IQDG(IQDG)
IQDG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.10M | Jun 30, 26 | -194.33K | 13.25% |
| MORGAN STANLEY | 1.63M | Jun 30, 26 | -47.05K | 10.24% |
| AlphaCore Capital LLC | 1.06M | Jun 30, 26 | -15.97K | 6.71% |
| LPL Financial LLC | 912.17K | Jun 30, 26 | +24.08K | 5.74% |
| ENVESTNET ASSET MANAGEMENT INC | 809.14K | Jun 30, 26 | +32.90K | 5.10% |
| HighTower Advisors, LLC | 686.68K | Jun 30, 26 | -4.78K | 4.32% |
| Cetera Investment Advisers | 584.32K | Jun 30, 26 | -14.99K | 3.68% |
| Revolve Wealth Partners, LLC | 454.11K | Jun 30, 26 | +21.31K | 2.86% |
| UBS Group AG | 420.62K | Jun 30, 26 | -216.06K | 2.65% |
| CAPTRUST FINANCIAL ADVISORS | 353.21K | Jun 30, 26 | +41.31K | 2.22% |
| Prime Capital Investment Advisors, LLC | 324.19K | Jun 30, 26 | +99.37K | 2.04% |
| One Capital Management, LLC | 305.30K | Jun 30, 26 | -- | 1.92% |
| Venturi Wealth Management, LLC | 187.05K | Jun 30, 26 | +17.82K | 1.18% |
| Premier Path Wealth Partners, LLC | 170.17K | Jun 30, 26 | +42.34K | 1.07% |
| TSFG, LLC | 148.10K | Jun 30, 26 | +133.76K | 0.93% |
| CGN Advisors LLC | 142.29K | Jun 30, 26 | -289.55K | 0.90% |
| Rockefeller Capital Management L.P. | 141.40K | Jun 30, 26 | -1.37K | 0.89% |
| CI Private Wealth, LLC | 133.44K | Jun 30, 26 | +16.43K | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 117.79K | Jun 30, 26 | +8.41K | 0.74% |
| Fourth Dimension Wealth, LLC | 114.51K | Jun 30, 26 | +4.97K | 0.72% |
| ROYAL BANK OF CANADA | 110.85K | Jun 30, 26 | -2.03K | 0.70% |
| Kathmere Capital Management, LLC | 104.83K | Jun 30, 26 | -2.31K | 0.66% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95.36K | Jun 30, 26 | -25.73K | 0.60% |
| HRT FINANCIAL LP | 90.76K | Jun 30, 26 | +90.76K | 0.57% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 84.15K | Jun 30, 26 | +70.60K | 0.53% |
| Merit Financial Group, LLC | 83.67K | Jun 30, 26 | -117.15K | 0.53% |
| Atria Investments, Inc | 83.65K | Jun 30, 26 | -320 | 0.53% |
| Impact Capital Partners LLC | 78.75K | Jun 30, 26 | +4.90K | 0.50% |
| SigFig Wealth Management, LLC | 74.86K | Jun 30, 26 | +1.18K | 0.47% |
| Savvy Advisors, Inc. | 68.37K | Jun 30, 26 | +6.61K | 0.43% |
| Resonant Capital Advisors, LLC | 54.72K | Jun 30, 26 | +5.58K | 0.34% |
| Summit Financial, LLC | 52.29K | Jun 30, 26 | -509 | 0.33% |
| IFP Advisors, Inc | 51.92K | Jun 30, 26 | -61 | 0.33% |
| STIFEL FINANCIAL CORP | 45.32K | Jun 30, 26 | +2.68K | 0.29% |
| Vestmark Advisory Solutions, Inc. | 45.23K | Jun 30, 26 | -- | 0.28% |
| Western Wealth Management, LLC | 44.57K | Jun 30, 26 | +1.41K | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.19K | Jun 30, 26 | -2.40K | 0.28% |
| Mendel Money Management | 39.76K | Jun 30, 26 | +9.62K | 0.25% |
| Hobbs Group Advisors, LLC | 39.03K | Jun 30, 26 | -140 | 0.25% |
| Financial Enhancement Group LLC | 32.88K | Jun 30, 26 | -735 | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.66K | Jun 30, 26 | -177.07K | 0.18% |
| Stratos Wealth Partners, LTD. | 28.32K | Jun 30, 26 | -4.12K | 0.18% |
| VestGen Advisors, LLC | 27.04K | Jun 30, 26 | +4.35K | 0.17% |
