Vault-13

INDEXIQ ETF TR QAI

HEDGE MLTI ETF · ETP · CUSIP 45409B107

99 institutional holders +5 vs Q1 2026
24,624,04124.6m shares reported held*
$901.1mreported value*
13 new 43 added 26 reduced 8 sold out net bought ≈ $186.7m (+5.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.59.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 105Q4 22: 115Q1 23: 105Q2 23: 108Q3 23: 106Q4 23: 104Q1 24: 106Q2 24: 106Q3 24: 104Q4 24: 104Q1 25: 104Q2 25: 100Q3 25: 97Q4 25: 100Q1 26: 94Q2 26: 9999Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022105
Q4 2022115
Q1 2023105
Q2 2023108
Q3 2023106
Q4 2023104
Q1 2024106
Q2 2024106
Q3 2024104
Q4 2024104
Q1 2025104
Q2 2025100
Q3 202597
Q4 2025100
Q1 202694
Q2 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 39 bought or addedQ3 24: 49 cut or sold outQ4 24: 51 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 48 cut or sold outQ2 25: 43 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 41 cut or sold outQ4 25: 49 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 54 bought or addedQ1 26: 37 cut or sold outQ2 26: 56 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243949
Q4 20245142
Q1 20254848
Q2 20254344
Q3 20254841
Q4 20254944
Q1 20265437
Q2 20265634

Biggest buyers

Tredje AP-fonden Added +4,585,000+4.6m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +156,946+156.9k
AXXCESS WEALTH MANAGEMENT, LLC New +104,034+104.0k
WELLS FARGO & COMPANY/MN Added +76,583+76.6k
MORGAN STANLEY Added +71,266+71.3k
ROYAL BANK OF CANADA Added +60,449+60.4k
Diversify Advisory Services, LLC New +59,826+59.8k
DIVERSIFY WEALTH MANAGEMENT, LLC New +59,826+59.8k
Q3 Asset Management New +40,873+40.9k
RAYMOND JAMES FINANCIAL INC Added +38,445+38.4k

