# INDEXIQ ETF TR (CSML)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/CSML/

- Reporting holders: 22
- Reported value: $176.3M
- 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 |
|---|---|---|---|---|
| [NEW YORK LIFE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1133639-new-york-life-investment-management-llc/) | $136.4M | 3,655,530 | 1.4% | 22 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $19.9M | 534,268 | 0.0% | 22 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $5.3M | 142,582 | 0.0% | 22 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $4.0M | 107,139 | 0.0% | 26 |
| [Smallwood Wealth Investment Management, LLC](https://holderbook.com/funds/1921304-smallwood-wealth-investment-management-llc/) | $3.4M | 92,470 | 2.7% | 10 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $1.8M | 48,512 | 0.0% | 22 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $1.6M | 41,760 | 0.1% | 5 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.2M | 32,386 | 0.0% | 22 |
| [Empirical Asset Management, LLC](https://holderbook.com/funds/1926596-empirical-asset-management-llc/) | $883.7K | 23,691 | 0.4% | 5 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $553.1K | 14,827 | 0.0% | 11 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $337.0K | 9,035 | 0.0% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $247.0K | 6,634 | 0.0% | 4 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $235.0K | 6,290 | 0.0% | 22 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $218.8K | 5,867 | 0.0% | 2 |
| [FinTrust Capital Advisors, LLC](https://holderbook.com/funds/1622001-fintrust-capital-advisors-llc/) | $51.1K | 1,370 | 0.0% | 22 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $27.9K | 749 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $24.6K | 660 | 0.0% | 17 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $22.8K | 610 | 0.0% | 13 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $18.8K | 503 | 0.0% | 20 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $12.1K | 325 | 0.0% | 1 |
| [COMERICA BANK](https://holderbook.com/funds/901541-comerica-bank/) | $9.5K | 254 | 0.0% | 3 |
| [Glass Jacobson Investment Advisors llc](https://holderbook.com/funds/1964394-glass-jacobson-investment-advisors-llc/) | $7.5K | 200 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 22 | $176.3M |
| Q4 2023 | 23 | $185.0M |
| Q3 2023 | 22 | $165.8M |
| Q2 2023 | 21 | $201.9M |
| Q1 2023 | 21 | $229.5M |
| Q4 2022 | 20 | $236.9M |
| Q3 2022 | 20 | $195.2M |
| Q2 2022 | 21 | $188.9M |
| Q1 2022 | 20 | $189.4M |
| Q4 2021 | 26 | $205.8M |
| Q3 2021 | 26 | $207.1M |
| Q2 2021 | 24 | $191.6M |