 |
|
|
On this page, we present all of the funds holding IQI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IQI, with a link to that fund's top holdings. The next columns
indicate the amount of IQI stock held by each of the funds holding IQI, followed by the IQI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 105 funds holding IQI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Karpus Management Inc.. For more details on the positions held by Karpus Management Inc.
(or by any of the other funds holding IQI), click the fund name in the "Holder" column of the funds-holding-IQI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Karpus Management Inc. | 2,741,787 | $26,074 | 12/31/2023 | | IQI | 2,741,787 | $26,074 | 12/31/2023 | | Rivernorth Capital Management LLC | 1,623,543 | $15,440 | 12/31/2023 | | IQI | 1,623,543 | $15,440 | 12/31/2023 | | Guggenheim Capital LLC | 1,135,897 | $10,802 | 12/31/2023 | | IQI | 1,135,897 | $10,802 | 12/31/2023 | | Allspring Global Investments Holdings LLC | 1,115,833 | $10,801 | 03/31/2024 | | IQI | 1,115,833 | $10,801 | 03/31/2024 | | Sit Investment Associates Inc. | 818,533 | $7,784 | 12/31/2023 | | IQI | 818,533 | $7,784 | 12/31/2023 | | Raymond James & Associates | 736,892 | $7,133 | 03/31/2024 | | IQI | 736,892 | $7,133 | 03/31/2024 | | Pathstone Holdings LLC | 698,273 | $6,641 | 12/31/2023 | | IQI | 698,273 | $6,641 | 12/31/2023 | | Logan Stone Capital LLC | 675,736 | $6,426 | 12/31/2023 | | IQI | 675,736 | $6,426 | 12/31/2023 | | Hennion & Walsh Asset Management Inc. | 545,578 | $5,281 | 03/31/2024 | | IQI | 545,578 | $5,281 | 03/31/2024 | | Van ECK Associates Corp | 459,213 | $4,445 | 03/31/2024 | | IQI | 459,213 | $4,445 | 03/31/2024 | | LPL Financial LLC | 461,174 | $4,386 | 12/31/2023 | | IQI | 461,174 | $4,386 | 12/31/2023 | | Morgan Stanley | 452,656 | $4,305 | 12/31/2023 | | IQI | 452,656 | $4,305 | 12/31/2023 | | CNH Partners LLC | 397,072 | $3,776 | 12/31/2023 | | IQI | 397,072 | $3,776 | 12/31/2023 | | Robinson Capital Management LLC | 367,547 | $3,499 | 12/31/2023 | | IQI | 367,547 | $3,499 | 12/31/2023 | | Wells Fargo & Company MN | 274,141 | $2,607 | 12/31/2023 | | IQI | 274,141 | $2,607 | 12/31/2023 | | UBS Group AG | 251,696 | $2,394 | 12/31/2023 | | IQI | 251,696 | $2,394 | 12/31/2023 | | Royal Bank of Canada | 247,534 | $2,354 | 12/31/2023 | | IQI | 247,534 | $2,354 | 12/31/2023 | | Lido Advisors LLC | 244,543 | $2,326 | 12/31/2023 | | IQI | 244,543 | $2,326 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 182,583 | $1,767 | 03/31/2024 | | IQI | 182,583 | $1,767 | 03/31/2024 | | The PNC Financial Services Group Inc. | 166,835 | $1,587 | 12/31/2023 | | IQI | 166,835 | $1,587 | 12/31/2023 | | Advisor Group Holdings Inc. | 163,104 | $1,551 | 12/31/2023 | | IQI | 163,104 | $1,551 | 12/31/2023 | | Advisors Asset Management Inc. | 161,762 | $1,538 | 12/31/2023 | | IQI | 161,762 | $1,538 | 12/31/2023 | | Ameriprise Financial Inc. | 157,501 | $1,500 | 12/31/2023 | | IQI | 157,501 | $1,500 | 12/31/2023 | | Vivaldi Capital Management LLC | 149,099 | $1,419 | 12/31/2023 | | IQI | 149,099 | $1,419 | 12/31/2023 | | Landscape Capital Management L.L.C. | 146,213 | $1,390 | 12/31/2023 | | IQI | 146,213 | $1,390 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 137,879 | $1,335 | 03/31/2024 | | IQI | 137,879 | $1,335 | 03/31/2024 | | Rockefeller Capital Management L.P. | 131,850 | $1,254 | 12/31/2023 | | IQI | 131,850 | $1,254 | 12/31/2023 | | BOKF NA | 130,500 | $1,241 | 12/31/2023 | | IQI | 130,500 | $1,241 | 12/31/2023 | | Stifel Financial Corp | 126,794 | $1,206 | 12/31/2023 | | IQI | 126,794 | $1,206 | 12/31/2023 | | BlackRock