Vault-13

INDEXIQ ETF TR MNA

IQ MRGR ARB ETF · ETP · CUSIP 45409B800

83 institutional holders +3 vs Q1 2026
5,134,7115.1m shares reported held*
$187.3mreported value*
10 new 30 added 27 reduced 8 sold out net bought ≈ $17.6m (+482.8k 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 ≈ $36.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 108Q4 22: 120Q1 23: 107Q2 23: 97Q3 23: 92Q4 23: 93Q1 24: 80Q2 24: 72Q3 24: 69Q4 24: 73Q1 25: 70Q2 25: 74Q3 25: 82Q4 25: 86Q1 26: 80Q2 26: 8383Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022108
Q4 2022120
Q1 2023107
Q2 202397
Q3 202392
Q4 202393
Q1 202480
Q2 202472
Q3 202469
Q4 202473
Q1 202570
Q2 202574
Q3 202582
Q4 202586
Q1 202680
Q2 202683

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 22 bought or addedQ3 24: 47 cut or sold outQ4 24: 29 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 45 cut or sold outQ2 25: 32 bought or addedQ2 25: 31 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 38 cut or sold outQ4 25: 39 bought or addedQ4 25: 40 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 43 cut or sold outQ2 26: 40 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242247
Q4 20242937
Q1 20252645
Q2 20253231
Q3 20253538
Q4 20253940
Q1 20263343
Q2 20264035

Biggest buyers

New York Life Investment Management LLC Added +190,425+190.4k
One Capital Management, LLC New +180,668+180.7k
Savant Capital, LLC Added +73,254+73.3k
OPPENHEIMER ASSET MANAGEMENT INC. Added +31,400+31.4k
First Heartland Consultants, Inc. Added +24,600+24.6k
Atria Investments, Inc Added +24,486+24.5k
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC Added +17,348+17.3k
Cetera Investment Advisers Added +17,019+17.0k
Equitable Holdings, Inc. Added +12,155+12.2k
ASPIRIANT, LLC Added +11,672+11.7k

