# INDEXIQ ETF TR (GRES)

> Institutional ownership reported to the SEC as of Q3 2023, from Form 13F filings. Source: https://holderbook.com/stocks/GRES/

- Reporting holders: 27
- Reported value: $26.5M
- 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 |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $12.2M | 372,891 | 0.0% | 24 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.5M | 77,929 | 0.0% | 20 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.5M | 77,159 | 0.0% | 20 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $2.2M | 67,661 | 0.0% | 5 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $995.7K | 30,456 | 0.0% | 20 |
| [CONSULTIVA WEALTH MANAGEMENT, CORP.](https://holderbook.com/funds/1845849-consultiva-wealth-management-corp/) | $740.2K | 22,639 | 19.0% | 12 |
| [Freedom Investment Management, Inc.](https://holderbook.com/funds/1566653-freedom-investment-management-inc/) | $665.7K | 20,363 | 0.1% | 11 |
| [Collaborative Wealth Managment Inc.](https://holderbook.com/funds/1896419-collaborative-wealth-managment-inc/) | $563.1K | 17,224 | 0.3% | 8 |
| [Cetera Advisor Networks LLC](https://holderbook.com/funds/1534468-cetera-advisor-networks-llc/) | $477.2K | 14,595 | 0.0% | 4 |
| [Snowden Capital Advisors LLC](https://holderbook.com/funds/1903055-snowden-capital-advisors-llc/) | $459.8K | 14,064 | 0.0% | 31 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $416.4K | 12,155 | 0.0% | 1 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $385.3K | 11,786 | 0.0% | 2 |
| [Belpointe Asset Management LLC](https://holderbook.com/funds/1721242-belpointe-asset-management-llc/) | $380.5K | 11,639 | 0.0% | 18 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $338.3K | 10,348 | 0.0% | 1 |
| [Csenge Advisory Group](https://holderbook.com/funds/1715593-csenge-advisory-group/) | $321.1K | 9,823 | 0.0% | 10 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $261.8K | 8,008 | 0.0% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $227.5K | 6,958 | 0.0% | 6 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $218.3K | 6,678 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $180.8K | 5,530 | 0.0% | 20 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $170.9K | 5,229 | 0.0% | 15 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $124.0K | 3,781 | 0.0% | 20 |
| [NBC SECURITIES, INC.](https://holderbook.com/funds/791540-nbc-securities-inc/) | $27.0K | 840 | 0.0% | 1 |
| [First Horizon Advisors, Inc.](https://holderbook.com/funds/1588539-first-horizon-advisors-inc/) | $10.7K | 326 | 0.0% | 6 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $8.7K | 265 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $8.4K | 257 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2023 | 27 | $26.5M |
| Q2 2023 | 20 | $14.9M |
| Q1 2023 | 23 | $20.8M |
| Q4 2022 | 27 | $26.6M |
| Q3 2022 | 26 | $18.9M |
| Q2 2022 | 26 | $24.3M |
| Q1 2022 | 17 | $18.7M |
| Q4 2021 | 19 | $17.8M |
| Q3 2021 | 16 | $10.3M |
| Q2 2021 | 16 | $9.0M |
| Q1 2021 | 18 | $9.3M |
| Q4 2020 | 21 | $10.8M |