INDEXIQ ETF TR shareholder history

Current and past INDEXIQ ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 3010.00%0.00%0.01%Q3 2013Q3 202335
ENVESTNET ASSET MANAGEMENT INC 33330.00%0.00%0.00%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1220.00%0.00%0.02%Q2 2014Q3 202333
Snowden Capital Advisors LLC 2280.02%0.07%0.18%Q1 2016Q3 202330
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
Vigilant Capital Management, LLC 27270.00%2.37%4.26%Q2 2013Q4 201927
Belpointe Asset Management LLC 1860.01%0.05%0.12%Q3 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202323
CITIGROUP INC 1910.00%0.00%0.00%Q4 2013Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 15150.00%8.38%12.37%Q1 2016Q3 201915
Advisor Group, Inc. 15150.00%0.00%0.02%Q2 2016Q4 201915
UBS Group AG 810.00%0.00%0.00%Q1 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 13130.03%0.29%0.71%Q4 2017Q4 202013
IFP Advisors, Inc 710.00%0.02%0.09%Q1 2017Q2 202113
CONSULTIVA WEALTH MANAGEMENT, CORP. 914.69%15.71%19.28%Q2 2019Q3 202312
Citadel Advisors 310.00%0.00%0.00%Q3 2016Q3 202312
AMERIPRISE FINANCIAL INC 510.00%0.00%0.01%Q3 2013Q4 201811
Freedom Investment Management, Inc. 11110.02%0.07%0.11%Q1 2021Q3 202311
Virtu KCG Holdings LLC 740.00%0.01%0.03%Q3 2014Q2 201711
Csenge Advisory Group 10100.02%0.02%0.03%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
IMA Wealth, Inc. 610.00%0.13%0.18%Q4 2014Q2 20189
Wagner Wealth Management, LLC 420.01%0.02%0.06%Q1 2018Q3 20229
OneDigital Investment Advisors LLC 990.00%0.01%0.01%Q2 2017Q2 20199
Carroll Financial Associates, Inc. 990.00%0.10%0.17%Q1 2018Q1 20209
Stratos Wealth Partners, LTD. 880.01%0.01%0.01%Q3 2017Q2 20198
Cypress Wealth Advisors LLC 880.20%0.28%0.67%Q2 2015Q1 20178
Collaborative Wealth Managment Inc. 610.20%0.32%0.39%Q1 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2013Q2 20158
Cambridge Investment Research Advisors, Inc. 710.00%0.00%0.02%Q2 2013Q4 20198
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
LINCOLN NATIONAL CORP 610.01%0.01%0.01%Q3 2018Q2 20207
COMERICA BANK 610.00%0.00%0.00%Q3 2013Q3 20237
Baird Financial Group, Inc. 770.01%0.01%0.02%Q2 2019Q4 20207
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Cetera Investment Advisers 660.00%0.01%0.01%Q2 2022Q3 20236
SG Americas Securities, LLC 510.00%0.00%0.00%Q2 2016Q3 20186
COBIZ WEALTH, LLC 660.06%0.28%0.60%Q2 2013Q3 20146
HL FINANCIAL SERVICES LLC 660.07%0.08%0.09%Q4 2017Q1 20196
Rise Advisors, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
FIRST NATIONAL CORP /MA/ /ADV 550.21%0.24%0.25%Q4 2018Q4 20195
Cetera Advisors LLC 550.01%0.01%0.02%Q3 2018Q3 20195
RPg Family Wealth Advisory, LLC 553.08%3.20%3.49%Q4 2016Q4 20175
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
AMERICAN FINANCIAL GROUP INC 550.02%0.03%0.03%Q2 2013Q2 20145
Worth Asset Management, LLC 550.00%0.02%0.09%Q1 2022Q1 20235
Ancora Advisors LLC 550.04%0.04%0.05%Q2 2013Q2 20145
LGT CAPITAL PARTNERS LTD. 551.49%2.16%2.90%Q1 2016Q1 20175
Empirical Asset Management, LLC 550.76%0.92%1.17%Q4 2021Q4 20225
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q2 2013Q1 20184
HOWE & RUSLING INC 440.00%0.00%0.00%Q1 2014Q4 20144
Financial Advocates Investment Management 440.04%0.05%0.05%Q4 2017Q3 20184
3EDGE Asset Management, LP 440.41%0.57%0.82%Q3 2017Q2 20184
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q1 2018Q4 20184
Cetera Advisor Networks LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
River Wealth Advisors LLC 330.00%0.00%0.01%Q2 2018Q4 20183
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2015Q3 20183
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q3 2018Q4 20223
Argentus Capital Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
NEXT Financial Group, Inc 210.00%0.00%0.00%Q3 2014Q4 20163
OLD MISSION CAPITAL LLC 220.06%0.10%0.13%Q2 2016Q3 20162
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Jane Street Holding, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2014Q3 20232
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q3 20232
ARGI Investment Services, LLC 220.03%0.09%0.14%Q4 2014Q1 20152
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Advocacy Wealth Management Services, LLC 220.05%0.06%0.06%Q2 2013Q3 20132
Householder Group Estate & Retirement Specialist, LLC 220.18%0.20%0.23%Q2 2022Q3 20222
Savior LLC 220.01%0.01%0.01%Q2 2022Q3 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Virtu Financial LLC 110.04%0.04%0.04%Q3 2017Q1 20182
WFG Advisors, LP 220.03%0.03%0.03%Q2 2013Q3 20132
TWO SIGMA SECURITIES, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Urban Wealth Management, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
MACKAY SHIELDS LLC 110.80%0.80%0.80%Q1 2018Q1 20181
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Creative Planning 110.00%0.00%0.00%Q2 2017Q2 20171
VICUS CAPITAL 110.07%0.07%0.07%Q1 2014Q1 20141
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q4 20161
Raymond James Financial Services Advisors, Inc. 110.03%0.03%0.03%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Steward Partners Investment Advisory, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
DUBUQUE BANK & TRUST CO 110.01%0.01%0.01%Q2 2015Q2 20151
Tandem Wealth Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FMR LLC 110.00%0.00%0.00%Q1 2021Q1 20211
UBS AG 110.00%0.00%0.00%Q4 2013Q4 20131
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
IHT Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Private Vista, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Ground Swell Capital, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COLONY GROUP LLC 110.01%0.01%0.01%Q2 2014Q2 20141
External links

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