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Funds Holding IQDG

On this page, we present all of the funds holding IQDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IQDG, with a link to that fund's top holdings. The next columns indicate the amount of IQDG stock held by each of the funds holding IQDG, followed by the IQDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 113 funds holding IQDG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IQDG), click the fund name in the "Holder" column of the funds-holding-IQDG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,874,087$140,513 12/31/2023
     IQDG3,874,087$140,513 12/31/2023
One Capital Management LLC2,336,916$84,760 12/31/2023
     IQDG2,336,916$84,760 12/31/2023
Bank of America Corp DE2,285,219$82,885 12/31/2023
     IQDG2,285,219$82,885 12/31/2023
Trilogy Capital Inc.2,214,371$80,315 12/31/2023
     IQDG2,214,371$80,315 12/31/2023
Prime Capital Investment Advisors LLC1,656,264$60,073 12/31/2023
     IQDG1,656,264$60,073 12/31/2023
Hennion & Walsh Asset Management Inc.1,160,501$42,091 12/31/2023
     IQDG1,160,501$42,091 12/31/2023
LPL Financial LLC979,319$35,520 12/31/2023
     IQDG979,319$35,520 12/31/2023
SPC Financial Inc.941,912$34,163 12/31/2023
     IQDG941,912$34,163 12/31/2023
Journey Strategic Wealth LLC735,721$26,685 12/31/2023
     IQDG735,721$26,685 12/31/2023
Garrett Investment Advisors LLC667,650$24,216 12/31/2023
     IQDG667,650$24,216 12/31/2023
Cornerstone Wealth Management LLC551,519$20,004 12/31/2023
     IQDG551,519$20,004 12/31/2023
UBS Group AG353,941$12,837 12/31/2023
     IQDG353,941$12,837 12/31/2023
AE Wealth Management LLC329,372$11,936 12/31/2023
     IQDG329,372$11,936 12/31/2023
Envestnet Asset Management Inc.297,007$10,772 12/31/2023
     IQDG297,007$10,772 12/31/2023
Revolve Wealth Partners LLC261,232$9,475 12/31/2023
     IQDG261,232$9,475 12/31/2023
Cetera Advisor Networks LLC222,450$8,068 12/31/2023
     IQDG222,450$8,068 12/31/2023
Commonwealth Equity Services LLC208,830$7,574 12/31/2023
     IQDG208,830$7,574 12/31/2023
Jane Street Group LLC205,986$7,471 12/31/2023
     IQDG205,986$7,471 12/31/2023
Royal Bank of Canada201,447$7,306 12/31/2023
     IQDG201,447$7,306 12/31/2023
JPMorgan Chase & Co.194,107$7,040 12/31/2023
     IQDG194,107$7,040 12/31/2023
Invenio Wealth Partners LLC184,854$6,705 12/31/2023
     IQDG184,854$6,705 12/31/2023
Raymond James & Associates180,139$6,534 12/31/2023
     IQDG180,139$6,534 12/31/2023
OLD Mission Capital LLC149,402$5,419 12/31/2023
     IQDG149,402$5,419 12/31/2023
Security Financial Services INC.136,350$4,945 12/31/2023
     IQDG136,350$4,945 12/31/2023
Golden State Equity Partners124,882$4,529 12/31/2023
     IQDG124,882$4,529 12/31/2023
Kathmere Capital Management LLC128,027$4,099 09/30/2023
     IQDG128,027$4,099 09/30/2023
Financial Advocates Investment Management109,865$4,010 12/31/2023
     IQDG109,865$4,010 12/31/2023
Advisor Group Holdings Inc.105,510$3,828 12/31/2023
     IQDG105,510$3,828 12/31/2023
Premier Path Wealth Partners LLC97,069$3,578 12/31/2023
     IQDG97,069$3,578 12/31/2023
Private Advisor Group LLC98,000$3,554 12/31/2023
     IQDG98,000$3,554 12/31/2023
Cetera Investment Advisers96,052$3,484 12/31/2023
     IQDG96,052$3,484 12/31/2023
Boston Financial Mangement LLC91,911$3,334 12/31/2023
