# INDEXIQ ETF TR (AGGP)

> Institutional ownership reported to the SEC as of Q4 2020, from Form 13F filings. Source: https://holderbook.com/stocks/AGGP/

- Reporting holders: 19
- Reported value: $14.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Burt Wealth Advisors](https://holderbook.com/funds/1612041-burt-wealth-advisors/) | $3.3M | 163,744 | 1.1% | 9 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.5M | 122,798 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $2.0M | 97,658 | 0.0% | 9 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $1.8M | 87,886 | 0.0% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.1M | 52,492 | 0.0% | 9 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $993.0K | 49,655 | 0.0% | 9 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $897.0K | 44,843 | 0.0% | 13 |
| [Mutual Advisors, LLC](https://holderbook.com/funds/1694080-mutual-advisors-llc/) | $594.0K | 29,699 | 0.0% | 9 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $500.0K | 25,011 | 0.0% | 9 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $345.0K | 17,271 | 0.0% | 9 |
| [Atlas Private Wealth Advisors](https://holderbook.com/funds/1814234-atlas-private-wealth-advisors/) | $314.0K | 15,694 | 0.2% | 3 |
| [FIRST FOUNDATION ADVISORS](https://holderbook.com/funds/1086763-first-foundation-advisors/) | $247.0K | 12,326 | 0.0% | 8 |
| [CENTAURUS FINANCIAL, INC.](https://holderbook.com/funds/891943-centaurus-financial-inc/) | $182.0K | 9,088 | 0.0% | 9 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $61.0K | 3,020 | 0.0% | 9 |
| [HARBOR INVESTMENT ADVISORY, LLC](https://holderbook.com/funds/1468792-harbor-investment-advisory-llc/) | $48.0K | 2,397 | 0.0% | 5 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $40.0K | 2,000 | 0.0% | 9 |
| [Carroll Financial Associates, Inc.](https://holderbook.com/funds/1567784-carroll-financial-associates-inc/) | $39.0K | 1,992 | 0.0% | 9 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $20.0K | 1,000 | 0.0% | 9 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $4.0K | 200 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2020 | 19 | $14.8M |
| Q3 2020 | 24 | $17.3M |
| Q2 2020 | 25 | $52.7M |
| Q1 2020 | 23 | $53.1M |
| Q4 2019 | 26 | $59.1M |
| Q3 2019 | 27 | $92.7M |
| Q2 2019 | 28 | $135.8M |
| Q1 2019 | 33 | $137.2M |
| Q4 2018 | 31 | $139.9M |