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Get Institutions for : 
Index IQ ETF Trust (QAI)  
$30.93 0.03 (0.1%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    4
Total shares held : 
 16,634,236  
% of shares held : 
 70.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 1,482,320  
% of shares held change : 
   6.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.98  
Last Quarter's Ending Price : 
 $30.10  
Last Quarter's Average Price : 
 $30.32  
Change from last quarter's     
avg. price to the last closing  : 
0.61 (2.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 1,053,088
 6.33%
 
Increased Positions :
29
 834,107
 5.01%
 
Unchanged Positions :
23
 793,287
 4.77%
 
Decreased Positions :
41
-306,557
-1.84%
 
Closed Positions :
10
-98,318
-0.59%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1039 - 2024-03-31 4,088,313 $126,288,000 -1,357,288
   ALASKA PERMANENT CAPITAL MANAGEMENT 11 - 2024-03-31 1,085,293 $33,501,000 195,531
   ROYAL BANK OF CANADA 883 - 2024-03-31 1,082,246 $33,430,000 56,670
   PITCAIRN CO 6 - 2024-03-31 1,046,094 $32,314,000 158,727
   COLONY GROUP, LLC 111 - 2024-03-31 921,857 $28,476,000 -70,405
   COLONY GROUP LLC 62 - 2023-09-30 900,105 $27,030,000 -46,944
   Brio Consultants LLC 8 - 2024-03-31 778,150 $24,037,000 50,392
   HTLF Bank 9 - 2024-03-31 687,878 $21,249,000 -4,807
   AMERIPRISE FINANCIAL INC 1273 - 2024-03-31 667,152 $20,582,000 110,998
   APCM Wealth Management for Individuals 9 - 2024-03-31 644,212 $19,900,000 53,123
   DUBUQUE BANK & TRUST CO 10 - 2023-09-30 582,889 $17,504,000 5,999
   CAPTRUST FINANCIAL ADVISORS 256 - 2024-03-31 514,808 $15,902,000 5,835
   QUANTITATIVE ADVANTAGE LLC 15 - 2023-03-31 501,438 $14,647,000 18,327
   Verdence Capital Advisors LLC 20 - 2024-03-31 278,992 $8,618,000 29,802
   One Capital Management LLC 83 *New 2024-03-31 276,411 $8,538,000 276,411
   KOCHIS FITZ/QUINTILE LLC 43 - 2024-03-31 251,727 $7,776,000 -36,600
   Advisor Group Holdings Inc. 812 - 2024-03-31 248,466 $7,675,000 -49,239
   UBS Group AG 1834 - 2024-03-31 238,209 $7,358,000 -37,146
   Harwood Advisory Group LLC 15 - 2024-03-31 217,808 $6,728,000 -19,009
   Endowment Wealth Management Inc. 2 - 2024-03-31 200,640 $6,198,000 8,356
   EP WEALTH ADVISORS, INC. 161 - 2024-03-31 175,416 $5,419,000 135,254
   Q3 Asset Management 13 - 2024-03-31 170,763 $5,274,000 46,801
   BANK OF THE WEST 54 - 2022-12-31 164,444 $4,680,000 -7,544
   RAYMOND JAMES & ASSOCIATES 1640 - 2024-03-31 148,776 $4,596,000 -2,477
   COMERICA BANK 812 - 2024-03-31 136,444 $4,215,000 -6,366
   Private Advisor Group LLC 518 - 2024-03-31 133,826 $4,134,000 -135
   RDL FINANCIAL INC 16 - 2024-03-31 119,708 $3,571,000 0
   LFA - Lugano Financial Advisors SA 12 - 2024-03-31 112,790 $3,484,000 4,873
   HBK SORCE ADVISORY LLC 91 - 2024-03-31 111,417 $3,442,000 -32,377
   Baron Financial Group LLC 20 - 2024-03-31 95,169 $2,940,000 6,149
   WELLS FARGO & CO/MN 2307 - 2024-03-31 94,466 $2,918,000 -1,488
   Cooper Financial Group 38 - 2024-03-31 85,271 $2,634,000 222
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1625 - 2024-03-31 65,123 $2,012,000 1,578
   Twelve Points Wealth Management LLC 38 - 2024-03-31 53,743 $1,660,000 1,236
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1013 - 2024-03-31 53,663 $1,658,000 -22,660
   Empirical Asset Management LLC 25 - 2024-03-31 53,228 $1,644,000 -118
   Oversea-Chinese Banking CORP Ltd 166 - 2024-03-31 50,703 $1,566,000 -5,219
   ENVESTNET ASSET MANAGEMENT INC 2737 - 2024-03-31 49,008 $1,514,000 -53,996
   UMB BANK N A/MO 277 - 2024-03-31 48,271 $1,491,000 0
   LPL FINANCIAL CORP 2787 - 2024-03-31 47,682 $1,473,000 -7,967
   BANK OF MONTREAL /CAN/ 1684 - 2024-03-31 32,373 $1,000,000 -23,014
   Snowden Capital Advisors LLC 497 - 2024-03-31 31,622 $977,000 -1,361
   CONSULTIVA WEALTH MANAGEMENT CORP. 5 - 2024-03-31 30,362 $938,000 -27,804
   GREENLEAF TRUST 316 - 2024-03-31 30,175 $932,000 -8,070
   Strategic Advocates LLC 49 - 2024-03-31 29,193 $902,000 11,087
   HIGHTOWER ADVISORS, LLC 1893 - 2024-03-31 26,855 $828,000 -1,636
   Betterment LLC 227 - 2024-03-31 24,788 $766,000 -4,220
   JANE STREET GROUP LLC 3605 *New 2024-03-31 20,300 $627,000 20,300
   BAYSTATE WEALTH MANAGEMENT LLC 131 - 2023-12-31 19,535 $588,000 -1
   COLDSTREAM CAPITAL MANAGEMENT INC 547 - 2024-03-31 16,124 $498,000 -2,655
   Belpointe Asset Management LLC 441 *New 2024-03-31 15,853 $490,000 15,853
   Change Path LLC 581 - 2024-03-31 15,183 $469,000 1,013
   RATHBONE BROTHERS PLC 419 - 2024-03-31 14,981 $463,000 -2,884
   SAGE FINANCIAL GROUP INC 70 - 2024-03-31 14,920 $461,000 1,575
   CITADEL ADVISORS LLC 3832 - 2024-03-31 14,790 $457,000 14,790
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 651 - 2024-03-31 13,150 $407,000 3,054
   Hexagon Capital Partners LLC 131 - 2024-03-31 11,229 $347,000 -2,514
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410 - 2024-03-31 10,914 $337,000 -18,108
   STEPHENS INC /AR/ 971 - 2024-03-31 10,847 $335,000 0
   EQIS CAPITAL MANAGEMENT, INC. 581 - 2024-03-31 10,311 $319,000 -1,135
   STIFEL FINANCIAL CORP 2870 - 2024-03-31 10,244 $316,000 -8,240
   Patten Group Inc. 212 - 2024-03-31 10,034 $310,000 -499
   HANCOCK HOLDING CO 531 - 2024-03-31 10,006 $309,000 -51,462
   UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 43 - 2024-03-31 9,875 $305,000 -3,244
   First Bank & Trust 179 *New 2024-03-31 9,315 $288,000 9,315
   Kestra Advisory Services LLC 2004 - 2024-03-31 9,266 $286,000 1,728
   Catalyst Wealth Management LLC 106 - 2023-03-31 9,002 $263,000 -145
   MARINER WEALTH ADVISORS, LLC 2558 - 2024-03-31 8,399 $259,000 -3,936
   COMMONWEALTH EQUITY SERVICES LLC. 3379 - 2024-03-31 8,279 $256,000 -1,732
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4237 - 2024-03-31 8,276 $256,000 -42,444
   GREENWOOD CAPITAL ASSOCIATES LLC 233 - 2024-03-31 7,976 $246,000 716
   Pallas Capital Advisors LLC 381 *New 2024-03-31 7,935 $245,000 7,935
   Richard P Slaughter Associates Inc 131 - 2024-03-31 7,814 $241,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2864 - 2024-03-31 7,648 $236,000 522
   Moors & Cabot Inc. 768 *New 2024-03-31 7,373 $228,000 7,373
   Argent Trust Co 619 - 2024-03-31 7,317 $226,000 0
   OPPENHEIMER & CO INC 1304 *New 2024-03-31 7,047 $218,000 7,047
   Richard W. Paul & Associates LLC 165 - 2024-03-31 6,837 $211,000 -1,241
   DAVIS R M INC 258 *New 2024-03-31 6,545 $202,000 6,545
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1541 - 2024-03-31 6,477 $200,000 -2,308
   Able Wealth Management LLC 84 - 2023-12-31 5,000 $151,000 0
   HANSON MCCLAIN, INC. 932 - 2024-03-31 4,179 $129,000 164
   ABSOLUTE INVESTMENT MANAGEMENT LLC 102 - 2024-03-31 3,517 $109,000 -1,329
   BerganKDV Wealth Management LLC 286 - 2023-06-30 3,554 $106,000 -1,493
   CENTRAL BANK & TRUST CO 207 - 2024-03-31 3,079 $95,000 533
   Aspire Wealth Management Corp 123 - 2024-03-31 2,764 $85,000 -2,291
   PRIVATE TRUST CO NA 1021 - 2024-03-31 2,039 $63,000 0
   Parallel Advisors LLC 1491 - 2024-03-31 1,621 $50,000 -76
   Register Financial Advisors LLC 360 - 2024-03-31 1,456 $45,000 1,456
   Steward Partners Investment Advisory LLC 2300 - 2024-03-31 1,049 $32,000 0
   Financial Gravity Wealth Inc. 291 *New 2024-03-31 884 $27,000 884
   Nelson Van Denburg & Campbell Wealth Management Gr 1625 - 2024-03-31 615 $19,000 615
   NBC SECURITIES INC. 1514 - 2024-03-31 546 $16,000 -323
   Hartland & Co. LLC 978 - 2024-03-31 517 $16,000 0
   BANK OF AMERICA CORP /DE/ 5722 - 2024-03-31 444 $14,000 379
   FMR LLC 4042 - 2024-03-31 382 $12,000 -1,861
   GPS Wealth Strategies Group LLC 823 - 2024-03-31 382 $12,000 0
   First Capital Advisors Group LLC. 521 *New 2023-06-30 369 $11,000 369
   Tidemark LLC 442 - 2024-03-31 336 $10,000 0
   Spire Wealth Management 1788 - 2024-03-31 260 $8,000 0
  100 Records found
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