     IQDG91,911$3,334 12/31/2023
FFG Retirement Advisors LLC80,807$2,931 12/31/2023
     IQDG80,807$2,931 12/31/2023
D.A. Davidson & CO.73,703$2,673 12/31/2023
     IQDG73,703$2,673 12/31/2023
Signet Financial Management LLC68,897$2,499 12/31/2023
     IQDG68,897$2,499 12/31/2023
FDx Advisors Inc.65,782$2,386 12/31/2023
     IQDG65,782$2,386 12/31/2023
CI Private Wealth LLC64,471$2,338 12/31/2023
     IQDG64,471$2,338 12/31/2023
Occidental Asset Management LLC63,935$2,319 12/31/2023
     IQDG63,935$2,319 12/31/2023
Wealth Enhancement Advisory Services LLC55,251$2,004 12/31/2023
     IQDG55,251$2,004 12/31/2023
Raymond James Financial Services Advisors Inc.54,038$1,960 12/31/2023
     IQDG54,038$1,960 12/31/2023
Flagship Harbor Advisors LLC52,479$1,903 12/31/2023
     IQDG52,479$1,903 12/31/2023
Capital Analysts LLC49,935$1,811 12/31/2023
     IQDG49,935$1,811 12/31/2023
Hobbs Group Advisors LLC46,708$1,694 12/31/2023
     IQDG46,708$1,694 12/31/2023
Sharkey Howes & Javer44,067$1,598 12/31/2023
     IQDG44,067$1,598 12/31/2023
KLR Investment Advisors LLC41,794$1,516 12/31/2023
     IQDG41,794$1,516 12/31/2023
HighTower Advisors LLC40,674$1,475 12/31/2023
     IQDG40,674$1,475 12/31/2023
Resonant Capital Advisors LLC38,158$1,384 12/31/2023
     IQDG38,158$1,384 12/31/2023
My Legacy Advisors LLC37,758$1,352 12/31/2023
     IQDG37,758$1,352 12/31/2023
Atria Investments LLC36,242$1,314 12/31/2023
     IQDG36,242$1,314 12/31/2023
Janney Montgomery Scott LLC32,169$1,167 12/31/2023
     IQDG32,169$1,167 12/31/2023
Bank of New York Mellon Corp31,400$1,139 12/31/2023
     IQDG31,400$1,139 12/31/2023
Per Stirling Capital Management LLC.31,372$1,138 12/31/2023
     IQDG31,372$1,138 12/31/2023
GWM Advisors LLC22,151$787 12/31/2023
     IQDG22,151$787 12/31/2023
Financial Enhancement Group LLC21,319$746 12/31/2023
     IQDG21,319$746 12/31/2023
Mutual Advisors LLC19,933$723 12/31/2023
     IQDG19,933$723 12/31/2023
Oppenheimer & Co. Inc.19,722$715 12/31/2023
     IQDG19,722$715 12/31/2023
Mason Investment Advisory Services Inc.19,514$708 12/31/2023
     IQDG19,514$708 12/31/2023
Princeton Global Asset Management LLC19,407$704 12/31/2023
     IQDG19,407$704 12/31/2023
V Wealth Advisors LLC19,200$615 09/30/2023
     IQDG19,200$615 09/30/2023
D Orazio & Associates Inc.16,473$597 12/31/2023
     IQDG16,473$597 12/31/2023
CIBC World Markets Inc.16,062$583 12/31/2023
     IQDG16,062$583 12/31/2023
Maia Wealth LLC16,066$583 12/31/2023
     IQDG16,066$583 12/31/2023
Global Retirement Partners LLC16,219$573 12/31/2023
     IQDG16,219$573 12/31/2023
Cetera Advisors LLC15,774$572 12/31/2023
     IQDG15,774$572 12/31/2023
Park Avenue Securities LLC15,165$550 12/31/2023
     IQDG15,165$550 12/31/2023
Ausdal Financial Partners Inc.15,048$546 12/31/2023
     IQDG15,048$546 12/31/2023
SageView Advisory Group LLC14,200$516 12/31/2023
     IQDG14,200$516 12/31/2023
Hunter Associates Investment Management LLC13,650$498 12/31/2023
     IQDG13,650$498 12/31/2023
Sowell Financial Services LLC13,461$488 12/31/2023
     IQDG13,461$488 12/31/2023
Claro Advisors LLC13,105$475 12/31/2023
     IQDG13,105$475 12/31/2023
NBC Securities Inc.12,940$469 12/31/2023
     IQDG12,940$469 12/31/2023
International Assets Investment Management LLC10,954$397 12/31/2023
