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Get Institutions for : 
Iq Mackay Municipal Insured Etf (MMIN)  
$24.17 0.04 (0.17%) as of 4:30 Thu 5/16


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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  : 
0.82 (3.51%)  




 
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 989 - 2024-03-31 732,252 $17,794,000 67,325
   BANK OF AMERICA CORP /DE/ 2034 - 2023-12-31 592,225 $14,545,000 53,897
   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
   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
   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
   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
   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
   Pine Valley Investments Ltd Liability Co 226 - 2024-03-31 36,788 $894,000 7,885
   Sweet Financial Partners LLC 90 - 2024-03-31 31,495 $765,000 610
   Advisor Group Holdings Inc. 3025 - 2024-03-31 18,044 $438,000 3,391
   HIGHTOWER ADVISORS, LLC 2689 - 2024-03-31 11,402 $278,000 500
  22 Records found
  1    
  Page 1 of 1
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