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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 3,874,087 | $140,513 | 12/31/2023 | IQDG | 3,874,087 | $140,513 | 12/31/2023 | One Capital Management LLC | 2,336,916 | $84,760 | 12/31/2023 | IQDG | 2,336,916 | $84,760 | 12/31/2023 | Bank of America Corp DE | 2,285,219 | $82,885 | 12/31/2023 | IQDG | 2,285,219 | $82,885 | 12/31/2023 | Trilogy Capital Inc. | 2,214,371 | $80,315 | 12/31/2023 | IQDG | 2,214,371 | $80,315 | 12/31/2023 | Prime Capital Investment Advisors LLC | 1,656,264 | $60,073 | 12/31/2023 | IQDG | 1,656,264 | $60,073 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 1,160,501 | $42,091 | 12/31/2023 | IQDG | 1,160,501 | $42,091 | 12/31/2023 | LPL Financial LLC | 979,319 | $35,520 | 12/31/2023 | IQDG | 979,319 | $35,520 | 12/31/2023 | SPC Financial Inc. | 941,912 | $34,163 | 12/31/2023 | IQDG | 941,912 | $34,163 | 12/31/2023 | Journey Strategic Wealth LLC | 735,721 | $26,685 | 12/31/2023 | IQDG | 735,721 | $26,685 | 12/31/2023 | Garrett Investment Advisors LLC | 667,650 | $24,216 | 12/31/2023 | IQDG | 667,650 | $24,216 | 12/31/2023 | Cornerstone Wealth Management LLC | 551,519 | $20,004 | 12/31/2023 | IQDG | 551,519 | $20,004 | 12/31/2023 | UBS Group AG | 353,941 | $12,837 | 12/31/2023 | IQDG | 353,941 | $12,837 | 12/31/2023 | AE Wealth Management LLC | 329,372 | $11,936 | 12/31/2023 | IQDG | 329,372 | $11,936 | 12/31/2023 | Envestnet Asset Management Inc. | 297,007 | $10,772 | 12/31/2023 | IQDG | 297,007 | $10,772 | 12/31/2023 | Revolve Wealth Partners LLC | 261,232 | $9,475 | 12/31/2023 | IQDG | 261,232 | $9,475 | 12/31/2023 | Cetera Advisor Networks LLC | 222,450 | $8,068 | 12/31/2023 | IQDG | 222,450 | $8,068 | 12/31/2023 | Commonwealth Equity Services LLC | 208,830 | $7,574 | 12/31/2023 | IQDG | 208,830 | $7,574 | 12/31/2023 | Jane Street Group LLC | 205,986 | $7,471 | 12/31/2023 | IQDG | 205,986 | $7,471 | 12/31/2023 | Royal Bank of Canada | 201,447 | $7,306 | 12/31/2023 | IQDG | 201,447 | $7,306 | 12/31/2023 | JPMorgan Chase & Co. | 194,107 | $7,040 | 12/31/2023 | IQDG | 194,107 | $7,040 | 12/31/2023 | Invenio Wealth Partners LLC | 184,854 | $6,705 | 12/31/2023 | IQDG | 184,854 | $6,705 | 12/31/2023 | Raymond James & Associates | 180,139 | $6,534 | 12/31/2023 | IQDG | 180,139 | $6,534 | 12/31/2023 | OLD Mission Capital LLC | 149,402 | $5,419 | 12/31/2023 | IQDG | 149,402 | $5,419 | 12/31/2023 | Security Financial Services INC. | 136,350 | $4,945 | 12/31/2023 | IQDG | 136,350 | $4,945 | 12/31/2023 | Golden State Equity Partners | 124,882 | $4,529 | 12/31/2023 | IQDG | 124,882 | $4,529 | 12/31/2023 | Kathmere Capital Management LLC | 128,027 | $4,099 | 09/30/2023 | IQDG | 128,027 | $4,099 | 09/30/2023 | Financial Advocates