Biggest sellers

JANE STREET GROUP, LLC Sold out -36,291-36.3k
MORGAN STANLEY Reduced -36,280-36.3k
Collaborative Fund Advisors, LLC Reduced -30,144-30.1k
BANK OF AMERICA CORP /DE/ Reduced -25,622-25.6k
McAdam, LLC Sold out -10,449-10.4k
Capital Asset Managemnet, LLC Sold out -6,206-6.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -3,783-3.8k
OneDigital Investment Advisors LLC Reduced -3,739-3.7k
CAPTRUST FINANCIAL ADVISORS Reduced -3,638-3.6k
ROYAL BANK OF CANADA Reduced -3,624-3.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 0.24% of their portfolio New York, NY 957,745957.7k $34.9m $34.9m 0.24% Added +190.4k +190,425
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 689,812689.8k $25.2m $25.2m 0.00% Reduced -36.3k -36,280
3 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.16% of their portfolio SAN FRANCISCO, CA 571,652571.7k $20.9m $20.9m 1.16% Added +17.3k +17,348
4 OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio NEW YORK, NY 315,321315.3k $11.5m $11.5m 0.12% Added +31.4k +31,400
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 187,252187.3k $6.8m $6.8m 0.00% Reduced -3.8k -3,783
6 ASPIRIANT, LLC 0.16% of their portfolio San Francisco, CA 181,887181.9k $6.6m $6.6m 0.16% Added +11.7k +11,672
7 One Capital Management, LLC 0.18% of their portfolio WESTLAKE VILLAGE, CA 180,668180.7k $6.6m $6.6m 0.18% New
8 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 158,230158.2k $5.8m $5.8m 0.03% Added +12.2k +12,155
9 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 147,780147.8k $5.4m $5.4m 0.02% Added +73.3k +73,254
10 IHT Wealth Management, LLC 0.11% of their portfolio Chicago, IL 144,592144.6k $5.3m $5.3m 0.11% Added +3.1k +3,100
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 143,940143.9k $5.3m $5.3m 0.00% Reduced -600 -600
12 B. Riley Wealth Advisors, Inc. 0.24% of their portfolio MEMPHIS, TN 118,488118.5k $4.3m $4.3m 0.24% Added +645 +645
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 99,58199.6k $3.6m $3.6m 0.00% Reduced -3.6k -3,624
14 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 80,92880.9k $3.0m $3.0m 0.03% Added +24.5k +24,486
15 KINGSWOOD WEALTH ADVISORS, LLC 0.12% of their portfolio SAN DIEGO, CA 80,07680.1k $2.9m $2.9m 0.12% Added +2.9k +2,943
16 First Heartland Consultants, Inc. 0.19% of their portfolio LAKE ST. LOUIS, MO 79,99580.0k $2.9m $2.9m 0.19% Added +24.6k +24,600
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,61077.6k $2.8m $2.8m 0.00% Added +1.5k +1,494
18 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 72,28672.3k $2.6m $2.6m 0.00% Reduced -3.6k -3,638
19 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 69,43169.4k $2.5m $2.5m 0.00% Added +17.0k +17,019
20 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.14% of their portfolio NEW YORK, NY 58,22258.2k $2.1m $2.1m 0.14% Reduced -1.9k -1,923
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 57,94957.9k $2.1m $2.1m 0.00% Added +4.1k +4,125
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 44,93844.9k $1.6m $1.6m 0.00% Reduced -3.2k -3,226
23 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 40,95741.0k $1.5m $1.5m 0.01% Added +780 +780
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,33338.3k $1.4m $1.4m 0.00% Reduced -25.6k -25,622
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,94737.9k $1.4m $1.4m 0.00% Reduced -1.4k -1,431
26 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 36,58536.6k $1.3m $1.3m 0.00% Added +3.8k +3,840
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,73031.7k $1.2m $1.2m 0.00% Added +11.4k +11,441
28 Collaborative Fund Advisors, LLC 0.65% of their portfolio RENO, NV 30,82130.8k $1.1m $1.1m 0.65% Reduced -30.1k -30,144
29 LIBERTY SQUARE WEALTH PARTNERS LLC 0.23% of their portfolio BETHLEHEM, PA 26,26226.3k $958.0k $958.0k 0.23% Reduced -1.8k -1,783
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,43524.4k $891.4k $891.4k 0.00% Reduced -848 -848
31 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 21,72121.7k $792.4k $792.4k 0.01% Added +1.2k +1,241
32 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 17,91717.9k $653.6k $653.6k 0.01% Reduced -3.7k -3,739
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,51417.5k $638.9k $638.9k 0.00% Added +218 +218
34 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 17,33517.3k $632.4k $632.4k 0.02% Reduced -807 -807
35 Hyundai Investments Co., Ltd. 0.68% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 17,26917.3k $630.3k $630.3k 0.68% Added +7.2k +7,239
36 Stonehearth Capital Management, LLC 0.20% of their portfolio DANVERS, MA 16,41116.4k $598.7k $598.7k 0.20% Reduced -997 -997
37 Advisor Resource Council 0.20% of their portfolio DALLAS, TX 16,36016.4k $591.7k $591.7k 0.20% Added +1.3k +1,348
