Who Owns INDEXIQ ETF TR (HFXI)? -- Institutional Holders (2026-06-30)

118 institutions reported holding $1.52B of INDEXIQ ETF TR (HFXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERIPRISE FINANCIAL INC ($289.5M), MORGAN STANLEY ($237.3M), BANK OF AMERICA CORP /DE/ ($115.0M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($114.4M), RAYMOND JAMES FINANCIAL INC ($106.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AMERIPRISE FINANCIAL INC	$289.5M	7.6M	Added
2	MORGAN STANLEY	$237.3M	6.2M	Added
3	BANK OF AMERICA CORP /DE/	$115.0M	3.0M	Added
4	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$114.4M	3.0M	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$106.0M	2.8M	Added
6	LPL Financial LLC	$100.7M	2.6M	Added
7	UBS Group AG	$80.1M	2.1M	Added
8	Mariner, LLC	$60.5M	1.6M	Trimmed
9	Go Invest LLC	$45.1M	1.2M	Added
10	Royal Bank of Canada	$34.3M	899,322	Added
11	COMMONWEALTH EQUITY SERVICES, LLC	$32.0M	840,088	Added
12	Mason & Associates Inc	$24.9M	653,490	Trimmed
13	FLYNN ZITO CAPITAL MANAGEMENT, LLC	$21.7M	570,109	Trimmed
14	Landmark Wealth Management, LLC	$18.9M	496,162	Added
15	ENVESTNET ASSET MANAGEMENT INC	$14.7M	386,956	Added
16	OSAIC HOLDINGS, INC.	$14.6M	382,883	Added
17	Ameritas Investment Partners, Inc.	$13.6M	356,633	Added
18	Sanctuary Advisors, LLC	$11.0M	288,042	Trimmed
19	JANE STREET GROUP, LLC	$10.8M	284,513	Trimmed
20	Concurrent Investment Advisors, LLC	$10.2M	268,863	Added
21	Rockefeller Capital Management L.P.	$9.9M	260,621	Added
22	MARINO, STRAM & ASSOCIATES LLC	$9.3M	245,335	Trimmed
23	Gladstone Institutional Advisory LLC	$9.3M	243,008	Added
24	WCG Wealth Advisors LLC	$9.0M	235,629	New
25	TSFG, LLC	$8.5M	221,907	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30