Investment Management | 109,865 | $4,010 | 12/31/2023 | IQDG | 109,865 | $4,010 | 12/31/2023 | Advisor Group Holdings Inc. | 105,510 | $3,828 | 12/31/2023 | IQDG | 105,510 | $3,828 | 12/31/2023 | Premier Path Wealth Partners LLC | 97,069 | $3,578 | 12/31/2023 | IQDG | 97,069 | $3,578 | 12/31/2023 | Private Advisor Group LLC | 98,000 | $3,554 | 12/31/2023 | IQDG | 98,000 | $3,554 | 12/31/2023 | Cetera Investment Advisers | 96,052 | $3,484 | 12/31/2023 | IQDG | 96,052 | $3,484 | 12/31/2023 | Boston Financial Mangement LLC | 91,911 | $3,334 | 12/31/2023 | IQDG | 91,911 | $3,334 | 12/31/2023 | FFG Retirement Advisors LLC | 80,807 | $2,931 | 12/31/2023 | IQDG | 80,807 | $2,931 | 12/31/2023 | D.A. Davidson & CO. | 73,703 | $2,673 | 12/31/2023 | IQDG | 73,703 | $2,673 | 12/31/2023 | Signet Financial Management LLC | 68,897 | $2,499 | 12/31/2023 | IQDG | 68,897 | $2,499 | 12/31/2023 | FDx Advisors Inc. | 65,782 | $2,386 | 12/31/2023 | IQDG | 65,782 | $2,386 | 12/31/2023 | CI Private Wealth LLC | 64,471 | $2,338 | 12/31/2023 | IQDG | 64,471 | $2,338 | 12/31/2023 | Occidental Asset Management LLC | 63,935 | $2,319 | 12/31/2023 | IQDG | 63,935 | $2,319 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 55,251 | $2,004 | 12/31/2023 | IQDG | 55,251 | $2,004 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 54,038 | $1,960 | 12/31/2023 | IQDG | 54,038 | $1,960 | 12/31/2023 | Flagship Harbor Advisors LLC | 52,479 | $1,903 | 12/31/2023 | IQDG | 52,479 | $1,903 | 12/31/2023 | Capital Analysts LLC | 49,935 | $1,811 | 12/31/2023 | IQDG | 49,935 | $1,811 | 12/31/2023 | Hobbs Group Advisors LLC | 46,708 | $1,694 | 12/31/2023 | IQDG | 46,708 | $1,694 | 12/31/2023 | Sharkey Howes & Javer | 44,067 | $1,598 | 12/31/2023 | IQDG | 44,067 | $1,598 | 12/31/2023 | KLR Investment Advisors LLC | 41,794 | $1,516 | 12/31/2023 | IQDG | 41,794 | $1,516 | 12/31/2023 | HighTower Advisors LLC | 40,674 | $1,475 | 12/31/2023 | IQDG | 40,674 | $1,475 | 12/31/2023 | Resonant Capital Advisors LLC | 38,158 | $1,384 | 12/31/2023 | IQDG | 38,158 | $1,384 | 12/31/2023 | My Legacy Advisors LLC | 37,758 | $1,352 | 12/31/2023 | IQDG | 37,758 | $1,352 | 12/31/2023 | Atria Investments LLC | 36,242 | $1,314 | 12/31/2023 | IQDG | 36,242 | $1,314 | 12/31/2023 | Janney Montgomery Scott LLC | 32,169 | $1,167 | 12/31/2023 | IQDG | 32,169 | $1,167 | 12/31/2023 | Bank of New York Mellon Corp | 31,400 | $1,139 | 12/31/2023 | IQDG | 31,400 | $1,139 | 12/31/2023 | Per Stirling Capital Management LLC. | 31,372 | $1,138 | 12/31/2023 | IQDG | 31,372 | $1,138 | 12/31/2023 | GWM Advisors LLC | 22,151 | $787 | 12/31/2023 | IQDG | 22,151 | $787 | 12/31/2023 | Financial Enhancement Group LLC | 21,319 | $746 | 12/31/2023 | IQDG | 21,319 | $746 | 12/31/2023 | Mutual