INDEXIQ ETF TR (AGGP)
Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.
19
Reporting holders
$14.8M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Burt Wealth Advisors | $3.3M | 163,744 | 1.13% | 9q | -2.9%-$98.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 122,798 | 0.00% | 2q | +207.2%+$1.7M |
| JANE STREET GROUP, LLC | $2.0M | 97,658 | 0.00% | 9q | +185.4%+$1.3M |
| Kestra Advisory Services, LLC | $1.8M | 87,886 | 0.02% | 2q | -9.3%-$180.4K |
| LPL Financial LLC | $1.1M | 52,492 | 0.00% | 9q | -59.5%-$1.5M |
| BANK OF AMERICA CORP /DE/ | $993.0K | 49,655 | 0.00% | 9q | -57.4%-$1.3M |
| MORGAN STANLEY | $897.0K | 44,843 | 0.00% | 13q | -15.8%-$168.2K |
| Mutual Advisors, LLC | $594.0K | 29,699 | 0.04% | 9q | -7.9%-$50.7K |
| WELLS FARGO & COMPANY/MN | $500.0K | 25,011 | 0.00% | 9q | -12.1%-$68.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $345.0K | 17,271 | 0.00% | 9q | -46.4%-$298.2K |
| Atlas Private Wealth Advisors | $314.0K | 15,694 | 0.21% | 3q | -38.9%-$199.6K |
| FIRST FOUNDATION ADVISORS | $247.0K | 12,326 | 0.01% | 8q | -9.2%-$24.9K |
| CENTAURUS FINANCIAL, INC. | $182.0K | 9,088 | 0.02% | 9q | -86.3%-$1.1M |
| UBS Group AG | $61.0K | 3,020 | 0.00% | 9q | -14.6%-$10.4K |
| HARBOR INVESTMENT ADVISORY, LLC | $48.0K | 2,397 | 0.01% | 5q | HELD |
| CITIGROUP INC | $40.0K | 2,000 | 0.00% | 9q | -29.8%-$17.0K |
| Carroll Financial Associates, Inc. | $39.0K | 1,992 | 0.00% | 9q | -44.5%-$31.3K |
| ROYAL BANK OF CANADA | $20.0K | 1,000 | 0.00% | 9q | HELD |
| Tower Research Capital LLC (TRC) | $4.0K | 200 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2020 | 19 | $14.8M | 738,774 | 0 | 2 | 14 | 0.0% |
| Q3 2020 | 24 | $17.3M | 877,706 | 2 | 3 | 10 | 0.0% |
| Q2 2020 | 25 | $52.7M | 2,646,170 | 3 | 3 | 9 | 0.0% |
| Q1 2020 | 23 | $53.1M | 2,659,072 | 0 | 6 | 9 | 0.0% |
| Q4 2019 | 26 | $59.1M | 2,992,458 | 0 | 4 | 15 | 0.0% |
| Q3 2019 | 27 | $92.7M | 4,705,202 | 1 | 5 | 14 | 0.0% |
| Q2 2019 | 28 | $135.8M | 6,967,009 | 1 | 11 | 10 | 0.0% |
| Q1 2019 | 33 | $137.2M | 7,152,392 | 4 | 3 | 21 | 0.0% |
| Q4 2018 | 31 | $139.9M | 7,394,201 | 1 | 1 | 2 | 0.0% |