INDEXIQ ACTIVE ETF TR

Ticker: MMIT CUSIP: 45409F827 Class: NYLI MACKAY MUN

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Orgel Wealth Management, LLC6,325,741$153,905
BANK OF AMERICA CORP /DE/5,743,250$139,733
MORGAN STANLEY2,785,502$67,771
Schneider Downs Wealth Management Advisors, LP2,426,389$59,034
Meeder Advisory Services, Inc.2,260,794$55,005
LPL Financial LLC2,046,660$49,795
Cetera Investment Advisers1,946,336$47,354
RAYMOND JAMES FINANCIAL INC1,899,079$46,205
IAG Wealth Partners, LLC1,838,192$44,723
UBS Group AG1,697,344$41,296
Midwest Trust Co1,277,827$31,090
Mariner, LLC1,222,826$29,751
ENVESTNET ASSET MANAGEMENT INC775,478$18,867
Pallas Capital Advisors LLC626,745$15,249
ROYAL BANK OF CANADA575,105$13,993
TruWealth Advisors, LLC518,202$12,608
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC511,354$12,441
Brinker Capital Investments, LLC498,293$12,123
CONDOR CAPITAL MANAGEMENT495,798$12,063
CFO4Life Group, LLC476,879$11,602
FLPUTNAM INVESTMENT MANAGEMENT CO463,899$11,287
MASSMUTUAL TRUST CO FSB/ADV455,243$11,076
GREAT VALLEY ADVISOR GROUP, INC.422,597$10,282
INVENIO WEALTH PARTNERS LLC398,128$9,686
VICUS CAPITAL379,218$9,226
Summit Financial, LLC366,596$8,946
Dynamic Advisor Solutions LLC346,073$8,420
STIFEL FINANCIAL CORP340,965$8,296
Hudock, Inc.340,522$8,285
OSAIC HOLDINGS, INC.339,765$8,267
TRUIST FINANCIAL CORP309,952$7,541
Main Street Financial Solutions, LLC276,022$6,716
Bank of New York Mellon Corp268,929$6,543
Elyxium Wealth, LLC227,244$5,529
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC217,309$5,300
Prestige Wealth Management Group LLC214,452$5,233
GGM Financials LLC214,131$5,210
Sanctuary Advisors, LLC211,601$5,148
46 Peaks LLC182,482$4,453
Brady Martz Wealth Solutions, LLC178,474$4,342
COMMONWEALTH EQUITY SERVICES, LLC177,037$4,307
Rockefeller Capital Management L.P.172,365$4,194
Avantax Planning Partners, Inc.171,499$4,173
Smallwood Wealth Investment Management, LLC162,444$3,952
Bernardo Wealth Planning LLC150,098$3,652
JPMORGAN CHASE & CO144,147$3,507
JOURNEY STRATEGIC WEALTH LLC138,672$3,374
Elequin Capital, LP134,234$3,266
AdvisorNet Financial, Inc122,175$2,973
MML INVESTORS SERVICES, LLC114,646$2,789
JONES FINANCIAL COMPANIES LLLP104,630$2,546
Legacy Financial Strategies, LLC97,452$2,371
Clark Wealth Partners94,426$2,297
Snowden Capital Advisors LLC82,088$2,003
Private Advisor Group, LLC79,998$1,946
Golden State Wealth Management, LLC79,208$1,927
Creative Planning74,795$1,820
Diversified Portfolios, Inc.74,424$1,811
Evergreen Private Wealth LLC74,064$1,802
Kuhn & Co Investment Counsel66,849$1,626
JANE STREET GROUP, LLC66,147$1,609
Landmark Wealth Management, LLC64,213$1,562
Cypress Point Wealth Management, LLC62,791$1,528
Hapanowicz & Associates Financial Services, Inc61,704$1,501
Spire Wealth Management60,459$1,471
Farther Finance Advisors, LLC59,533$1,448
Janney Capital Management LLC58,924$1
PFG Advisors57,714$1,404
CAPTRUST FINANCIAL ADVISORS53,933$1,312
PARK AVENUE SECURITIES LLC53,303$1
VestGen Advisors, LLC50,879$1,238
BCS Wealth Management48,364$1,177
GOLDMAN SACHS GROUP INC47,950$1,167
Frontier Asset Management, LLC45,896$1,117
Kennebec Savings Bank44,053$1,072
Lebenthal Global Advisors, LLC43,729$1,064
AXXCESS WEALTH MANAGEMENT, LLC43,206$1,051
Curran Financial Partners, LLC42,612$1,037
COMERICA BANK42,455$1,033
Opes Wealth Management LLC40,700$990
Narus Financial Partners, LLC40,038$974
Stratos Wealth Partners, LTD.39,234$955
DAVENPORT & Co LLC38,164$929
PKS Advisory Services, LLC37,113$903
TITLEIST ASSET MANAGEMENT, LLC36,048$877
IHT Wealth Management, LLC35,944$875
Dakota Wealth Management35,540$865
Corient Private Wealth LLC32,482$790
Evolution Wealth Advisors, LLC30,413$740
SWMG, LLC28,876$709
Fortis Group Advisors, LLC28,185$690
RFG - Bristol Wealth Advisors, LLC26,382$642
Beacon Capital Management, LLC24,777$603
TD PRIVATE CLIENT WEALTH LLC24,459$595
Stronghold Wealth Management L.L.C.24,369$593
CITADEL ADVISORS LLC22,920$558
NewSquare Capital LLC22,473$547
HighTower Advisors, LLC21,862$532
Janney Montgomery Scott LLC21,558$1
Atria Investments, Inc20,870$508
52 other institutions483,401$10,968
Total (152 institutions)46,540,320$1,128,368