (0.13%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    5
Total shares held : 
 12,798,570  
% of shares held : 
 73.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 748,648  
% of shares held change : 
   4.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.69  
Last Quarter's Ending Price : 
 $24.56  
Last Quarter's Average Price : 
 $23.35  
Change from last quarter's     
avg. price to the last closing  : 
0.45 (1.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 165,003
 1.29%
 
Increased Positions :
16
 1,326,874
 10.37%
 
Unchanged Positions :
5
 20,727
 0.16%
 
Decreased Positions :
23
-414,725
-3.24%
 
Closed Positions :
11
-328,504
-2.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Orgel Wealth Management LLC 10 - 2024-03-31 5,368,834 $130,463,000 106,515
   MORGAN STANLEY 1949 - 2024-03-31 1,648,257 $40,053,000 159,000
   BANK OF AMERICA CORP /DE/ 1837 - 2024-03-31 923,324 $22,437,000 331,099
   LPL FINANCIAL CORP 989 - 2024-03-31 732,252 $17,794,000 67,325
   UBS Group AG 1427 - 2024-03-31 547,031 $13,293,000 -17,568
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 704 - 2024-03-31 503,332 $12,231,000 54,230
   RTD Financial Advisors Inc. 19 - 2024-03-31 470,280 $11,428,000 27,549
   ACT Advisors LLC. 8 - 2024-03-31 408,507 $9,927,000 2,971
   Pallas Capital Advisors LLC 61 - 2024-03-31 293,520 $7,133,000 23,757
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 625 - 2024-03-31 260,668 $6,334,000 5,145
   ROYAL BANK OF CANADA 1892 - 2024-03-31 210,009 $5,103,000 -633,561
   Private Advisor Group LLC 526 - 2024-03-31 167,977 $4,082,000 75,656
   RAYMOND JAMES & ASSOCIATES 1744 - 2024-03-31 161,284 $3,919,000 16,946
   COMMONWEALTH EQUITY SERVICES LLC. 1440 - 2024-03-31 131,933 $3,206,000 -5,258
   Aurum Wealth Management Group LLC 33 - 2024-03-31 118,778 $2,886,000 28,025
   Fluent Financial LLC 24 - 2024-03-31 110,229 $2,679,000 2,814
   BCS Wealth Management 29 - 2024-03-31 106,071 $2,578,000 -6,452
   Schneider Downs Wealth Management Advisors LP 30 - 2024-03-31 99,433 $2,416,000 -4,639
   JANE STREET GROUP LLC 2119 - 2024-03-31 92,139 $2,239,000 92,139
   Americana Partners LLC 132 - 2024-03-31 81,450 $1,979,000 0
   Paulson Wealth Management Inc. 31 - 2024-03-31 79,314 $1,927,000 -8,822
   CFO4Life L.P. 49 *New 2022-12-31 72,907 $1,732,000 72,907
   Stratos Wealth Partners LTD. 556 - 2024-03-31 52,336 $1,272,000 3,084
   BANK OF NEW YORK MELLON CORP 3019 - 2024-03-31 51,362 $1,248,000 605
   Snowden Capital Advisors LLC 459 - 2024-03-31 46,522 $1,130,000 -2,937
   Vertex Planning Partners LLC 43 - 2024-03-31 44,280 $1,076,000 185
   Cetera Investment Advisers 2037 - 2024-03-31 42,298 $1,028,000 12,413
   Pine Valley Investments Ltd Liability Co 226 - 2024-03-31 36,788 $894,000 7,885
   Stewardship Advisors LLC 47 *New 2024-03-31 34,661 $842,000 34,661
   CFO4Life Group LLC 80 - 2024-03-31 31,937 $776,000 -39,198
   Sweet Financial Partners LLC 90 - 2024-03-31 31,495 $765,000 610
   COMERICA BANK 1766 - 2024-03-31 26,175 $636,000 6,175
   Wealthcare Advisory Partners LLC 532 *New 2024-03-31 20,650 $502,000 20,650
   Advisor Group Holdings Inc. 3025 - 2024-03-31 18,044 $438,000 3,391
   FLOW TRADERS U.S. LLC 492 - 2024-03-31 16,509 $401,000 -16,983
   ENVESTNET ASSET MANAGEMENT INC 3554 - 2024-03-31 15,798 $384,000 -1,681
   Syntegra Private Wealth Group LLC 96 *New 2024-03-31 15,078 $366,000 15,078
   Pathstone Holdings LLC 1828 - 2024-03-31 14,710 $357,000 144
   LINCOLN NATIONAL CORP 867 *New 2024-03-31 14,432 $351,000 14,432
   Landmark Wealth Management LLC 59 - 2024-03-31 13,358 $325,000 -58
   BB&T CORP 2257 - 2024-03-31 12,343 $300,000 759
   HIGHTOWER ADVISORS, LLC 2689 - 2024-03-31 11,402 $278,000 500
   Engrave Wealth Partners LLC 68 - 2023-12-31 10,079 $248,000 -19
   Laurel Wealth Advisors Inc. 612 - 2022-12-31 9,062 $215,000 0
   MULTIFINANCIAL SECURITIES CORP 2174 - 2024-03-31 8,702 $211,000 -3,211
   GRIMES & COMPANY INC 313 *New 2024-03-31 8,586 $209,000 8,586
   Global Retirement Partners LLC 1031 - 2024-03-31 4,500 $109,000 -2,200
   HARBOUR INVESTMENTS INC. 1247 - 2023-12-31 3,115 $77,000 0
   Larson Financial Group LLC 626 - 2024-03-31 2,732 $66,000 0
   Key Financial Inc 451 - 2024-03-31 1,846 $45,000 0
   Steward Partners Investment Advisory LLC 2344 - 2024-03-31 1,200 $29,000 0
   ICA Group Wealth Management LLC 1027 - 2024-03-31 215 $5,000 2
   JNBA FINANCIAL ADVISORS 567 - 2024-03-31 136 $3,000 1
   ANCORA ADVISORS, LLC 1542 *New 2024-03-31 33 $1,000 33
   WELLS FARGO & CO/MN 5866 - 2024-03-31 1 $0 -5,874
   VitalStone Financial LLC 503 *Closed 2024-03-31 0 $0 -833
   IFP Advisors Inc 3119 *Closed 2023-12-31 0 $0 -3,443
   PROEQUITIES INC. 6952 - 2024-03-31 0 $0 0
   Waterloo Capital L.P. 389 *Closed 2024-03-31 0 $0 -9,149
   KARLINSKI ANDREW C 58 *Closed 2022-12-31 0 $0 -67,598
   CITADEL ADVISORS LLC 6658 *Closed 2024-03-31 0 $0 -8,465
   GTS SECURITIES LLC 1639 *Closed 2024-03-31 0 $0 -48,314
  62 Records found
  1    
  Page 1 of 1
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