Inc. | 121,232 | $1,153 | 12/31/2023 | | IQI | 121,232 | $1,153 | 12/31/2023 | | Cetera Advisor Networks LLC | 106,820 | $1,016 | 12/31/2023 | | IQI | 106,820 | $1,016 | 12/31/2023 | | Goldman Sachs Group Inc. | 103,602 | $985 | 12/31/2023 | | IQI | 103,602 | $985 | 12/31/2023 | | Mariner LLC | 97,499 | $927 | 12/31/2023 | | IQI | 97,499 | $927 | 12/31/2023 | | Invesco Ltd. | 89,780 | $854 | 12/31/2023 | | IQI | 89,780 | $854 | 12/31/2023 | | Commonwealth Equity Services LLC | 78,507 | $760 | 03/31/2024 | | IQI | 78,507 | $760 | 03/31/2024 | | Riverbridge Partners LLC | 76,846 | $744 | 03/31/2024 | | IQI | 76,846 | $744 | 03/31/2024 | | Nuveen Asset Management LLC | 70,625 | $672 | 12/31/2023 | | IQI | 70,625 | $672 | 12/31/2023 | | Dakota Wealth Management | 67,945 | $658 | 03/31/2024 | | IQI | 67,945 | $658 | 03/31/2024 | | Alpine Global Management LLC | 66,612 | $633 | 12/31/2023 | | IQI | 66,612 | $633 | 12/31/2023 | | Weiss Asset Management LP | 65,213 | $620 | 12/31/2023 | | IQI | 65,213 | $620 | 12/31/2023 | | Centaurus Financial Inc. | 62,706 | $596 | 12/31/2023 | | IQI | 62,706 | $596 | 12/31/2023 | | City of London Investment Management Co. Ltd. | 60,560 | $576 | 12/31/2023 | | IQI | 60,560 | $576 | 12/31/2023 | | Bank of America Corp DE | 57,567 | $547 | 12/31/2023 | | IQI | 57,567 | $547 | 12/31/2023 | | Matisse Capital | 52,037 | $504 | 03/31/2024 | | IQI | 52,037 | $504 | 03/31/2024 | | HighTower Advisors LLC | 51,814 | $487 | 12/31/2023 | | IQI | 51,814 | $487 | 12/31/2023 | | Quadrature Capital Ltd | 40,501 | $386 | 12/31/2023 | | IQI | 40,501 | $386 | 12/31/2023 | | Wolverine Asset Management LLC | 40,250 | $383 | 12/31/2023 | | IQI | 40,250 | $383 | 12/31/2023 | | Davis Investment Partners LLC | 36,712 | $344 | 03/31/2024 | | IQI | 36,712 | $344 | 03/31/2024 | | Tectonic Advisors LLC | 35,229 | $335 | 12/31/2023 | | IQI | 35,229 | $335 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 33,259 | $316 | 12/31/2023 | | IQI | 33,259 | $316 | 12/31/2023 | | GWM Advisors LLC | 33,433 | $314 | 12/31/2023 | | IQI | 33,433 | $314 | 12/31/2023 | | Almitas Capital LLC | 32,173 | $306 | 12/31/2023 | | IQI | 32,173 | $306 | 12/31/2023 | | Virtus ETF Advisers LLC | 31,868 | $303 | 12/31/2023 | | IQI | 31,868 | $303 | 12/31/2023 | | Capital Investment Advisors LLC | 30,549 | $296 | 03/31/2024 | | IQI | 30,549 | $296 | 03/31/2024 | | Citizens National Bank Trust Department | 27,200 | $259 | 12/31/2023 | | IQI | 27,200 | $259 | 12/31/2023 | | First Trust Advisors LP | 26,186 | $249 | 12/31/2023 | | IQI | 26,186 | $249 | 12/31/2023 | | Compass Financial Group INC SD | 24,369 | $236 | 03/31/2024 | | IQI | 24,369 | $236 | 03/31/2024 | | MML Investors Services LLC | 24,801 | $236 | 12/31/2023 | | IQI | 24,801 | $236 | 12/31/2023 | | Horizon Kinetics Asset Management LLC | 22,402 | $213 | 12/31/2023 | | IQI | 22,402 | $213 | 12/31/2023 | | Tyche Wealth Partners LLC | 20,715 | $201 | 03/31/2024 | | IQI | 20,715 | $201 | 03/31/2024 | | Fairhaven Wealth Management LLC | 18,442 | $175 | 12/31/2023 | | IQI | 18,442 | $175 | 12/31/2023 | | Concurrent Investment Advisors LLC | 17,620 | $168 | 12/31/2023 | | IQI | 17,620 | $168 | 12/31/2023 | | Nomura Holdings Inc. | 16,912 | $161 | 12/31/2023 | | IQI | 16,912 | $161 | 12/31/2023 | | Wellspring Financial Advisors LLC | 16,000 | $155 | 03/31/2024 | | IQI | 16,000 | $155 | 03/31/2024 | | Melfa Wealth Management LLC | 15,344 | $149 | 03/31/2024 | | IQI | 15,344 | $149 | 03/31/2024 | | Janney Montgomery Scott LLC | 14,805 | $141 | 12/31/2023 | | IQI | 14,805 | $141 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,973 | $135 | 03/31/2024 | | IQI | 