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Get Institutions for : 
Iq Mackay Municipal Insured Etf (MMIN)  
$23.91 0.05 (0.2%) as of 4:30 Thu 5/2


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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  : 
0.56 (2.39%)  




 
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 2041 - 2023-12-31 1,489,257 $36,576,000 57,545
   ROYAL BANK OF CANADA 1108 - 2023-12-31 843,570 $20,718,000 553,878
   LPL FINANCIAL CORP 967 - 2023-12-31 664,927 $16,331,000 366,848
   BANK OF AMERICA CORP /DE/ 2034 - 2023-12-31 592,225 $14,545,000 53,897
   UBS Group AG 1275 - 2023-12-31 564,599 $13,867,000 -46,173
   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
   RAYMOND JAMES & ASSOCIATES 1744 - 2024-03-31 161,284 $3,919,000 16,946
   COMMONWEALTH EQUITY SERVICES LLC. 1323 - 2023-12-31 137,191 $3,369,000 -3,678
   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 28 - 2023-12-31 104,072 $2,556,000 74,433
   Private Advisor Group LLC 710 - 2023-12-31 92,321 $2,267,000 4,504
   Paulson Wealth Management Inc. 28 - 2023-12-31 88,136 $2,165,000 -415
   Americana Partners LLC *New 2023-12-31 81,450 $2,000,000 81,450
   CFO4Life Group LLC - 2023-12-31 71,135 $1,747,000 -510
   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 384 - 2023-12-31 49,459 $1,215,000 -44,658
   GTS SECURITIES LLC 548 - 2023-12-31 48,314 $1,187,000 5,800
   Vertex Planning Partners LLC 38 - 2023-12-31 44,095 $1,083,000 14,218
   Stewardship Advisors LLC 47 *New 2024-03-31 34,661 $842,000 34,661
   FLOW TRADERS U.S. LLC 380 - 2023-12-31 33,492 $823,000 -109,180
   Sweet Financial Partners LLC 90 - 2024-03-31 31,495 $765,000 610
   Cetera Investment Advisers 1279 *New 2023-12-31 29,885 $734,000 29,885
   Pine Valley Investments Ltd Liability Co 238 - 2023-12-31 28,903 $712,000 -13,840
   Wealthcare Advisory Partners LLC 532 *New 2024-03-31 20,650 $502,000 20,650
   COMERICA BANK 1862 - 2023-12-31 20,000 $491,000 -21,200
   ENVESTNET ASSET MANAGEMENT INC 3389 - 2023-12-31 17,479 $429,000 -4,402
   Advisor Group Holdings Inc. 3413 - 2023-12-31 14,653 $360,000 -11,718
   Pathstone Holdings LLC 1707 - 2023-12-31 14,566 $358,000 0
   Landmark Wealth Management LLC 59 - 2024-03-31 13,358 $325,000 -58
   MULTIFINANCIAL SECURITIES CORP 1434 - 2023-12-31 11,913 $293,000 -3,438
   BB&T CORP 2282 - 2023-12-31 11,584 $285,000 -2,552
   HIGHTOWER ADVISORS, LLC 2721 *New 2023-12-31 10,902 $269,000 10,902
   Engrave Wealth Partners LLC 68 - 2023-12-31 10,079 $248,000 -19
   Waterloo Capital L.P. 343 *New 2023-12-31 9,149 $225,000 9,149
   Laurel Wealth Advisors Inc. 612 - 2022-12-31 9,062 $215,000 0
   GRIMES & COMPANY INC 313 *New 2024-03-31 8,586 $209,000 8,586
   CITADEL ADVISORS LLC 4385 - 2023-12-31 8,465 $208,000 -427
   WELLS FARGO & CO/MN 4074 - 2023-12-31 5,875 $144,000 5,875
   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 563 *New 2023-12-31 2,732 $67,000 2,732
   Key Financial Inc 444 - 2023-12-31 1,846 $45,000 0
   Steward Partners Investment Advisory LLC 2205 - 2023-12-31 1,200 $29,000 0
   VitalStone Financial LLC 228 - 2023-12-31 833 $20,000 -2,222
   ICA Group Wealth Management LLC 1023 *New 2023-12-31 213 $5,000 213
   JNBA FINANCIAL ADVISORS 567 - 2024-03-31 136 $3,000 1
   JANNEY MONTGOMERY SCOTT LLC 2628 *Closed 2023-12-31 0 $0 -14,075
   Core Wealth Advisors Inc. 254 *Closed 2023-12-31 0 $0 -49,205
   Commonwealth Financial Services LLC 185 *Closed 2023-12-31 0 $0 -13,188
   CREATIVE PLANNING 2891 *Closed 2023-12-31 0 $0 -26,295
   Stonebridge Capital Advisors LLC 583 *Closed 2023-12-31 0 $0 -1,300
   JANE STREET GROUP LLC 5645 *Closed 2023-12-31 0 $0 -148,549
   IFP Advisors Inc 3119 *Closed 2023-12-31 0 $0 -3,443
   PROEQUITIES INC. 7245 - 2023-12-31 0 $0 0
   KARLINSKI ANDREW C 58 *Closed 2022-12-31 0 $0 -67,598
   OLD MISSION CAPITAL LLC 1077 *Closed 2023-12-31 0 $0 -28,216
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6512 *Closed 2023-12-31 0 $0 -19,223
   MML INVESTORS SERVICES LLC 2455 *Closed 2023-12-31 0 $0 -14,973
   MARINER WEALTH ADVISORS, LLC 3181 *Closed 2023-12-31 0 $0 -10,037
  68 Records found
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