| Ausdal Financial Partners, Inc. | 26.07K | Jun 30, 26 | -558 | 0.16% |
| Per Stirling Capital Management, LLC. | 22.57K | Jun 30, 26 | -681 | 0.14% |
| Avestar Capital, LLC | 20.05K | Jun 30, 26 | -230 | 0.13% |
| City Center Advisors, LLC | 16.69K | Jun 30, 26 | +997 | 0.11% |
| UBS ASSET MANAGEMENT AMERICAS INC | 16.41K | Jun 30, 26 | -- | 0.10% |
| Sanctuary Advisors, LLC | 15.62K | Jun 30, 26 | +480 | 0.10% |
| Creative Planning | 15.21K | Jun 30, 26 | -765 | 0.10% |
| CIBC WORLD MARKET INC. | 14.82K | Jun 30, 26 | +98 | 0.09% |
| AXXCESS WEALTH MANAGEMENT, LLC | 14.75K | Jun 30, 26 | -77 | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 14.75K | Jun 30, 26 | -504 | 0.09% |
| Kestra Advisory Services, LLC | 14.58K | Jun 30, 26 | -3.07K | 0.09% |
| Arkadios Wealth Advisors | 14.05K | Jun 30, 26 | -2.94K | 0.09% |
| JPMORGAN CHASE & CO | 13.91K | Jun 30, 26 | +265 | 0.09% |
| FMR LLC | 12.29K | Jun 30, 26 | +2.03K | 0.08% |
| BANK OF MONTREAL /CAN/ | 11.89K | Jun 30, 26 | +3.38K | 0.07% |
| D'Orazio & Associates, Inc. | 11.52K | Jun 30, 26 | -- | 0.07% |
| Sharkey, Howes & Javer | 11.32K | Jun 30, 26 | -658 | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 11.18K | Jun 30, 26 | +5.27K | 0.07% |
| Key FInancial Inc | 10.78K | Jun 30, 26 | -29 | 0.07% |
| Rossby Financial, LCC | 10.76K | Jun 30, 26 | -3.91K | 0.07% |
| WORLD EQUITY GROUP, INC. | 10.70K | Jun 30, 26 | +396 | 0.07% |
| HOWARD BAILEY SECURITIES, LLC | 10.35K | Jun 30, 26 | -1.27K | 0.07% |
| Gladstone Institutional Advisory LLC | 10.28K | Jun 30, 26 | +836 | 0.06% |
| CIDEL ASSET MANAGEMENT INC | 10.22K | Jun 30, 26 | +3.53K | 0.06% |
| Quantinno Capital Management LP | 10.22K | Jun 30, 26 | -141 | 0.06% |
| IHT Wealth Management, LLC | 10.04K | Jun 30, 26 | +100 | 0.06% |
| CAHILL FINANCIAL ADVISORS INC | 9.83K | Jun 30, 26 | +312 | 0.06% |
| Kondo Wealth Advisors, Inc. | 9.34K | Jun 30, 26 | +16 | 0.06% |
| UHLMANN PRICE SECURITIES, LLC | 9.32K | Jun 30, 26 | +131 | 0.06% |
| Investor's Fiduciary Advisor Network, LLC | 9.29K | Jun 30, 26 | -400 | 0.06% |
| Buckingham Strategic Partners | 8.91K | Jun 30, 26 | +8.91K | 0.06% |
| FIFTH THIRD BANCORP | 8.09K | Jun 30, 26 | -1.02K | 0.05% |
| Princeton Global Asset Management LLC | 7.84K | Jun 30, 26 | -2.19K | 0.05% |
| Bank of New York Mellon Corp | 7.78K | Jun 30, 26 | +201 | 0.05% |
| Mason Investment Advisory Services, Inc. | 7.75K | Jun 30, 26 | -- | 0.05% |
| PARK AVENUE SECURITIES LLC | 7.61K | Jun 30, 26 | +202 | 0.05% |
| Belpointe Asset Management LLC | 7.52K | Jun 30, 26 | -389 | 0.05% |
| EVOLUTION WEALTH MANAGEMENT INC. | 7.05K | Jun 30, 26 | +149 | 0.04% |
| Resources Investment Advisors, LLC. | 6.76K | Jun 30, 26 | +754 | 0.04% |
| Trilogy Capital Inc. | 6.70K | Jun 30, 26 | -741 | 0.04% |
| NBC SECURITIES, INC. | 6.65K | Jun 30, 26 | -3.21K | 0.04% |
| Janney Montgomery Scott LLC | 6.56K | Jun 30, 26 | +165 | 0.04% |
| Axis Wealth Partners, LLC | 6.55K | Jun 30, 26 | +677 | 0.04% |
| Emprise Bank | 6.33K | Jun 30, 26 | -- | 0.04% |
| Breakwater Capital Group | 6.24K | Jun 30, 26 | +28 | 0.04% |
| Oxinas Partners Wealth Management LLC | 5.93K | Jun 30, 26 | -1.06K | 0.04% |
