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IndexIQ ETF Trust IQ U.S. Small Cap ETF

Delisted

CSML was delisted on the 22nd of April, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
New York Life Investment Management
1
New York Life Investment Management
New York
$197M +$241K +7,519 +0.1%
LPL Financial
2
LPL Financial
California
$23.9M +$23M +719,209 +2,385%
Bank of America
3
Bank of America
North Carolina
$6.23M -$554K -17,288 -8%
Smallwood Wealth Investment Management
4
Smallwood Wealth Investment Management
New Jersey
$2.82M +$160K +5,004 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.14M +$1.92M +59,921 +825%
Raymond James & Associates
6
Raymond James & Associates
Florida
$1.15M -$24.9K -777 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.07M -$2.64M -82,372 -71%
Citadel Advisors
8
Citadel Advisors
Florida
$860K +$864K +26,971 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$836K +$36.2K +1,130 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$311K -$11.9K -371 -4%
OneDigital Investment Advisors
11
OneDigital Investment Advisors
Kansas
$301K -$88.3K -2,758 -23%
UBS Group
12
UBS Group
Switzerland
$135K +$66K +2,061 +94%
JP Morgan Chase
13
JP Morgan Chase
New York
$60K +$60K +1,874 New
Tower Research Capital (TRC)
14
Tower Research Capital (TRC)
New York
$25K +$23.6K +737 +1,271%
FinTrust Capital Advisors
15
FinTrust Capital Advisors
South Carolina
$24.6K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$21.1K +$8.9K +278 +73%
Steward Partners Investment Advisory
17
Steward Partners Investment Advisory
New York
$16K – – –
Glass Jacobson Investment Advisors
18
Glass Jacobson Investment Advisors
Maryland
$6.38K +$6.41K +200 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3K – – –
Belpointe Asset Management
20
Belpointe Asset Management
Nevada
$1.28K +$1.28K +40 New
Stifel Financial
21
Stifel Financial
Missouri
– -$1.29M -44,684 Closed
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
– -$21K -739 Closed
Wells Fargo
23
Wells Fargo
California
– -$6K -207 Closed