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Get Institutions for : 
Index IQ ETF Trust (QAI)  
$30.61 0.04 (0.13%) as of 4:30 Wed 4/24


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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  : 
0.29 (0.96%)  




 
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
   CONSULTIVA WEALTH MANAGEMENT CORP. 1 - 2023-09-30 58,166 $1,746,789,000 -1,083
   MORGAN STANLEY 869 - 2023-12-31 5,445,601 $163,913,000 161,244
   ALASKA PERMANENT CAPITAL MANAGEMENT 11 - 2024-03-31 1,085,293 $33,501,000 195,531
   ROYAL BANK OF CANADA 905 - 2023-12-31 1,025,576 $30,870,000 24,795
   COLONY GROUP, LLC 64 *New 2023-12-31 992,262 $29,867,000 992,262
   COLONY GROUP LLC 62 - 2023-09-30 900,105 $27,030,000 -46,944
   PITCAIRN CO 6 - 2023-12-31 887,367 $26,710,000 -25,450
   Brio Consultants LLC 8 - 2023-12-31 727,758 $21,906,000 12,584
   HTLF Bank 9 - 2023-12-31 692,685 $20,850,000 0
   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
   AMERIPRISE FINANCIAL INC 1356 - 2023-12-31 556,154 $16,723,000 61,230
   CAPTRUST FINANCIAL ADVISORS 282 - 2023-12-31 508,973 $15,320,000 -23,021
   QUANTITATIVE ADVANTAGE LLC 15 - 2023-03-31 501,438 $14,647,000 18,327
   Beacon Harbor Wealth Advisors Inc. 7 - 2023-12-31 299,562 $9,017,000 8,420
   Advisor Group Holdings Inc. 858 - 2023-12-31 297,705 $8,966,000 -12,244
   UBS Group AG 1578 - 2023-12-31 275,355 $8,288,000 -11,841
   KOCHIS FITZ/QUINTILE LLC 43 - 2024-03-31 251,727 $7,776,000 -36,600
   Verdence Capital Advisors LLC 28 - 2023-12-31 249,190 $7,501,000 2,381
   Harwood Advisory Group LLC 15 - 2023-12-31 236,817 $7,128,000 -22,007
   Endowment Wealth Management Inc. 2 - 2023-12-31 192,284 $5,788,000 -275
   BANK OF THE WEST 54 - 2022-12-31 164,444 $4,680,000 -7,544
   RAYMOND JAMES & ASSOCIATES 1598 - 2023-12-31 151,253 $4,553,000 -1,207
   HBK SORCE ADVISORY LLC - 2023-12-31 143,794 $4,328,000 -6,056
   COMERICA BANK 767 - 2023-12-31 142,810 $4,299,000 -1,224
   Private Advisor Group LLC 514 - 2023-12-31 133,961 $4,032,000 -4,631
   Q3 Asset Management 17 - 2023-12-31 123,962 $3,721,000 69,608
   RDL FINANCIAL INC - 2023-12-31 119,708 $3,571,000 6,809
   LFA - Lugano Financial Advisors SA - 2023-12-31 107,917 $3,248,000 23,859
   ENVESTNET ASSET MANAGEMENT INC 2195 - 2023-12-31 103,004 $3,100,000 -10,392
   ABLE Financial Group LLC - 2023-12-31 97,741 $2,942,000 7,460
   WELLS FARGO & CO/MN 2248 - 2023-12-31 95,954 $2,888,000 17,814
   Baron Financial Group LLC - 2023-12-31 89,020 $2,680,000 735
   Cooper Financial Group 38 - 2024-03-31 85,271 $2,634,000 222
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1582 - 2023-12-31 63,545 $1,913,000 9,594
   HANCOCK HOLDING CO 211 - 2023-12-31 61,468 $1,850,000 45,990
   BANK OF MONTREAL /CAN/ 1400 - 2023-12-31 55,387 $1,734,000 -20,705
   Oversea-Chinese Banking CORP Ltd 147 - 2023-12-31 55,922 $1,683,000 -5,882
   LPL FINANCIAL CORP 2549 - 2023-12-31 55,649 $1,675,000 -30,287
   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 14 - 2023-12-31 53,346 $1,606,000 -1,952
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2204 - 2023-12-31 50,720 $1,527,000 30,194
   UMB BANK N A/MO - 2023-12-31 48,271 $1,453,000 0
   EP WEALTH ADVISORS, INC. 335 - 2023-12-31 40,162 $1,209,000 -4,735
   GREENLEAF TRUST 274 - 2023-12-31 38,245 $1,151,000 -21,230
   Snowden Capital Advisors LLC 436 - 2023-12-31 32,983 $993,000 -303
   CLARK CAPITAL MANAGEMENT GROUP INC 276 *New 2023-12-31 32,032 $964,000 32,032