| United Advisor Group, LLC | 5.92K | Jun 30, 26 | +25 | 0.04% |
| Private Advisor Group, LLC | 5.89K | Jun 30, 26 | -6.27K | 0.04% |
| INSIGNEO ADVISORY SERVICES, LLC | 5.63K | Jun 30, 26 | +343 | 0.04% |
| Oregon Pacific Wealth Management, LLC | 5.57K | Jun 30, 26 | -23 | 0.04% |
| Saiph Capital, LLC | 5.34K | Jun 30, 26 | -- | 0.03% |
| Triad Wealth Partners, LLC | 5.27K | Jun 30, 26 | +70 | 0.03% |
| AE Wealth Management LLC | 5.18K | Jun 30, 26 | -838 | 0.03% |
| Trust Co | 5.15K | Jun 30, 26 | +313 | 0.03% |
| Mutual Advisors, LLC | 5.06K | Jun 30, 26 | -118 | 0.03% |
| MML INVESTORS SERVICES, LLC | 4.93K | Jun 30, 26 | +4.93K | 0.03% |
| New England Private Wealth Advisors LLC | 4.93K | Jun 30, 26 | +4.93K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.80K | Jun 30, 26 | +4.80K | 0.03% |
| Foster Group, Inc. | 4.71K | Jun 30, 26 | +4.71K | 0.03% |
| Westside Investment Management, Inc. | 4.39K | Jun 30, 26 | -- | 0.03% |
| WELLS FARGO & COMPANY/MN | 3.87K | Jun 30, 26 | +3.51K | 0.02% |
| Farther Finance Advisors, LLC | 3.77K | Jun 30, 26 | +3.62K | 0.02% |
| TD Waterhouse Canada Inc. | 3.38K | Jun 30, 26 | -2.58K | 0.02% |
| PRIVATE TRUST CO NA | 3.31K | Jun 30, 26 | +2 | 0.02% |
| BlackRock, Inc. | 2.98K | Jun 30, 26 | +2.28K | 0.02% |
| CoreCap Advisors, LLC | 2.61K | Jun 30, 26 | -66 | 0.02% |
| EP Wealth Advisors, LLC | 2.41K | Jun 30, 26 | +2.41K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.40K | Jun 30, 26 | -66 | 0.02% |
| Frazier Financial Advisors, LLC | 2.21K | Jun 30, 26 | -- | 0.01% |
| Golden State Wealth Management, LLC | 2.12K | Jun 30, 26 | +77 | 0.01% |
| Capital Analysts, LLC | 2.04K | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 2.02K | Jun 30, 26 | -1.48K | 0.01% |
| REAP Financial Group, LLC | 1.48K | Jun 30, 26 | -540 | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.48K | Jun 30, 26 | +1.48K | 0.01% |
| Beaird Harris Wealth Management, LLC | 1.44K | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 1.39K | Jun 30, 26 | -181 | 0.01% |
| Integrated Wealth Concepts LLC | 1.35K | Jun 30, 26 | +1.35K | 0.01% |
| Aptus Capital Advisors, LLC | 1.13K | Jun 30, 26 | -- | 0.01% |
| Capital Advisors, Ltd. LLC | 658 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 485 | Jun 30, 26 | +485 | 0.00% |
| Brooklyn FI, LLC | 448 | Jun 30, 26 | +448 | 0.00% |
| Global Retirement Partners, LLC | 302 | Jun 30, 26 | +302 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 301 | Jun 30, 26 | +156 | 0.00% |
| ASSETMARK, INC | 208 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 198 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 108 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 82 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 74 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 44 | Jun 30, 26 | -3.72K | 0.00% |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -6.66K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -14.49K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -3.76K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -38.79K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -8.32K | -- |