Biggest sellers

Pitcairn Wealth Advisors LLC Reduced -187,399-187.4k
UMB Bank, n.a. Reduced -117,257-117.3k
Focus Partners Wealth Reduced -22,155-22.2k
Wealth High Governance Asset Management Ltda. Reduced -21,285-21.3k
OSAIC HOLDINGS, INC. Reduced -20,937-20.9k
Cooper Financial Group Sold out -17,174-17.2k
Rathbones Group PLC Reduced -17,053-17.1k
Hyposwiss Advisors SA Reduced -14,900-14.9k
UBS Group AG Reduced -13,344-13.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -12,978-13.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Tredje AP-fonden 1.80% of their portfolio SE-111 91 STOCKHOLM, V7 10,860,00010.9m $397.5m $397.5m 1.80% Added +4.6m +4,585,000
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,754,9712.8m $100.8m $100.8m 0.01% Added +71.3k +71,266
3 Alaska Permanent Capital Management, LLC 3.91% of their portfolio ANCHORAGE, AK 1,632,4071.6m $59.8m $59.8m 3.91% Added +8.8k +8,791
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,308,9621.3m $47.9m $47.9m 0.01% Added +60.4k +60,449
5 Alaska Wealth Advisors, LLC 4.21% of their portfolio ANCHORAGE, AK 1,061,7271.1m $38.9m $38.9m 4.21% Added +3.8k +3,829
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 808,599808.6k $29.6m $29.6m 0.01% Added +35.9k +35,936
7 Verdence Capital Advisors LLC 1.50% of their portfolio HUNT VALLEY, MD 778,079778.1k $28.5m $28.5m 1.50% Added +30.8k +30,804
8 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 571,280571.3k $20.9m $20.9m 0.03% Reduced -3.8k -3,837
9 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 566,255566.3k $20.7m $20.7m 0.02% Reduced -22.2k -22,155
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 443,187443.2k $16.2m $16.2m 0.00% Added +38.4k +38,445
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 264,303264.3k $9.7m $9.7m 0.00% Reduced -13.3k -13,344
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 224,068224.1k $8.2m $8.2m 0.00% Added +76.6k +76,583
13 Endowment Wealth Management, Inc. 3.07% of their portfolio APPLETON, WI 217,224217.2k $8.0m $8.0m 3.07% Added +585 +585
14 ASPIRIANT, LLC 0.19% of their portfolio San Francisco, CA 207,334207.3k $7.6m $7.6m 0.19% Added +10.5k +10,512
15 Pitcairn Wealth Advisors LLC 0.73% of their portfolio CONSHOHOCKEN, PA 181,586181.6k $6.6m $6.6m 0.73% Reduced -187.4k -187,399
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 162,125162.1k $5.9m $5.9m 0.00% Added +156.9k +156,946
17 Live Oak Investment Partners 2.77% of their portfolio AUSTIN, TX 140,529140.5k $5.1m $5.1m 2.77% Added +4.6k +4,635
18 BROWN WEALTH MANAGEMENT, LLC 1.09% of their portfolio NAPERVILLE, IL 132,815132.8k $4.9m $4.9m 1.09% Added +4.2k +4,207
19 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 114,878114.9k $4.2m $4.2m 0.01% Reduced -1.5k -1,507
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,807113.8k $4.2m $4.2m 0.00% Added +6.4k +6,380
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 108,732108.7k $4.0m $4.0m 0.00% Reduced -20.9k -20,937
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,825105.8k $3.9m $3.9m 0.00% Added +19.6k +19,577
23 LFA - Lugano Financial Advisors SA 2.23% of their portfolio LUGANO, V8 104,915104.9k $3.7m $3.7m 2.23% Added +6.9k +6,903
24 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 104,034104.0k $3.8m $3.8m 0.06% New
25 Darwin Wealth Management, LLC 1.04% of their portfolio TAMPA, FL 104,033104.0k $3.8m $3.8m 1.04% Added +3.4k +3,434
26 UMB Bank, n.a. 0.05% of their portfolio Kansas City, MO 99,62399.6k $3.6m $3.6m 0.05% Reduced -117.3k -117,257
27 Baron Financial Group, LLC 1.73% of their portfolio Fair Lawn, NJ 98,88698.9k $3.6m $3.6m 1.73% Added +515 +515
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 77,86877.9k $2.8m $2.8m 0.01% Added +5.3k +5,304
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 68,73468.7k $2.5m $2.5m 0.01% Reduced -7.6k -7,591
30 Twelve Points Wealth Management LLC 0.50% of their portfolio CONCORD, MA 68,00868.0k $2.5m $2.5m 0.50% Added +6.2k +6,177
31 Wealth High Governance Asset Management Ltda. 0.26% of their portfolio SAO PAULO, D5 67,69967.7k $2.5m $2.5m 0.26% Reduced -21.3k -21,285
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 63,07363.1k $2.3m $2.3m 0.00% Added +1.9k +1,885
33 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 59,82659.8k $2.2m $2.2m 0.04% New
34 DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% of their portfolio SANDY, UT 59,82659.8k $2.2m $2.2m 0.04% New
35 Patten Group, Inc. 0.33% of their portfolio CHATTANOOGA, TN 58,11958.1k $2.1m $2.1m 0.33% Reduced -3.9k -3,941
36 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 51,56551.6k $1.9m $1.9m 0.01% Added +5.0k +4,957
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,92245.9k $1.7m $1.7m 0.00% Reduced -13.0k -12,978
38 Empirical Asset Management, LLC 0.38% of their portfolio WELLESLEY, MA 45,66145.7k $1.7m $1.7m 0.38% Added +2.9k +2,884
39 Q3 Asset Management 0.27% of their portfolio BIRMINGHAM, MI 40,87340.9k $1.5m $1.5m 0.27% New
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,09238.1k $1.4m $1.4m 0.00% New
41 Hyposwiss Advisors SA 1.30% of their portfolio GENEVA, V8 37,60537.6k $1.4m $1.4m 1.30% Reduced -14.9k -14,900
42 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 31,32831.3k $1.1m $1.1m 0.02% Reduced -945 -945
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,52029.5k $1.1m $1.1m 0.00% Added +24.1k +24,120
44 CONSULTIVA WEALTH MANAGEMENT, CORP. 2.35% of their portfolio SAN JUAN, PR 28,47328.5k $1.0m $1.0m 2.35% Reduced -4.8k -4,817
45 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 28,36628.4k $1.0m $1.0m 0.02% Unchanged
