Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 18 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 17 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q2 2021 | 17 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.11% | 0.31% | Q1 2017 | Q4 2020 | 16 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.09% | Q3 2016 | Q2 2020 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.03% | 0.13% | Q1 2017 | Q3 2020 | 15 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 3.22% | 11.04% | 21.98% | Q2 2016 | Q3 2019 | 14 |
Burt Wealth Advisors | 13 | 13 | 0.05% | 11.69% | 16.88% | Q4 2017 | Q4 2020 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.02% | 0.32% | 0.71% | Q4 2017 | Q4 2020 | 13 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2019 | 12 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q2 2020 | 12 |
Mutual Advisors, LLC | 11 | 11 | 0.04% | 0.08% | 0.20% | Q2 2018 | Q4 2020 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2019 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.02% | 0.09% | 0.15% | Q4 2017 | Q2 2020 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Advisor Group, Inc. | 8 | 2 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 9 |
Citadel Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q3 2016 | Q2 2020 | 9 |
FIRST FOUNDATION ADVISORS | 8 | 8 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2020 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.02% | 0.07% | 0.09% | Q4 2017 | Q3 2019 | 8 |
Prospera Financial Services Inc | 6 | 1 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2020 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2019 | 6 |
RPg Family Wealth Advisory, LLC | 6 | 6 | 1.98% | 2.04% | 2.12% | Q4 2016 | Q1 2018 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.04% | 0.11% | 0.13% | Q2 2017 | Q3 2018 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Cornerstone Wealth Management, LLC | 5 | 5 | 0.35% | 0.56% | 1.17% | Q3 2017 | Q3 2018 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 5 |
Virtu Financial LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q2 2018 | 4 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 4 | 1.97% | 4.39% | 7.03% | Q3 2016 | Q2 2017 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2018 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Virtu KCG Holdings LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 4 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.21% | 0.36% | 0.45% | Q2 2020 | Q4 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.13% | 0.23% | 0.40% | Q4 2016 | Q2 2017 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
NEW YORK LIFE INSURANCE CO | 3 | 3 | 1.58% | 1.76% | 1.96% | Q1 2017 | Q3 2017 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q4 2019 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 5.94% | 6.04% | 6.11% | Q4 2017 | Q2 2018 | 3 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2018 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.81% | 1.62% | Q4 2017 | Q1 2018 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 2.17% | 2.52% | 2.87% | Q3 2016 | Q4 2016 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2018 | Q1 2018 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own INDEXIQ ETF TR or have owned INDEXIQ ETF TR in the past.