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Get Institutions for : 
Iq Mackay Municipal Intermediate Etf (MMIT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    8
Total shares held : 
 21,805,289  
% of shares held : 
 24.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 5,417,300  
% of shares held change : 
   6.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 369,972
 1.7%
 
Increased Positions :
50
 5,867,138
 26.91%
 
Unchanged Positions :
9
 149,877
 0.69%
 
Decreased Positions :
19
-330,078
-1.51%
 
Closed Positions :
7
-489,732
-2.25%
 
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
   BANK OF AMERICA CORP /DE/ 999 - 2024-03-31 3,405,989 $83,072,000 -898,980
   MORGAN STANLEY 1574 - 2024-03-31 2,502,663 $61,040,000 174,706
   UBS Group AG 893 - 2024-03-31 1,510,106 $36,831,000 150,267
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 343 - 2024-03-31 1,400,644 $34,162,000 256,090
   Schneider Downs Wealth Management Advisors LP 4 - 2024-03-31 1,132,112 $27,612,000 176,648
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 22 - 2024-03-31 1,075,867 $26,240,000 -40,378
   LPL FINANCIAL CORP 822 - 2024-03-31 1,062,046 $25,903,000 38,139
   IAG Wealth Partners LLC 5 - 2024-03-31 991,322 $24,178,000 61,489
   Pallas Capital Advisors LLC 10 - 2024-03-31 899,803 $21,946,000 89,368
   TruWealth Advisors LLC 30 - 2024-03-31 613,630 $14,966,000 74,673
   FINANCIAL NETWORK 310 - 2024-03-31 526,017 $12,830,000 21,357
   STIFEL FINANCIAL CORP 833 - 2024-03-31 391,561 $9,550,000 16,476
   GREAT VALLEY ADVISOR GROUP INC. 92 - 2024-03-31 386,317 $9,422,000 14,920
   ENVESTNET ASSET MANAGEMENT INC 1668 - 2024-03-31 325,722 $7,944,000 36,383
   PFS INVESTMENTS INC. 163 - 2023-06-30 311,672 $7,592,000 2,888
   BANK OF NEW YORK MELLON CORP 2113 - 2024-03-31 308,073 $7,514,000 -10,481
   BB&T CORP 779 - 2024-03-31 265,978 $6,487,000 15,132
   FINANCIAL COUNSELORS INC 176 - 2024-03-31 245,461 $5,987,000 -535,979
   Prestige Wealth Management Group LLC 21 - 2024-03-31 239,145 $5,833,000 47,692
   Dynamic Advisors Solutions LLC 138 - 2024-03-31 235,396 $5,741,000 19,640
   COMMONWEALTH EQUITY SERVICES LLC. 1118 - 2024-03-31 218,128 $5,320,000 18,190
   PFG FINANCIAL ADVISORS 36 - 2024-03-31 199,769 $4,872,000 6,317
   Bernardo Wealth Planning LLC 21 - 2024-03-31 185,841 $4,533,000 5,596
   MASSMUTUAL TRUST CO FSB/ADV 152 - 2024-03-31 160,464 $3,914,000 -138,760
   Integrated Wealth Concepts LLC 341 - 2024-03-31 143,383 $3,497,000 -1,140
   RAYMOND JAMES & ASSOCIATES 1903 - 2024-03-31 121,953 $2,974,000 14,916
   Main Street Financial Solutions LLC 67 - 2024-03-31 117,564 $2,867,000 2,862
   Cypress Point Wealth Management LLC 18 - 2024-03-31 106,930 $2,608,000 17,645
   QUANTITATIVE ADVANTAGE LLC 57 - 2023-03-31 103,518 $2,546,000 21,159
   Legacy Financial Strategies LLC 39 - 2024-03-31 103,212 $2,517,000 -1,455
   J P MORGAN CHASE & CO 2861 - 2024-03-31 101,102 $2,466,000 7,523
   CAPTRUST FINANCIAL ADVISORS 752 - 2024-03-31 93,650 $2,284,000 -17,558
   MML INVESTORS SERVICES LLC 998 - 2024-03-31 91,306 $2,227,000 14,993
   ROYAL BANK OF CANADA 2507 - 2024-03-31 83,693 $2,041,000 8,468
   Narus Financial Partners LLC 22 - 2024-03-31 82,162 $2,004,000 0
   Landmark Wealth Management LLC 33 - 2024-03-31 69,825 $1,703,000 5,392
   Snowden Capital Advisors LLC 370 - 2024-03-31 64,835 $1,581,000 -9,855
   Private Advisor Group LLC 923 - 2024-03-31 64,739 $1,579,000 -28,039
   JOURNEY STRATEGIC WEALTH LLC 54 - 2024-03-31 61,269 $1,494,000 4,211
   JANNEY CAPITAL MANAGEMENT LLC 130 - 2024-03-31 61,162 $1,492,000 -756
   Kuhn & Co Investment Counsel 20 - 2024-03-31 58,659 $1,431,000 6,026
   Amplius Wealth Advisors LLC 62 - 2024-03-31 54,211 $1,322,000 -181,335
   Evergreen Private Wealth LLC 47 - 2024-03-31 49,760 $1,214,000 4,074
   COMERICA BANK 1447 - 2024-03-31 48,713 $1,188,000 1,349
