Who Owns INDEXIQ MERGER (MNA)? -- Institutional Holders (2026-06-30)

89 institutions reported holding $186.7M of INDEXIQ MERGER (MNA) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($34.9M), MORGAN STANLEY ($25.2M), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ($20.9M), OPPENHEIMER ASSET MANAGEMENT INC. ($11.5M), ENVESTNET ASSET MANAGEMENT INC ($6.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$34.9M	957,745	Added
2	MORGAN STANLEY	$25.2M	689,812	Trimmed
3	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$20.9M	571,652	Added
4	OPPENHEIMER ASSET MANAGEMENT INC.	$11.5M	315,321	Added
5	ENVESTNET ASSET MANAGEMENT INC	$6.8M	187,252	Trimmed
6	ASPIRIANT, LLC	$6.6M	181,887	Added
7	One Capital Management, LLC	$6.6M	180,668	New
8	Equitable Holdings, Inc.	$5.8M	158,230	Added
9	Savant Capital, LLC	$5.4M	147,780	Added
10	IHT Wealth Management, LLC	$5.3M	144,592	Added
11	AMERIPRISE FINANCIAL INC	$5.3M	143,940	Trimmed
12	B. Riley Wealth Advisors, Inc.	$4.3M	118,488	Added
13	Royal Bank of Canada	$3.6M	99,581	Trimmed
14	Atria Investments, Inc	$3.0M	80,928	Added
15	KINGSWOOD WEALTH ADVISORS, LLC	$2.9M	80,076	Added
16	First Heartland Consultants, Inc.	$2.9M	79,995	Added
17	LPL Financial LLC	$2.8M	77,610	Added
18	CAPTRUST FINANCIAL ADVISORS	$2.6M	72,286	Trimmed
19	Cetera Investment Advisers	$2.5M	69,431	Added
20	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$2.1M	58,222	Trimmed
21	CITADEL ADVISORS LLC	$2.1M	57,949	Added
22	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	44,938	Trimmed
23	Farther Finance Advisors, LLC	$1.5M	40,957	Added
24	BANK OF AMERICA CORP /DE/	$1.4M	38,333	Trimmed
25	RAYMOND JAMES FINANCIAL INC	$1.4M	37,947	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30