13,973 | $135 | 03/31/2024 | | Elequin Capital LP | 14,060 | $134 | 12/31/2023 | | IQI | 14,060 | $134 | 12/31/2023 | | Stonebrook Private Inc. | 13,832 | $132 | 12/31/2023 | | IQI | 13,832 | $132 | 12/31/2023 | | Charter Trust Co. | 13,348 | $129 | 03/31/2024 | | IQI | 13,348 | $129 | 03/31/2024 | | Successful Portfolios LLC | 13,307 | $129 | 03/31/2024 | | IQI | 13,307 | $129 | 03/31/2024 | | Creative Planning | 13,250 | $126 | 12/31/2023 | | IQI | 13,250 | $126 | 12/31/2023 | | Susquehanna International Group LLP | 12,988 | $124 | 12/31/2023 | | IQI | 12,988 | $124 | 12/31/2023 | | First Interstate Bank | 12,511 | $121 | 03/31/2024 | | IQI | 12,511 | $121 | 03/31/2024 | | Atomi Financial Group Inc. | 12,553 | $119 | 12/31/2023 | | IQI | 12,553 | $119 | 12/31/2023 | | Snowden Capital Advisors LLC | 11,330 | $108 | 12/31/2023 | | IQI | 11,330 | $108 | 12/31/2023 | | Live Oak Private Wealth LLC | 10,480 | $101 | 03/31/2024 | | IQI | 10,480 | $101 | 03/31/2024 | | Ironsides Asset Advisors LLC | 10,483 | $100 | 12/31/2023 | | IQI | 10,483 | $100 | 12/31/2023 | | Petra Financial Advisors Inc. | 10,000 | $97 | 03/31/2024 | | IQI | 10,000 | $97 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 10,014 | $95 | 12/31/2023 | | IQI | 10,014 | $95 | 12/31/2023 | | JFS Wealth Advisors LLC | 8,246 | $80 | 03/31/2024 | | IQI | 8,246 | $80 | 03/31/2024 | | Cullen Frost Bankers Inc. | 5,322 | $51 | 12/31/2023 | | IQI | 5,322 | $51 | 12/31/2023 | | Financial Management Professionals Inc. | 5,000 | $48 | 03/31/2024 | | IQI | 5,000 | $48 | 03/31/2024 | | Sandy Spring Bank | 5,000 | $48 | 12/31/2023 | | IQI | 5,000 | $48 | 12/31/2023 | | Bramshill Investments LLC | 4,780 | $45 | 12/31/2023 | | IQI | 4,780 | $45 | 12/31/2023 | | CWM LLC | 4,014 | $39 | 03/31/2024 | | IQI | 4,014 | $39 | 03/31/2024 | | Citigroup Inc. | 3,058 | $29 | 12/31/2023 | | IQI | 3,058 | $29 | 12/31/2023 | | Quent Capital LLC | 2,542 | $24 | 12/31/2023 | | IQI | 2,542 | $24 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 2,028 | $20 | 03/31/2024 | | IQI | 2,028 | $20 | 03/31/2024 | | Sound Income Strategies LLC | 1,920 | $19 | 03/31/2024 | | IQI | 1,920 | $19 | 03/31/2024 | | Spire Wealth Management | 1,302 | $13 | 03/31/2024 | | IQI | 1,302 | $13 | 03/31/2024 | | M&R Capital Management Inc. | 1,100 | $11 | 03/31/2024 | | IQI | 1,100 | $11 | 03/31/2024 | | First Horizon Advisors Inc. | 1,000 | $10 | 03/31/2024 | | IQI | 1,000 | $10 | 03/31/2024 | | Bessemer Group Inc. | 936 | $9 | 12/31/2023 | | IQI | 936 | $9 | 12/31/2023 | | Costello Asset Management INC | 800 | $8 | 03/31/2024 | | IQI | 800 | $8 | 03/31/2024 | | Hexagon Capital Partners LLC | 700 | $7 | 03/31/2024 | | IQI | 700 | $7 | 03/31/2024 | | Cambridge Trust Co. | 730 | $7 | 12/31/2023 | | IQI | 730 | $7 | 12/31/2023 | | IAG Wealth Partners LLC | 571 | $6 | 03/31/2024 | | IQI | 571 | $6 | 03/31/2024 | | Parallel Advisors LLC | 552 | $5 | 12/31/2023 | | IQI | 552 | $5 | 12/31/2023 | | NBC Securities Inc. | 400 | $4 | 03/31/2024 | | IQI | 400 | $4 | 03/31/2024 | | Financial Perspectives Inc | 362 | $4 | 03/31/2024 | | IQI | 362 | $4 | 03/31/2024 | | Pinnacle Bank | 339 | $3 | 03/31/2024 | | IQI | 339 | $3 | 03/31/2024 | | GoalVest Advisory LLC | 313 | $3 | 03/31/2024 | | IQI | 313 | $3 | 03/31/2024 | | WASHINGTON TRUST Co | 197 | $2 | 03/31/2024 | | IQI | 197 | $2 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | IQI | 0 | $0 | 03/31/2024 | | FMR LLC | 1 | $0 | 12/31/2023 | | IQI | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IQI
See Details: Top 10 Hedge Funds Holding IQI
Also See: IQI Insider Buying
Also See: IQI Holdings Changes
|
|
Free IQI Email Alerts:
