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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/ 828 - 2023-12-31 4,304,969 $105,730,000 1,511,420
   MORGAN STANLEY 1590 - 2023-12-31 2,327,957 $57,175,000 14,955
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 343 - 2024-03-31 1,400,644 $34,162,000 256,090
   UBS Group AG 856 - 2023-12-31 1,359,839 $33,398,000 180,978
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 20 - 2023-12-31 1,116,245 $27,415,000 1,101,741
   LPL FINANCIAL CORP 777 - 2023-12-31 1,023,907 $25,147,000 378,600
   IAG Wealth Partners LLC 5 - 2024-03-31 991,322 $24,178,000 61,489
   Schneider Downs Wealth Management Advisors LP 5 - 2023-12-31 955,464 $23,466,000 94,214
   Pallas Capital Advisors LLC 10 - 2024-03-31 899,803 $21,946,000 89,368
   FINANCIAL COUNSELORS INC - 2023-12-31 781,440 $19,192,000 637,004
   TruWealth Advisors LLC 30 - 2024-03-31 613,630 $14,966,000 74,673
   FINANCIAL NETWORK 298 - 2023-12-31 504,660 $12,394,000 432,570
   STIFEL FINANCIAL CORP 804 - 2023-12-31 375,085 $9,212,000 140,065
   GREAT VALLEY ADVISOR GROUP INC. 80 - 2023-12-31 371,397 $9,122,000 19,081
   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
   ENVESTNET ASSET MANAGEMENT INC 1651 - 2023-12-31 289,339 $7,106,000 37,677
   BB&T CORP 792 - 2023-12-31 250,846 $6,161,000 -19,786
   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. 1092 - 2023-12-31 199,938 $4,910,000 153,007
   PFG FINANCIAL ADVISORS 36 - 2024-03-31 199,769 $4,872,000 6,317
   Bernardo Wealth Planning LLC - 2023-12-31 180,245 $4,427,000 86,408
   MASSMUTUAL TRUST CO FSB/ADV 152 - 2024-03-31 160,464 $3,914,000 -138,760
   Steward Partners Investment Advisory LLC 334 - 2023-12-31 158,393 $3,890,000 12,745
   Integrated Wealth Concepts LLC 302 - 2023-12-31 144,523 $3,549,000 7,536
   RAYMOND JAMES & ASSOCIATES 1903 - 2024-03-31 121,953 $2,974,000 14,916
   Advisor Group Holdings Inc. 1567 - 2023-12-31 117,662 $2,890,000 4,812
   Main Street Financial Solutions LLC 67 - 2024-03-31 117,564 $2,867,000 2,862
   CAPTRUST FINANCIAL ADVISORS 777 - 2023-12-31 111,208 $2,731,000 -24,009
   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 2892 - 2023-12-31 93,579 $2,298,000 82,468
   Private Advisor Group LLC 708 - 2023-12-31 92,778 $2,279,000 4,511
   Cypress Point Wealth Management LLC 18 - 2023-12-31 89,285 $2,193,000 -1,628
   Narus Financial Partners LLC 22 - 2024-03-31 82,162 $2,004,000 0
   MML INVESTORS SERVICES LLC 1028 - 2023-12-31 76,313 $1,874,000 21,928
   ROYAL BANK OF CANADA 2619 - 2023-12-31 75,225 $1,848,000 23,124
   Snowden Capital Advisors LLC 292 - 2023-12-31 74,690 $1,834,000 44,731
   Landmark Wealth Management LLC 33 - 2024-03-31 69,825 $1,703,000 5,392
   JANNEY CAPITAL MANAGEMENT LLC 126 *New 2023-12-31 61,918 $1,521,000 61,918
   Sequoia Financial Advisors LLC - 2023-12-31 61,562 $1,512,000 10,030
   JOURNEY STRATEGIC WEALTH LLC 49 - 2023-12-31 57,058 $1,401,000 490
   Amplius Wealth Advisors LLC 62 - 2024-03-31 54,211 $1,322,000 -181,335
   Kuhn & Co Investment Counsel 20 - 2023-12-31 52,633 $1,293,000 0
   Evergreen Private Wealth LLC 47 - 2024-03-31 49,760 $1,214,000 4,074
   Atria Wealth Solutions Inc. 783 - 2023-12-31 48,474 $1,193,000 2,861
   COMERICA BANK 1459 - 2023-12-31 47,364 $1,163,000 35,302
   AdvisorNet Financial Inc 200 - 2024-03-31 42,731 $1,042,000 862
   PFG Advisors 263 - 2023-12-31 41,865 $1,028,000 -3,307