38 OLD NATIONAL BANCORP /IN/ 0.01% of their portfolio EVANSVILLE, IN 15,92015.9k $580.8k $580.8k 0.01% Reduced -1.3k -1,305
39 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 13,62613.6k $497.1k $497.1k 0.02% Added +366 +366
40 Good Steward Wealth Advisors,LLC 0.30% of their portfolio CLARKSVILLE, TN 13,57613.6k $495.2k $495.2k 0.30% Added +193 +193
41 Duncan Williams Asset Management, LLC 0.11% of their portfolio MEMPHIS, TN 13,00813.0k $474.5k $474.5k 0.11% Reduced -2.0k -2,034
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,77711.8k $429.7k $429.7k 0.00% Added +1.9k +1,869
43 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 11,40611.4k $416.1k $416.1k 0.00% Reduced -145 -145
44 RHS Financial, LLC 0.17% of their portfolio SAN FRANCISCO, CA 11,37511.4k $415.0k $415.0k 0.17% Added +4.5k +4,505
45 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 10,50510.5k $383.2k $383.2k 0.00% New
46 City Center Advisors, LLC 0.29% of their portfolio TROY, MI 9,98210.0k $364.1k $364.1k 0.29% Added +843 +843
47 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 9,97410.0k $363.8k $363.8k 0.00% Reduced -281 -281
48 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 9,3309.3k $340.4k $340.4k 0.00% Reduced -739 -739
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,4538.5k $308.4k $308.4k 0.00% Added +2.3k +2,347
50 Legacy Financial Strategies, LLC 0.05% of their portfolio OVERLAND PARK, KS 8,0928.1k $295.2k $295.2k 0.05% Reduced -520 -520
51 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 7,8517.9k $286.4k $286.4k 0.01% Unchanged
52 Comprehensive Money Management Services LLC 0.16% of their portfolio CORAL GABLES, FL 6,8766.9k $250.8k $250.8k 0.16% Reduced -650 -650
53 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,8346.8k $249.3k $249.3k 0.00% Added +578 +578
54 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,7186.7k $245.1k $245.1k 0.00% Unchanged
55 Diversify Advisory Services, LLC 0.00% of their portfolio SANDY, UT 6,6976.7k $244.4k $244.4k 0.00% New
56 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 6,6976.7k $244.4k $244.4k 0.00% Unchanged
57 GREENWOOD CAPITAL ASSOCIATES LLC 0.02% of their portfolio GREENWOOD, SC 6,4636.5k $235.8k $235.8k 0.02% New
58 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 6,4026.4k $233.6k $233.6k 0.00% First filing
59 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 5,5385.5k $202.0k $202.0k 0.01% New
60 MRP Capital Investments, LLC 0.13% of their portfolio ALPHARETTA, GA 5,0005.0k $182.4k $182.4k 0.13% Reduced -100 -100
61 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,6823.7k $134.0k $134.0k 0.01% Reduced -43 -43
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,3372.3k $85.3k $85.3k 0.00% Added +400 +400
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5681.6k $57.2k $57.2k 0.00% Unchanged
64 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% of their portfolio INDIANAPOLIS, IN 1,4321.4k $52.2k $52.2k 0.02% Added +124 +124
65 ESL Trust Services, LLC 0.00% of their portfolio ROCHESTER, NY 693693 $25.3k $25.3k 0.00% Reduced -260 -260
66 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 622622 $22.7k $22.7k 0.00% Unchanged
67 NBH Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 500500 $18.2k $18.2k 0.01% First filing
68 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 447447 $16.3k $16.3k 0.00% Unchanged
69 Smallwood Wealth Investment Management, LLC 0.00% of their portfolio RED BANK, NJ 256256 $9.3k $9.3k 0.00% Unchanged
70 Oakmont Advisory Group, LLC 0.01% of their portfolio ALBUQUERQUE, NM 177177 $6.4k $6.4k 0.01% New
71 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 156156 $5.7k $5.7k 0.00% New
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 155155 $5.7k $5.7k 0.00% New
73 FMR LLC 0.00% of their portfolio BOSTON, MA 133133 $4.9k $4.9k 0.00% Reduced -380 -380
74 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 131131 $4.8k $4.8k 0.00% Unchanged
75 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 109109 $4.0k $4.0k 0.00% New
76 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7878 $2.8k $2.8k 0.00% New
77 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 7777 $2.8k $2.8k 0.00% Unchanged
78 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 5353 $1.9k $1.9k 0.00% Unchanged
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1010 $365 $365 0.00% Reduced -2 -2
80 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 66 $219 $219 0.00% Unchanged
81 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 44 $153 $153 0.00% Unchanged
82 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 44 $146 $146 0.00% Unchanged
83 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 11 $38 $38 0.00% Unchanged