Vault-13

INDEXIQ ACTIVE ETF TR MMIN

IQ MACKAY INSRED · ETP · CUSIP 45409F843

70 institutional holders +4 vs Q1 2026
13,399,90913.4m shares reported held*
$324.4mreported value*
10 new 35 added 15 reduced 6 sold out net bought ≈ $26.0m (+1.1m 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 ≈ $24.21.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 58Q4 22: 55Q1 23: 49Q2 23: 57Q3 23: 56Q4 23: 53Q1 24: 54Q2 24: 57Q3 24: 57Q4 24: 58Q1 25: 53Q2 25: 56Q3 25: 59Q4 25: 62Q1 26: 66Q2 26: 7070Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202258
Q4 202255
Q1 202349
Q2 202357
Q3 202356
Q4 202353
Q1 202454
Q2 202457
Q3 202457
Q4 202458
Q1 202553
Q2 202556
Q3 202559
Q4 202562
Q1 202666
Q2 202670

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 32 bought or addedQ3 24: 19 cut or sold outQ4 24: 24 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 34 cut or sold outQ2 25: 32 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 27 bought or addedQ3 25: 30 cut or sold outQ4 25: 30 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 24 cut or sold outQ2 26: 45 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243219
Q4 20242432
Q1 20252134
Q2 20253224
Q3 20252730
Q4 20253022
Q1 20263724
Q2 20264521

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +666,475+666.5k
Gotham Asset Management, LLC New +314,160+314.2k
OSAIC HOLDINGS, INC. Added +66,820+66.8k
LPL Financial LLC Added +66,231+66.2k
First Heartland Consultants, Inc. New +64,808+64.8k
Atria Investments, Inc New +60,255+60.3k
Sanctuary Advisors, LLC Added +37,432+37.4k
Nuveen, LLC New +37,360+37.4k
WELLS FARGO & COMPANY/MN Added +32,368+32.4k
Rockefeller Capital Management L.P. Added +31,034+31.0k