Advisors LLC | 19,933 | $723 | 12/31/2023 | IQDG | 19,933 | $723 | 12/31/2023 | Oppenheimer & Co. Inc. | 19,722 | $715 | 12/31/2023 | IQDG | 19,722 | $715 | 12/31/2023 | Mason Investment Advisory Services Inc. | 19,514 | $708 | 12/31/2023 | IQDG | 19,514 | $708 | 12/31/2023 | Princeton Global Asset Management LLC | 19,407 | $704 | 12/31/2023 | IQDG | 19,407 | $704 | 12/31/2023 | V Wealth Advisors LLC | 19,200 | $615 | 09/30/2023 | IQDG | 19,200 | $615 | 09/30/2023 | D Orazio & Associates Inc. | 16,473 | $597 | 12/31/2023 | IQDG | 16,473 | $597 | 12/31/2023 | CIBC World Markets Inc. | 16,062 | $583 | 12/31/2023 | IQDG | 16,062 | $583 | 12/31/2023 | Maia Wealth LLC | 16,066 | $583 | 12/31/2023 | IQDG | 16,066 | $583 | 12/31/2023 | Global Retirement Partners LLC | 16,219 | $573 | 12/31/2023 | IQDG | 16,219 | $573 | 12/31/2023 | Cetera Advisors LLC | 15,774 | $572 | 12/31/2023 | IQDG | 15,774 | $572 | 12/31/2023 | Park Avenue Securities LLC | 15,165 | $550 | 12/31/2023 | IQDG | 15,165 | $550 | 12/31/2023 | Ausdal Financial Partners Inc. | 15,048 | $546 | 12/31/2023 | IQDG | 15,048 | $546 | 12/31/2023 | SageView Advisory Group LLC | 14,200 | $516 | 12/31/2023 | IQDG | 14,200 | $516 | 12/31/2023 | Hunter Associates Investment Management LLC | 13,650 | $498 | 12/31/2023 | IQDG | 13,650 | $498 | 12/31/2023 | Sowell Financial Services LLC | 13,461 | $488 | 12/31/2023 | IQDG | 13,461 | $488 | 12/31/2023 | Claro Advisors LLC | 13,105 | $475 | 12/31/2023 | IQDG | 13,105 | $475 | 12/31/2023 | NBC Securities Inc. | 12,940 | $469 | 12/31/2023 | IQDG | 12,940 | $469 | 12/31/2023 | International Assets Investment Management LLC | 10,954 | $397 | 12/31/2023 | IQDG | 10,954 | $397 | 12/31/2023 | Western Wealth Management LLC | 10,811 | $392 | 12/31/2023 | IQDG | 10,811 | $392 | 12/31/2023 | Kestra Advisory Services LLC | 9,926 | $360 | 12/31/2023 | IQDG | 9,926 | $360 | 12/31/2023 | O Shaughnessy Asset Management LLC | 9,689 | $351 | 12/31/2023 | IQDG | 9,689 | $351 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 9,444 | $343 | 12/31/2023 | IQDG | 9,444 | $343 | 12/31/2023 | Gateway Wealth Partners LLC | 8,564 | $311 | 12/31/2023 | IQDG | 8,564 | $311 | 12/31/2023 | Raymond James Trust N.A. | 8,277 | $300 | 12/31/2023 | IQDG | 8,277 | $300 | 12/31/2023 | Citadel Advisors LLC | 8,239 | $299 | 12/31/2023 | IQDG | 8,239 | $299 | 12/31/2023 | B.O.S.S. Retirement Advisors LLC | 7,812 | $283 | 12/31/2023 | IQDG | 7,812 | $283 | 12/31/2023 | Creative Financial Designs Inc. ADV | 7,480 | $271 | 12/31/2023 | IQDG | 7,480 | $271 | 12/31/2023 | Truadvice LLC | 7,896 | $255 | 09/30/2023 | IQDG | 7,896 | $255 | 09/30/2023 | First Republic Investment Management Inc. | 7,922 | $254 | 09/30/2023 | IQDG | 7,922 | $254 | 