INDEXIQ ETF TR shareholder history

Current and past INDEXIQ ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 33331.20%12.34%29.68%Q3 2015Q3 202333
BANK OF AMERICA CORP /DE/ 33330.00%0.00%0.00%Q3 2015Q3 202333
MORGAN STANLEY 32320.00%0.00%0.01%Q4 2015Q3 202332
UBS Group AG 31310.00%0.01%0.02%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q4 2015Q3 202328
LPL Financial LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
ROYAL BANK OF CANADA 27270.00%0.00%0.00%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 2060.00%0.01%0.02%Q1 2017Q3 202326
Private Advisor Group, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.00%0.01%Q4 2017Q3 202324
WESCAP Management Group, Inc. 23230.13%0.77%1.48%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
CITIGROUP INC 1820.00%0.00%0.00%Q2 2017Q3 202320
TSFG, LLC 19190.00%0.02%0.06%Q1 2019Q3 202319
Cetera Advisor Networks LLC 18180.01%0.33%0.62%Q3 2015Q4 201918
AdvisorNet Financial, Inc 18180.00%0.00%0.02%Q2 2019Q3 202318
IFP Advisors, Inc 1070.00%0.00%0.01%Q2 2016Q2 202117
AMERIPRISE FINANCIAL INC 16160.00%0.00%0.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Bogart Wealth, LLC 14140.00%0.56%7.76%Q2 2019Q3 202214
BlackRock Inc. 14140.00%0.00%0.00%Q3 2019Q4 202214
Cetera Advisors LLC 1210.00%0.09%0.19%Q1 2019Q2 202213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2016Q2 202213
Citadel Advisors 510.00%0.00%0.00%Q3 2018Q3 202313
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.02%Q4 2018Q4 202112
Advisor Group, Inc. 12120.00%0.00%0.03%Q1 2017Q4 201912
Ten Capital Wealth Advisors, LLC 12120.09%1.18%2.20%Q3 2020Q2 202312
Wagner Wealth Management, LLC 520.00%0.10%0.26%Q4 2017Q3 202211
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 202310
Avestar Capital, LLC 730.25%1.22%1.65%Q4 2018Q4 202110
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Investors Research Corp 10100.00%0.00%0.01%Q2 2021Q3 202310
Spire Wealth Management 630.00%0.01%0.01%Q1 2021Q3 20239
Commonwealth Equity Services, Inc 990.00%0.00%0.01%Q3 2015Q3 20179
D.A. DAVIDSON & CO. 990.01%0.01%0.01%Q3 2021Q3 20239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q2 2020Q3 20238
Capital Wealth Alliance, LLC 610.12%0.24%0.29%Q4 2019Q2 20227
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q1 2020Q4 20227
Legacy Private Trust Co. 770.03%0.06%0.10%Q2 2020Q4 20217
Steward Partners Investment Advisory, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
OSAIC HOLDINGS, INC. 520.00%0.00%0.00%Q1 2020Q3 20237
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Tennessee Valley Asset Management Partners 660.15%0.20%0.29%Q4 2018Q1 20206
MML INVESTORS SERVICES, LLC 420.00%0.01%0.02%Q2 2017Q1 20206
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.01%0.02%Q1 2019Q2 20206
Virtu KCG Holdings LLC 420.01%0.02%0.02%Q3 2015Q1 20176
Gryphon Financial Partners LLC 550.08%0.13%0.22%Q3 2021Q3 20225
Larson Financial Group LLC 550.00%0.00%0.01%Q4 2019Q4 20205
THOROUGHBRED FINANCIAL SERVICES, LLC 550.05%0.14%0.18%Q3 2022Q3 20235
Capstone Triton Financial Group, LLC 410.78%1.01%1.24%Q4 2020Q1 20225
Kestra Advisory Services, LLC 410.00%0.00%0.00%Q4 2020Q4 20225
Capstone Financial Group, Inc. 440.19%0.79%1.06%Q4 2019Q3 20204
Cetera Investment Advisers 440.20%0.25%0.30%Q3 2017Q2 20184
FLOW TRADERS U.S. LLC 310.02%0.03%0.05%Q2 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
ENVESTNET ASSET MANAGEMENT INC 210.00%0.00%0.00%Q1 2018Q4 20193
OLD MISSION CAPITAL LLC 330.01%0.02%0.04%Q2 2022Q4 20223
Formidable Asset Management, LLC 210.06%0.12%0.15%Q3 2018Q4 20193
FLYNN ZITO CAPITAL MANAGEMENT, LLC 334.86%5.95%6.65%Q1 2023Q3 20233
Cornerstone Wealth Management, LLC 210.03%0.23%0.34%Q3 2022Q3 20233
MSI Financial Services Inc 330.01%0.01%0.02%Q2 2016Q4 20163
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2019Q3 20233
Hamilton Wealth, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.71%0.86%0.95%Q1 2023Q3 20233
NEW YORK LIFE INSURANCE CO 333.24%3.49%3.77%Q1 2017Q3 20173
WESPAC Advisors SoCal, LLC 332.48%3.73%4.45%Q1 2023Q3 20233
Kovack Advisors, Inc. 330.10%0.10%0.11%Q1 2023Q3 20233
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q3 2018Q4 20182
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.39%0.39%0.40%Q2 2023Q3 20232
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.20%0.20%0.20%Q4 2015Q1 20162
NEXT Financial Group, Inc 220.00%0.00%0.00%Q1 2021Q2 20212
PSI Advisors, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
MAGNOLIA CAPITAL ADVISORS LLC 220.15%0.17%0.18%Q3 2021Q4 20212
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q2 2023Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2019Q3 20192
NewEdge Wealth, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2022Q1 20221
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2017Q4 20171
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q4 20201
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MACKAY SHIELDS LLC 113.00%3.00%3.00%Q1 2018Q1 20181
COLDSTREAM CAPITAL MANAGEMENT INC 110.53%0.53%0.53%Q1 2020Q1 20201
WFA of San Diego, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Aspire Wealth Management Corp 110.05%0.05%0.05%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.33%0.33%0.33%Q4 2019Q4 20191
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
SFG Wealth Management, LLC. 110.51%0.51%0.51%Q2 2023Q2 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2021Q1 20211
Winfield Associates, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Virtu Financial LLC 110.06%0.06%0.06%Q3 2017Q3 20171
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q1 2018Q1 20181
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
External links

This page lists all the filers that currently own INDEXIQ ETF TR or have owned INDEXIQ ETF TR in the past.