| D.A. DAVIDSON & CO. | -- | Jun 30, 26 | -60.95K | -- |
| Vantage Point Financial LLC | -- | Jun 30, 26 | -6.64K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -654 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -17.89K | -- |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | -- | Jun 30, 26 | -10.24K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -115 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -504 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -40.25K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -25 | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -6.36K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -794 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -82.09K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -2.20K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 115.69K | Mar 31, 26 | -1.89K | 0.73% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 52.58K | Mar 31, 26 | +4.40K | 0.33% |
| CWM, LLC | 3.67K | Mar 31, 26 | -19 | 0.02% |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -53 | -- |
| COMERICA BANK | 7.36K | Dec 31, 25 | -38 | 0.05% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -4.29K | -- |
| SPC Financial, Inc. | 1.10M | Sep 30, 25 | +41.57K | 6.90% |
| Strive Asset Management, LLC | 9.62K | Sep 30, 25 | -9.56K | 0.06% |
| Financial Advocates Investment Management | 7.26K | Sep 30, 25 | -208.37K | 0.05% |
| Priebe Wealth Holdings LLC | 36.30K | Jun 30, 25 | -6.25K | 0.23% |
| My Legacy Advisors, LLC | 5.53K | Jun 30, 25 | -6.38K | 0.03% |
| BOSTON FINANCIAL MANGEMENT LLC | 115.16K | Dec 31, 24 | +637 | 0.73% |
| RAYMOND JAMES & ASSOCIATES | 79.27K | Sep 30, 24 | -27.11K | 0.50% |
| Raymond James Financial Services Advisors, Inc. | 45.37K | Sep 30, 24 | +8.85K | 0.29% |
| RAYMOND JAMES TRUST N.A. | 8.40K | Sep 30, 24 | +200 | 0.05% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -952 | -- |
| Cetera Advisor Networks LLC | 245.98K | Mar 31, 24 | +23.53K | 1.55% |
| Cetera Advisors LLC | 103.60K | Mar 31, 24 | +87.83K | 0.65% |
| KLR INVESTMENT ADVISORS, LLC | 31.13K | Mar 31, 24 | -10.66K | 0.20% |
| DB Wealth Management Group, LLC | 121 | Dec 31, 23 | +121 | 0.00% |
| V Wealth Advisors LLC | 19.20K | Sep 30, 23 | -5.74K | 0.12% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.92K | Sep 30, 23 | -100 | 0.05% |
| Truadvice, LLC | 7.90K | Sep 30, 23 | +7.90K | 0.05% |
| AJ WEALTH STRATEGIES, LLC | 15.24K | Jun 30, 23 | -- | 0.10% |
| GOFEN & GLOSSBERG LLC /IL/ | 7.72K | Dec 31, 22 | -- | 0.05% |
| STRINGER ASSET MANAGEMENT, LLC | 39.56K | Sep 30, 22 | +28.32K | 0.25% |
| 55I, LLC | 20.32K | Sep 30, 22 | +7.89K | 0.13% |
| NEXT Financial Group, Inc | 1.66K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 250 | Dec 31, 21 | +250 | 0.00% |
| New England Investment & Retirement Group, Inc. | 300.62K | Sep 30, 21 | +300.62K | 1.89% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 137.13K | Dec 31, 19 | +137.13K | 0.86% |
| Advisor Group, Inc. | 785 | Dec 31, 19 | -200 | 0.00% |
| BB&T SECURITIES, LLC | 165.00K | Sep 30, 19 | +22.41K | 1.04% |