   Atria Wealth Solutions Inc. 849 - 2024-03-31 46,982 $1,146,000 -1,492
   Advisor Group Holdings Inc. 2273 - 2024-03-31 43,240 $1,055,000 -74,422
   AdvisorNet Financial Inc 200 - 2024-03-31 42,731 $1,042,000 862
   PFG Advisors 284 - 2024-03-31 41,430 $1,010,000 -435
   SWMG LLC 41 - 2024-03-31 37,460 $914,000 369
   JANE STREET GROUP LLC 3215 - 2024-03-31 36,261 $884,000 36,261
   BCS Wealth Management 83 - 2024-03-31 35,704 $871,000 -5,559
   THRIVENT FINANCIAL FOR LUTHERANS 1897 - 2024-03-31 35,536 $867,000 11,035
   PARK AVENUE SECURITIES LLC 723 - 2024-03-31 35,387 $863,000 6,416
   HIGHTOWER ADVISORS, LLC 1869 - 2024-03-31 34,799 $850,000 357
   Burt Wealth Advisors 45 - 2024-03-31 34,441 $840,000 0
   Redhawk Wealth Advisors Inc. 132 - 2024-03-31 34,298 $837,000 4,585
   SAXON INTERESTS INC. 72 - 2024-03-31 34,167 $833,000 0
   Steward Partners Investment Advisory LLC 859 - 2024-03-31 33,976 $829,000 -124,417
   TITLEIST ASSET MANAGEMENT LLC 113 - 2024-03-31 33,741 $823,000 3,745
   Evolution Wealth Advisors LLC 66 - 2024-03-31 32,313 $788,000 0
   Opes Wealth Management LLC 69 - 2024-03-31 29,540 $720,000 5,540
   TCG Advisory Services LLC 226 - 2024-03-31 27,809 $678,000 3,589
   Western Wealth Management LLC 305 - 2024-03-31 26,996 $658,000 9,660
   Sequoia Financial Advisors LLC 652 - 2024-03-31 22,892 $558,000 -38,670
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1565 - 2024-03-31 20,910 $510,000 5,503
   Pineridge Advisors LLC 33 - 2024-03-31 19,373 $473,000 -3,031
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3569 - 2024-03-31 18,314 $447,000 18,314
   LINCOLN NATIONAL CORP 783 - 2024-03-31 18,159 $443,000 2,679
   FLOW TRADERS U.S. LLC 479 - 2024-03-31 17,335 $423,000 17,335
   MBE Wealth Management LLC 58 - 2024-03-31 16,167 $394,000 222
   MARINER WEALTH ADVISORS, LLC 2246 *New 2024-03-31 15,391 $375,000 15,391
   Golden State Equity Partners 236 - 2023-12-31 15,064 $370,000 -2,014
   TSFG LLC 113 - 2024-03-31 14,897 $363,000 -378
   Kestra Advisory Services LLC 1856 - 2024-03-31 14,800 $361,000 4,214
   LEVEL FOUR ADVISORY SERVICES LLC 577 - 2024-03-31 13,480 $331,000 0
   Vertex Planning Partners LLC 117 - 2024-03-31 13,404 $327,000 0
   PRUDENTIAL FINANCIAL INC 2314 - 2024-03-31 13,088 $319,000 2,271
   Fortis Group Advisors LLC 166 *New 2024-03-31 12,277 $299,000 12,277
   H D Vest Advisory Services 1348 *New 2024-03-31 11,212 $273,000 11,212
   Lokken Investment Group LLC 114 - 2024-03-31 11,042 $269,000 2,753
   Equitable Holdings Inc. 1002 - 2024-03-31 10,584 $258,000 -2,493
   BARTLETT & CO. LLC 433 *New 2023-12-31 10,145 $250,000 10,145
   BARTLETT & CO. WEALTH MANAGEMENT LLC 432 - 2024-03-31 10,145 $247,000 0
   Insight Advisors LLC/ PA 258 - 2024-03-31 9,875 $241,000 0
   Goss Wealth Management LLC 1775 - 2024-03-31 9,161 $223,000 82
   Envestnet Portfolio Solutions Inc. 1524 - 2024-03-31 8,972 $219,000 0
   Cetera Investment Advisers 1642 *New 2024-03-31 8,537 $208,000 8,537
   Visionary Wealth Advisors 469 - 2024-03-31 8,443 $206,000 74
   PNC FINANCIAL SERVICES GROUP INC 2168 *New 2024-03-31 8,178 $199,000 8,178
   Wiser Advisor Group LLC 58 - 2024-03-31 5,107 $125,000 46
   Northwest Financial Advisors 238 - 2024-03-31 2,571 $63,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1169 - 2024-03-31 2,017 $49,000 120
   HARBOUR INVESTMENTS INC. 1770 - 2023-12-31 988 $24,000 0
   Householder Group Estate & Retirement Specialist L 688 - 2024-03-31 750 $18,000 0
   Ten Capital Wealth Advisors LLC 241 *Closed 2023-06-30 0 $0 -1,500
   Rockefeller Capital Management L.P. 1713 *Closed 2024-03-31 0 $0 -11,303
   New Hampshire Trust 175 *Closed 2024-03-31 0 $0 -125,919
   Waterloo Capital L.P. 369 *Closed 2024-03-31 0 $0 -11,884
   OLD MISSION CAPITAL LLC 1054 *Closed 2024-03-31 0 $0 -16,355
   IFP Advisors Inc 3127 *Closed 2023-12-31 0 $0 -7,363
  100 Records found
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