Institutional Ownership Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
1,084,576
shares
|
$37.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
621,630
shares
|
$21.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
521,123
shares
|
$18 Million
1.04% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
258,598
shares
|
$8.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
252,072
shares
|
$8.71 Million
0.1% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
146,690
shares
|
$5.07 Million
0.67% of portfolio
|
Q1 2023
Added 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
143,467
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
125,647
shares
|
$4.34 Million
0.15% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
113,377
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
108,335
shares
|
$3.74 Million
0.04% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
106,527
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
101,005
shares
|
$3.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
91,324
shares
|
$3.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
88,697
shares
|
$3.06 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
83,700
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,814
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
49,236
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
48,322
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
47,411
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
45,565
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
44,997
shares
|
$1.55 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
44,869
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
37,423
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,829
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
29,437
shares
|
$1.02 Million
0.5% of portfolio
|
Q1 2024
Added 8.51%
|