# INDEXIQ ETF TR (ROOF)

> Institutional ownership reported to the SEC as of Q3 2024, from Form 13F filings. Source: https://holderbook.com/stocks/ROOF/

- Reporting holders: 22
- Reported value: $132.4M
- 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/) | $128.2M | 5,792,113 | 1.2% | 4 |
| [Corient Private Wealth LLC](https://holderbook.com/funds/1948780-corient-private-wealth-llc/) | $651.0K | 29,379 | 0.0% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $629.7K | 28,416 | 0.0% | 28 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $602.8K | 27,203 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $338.0K | 15,252 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $307.5K | 13,876 | 0.0% | 24 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $302.0K | 13,626 | 0.0% | 24 |
| [NTV Asset Management LLC](https://holderbook.com/funds/1284208-ntv-asset-management-llc/) | $283.6K | 12,800 | 0.0% | 24 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $278.4K | 12,561 | 0.0% | 24 |
| [BUCKINGHAM STRATEGIC PARTNERS, LLC](https://holderbook.com/funds/1868872-buckingham-strategic-partners-llc/) | $238.9K | 10,779 | 0.0% | 1 |
| [FAMILY WEALTH PARTNERS, LLC](https://holderbook.com/funds/2016217-family-wealth-partners-llc/) | $238.9K | 10,779 | 0.1% | 1 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $167.3K | 7,550 | 0.0% | 8 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $65.9K | 2,976 | 0.0% | 24 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $31.8K | 1,437 | 0.0% | 14 |
| [CWM, LLC](https://holderbook.com/funds/1535847-cwm-llc/) | $15.0K | 697 | 0.0% | 7 |
| [Gen-Wealth Partners Inc](https://holderbook.com/funds/2023375-gen-wealth-partners-inc/) | $12.8K | 600 | 0.0% | 3 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $10.1K | 454 | 0.0% | 2 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $9.7K | 439 | 0.0% | 4 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $8.0K | 342 | 0.0% | 24 |
| [Sunbelt Securities, Inc.](https://holderbook.com/funds/1632932-sunbelt-securities-inc/) | $4.4K | 200 | 0.0% | 7 |
| [Glen Eagle Advisors, LLC](https://holderbook.com/funds/2029317-glen-eagle-advisors-llc/) | $59 | 3 | 0.0% | 16 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $13 | 1 | 0.0% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2024 | 22 | $132.4M |
| Q2 2024 | 20 | $129.6M |
| Q1 2024 | 23 | $135.6M |
| Q4 2023 | 22 | $137.1M |
| Q3 2023 | 20 | $4.3M |
| Q2 2023 | 22 | $4.4M |
| Q1 2023 | 24 | $7.9M |
| Q4 2022 | 22 | $9.6M |
| Q3 2022 | 22 | $9.6M |
| Q2 2022 | 27 | $11.7M |
| Q1 2022 | 27 | $15.9M |
| Q4 2021 | 28 | $14.6M |