# INDEXIQ ACTIVE ETF TR (ULTR)

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

- Reporting holders: 12
- Reported value: $10.4M
- 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 |
|---|---|---|---|---|
| [1776 Wealth LLC](https://holderbook.com/funds/1803140-1776-wealth-llc/) | $4.3M | 90,158 | 2.1% | 11 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $1.2M | 24,474 | 0.0% | 4 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.2M | 24,097 | 0.0% | 7 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.1M | 22,831 | 0.0% | 8 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $832.8K | 17,331 | 0.0% | 13 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $490.0K | 10,190 | 0.0% | 18 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $390.1K | 8,119 | 0.0% | 8 |
| [Capstone Triton Financial Group, LLC](https://holderbook.com/funds/1811805-capstone-triton-financial-group-llc/) | $327.1K | 6,807 | 0.2% | 11 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $242.9K | 5,055 | 0.0% | 5 |
| [Transcendent Capital Group LLC](https://holderbook.com/funds/2013703-transcendent-capital-group-llc/) | $237.2K | 4,937 | 0.1% | 1 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $126.6K | 2,634 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.4K | 49 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 12 | $10.4M |
| Q4 2023 | 17 | $13.0M |
| Q3 2023 | 16 | $16.5M |
| Q2 2023 | 17 | $26.4M |
| Q1 2023 | 17 | $51.3M |
| Q4 2022 | 14 | $50.2M |
| Q3 2022 | 15 | $83.4M |
| Q2 2022 | 12 | $129.4M |
| Q1 2022 | 13 | $96.3M |
| Q4 2021 | 12 | $121.6M |
| Q3 2021 | 14 | $233.2M |
| Q2 2021 | 10 | $236.9M |