IQSM institutional holders
NEW YORK LIFE INVESTMENTS ET · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 8,430,599 |
| Reported value | $335.5m |
| Quarter flows | 2 new, 3 added, 2 trimmed, 1 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| New York Life Investment Management LLC | 8,329,582 | $331.5m | 2.3% |
| Cetera Investment Advisers | 51,994 | $2.1m | 0.0% |
| SEEDS INVESTOR LLC | 46,325 | $1.8m | 0.2% |
| Rossby Financial, LCC | 1,231 | $48,989 | 0.0% |
| UBS Group AG | 976 | $38,841 | 0.0% |
| JPMORGAN CHASE & CO | 269 | $10,628 | 0.0% |
| MORGAN STANLEY | 222 | $8,835 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IQSM"). IQSM price history · All 13F data