Institutional Ownership Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $960 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,116,241
shares
|
$133 Million
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,659,708
shares
|
$118 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,493,523
shares
|
$113 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,001,976
shares
|
$96.7 Million
0.01% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,154,288
shares
|
$69.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,682,834
shares
|
$54.2 Million
0.07% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,556,671
shares
|
$50.1 Million
0.27% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,503,775
shares
|
$48.4 Million
0.01% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,317,365
shares
|
$42.4 Million
0.01% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,138,196
shares
|
$36.7 Million
0.04% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
650,287
shares
|
$20.9 Million
4.28% of portfolio
|
Q3 2025
Added 48.12%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
619,854
shares
|
$20 Million
7.91% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
579,821
shares
|
$18.7 Million
0.03% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
367,492
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2025
Added 173.11%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
341,622
shares
|
$11 Million
4.91% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
267,883
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
260,659
shares
|
$8.4 Million
0.32% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
238,902
shares
|
$7.7 Million
0.13% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
238,441
shares
|
$7.68 Million
1.35% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
224,755
shares
|
$7.24 Million
3.56% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
215,896
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
207,021
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
181,667
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
169,307
shares
|
$5.45 Million
1.81% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
157,372
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.64%
|