   Strategic Advocates LLC 49 - 2024-03-31 29,193 $902,000 11,087
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 241 - 2023-12-31 29,022 $874,000 29,022
   Betterment LLC 190 - 2023-12-31 29,008 $873,000 -3,169
   HIGHTOWER ADVISORS, LLC 1880 - 2023-12-31 28,491 $855,000 -2,818
   BAYSTATE WEALTH MANAGEMENT LLC 131 - 2023-12-31 19,535 $588,000 -1
   COLDSTREAM CAPITAL MANAGEMENT INC 451 - 2023-12-31 18,779 $565,000 -28,110
   STIFEL FINANCIAL CORP 2502 - 2023-12-31 18,484 $556,000 8,135
   RATHBONE BROTHERS PLC 391 - 2023-12-31 17,865 $538,000 -4,029
   AE Wealth Management LLC 1483 - 2023-12-31 15,100 $454,000 5,782
   Change Path LLC 401 - 2023-12-31 14,170 $427,000 906
   SAGE FINANCIAL GROUP INC 77 - 2023-12-31 13,345 $402,000 3,750
   UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 33 - 2023-12-31 13,119 $395,000 0
   MARINER WEALTH ADVISORS, LLC 2157 - 2023-12-31 12,335 $371,000 -3,512
   Hexagon Capital Partners LLC 131 - 2024-03-31 11,229 $347,000 -2,514
   EQIS CAPITAL MANAGEMENT, INC. 552 - 2023-12-31 11,446 $345,000 -4,365
   STEPHENS INC /AR/ 903 - 2023-12-31 10,847 $326,000 0
   Patten Group Inc. 212 - 2024-03-31 10,034 $310,000 -499
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 652 - 2023-12-31 10,096 $302,000 4,441
   COMMONWEALTH EQUITY SERVICES LLC. 3095 *New 2023-12-31 10,011 $301,000 10,011
   First Bank & Trust 179 *New 2024-03-31 9,315 $288,000 9,315
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1401 - 2023-12-31 8,785 $264,000 -2,802
   Catalyst Wealth Management LLC 106 - 2023-03-31 9,002 $263,000 -145
   Pallas Capital Advisors LLC 381 *New 2024-03-31 7,935 $245,000 7,935
   Richard W. Paul & Associates LLC - 2023-12-31 8,078 $243,000 5
   Goss Wealth Management LLC 1622 - 2023-12-31 8,059 $241,000 224
   Richard P Slaughter Associates Inc 131 - 2024-03-31 7,814 $241,000 0
   Kestra Advisory Services LLC 2008 - 2023-12-31 7,538 $227,000 -11
   Argent Trust Co 569 - 2023-12-31 7,317 $220,000 0
   GREENWOOD CAPITAL ASSOCIATES LLC 239 - 2023-12-31 7,260 $219,000 -3,501
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2806 - 2023-12-31 7,126 $214,000 -274
   MULTIFINANCIAL SECURITIES CORP 1633 - 2023-12-31 6,717 $202,000 -381
   Aspire Wealth Management Corp - 2023-12-31 5,055 $152,000 0
   Able Wealth Management LLC 84 - 2023-12-31 5,000 $151,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 83 - 2023-12-31 4,846 $146,000 2,892
   HANSON MCCLAIN, INC. - 2023-12-31 4,015 $121,000 0
   ODell Group LLC 138 - 2023-12-31 3,569 $107,000 3,569
   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
   FMR LLC 3222 - 2023-12-31 2,243 $68,000 -3,343
   PRIVATE TRUST CO NA - 2023-12-31 2,039 $61,000 0
   Parallel Advisors LLC 1421 - 2023-12-31 1,697 $51,000 -382
   Register Financial Advisors LLC 360 - 2024-03-31 1,456 $45,000 1,456
   Steward Partners Investment Advisory LLC 2140 - 2023-12-31 1,049 $32,000 -40
   ADVISORY SERVICES NETWORK, LLC 2497 *New 2023-12-31 657 $20,000 657
   Hartland & Co. LLC 969 - 2023-12-31 517 $16,000 0
   NBC SECURITIES INC. 1514 - 2024-03-31 546 $16,000 -323
   GPS Wealth Strategies Group LLC 802 - 2023-12-31 382 $12,000 -763
   First Capital Advisors Group LLC. 521 *New 2023-06-30 369 $11,000 369
   Tradition Wealth Management LLC 975 - 2023-12-31 369 $11,000 -463
   Tidemark LLC 426 - 2023-12-31 336 $10,000 0
   Spire Wealth Management 1828 - 2023-12-31 260 $8,000 0
   CWM LLC 3440 - 2024-03-31 261 $8,000 11
  100 Records found
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