     IQDG10,954$397 12/31/2023
Western Wealth Management LLC10,811$392 12/31/2023
     IQDG10,811$392 12/31/2023
Kestra Advisory Services LLC9,926$360 12/31/2023
     IQDG9,926$360 12/31/2023
O Shaughnessy Asset Management LLC9,689$351 12/31/2023
     IQDG9,689$351 12/31/2023
Nations Financial Group Inc. IA ADV9,444$343 12/31/2023
     IQDG9,444$343 12/31/2023
Gateway Wealth Partners LLC8,564$311 12/31/2023
     IQDG8,564$311 12/31/2023
Raymond James Trust N.A.8,277$300 12/31/2023
     IQDG8,277$300 12/31/2023
Citadel Advisors LLC8,239$299 12/31/2023
     IQDG8,239$299 12/31/2023
B.O.S.S. Retirement Advisors LLC7,812$283 12/31/2023
     IQDG7,812$283 12/31/2023
Creative Financial Designs Inc. ADV7,480$271 12/31/2023
     IQDG7,480$271 12/31/2023
Truadvice LLC7,896$255 09/30/2023
     IQDG7,896$255 09/30/2023
First Republic Investment Management Inc.7,922$254 09/30/2023
     IQDG7,922$254 09/30/2023
Smartleaf Asset Management LLC6,999$253 12/31/2023
     IQDG6,999$253 12/31/2023
Mariner LLC6,637$241 12/31/2023
     IQDG6,637$241 12/31/2023
Priebe Wealth Holdings LLC5,950$216 12/31/2023
     IQDG5,950$216 12/31/2023
Waterloo Capital L.P.5,700$207 12/31/2023
     IQDG5,700$207 12/31/2023
Atria Wealth Solutions Inc.5,601$203 12/31/2023
     IQDG5,601$203 12/31/2023
Great Valley Advisor Group Inc.5,550$201 12/31/2023
     IQDG5,550$201 12/31/2023
Element Wealth LLC5,079$184 12/31/2023
     IQDG5,079$184 12/31/2023
Tsfg LLC4,564$166 12/31/2023
     IQDG4,564$166 12/31/2023
GPS Wealth Strategies Group LLC3,575$130 12/31/2023
     IQDG3,575$130 12/31/2023
Key Financial Inc2,828$103 12/31/2023
     IQDG2,828$103 12/31/2023
FMR LLC2,698$98 12/31/2023
     IQDG2,698$98 12/31/2023
Northwestern Mutual Wealth Management Co.2,516$91 12/31/2023
     IQDG2,516$91 12/31/2023
Team Financial Group LLC2,137$78 12/31/2023
     IQDG2,137$78 12/31/2023
Arcadia Investment Management Corp MI1,794$65 12/31/2023
     IQDG1,794$65 12/31/2023
Resurgent Financial Advisors LLC1,000$36 12/31/2023
     IQDG1,000$36 12/31/2023
Capital Advisors Ltd. LLC926$34 12/31/2023
     IQDG926$34 12/31/2023
Valley National Advisers Inc.914$33 12/31/2023
     IQDG914$33 12/31/2023
Fifth Third Bancorp795$29 12/31/2023
     IQDG795$29 12/31/2023
ICA Group Wealth Management LLC723$26 12/31/2023
     IQDG723$26 12/31/2023
Frazier Financial Advisors LLC495$18 12/31/2023
     IQDG495$18 12/31/2023
Advisory Services Network LLC407$15 12/31/2023
     IQDG407$15 12/31/2023
Harbour Investments Inc.165$6 12/31/2023
     IQDG165$6 12/31/2023
Tucker Asset Management LLC148$5 12/31/2023
     IQDG148$5 12/31/2023
DB Wealth Management Group LLC121$4 12/31/2023
     IQDG121$4 12/31/2023
Caitlin John LLC108$4 12/31/2023
     IQDG108$4 12/31/2023
Pineridge Advisors LLC106$4 12/31/2023
     IQDG106$4 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     IQDG1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IQDG0$0 12/31/2023
Citigroup Inc.4$0 12/31/2023
     IQDG4$0 12/31/2023
Larson Financial Group LLC0$0 12/31/2023
     IQDG0$0 12/31/2023
Mendel Money Management15,999$-580,284 12/31/2023
     Put15,999$580,284 12/31/2023

See Summary: Institutional Holders of IQDG
See Details: Top 10 Hedge Funds Holding IQDG
Also See: IQDG Holdings Changes

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