Biggest sellers

MORGAN STANLEY Reduced -366,953-367.0k
Elequin Capital, LP Sold out -132,867-132.9k
FLOW TRADERS U.S. LLC Sold out -36,081-36.1k
Narwhal Capital Management Sold out -19,660-19.7k
CITADEL ADVISORS LLC Reduced -13,556-13.6k
Hilton Head Capital Partners, LLC Reduced -11,370-11.4k
Paulson Wealth Management Inc. Reduced -7,902-7.9k
Synergy Investment Management, LLC Sold out -6,123-6.1k
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Reduced -5,691-5.7k
Fiduciary Trust Co Reduced -3,085-3.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,760,3963.8m $91.0m $91.0m 0.00% Reduced -367.0k -366,953
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,891,3522.9m $70.0m $70.0m 0.00% Added +666.5k +666,475
3 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.20% of their portfolio BETHLEHEM, PA 694,627694.6k $16.8m $16.8m 2.20% Reduced -5.7k -5,691
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 580,702580.7k $14.1m $14.1m 0.00% Added +27.7k +27,708
5 ACT Advisors, LLC. 4.47% of their portfolio ASHEVILLE, NC 555,558555.6k $13.5m $13.5m 4.47% Added +155 +155
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 525,286525.3k $12.7m $12.7m 0.00% Added +66.2k +66,231
7 RTD Financial Advisors, Inc. 1.39% of their portfolio Philadelphia, PA 524,861524.9k $12.7m $12.7m 1.39% Added +22.9k +22,945
8 Pallas Capital Advisors LLC 0.28% of their portfolio BRAINTREE, MA 374,536374.5k $9.1m $9.1m 0.28% Added +22.1k +22,121
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 321,463321.5k $7.8m $7.8m 0.00% Added +8.4k +8,408
10 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 314,160314.2k $7.6m $7.6m 0.02% New
11 Fluent Financial, LLC 2.42% of their portfolio DALLAS, TX 279,633279.6k $6.8m $6.8m 2.42% Added +16.0k +16,006
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 217,970218.0k $5.3m $5.3m 0.01% Added +66.8k +66,820
13 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 156,253156.3k $3.8m $3.8m 0.01% Added +31.0k +31,034
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 131,607131.6k $3.2m $3.2m 0.00% Added +21.2k +21,249
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 130,930130.9k $3.2m $3.2m 0.01% Added +13.3k +13,286
16 Vertex Planning Partners, LLC 0.46% of their portfolio DOWNERS GROVE, IL 128,723128.7k $3.1m $3.1m 0.46% Added +12.0k +12,018
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 120,912120.9k $2.9m $2.9m 0.00% Added +13.0k +12,968
18 Schneider Downs Wealth Management Advisors, LP 0.26% of their portfolio Pittsburgh, PA 113,938113.9k $2.8m $2.8m 0.26% Added +1.0k +1,048
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 94,80194.8k $2.3m $2.3m 0.00% Added +24.2k +24,228
20 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 82,19982.2k $2.0m $2.0m 0.02% Reduced -3.1k -3,085
21 CROBAN 0.83% of their portfolio FREMONT, OH 77,60577.6k $1.9m $1.9m 0.83% Added +328 +328
22 Golden State Wealth Management, LLC 0.16% of their portfolio SANTA ANA, CA 74,42574.4k $1.8m $1.8m 0.16% Added +6.8k +6,805
23 Purus Wealth Management, LLC 0.49% of their portfolio Newport Beach, CA 72,79572.8k $1.8m $1.8m 0.49% Added +5.2k +5,233
24 BCS Wealth Management 0.31% of their portfolio JOHNSON CITY, TN 71,08371.1k $1.7m $1.7m 0.31% Added +5.3k +5,348
25 Econ Financial Services Corp 0.77% of their portfolio HARRISBURG, PA 68,26868.3k $1.7m $1.7m 0.77% Reduced -589 -589
26 First Heartland Consultants, Inc. 0.10% of their portfolio LAKE ST. LOUIS, MO 64,80864.8k $1.6m $1.6m 0.10% New
27 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 60,30260.3k $1.5m $1.5m 0.01% Added +37.4k +37,432
28 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 60,25560.3k $1.5m $1.5m 0.01% New
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 58,27058.3k $1.4m $1.4m 0.00% Reduced -624 -624
30 Hilton Head Capital Partners, LLC 0.67% of their portfolio HILTON HEAD ISLAND, SC 54,97455.0k $1.3m $1.3m 0.67% Reduced -11.4k -11,370
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,16951.2k $1.2m $1.2m 0.00% Added +452 +452
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 50,29450.3k $1.2m $1.2m 0.00% Added +25.2k +25,190
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,71241.7k $1.0m $1.0m 0.00% Reduced -715 -715
34 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 38,16738.2k $924.0k $924.0k 0.00% Added +835 +835
35 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 37,36037.4k $904.5k $904.5k 0.00% New
36 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 36,10036.1k $874.0k $874.0k 0.02% Reduced -800 -800
37 CFO4Life Group, LLC 0.11% of their portfolio COPPELL, TX 34,01434.0k $823.5k $823.5k 0.11% Added +320 +320
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,36832.4k $783.6k $783.6k 0.00% Added +32.4k +32,368
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,93831.9k $773.2k $773.2k 0.00% Added +11.3k +11,263
40 Landmark Wealth Management, LLC 0.17% of their portfolio MELVILLE, NY 29,37629.4k $711.2k $711.2k 0.17% Added +546 +546
41 Pine Valley Investments Ltd Liability Co 0.03% of their portfolio MARLTON, NJ 27,64527.6k $671.4k $671.4k 0.03% Unchanged
42 Syntegra Private Wealth Group, LLC 0.04% of their portfolio Chesterfield, MO 23,43923.4k $567.5k $567.5k 0.04% Added +1.8k +1,845
43 Paulson Wealth Management Inc. 0.12% of their portfolio West Palm Beach, FL 22,88622.9k $554.1k $554.1k 0.12% Reduced -7.9k -7,902
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,46422.5k $543.9k $543.9k 0.00% Reduced -13.6k -13,556
45 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 22,21822.2k $537.9k $537.9k 0.01% Reduced -2.4k -2,415
46 SHP Wealth Management 0.03% of their portfolio PLYMOUTH, MA 21,00321.0k $508.5k $508.5k 0.03% Reduced -246 -246
47 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 20,45820.5k $495.3k $495.3k 0.01% New
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,72517.7k $429.1k $429.1k 0.00% Added +5.2k +5,250
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,45016.4k $398.3k $398.3k 0.00% Reduced -50 -50
50 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 14,84114.8k $359.3k $359.3k 0.01% Added +227 +227
51 Cooper Financial Group 0.03% of their portfolio IRVINE, CA 14,64114.6k $354.5k $354.5k 0.03% Added +2.4k +2,389
52 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,12014.1k $341.8k $341.8k 0.00% Unchanged
53 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 13,60013.6k $329.3k $329.3k 0.00% Reduced -2.0k -2,000
54 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,94112.9k $313.3k $313.3k 0.01% New
55 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 12,64512.6k $306.1k $306.1k 0.01% Added +384 +384
56 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 12,55512.6k $304.0k $304.0k 0.01% New
57 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 9,5289.5k $231.4k $231.4k 0.00% Reduced -200 -200
58 Peck Wealth Management, LLC 0.19% of their portfolio WHITE PLAINS, NY 9,1009.1k $220.3k $220.3k 0.19% Added +7.2k +7,200
59 Claro Advisors Inc. 0.02% of their portfolio BOSTON, MA 9,0009.0k $217.9k $217.9k 0.02% Unchanged
60 Americana Partners, LLC 0.00% of their portfolio Houston, TX 8,5408.5k $206.8k $206.8k 0.00% Unchanged
61 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,7285.7k $138.7k $138.7k 0.00% Unchanged
62 Millstone Evans Group, LLC 0.07% of their portfolio BOULDER, CO 5,6735.7k $137.3k $137.3k 0.07% Unchanged
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2024.2k $101.9k $101.9k 0.00% New
64 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 3,3263.3k $80.5k $80.5k 0.01% Added +49 +49
65 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,3882.4k $57.8k $57.8k 0.00% New
66 MRP Capital Investments, LLC 0.03% of their portfolio ALPHARETTA, GA 1,9001.9k $46.0k $46.0k 0.03% Unchanged
67 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,6751.7k $40.6k $40.6k 0.00% New
68 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6081.6k $38.9k $38.9k 0.00% Unchanged
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2981.3k $31.4k $31.4k 0.00% Unchanged
70 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,1221.1k $27.2k $27.2k 0.00% Unchanged