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

184 institutions reported holding $1.27B of INDEXIQ ACTIVE ETF TR (MMIT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($160.8M), MORGAN STANLEY ($93.4M), JONES FINANCIAL COMPANIES LLLP ($81.3M), Meeder Advisory Services, Inc. ($74.3M), Schneider Downs Wealth Management Advisors, LP ($64.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$160.8M6.6MAdded
2MORGAN STANLEY$93.4M3.8MTrimmed
3JONES FINANCIAL COMPANIES LLLP$81.3M3.3MAdded
4Meeder Advisory Services, Inc.$74.3M3.1MAdded
5Schneider Downs Wealth Management Advisors, LP$64.8M2.7MAdded
6RAYMOND JAMES FINANCIAL INC$58.6M2.4MAdded
7Cetera Investment Advisers$55.5M2.3MAdded
8UBS Group AG$52.9M2.2MAdded
9IAG Wealth Partners, LLC$47.9M2.0MAdded
10LPL Financial LLC$44.8M1.8MTrimmed
11Midwest Trust Co$33.9M1.4MAdded
12Mariner, LLC$29.0M1.2MTrimmed
13ENVESTNET ASSET MANAGEMENT INC$23.9M983,337Added
14Royal Bank of Canada$17.8M729,308Added
15Lebenthal Global Advisors, LLC$16.2M663,814Trimmed
16FLPUTNAM INVESTMENT MANAGEMENT CO$15.9M652,258Added
17Pallas Capital Advisors LLC$15.0M617,698Added
18Orion Porfolio Solutions, LLC$14.5M596,221Trimmed
19Waverly Advisors, LLC$14.0M573,580New
20CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$12.7M520,097Trimmed
21CONDOR CAPITAL MANAGEMENT$12.5M514,726Added
22GREAT VALLEY ADVISOR GROUP, INC.$12.4M507,293Added
23CFO4Life Group, LLC$12.3M505,504Added
24INVENIO WEALTH PARTNERS LLC$11.2M461,315Added
25MassMutual Private Wealth & Trust, FSB$11.2M459,502Added

来源：SEC 13F 申报文件 · 截至 2026-06-30