Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
UBS Group AG | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.46% | 0.86% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 1.31% | 3.13% | 4.69% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.94% | 1.40% | 1.84% | Q3 2020 | Q3 2023 | 13 |
MACKAY SHIELDS LLC | 12 | 12 | 0.15% | 0.28% | 0.50% | Q1 2018 | Q4 2020 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 11 | 11 | 0.13% | 0.23% | 0.34% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BCS Wealth Management | 5 | 5 | 0.19% | 0.49% | 0.83% | Q1 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 8 | 2 | 0.03% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
WealthBridge Capital Management, LLC | 9 | 9 | 0.12% | 0.18% | 0.29% | Q3 2021 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Landmark Wealth Management, LLC | 8 | 8 | 0.58% | 1.07% | 1.92% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.17% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 8 |
IAG Wealth Partners, LLC | 8 | 8 | 2.53% | 4.31% | 7.17% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 5 | 3 | 0.27% | 0.42% | 0.60% | Q3 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q4 2022 | 8 |
SWMG, LLC | 4 | 4 | 0.42% | 0.53% | 0.70% | Q2 2021 | Q2 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.13% | 0.58% | Q4 2020 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.17% | 0.41% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Narus Financial Partners, LLC | 6 | 6 | 0.80% | 0.96% | 1.07% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.02% | 0.07% | 0.14% | Q1 2022 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 5 | 1 | 0.14% | 0.33% | 1.16% | Q4 2021 | Q3 2023 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.22% | 0.59% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.31% | 0.42% | 0.50% | Q1 2022 | Q1 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.07% | 0.23% | 0.31% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.19% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Opes Wealth Management LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Vertex Planning Partners, LLC | 4 | 4 | 0.24% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.66% | 0.73% | 0.87% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 1.88% | 2.61% | 3.21% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Strategies, LLC | 4 | 4 | 0.08% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.54% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MBE Wealth Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Starfox Financial Services, LLC | 4 | 4 | 0.39% | 0.48% | 0.60% | Q1 2022 | Q4 2022 | 4 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.22% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Legacy CG, LLC | 3 | 3 | 0.04% | 1.83% | 5.32% | Q4 2021 | Q2 2022 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.20% | 0.35% | 0.49% | Q1 2023 | Q3 2023 | 3 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 3 | 0.21% | 0.58% | 1.11% | Q4 2021 | Q2 2022 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.95% | 1.03% | 1.08% | Q4 2022 | Q2 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Centric Wealth Management | 2 | 2 | 0.80% | 0.81% | 0.83% | Q2 2022 | Q3 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.12% | 0.18% | 0.25% | Q3 2023 | Q4 2023 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TITLEIST ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NEW YORK LIFE INSURANCE CO | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2017 | Q4 2017 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
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.