46 HANCOCK WHITNEY CORP 0.02% of their portfolio GULFPORT, MS 26,74126.7k $978.7k $978.7k 0.02% Reduced -547 -547
47 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 24,73324.7k $905.2k $905.2k 0.00% Added +8.9k +8,917
48 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 23,63523.6k $865.0k $865.0k 0.03% Added +7.9k +7,899
49 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 21,31921.3k $780.3k $780.3k 0.03% Added +71 +71
50 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,77520.8k $760.3k $760.3k 0.02% Reduced -611 -611
51 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 18,20118.2k $666.2k $666.2k 0.00% Reduced -17.1k -17,053
52 Advisors Preferred, LLC 0.10% of their portfolio ROCKVILLE, MD 17,13817.1k $622.8k $622.8k 0.10% Added +16.8k +16,783
53 Betterment LLC 0.00% of their portfolio NEW YORK, NY 16,43716.4k $602.0k $602.0k 0.00% Added +54 +54
54 GREENWOOD CAPITAL ASSOCIATES LLC 0.05% of their portfolio GREENWOOD, SC 14,60814.6k $534.7k $534.7k 0.05% Added +4.6k +4,553
55 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 14,41614.4k $527.6k $527.6k 0.04% Added +756 +756
56 BASSO CAPITAL MANAGEMENT, L.P. 0.13% of their portfolio STAMFORD, CT 14,33714.3k $524.7k $524.7k 0.13% New
57 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,16114.2k $518.3k $518.3k 0.00% Added +12.0k +12,029
58 Granite Bay Wealth Management, LLC 0.05% of their portfolio PORTSMOUTH, NH 14,12414.1k $517.0k $517.0k 0.05% New
59 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,05914.1k $514.5k $514.5k 0.00% Reduced -2.2k -2,205
60 Prosperity Bancshares Inc 0.33% of their portfolio Houston, TX 13,84713.8k $506.8k $506.8k 0.33% Added +1.8k +1,813
61 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,76012.8k $468.0k $468.0k 0.00% Added +6.5k +6,486
62 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,72010.7k $392.4k $392.4k 0.00% Reduced -6.9k -6,868
63 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,44810.4k $382.4k $382.4k 0.00% Added +38 +38
64 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 10,31510.3k $377.5k $377.5k 0.00% Added +6.1k +6,123
65 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 9,8659.9k $361.1k $361.1k 0.01% Reduced -211 -211
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,4199.4k $342.3k $342.3k 0.00% Added +667 +667
67 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 9,0159.0k $329.9k $329.9k 0.01% Added +372 +372
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,1998.2k $300.1k $300.1k 0.00% Reduced -2.7k -2,661
69 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 7,9217.9k $289.9k $289.9k 0.01% Reduced -14 -14
70 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,0317.0k $257.3k $257.3k 0.00% Added +25 +25
71 Hexagon Capital Partners LLC 0.04% of their portfolio ROGERS, AR 6,9997.0k $256.2k $256.2k 0.04% Unchanged
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,9376.9k $253.9k $253.9k 0.00% Unchanged
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,6446.6k $243.2k $243.2k 0.00% Unchanged
74 DAVIS R M INC 0.00% of their portfolio PORTLAND, ME 6,5456.5k $239.5k $239.5k 0.00% Unchanged
75 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 6,4506.5k $235.2k $235.2k 0.02% New
76 Stonebridge Financial Planning Group, LLC 0.07% of their portfolio ORLANDO, FL 6,1986.2k $226.8k $226.8k 0.07% New
77 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 6,0336.0k $220.8k $220.8k 0.00% Unchanged
78 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,9215.9k $216.7k $216.7k 0.00% Reduced -101 -101
79 J.Safra Asset Management Corp 0.01% of their portfolio NEW YORK, NY 5,7775.8k $211.4k $211.4k 0.01% Added +363 +363
80 Sincerus Advisory, LLC 0.14% of their portfolio NEW YORK, NY 5,6935.7k $208.4k $208.4k 0.14% New
81 COMPASS FINANCIAL MANAGEMENT LLC 0.02% of their portfolio TAMPA, FL 4,7624.8k $174.3k $174.3k 0.02% First filing
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,4654.5k $163.4k $163.4k 0.00% New
83 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,5163.5k $128.7k $128.7k 0.00% New
84 PEOPLES FINANCIAL SERVICES CORP. 0.05% of their portfolio MOOSIC, PA 3,1823.2k $116.4k $116.4k 0.05% Unchanged
85 EFG International AG 0.00% of their portfolio Zurich, V8 2,6002.6k $95.2k $95.2k 0.00% Reduced -1.2k -1,200
86 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9491.9k $71.3k $71.3k 0.01% Unchanged
87 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,6541.7k $60.5k $60.5k 0.00% New
88 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,1341.1k $41.3k $41.3k 0.00% Added +16 +16
89 CX Institutional 0.00% of their portfolio AUBURN, IN 947947 $35.0k $35.0k 0.00% Reduced -62 -62
90 FMR LLC 0.00% of their portfolio BOSTON, MA 693693 $25.4k $25.4k 0.00% Added +375 +375
91 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 307307 $11.2k $11.2k 0.00% First filing
92 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 260260 $9.5k $9.5k 0.00% Unchanged
93 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 120120 $4.4k $4.4k 0.00% Unchanged
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 114114 $4.2k $4.2k 0.00% Reduced -3 -3
95 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 8585 $3.1k $3.1k 0.00% Unchanged
96 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 5151 $1.9k $1.9k 0.00% Unchanged
97 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 3636 $1.3k $1.3k 0.00% Unchanged
98 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22 $89 $89 0.00% Unchanged
99 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $37 $37 0.00% Unchanged