   SWMG LLC 42 - 2023-12-31 37,091 $911,000 808
   BCS Wealth Management 83 - 2024-03-31 35,704 $871,000 -5,559
   PARK AVENUE SECURITIES LLC 723 - 2024-03-31 35,387 $863,000 6,416
   HIGHTOWER ADVISORS, LLC 1884 - 2023-12-31 34,442 $847,000 14,612
   Burt Wealth Advisors 45 - 2024-03-31 34,441 $840,000 0
   SAXON INTERESTS INC. 72 - 2024-03-31 34,167 $833,000 0
   Evolution Wealth Advisors LLC 66 - 2024-03-31 32,313 $788,000 0
   TITLEIST ASSET MANAGEMENT LLC 117 - 2023-12-31 29,996 $737,000 11,399
   Redhawk Wealth Advisors Inc. 131 *New 2023-12-31 29,713 $730,000 29,713
   THRIVENT FINANCIAL FOR LUTHERANS 2066 *New 2023-12-31 24,501 $602,000 24,501
   TCG Advisory Services LLC 211 - 2023-12-31 24,220 $595,000 -13,792
   Opes Wealth Management LLC 73 - 2023-12-31 24,000 $589,000 2,950
   AE Wealth Management LLC 1368 - 2023-12-31 23,109 $563,000 -5,463
   Pineridge Advisors LLC - 2023-12-31 22,404 $550,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1565 - 2024-03-31 20,910 $510,000 5,503
   Western Wealth Management LLC 454 *New 2023-12-31 17,336 $426,000 17,336
   OLD MISSION CAPITAL LLC 674 - 2023-12-31 16,355 $402,000 1,686
   MBE Wealth Management LLC 58 - 2024-03-31 16,167 $394,000 222
   LINCOLN NATIONAL CORP 764 - 2023-12-31 15,480 $380,000 3,500
   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
   LEVEL FOUR ADVISORY SERVICES LLC 577 *New 2023-12-31 13,480 $331,000 13,480
   Vertex Planning Partners LLC 114 - 2023-12-31 13,404 $329,000 -15,709
   Equitable Holdings Inc. 920 *New 2023-12-31 13,077 $321,000 13,077
   Waterloo Capital L.P. 298 *New 2023-12-31 11,884 $292,000 11,884
   Rockefeller Capital Management L.P. 1470 - 2023-12-31 11,303 $278,000 11,303
   PRUDENTIAL FINANCIAL INC 2359 *New 2023-12-31 10,817 $266,000 10,817
   Kestra Advisory Services LLC 1923 - 2023-12-31 10,586 $260,000 -7,037
   WealthBridge Capital Management LLC 141 - 2023-12-31 10,207 $251,000 -1,698
   BARTLETT & CO. LLC 433 *New 2023-12-31 10,145 $250,000 10,145
   BARTLETT & CO. WEALTH MANAGEMENT LLC 434 *New 2023-12-31 10,145 $250,000 10,145
   Insight Advisors LLC/ PA - 2023-12-31 9,875 $243,000 0
   Goss Wealth Management LLC 1649 - 2023-12-31 9,079 $223,000 78
   Envestnet Portfolio Solutions Inc. 1454 *New 2023-12-31 8,972 $220,000 8,972
   MISSION CREEK CAPITAL PARTNERS INC 214 - 2023-12-31 8,788 $216,000 79
   Visionary Wealth Advisors 454 *New 2023-12-31 8,369 $206,000 8,369
   Lokken Investment Group LLC 126 *New 2023-12-31 8,289 $204,000 8,289
   Wiser Advisor Group LLC 55 - 2023-12-31 5,061 $124,000 0
   Northwest Financial Advisors 185 - 2023-12-31 2,571 $63,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1174 - 2023-12-31 1,897 $47,000 10
   HARBOUR INVESTMENTS INC. 1770 - 2023-12-31 988 $24,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 750 $18,000 0
   CITADEL ADVISORS LLC 5570 *Closed 2023-12-31 0 $0 -10,237
   1776 WEALTH LLC 134 *Closed 2023-12-31 0 $0 -37,379
   Ten Capital Wealth Advisors LLC 241 *Closed 2023-06-30 0 $0 -1,500
   New Hampshire Trust 175 *Closed 2024-03-31 0 $0 -125,919
   FLOW TRADERS U.S. LLC 1017 *Closed 2023-12-31 0 $0 -124,410
   GTS SECURITIES LLC 1586 *Closed 2023-12-31 0 $0 -66,795
   IFP Advisors Inc 3127 *Closed 2023-12-31 0 $0 -7,363
   JANE STREET GROUP LLC 5837 *Closed 2023-12-31 0 $0 -182,899
  100 Records found
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