09/30/2023 | Smartleaf Asset Management LLC | 6,999 | $253 | 12/31/2023 | IQDG | 6,999 | $253 | 12/31/2023 | Mariner LLC | 6,637 | $241 | 12/31/2023 | IQDG | 6,637 | $241 | 12/31/2023 | Priebe Wealth Holdings LLC | 5,950 | $216 | 12/31/2023 | IQDG | 5,950 | $216 | 12/31/2023 | Waterloo Capital L.P. | 5,700 | $207 | 12/31/2023 | IQDG | 5,700 | $207 | 12/31/2023 | Atria Wealth Solutions Inc. | 5,601 | $203 | 12/31/2023 | IQDG | 5,601 | $203 | 12/31/2023 | Great Valley Advisor Group Inc. | 5,550 | $201 | 12/31/2023 | IQDG | 5,550 | $201 | 12/31/2023 | Element Wealth LLC | 5,079 | $184 | 12/31/2023 | IQDG | 5,079 | $184 | 12/31/2023 | Tsfg LLC | 4,564 | $166 | 12/31/2023 | IQDG | 4,564 | $166 | 12/31/2023 | GPS Wealth Strategies Group LLC | 3,575 | $130 | 12/31/2023 | IQDG | 3,575 | $130 | 12/31/2023 | Key Financial Inc | 2,828 | $103 | 12/31/2023 | IQDG | 2,828 | $103 | 12/31/2023 | FMR LLC | 2,698 | $98 | 12/31/2023 | IQDG | 2,698 | $98 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 2,516 | $91 | 12/31/2023 | IQDG | 2,516 | $91 | 12/31/2023 | Team Financial Group LLC | 2,137 | $78 | 12/31/2023 | IQDG | 2,137 | $78 | 12/31/2023 | Arcadia Investment Management Corp MI | 1,794 | $65 | 12/31/2023 | IQDG | 1,794 | $65 | 12/31/2023 | Resurgent Financial Advisors LLC | 1,000 | $36 | 12/31/2023 | IQDG | 1,000 | $36 | 12/31/2023 | Capital Advisors Ltd. LLC | 926 | $34 | 12/31/2023 | IQDG | 926 | $34 | 12/31/2023 | Valley National Advisers Inc. | 914 | $33 | 12/31/2023 | IQDG | 914 | $33 | 12/31/2023 | Fifth Third Bancorp | 795 | $29 | 12/31/2023 | IQDG | 795 | $29 | 12/31/2023 | ICA Group Wealth Management LLC | 723 | $26 | 12/31/2023 | IQDG | 723 | $26 | 12/31/2023 | Frazier Financial Advisors LLC | 495 | $18 | 12/31/2023 | IQDG | 495 | $18 | 12/31/2023 | Advisory Services Network LLC | 407 | $15 | 12/31/2023 | IQDG | 407 | $15 | 12/31/2023 | Harbour Investments Inc. | 165 | $6 | 12/31/2023 | IQDG | 165 | $6 | 12/31/2023 | Tucker Asset Management LLC | 148 | $5 | 12/31/2023 | IQDG | 148 | $5 | 12/31/2023 | DB Wealth Management Group LLC | 121 | $4 | 12/31/2023 | IQDG | 121 | $4 | 12/31/2023 | Caitlin John LLC | 108 | $4 | 12/31/2023 | IQDG | 108 | $4 | 12/31/2023 | Pineridge Advisors LLC | 106 | $4 | 12/31/2023 | IQDG | 106 | $4 | 12/31/2023 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | IQDG | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | IQDG | 0 | $0 | 12/31/2023 | Citigroup Inc. | 4 | $0 | 12/31/2023 | IQDG | 4 | $0 | 12/31/2023 | Larson Financial Group LLC | 0 | $0 | 12/31/2023 | IQDG | 0 | $0 | 12/31/2023 | Mendel Money Management | 15,999 | $-580,284 | 12/31/2023 | Put | 15,999 | $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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