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Institutional Holders of IQI

There is a long list of 102 institutional holders of IQI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IQI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IQI table below, the initial column indicates the name of each top institutional holder of IQI, with a link to that fund's top holdings. The next columns indicate the amount of IQI stock held by each of the institutional holders of IQI, followed by the IQI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.2,741,787$26,074 12/31/2023
     IQI2,741,787$26,074 12/31/2023
Rivernorth Capital Management LLC1,623,543$15,440 12/31/2023
     IQI1,623,543$15,440 12/31/2023
Guggenheim Capital LLC1,135,897$10,802 12/31/2023
     IQI1,135,897$10,802 12/31/2023
Allspring Global Investments Holdings LLC1,115,833$10,801 03/31/2024
     IQI1,115,833$10,801 03/31/2024
Sit Investment Associates Inc.818,533$7,784 12/31/2023
     IQI818,533$7,784 12/31/2023
Raymond James & Associates736,892$7,133 03/31/2024
     IQI736,892$7,133 03/31/2024
Pathstone Holdings LLC698,273$6,641 12/31/2023
     IQI698,273$6,641 12/31/2023
Logan Stone Capital LLC675,736$6,426 12/31/2023
     IQI675,736$6,426 12/31/2023
Hennion & Walsh Asset Management Inc.545,578$5,281 03/31/2024
     IQI545,578$5,281 03/31/2024
LPL Financial LLC461,174$4,386 12/31/2023
     IQI461,174$4,386 12/31/2023
Morgan Stanley452,656$4,305 12/31/2023
     IQI452,656$4,305 12/31/2023
Van ECK Associates Corp402,317$3,826 12/31/2023
     IQI402,317$3,826 12/31/2023
CNH Partners LLC397,072$3,776 12/31/2023
     IQI397,072$3,776 12/31/2023
Robinson Capital Management LLC367,547$3,499 12/31/2023
     IQI367,547$3,499 12/31/2023
Wells Fargo & Company MN274,141$2,607 12/31/2023
     IQI274,141$2,607 12/31/2023
UBS Group AG251,696$2,394 12/31/2023
     IQI251,696$2,394 12/31/2023
Royal Bank of Canada247,534$2,354 12/31/2023
     IQI247,534$2,354 12/31/2023
Lido Advisors LLC244,543$2,326 12/31/2023
     IQI244,543$2,326 12/31/2023
Cambridge Investment Research Advisors Inc.179,701$1,709 12/31/2023
     IQI179,701$1,709 12/31/2023
The PNC Financial Services Group Inc.166,835$1,587 12/31/2023
     IQI166,835$1,587 12/31/2023
Advisor Group Holdings Inc.163,104$1,551 12/31/2023
     IQI163,104$1,551 12/31/2023
Advisors Asset Management Inc.161,762$1,538 12/31/2023
     IQI161,762$1,538 12/31/2023
Ameriprise Financial Inc.157,501$1,500 12/31/2023
     IQI157,501$1,500 12/31/2023
Vivaldi Capital Management LLC149,099$1,419 12/31/2023
     IQI149,099$1,419 12/31/2023
Landscape Capital Management L.L.C.146,213$1,390 12/31/2023
     IQI146,213$1,390 12/31/2023
Raymond James Financial Services Advisors Inc.137,879$1,335 03/31/2024
     IQI137,879$1,335 03/31/2024
Rockefeller Capital Management L.P.131,850$1,254 12/31/2023
     IQI131,850$1,254 12/31/2023
BOKF NA130,500$1,241 12/31/2023
     IQI130,500$1,241 12/31/2023
Stifel Financial Corp126,794$1,206 12/31/2023
     IQI126,794$1,206 12/31/2023
BlackRock Inc.121,232$1,153 12/31/2023
     IQI121,232$1,153 12/31/2023
Cetera Advisor Networks LLC106,820$1,016 12/31/2023
     IQI106,820$1,016 12/31/2023
Goldman Sachs Group Inc.103,602$985 12/31/2023
     IQI103,602$985 12/31/2023
Mariner LLC97,499$927 12/31/2023
     IQI97,499$927 12/31/2023
Invesco Ltd.89,780$854 12/31/2023
     IQI89,780$854 12/31/2023
Dakota Wealth Management80,365$764 12/31/2023
     IQI80,365$764 12/31/2023
Riverbridge Partners LLC78,346$745 12/31/2023
     IQI78,346$745 12/31/2023
Commonwealth Equity Services LLC75,120$714 12/31/2023
     IQI75,120$714 12/31/2023
Nuveen Asset Management LLC70,625$672 12/31/2023
     IQI70,625$672 12/31/2023
Alpine Global Management LLC66,612$633 12/31/2023
     IQI66,612$633 12/31/2023
Weiss Asset Management LP65,213$620 12/31/2023
     IQI65,213$620 12/31/2023
Centaurus Financial Inc.62,706$596 12/31/2023
     IQI62,706$596 12/31/2023
City of London Investment Management Co. Ltd.60,560$576 12/31/2023
     IQI60,560$576 12/31/2023
Bank of America Corp DE57,567$547 12/31/2023
     IQI57,567$547 12/31/2023
HighTower Advisors LLC51,814$487 12/31/2023
     IQI51,814$487 12/31/2023
Quadrature Capital Ltd40,501$386 12/31/2023
     IQI40,501$386 12/31/2023
Wolverine Asset Management LLC40,250$383 12/31/2023
     IQI40,250$383 12/31/2023
Davis Investment Partners LLC36,712$344 03/31/2024
     IQI36,712$344 03/31/2024
Tectonic Advisors LLC35,229$335 12/31/2023
     IQI35,229$335 12/31/2023
Northwestern Mutual Wealth Management Co.33,259$316 12/31/2023
     IQI33,259$316 12/31/2023
GWM Advisors LLC33,433$314 12/31/2023
     IQI33,433$314 12/31/2023

See All: Funds Holding IQI
See Details: Top 10 Hedge Funds Holding IQI
Also See: IQI Insider Buying
Also See: IQI Holdings Changes

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