INDEXIQ ACTIVE ETF TR shareholder history

Current and past INDEXIQ ACTIVE ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MORGAN STANLEY 18180.00%0.00%0.01%Q2 2019Q3 202318
IFP Advisors, Inc 17170.00%0.04%0.09%Q3 2019Q3 202317
UBS Group AG 17170.00%0.00%0.01%Q3 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 17170.00%0.01%0.04%Q3 2019Q3 202317
JANE STREET GROUP, LLC 1110.00%0.00%0.00%Q1 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.00%0.00%Q4 2019Q3 202316
1776 Wealth LLC 16160.46%0.86%1.10%Q4 2019Q3 202316
Schneider Downs Wealth Management Advisors, LP 15151.31%3.13%4.69%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
LPL Financial LLC 1310.00%0.00%0.01%Q1 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
Prestige Wealth Management Group LLC 13130.94%1.40%1.84%Q3 2020Q3 202313
MACKAY SHIELDS LLC 12120.15%0.28%0.50%Q1 2018Q4 202012
OSAIC HOLDINGS, INC. 12120.00%0.01%0.01%Q4 2020Q3 202312
TSFG, LLC 11110.13%0.23%0.34%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.01%0.01%Q1 2021Q3 202311
BCS Wealth Management 550.19%0.49%0.83%Q1 2021Q3 202310
Snowden Capital Advisors LLC 820.03%0.13%0.24%Q1 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.02%0.02%Q1 2021Q2 202310
Insight Advisors, LLC/ PA 990.05%0.08%0.11%Q3 2021Q3 20239
WealthBridge Capital Management, LLC 990.12%0.18%0.29%Q3 2021Q3 20239
HBK Sorce Advisory LLC 990.01%0.04%0.06%Q1 2021Q1 20239
Landmark Wealth Management, LLC 880.58%1.07%1.92%Q4 2021Q3 20238
AE Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HighTower Advisors, LLC 620.00%0.02%0.05%Q3 2021Q3 20238
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2021Q3 20238
VICUS CAPITAL 880.17%0.34%0.43%Q4 2021Q3 20238
IAG Wealth Partners, LLC 882.53%4.31%7.17%Q4 2021Q3 20238
Claro Advisors LLC 530.27%0.42%0.60%Q3 2021Q3 20238
Wagner Wealth Management, LLC 880.04%0.09%0.18%Q1 2021Q4 20228
SWMG, LLC 440.42%0.53%0.70%Q2 2021Q2 20238
FLOW TRADERS U.S. LLC 410.02%0.13%0.58%Q4 2020Q3 20238
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q3 2021Q2 20237
PFS INVESTMENTS INC. 770.08%0.12%0.14%Q4 2021Q2 20237
HARBOUR INVESTMENTS, INC. 610.00%0.00%0.00%Q4 2021Q3 20237
Main Street Financial Solutions, LLC 660.17%0.41%0.56%Q2 2022Q3 20236
Narus Financial Partners, LLC 660.80%0.96%1.07%Q2 2022Q3 20236
Financial Advocates Investment Management 660.02%0.07%0.14%Q1 2022Q2 20236
OLD MISSION CAPITAL LLC 210.01%0.05%0.15%Q2 2021Q3 20236
TRUIST FINANCIAL CORP 660.01%0.01%0.01%Q2 2022Q3 20236
TCG Advisory Services, LLC 510.14%0.33%1.16%Q4 2021Q3 20236
WELLS FARGO & COMPANY/MN 660.00%0.00%0.00%Q1 2022Q2 20236
TruWealth Advisors, LLC 660.22%0.59%0.97%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.06%0.07%0.08%Q2 2022Q3 20236
Mutual Advisors, LLC 410.04%0.06%0.08%Q1 2020Q4 20215
Stratos Wealth Partners, LTD. 550.01%0.01%0.01%Q3 2021Q3 20225
Quantitative Advantage, LLC 550.31%0.42%0.50%Q1 2022Q1 20235
Dynamic Advisor Solutions LLC 550.07%0.23%0.31%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.02%0.19%0.24%Q4 2021Q4 20225
Kestra Advisory Services, LLC 310.00%0.00%0.00%Q4 2020Q3 20235
Opes Wealth Management LLC 550.11%0.12%0.14%Q3 2022Q3 20235
JOURNEY STRATEGIC WEALTH LLC 550.06%0.10%0.16%Q3 2022Q3 20235
Vertex Planning Partners, LLC 440.24%0.26%0.30%Q4 2022Q3 20234
Bernardo Wealth Planning LLC 440.66%0.73%0.87%Q4 2022Q3 20234
ASSETMARK, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.02%0.07%0.10%Q4 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.07%0.08%0.08%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 441.88%2.61%3.21%Q4 2022Q3 20234
Legacy Financial Strategies, LLC 440.08%0.13%0.20%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.54%0.59%0.65%Q4 2022Q3 20234
Private Advisor Group, LLC 440.00%0.02%0.04%Q4 2022Q3 20234
MBE Wealth Management, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 440.00%0.01%0.01%Q4 2022Q3 20234
Starfox Financial Services, LLC 440.39%0.48%0.60%Q1 2022Q4 20224
Atria Wealth Solutions, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.22%0.29%0.34%Q1 2023Q3 20233
Citadel Advisors 110.00%0.00%0.00%Q3 2021Q3 20233
Legacy CG, LLC 330.04%1.83%5.32%Q4 2021Q2 20223
Evolution Wealth Advisors, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Parisi Gray Wealth Management 330.11%0.12%0.12%Q4 2021Q2 20223
Carroll Financial Associates, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
PFG Advisors 330.06%0.08%0.10%Q1 2023Q3 20233
Hedeker Wealth, LLC 330.20%0.35%0.49%Q1 2023Q3 20233
ADAMSBROWN WEALTH CONSULTANTS LLC 330.21%0.58%1.11%Q4 2021Q2 20223
Burt Wealth Advisors 330.14%0.14%0.15%Q4 2022Q2 20233
SAXON INTERESTS, INC. 330.95%1.03%1.08%Q4 2022Q2 20233
THOROUGHBRED FINANCIAL SERVICES, LLC 330.04%0.05%0.06%Q3 2021Q1 20223
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2020Q3 20233
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NewEdge Advisors, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Centric Wealth Management 220.80%0.81%0.83%Q2 2022Q3 20222
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
AdvisorNet Financial, Inc 220.00%0.02%0.03%Q2 2023Q3 20232
Kowal Investment Group, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Golden State Equity Partners 220.00%0.06%0.11%Q2 2023Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 220.12%0.18%0.25%Q3 2023Q4 20232
FMR LLC 220.00%0.00%0.00%Q4 2022Q1 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TITLEIST ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.07%0.07%0.07%Q3 2023Q3 20231
NEW YORK LIFE INSURANCE CO 112.80%2.80%2.80%Q4 2017Q4 20171
Joel Isaacson & Co., LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pallas Capital Advisors LLC 111.04%1.04%1.04%Q3 2023Q3 20231
MRP Capital Investments, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
KARLINSKI ANDREW C 112.41%2.41%2.41%Q3 2022Q3 20221
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Mariner, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2022Q4 20221
Cetera Advisor Networks LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.02%0.02%0.02%Q1 2022Q1 20221
CITIGROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Group, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
External links

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