IQSU institutional holders
NEW YORK LIFE INVESTMENTS ET · 13F, 2026Q2
| Managers holding | 23 |
|---|---|
| Shares held | 5,139,659 |
| Reported value | $321.7m |
| Quarter flows | 5 new, 7 added, 6 trimmed, 3 exited |
Top 23 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| New York Life Investment Management LLC | 4,724,616 | $295.7m | 2.1% |
| ENVESTNET ASSET MANAGEMENT INC | 162,325 | $10.2m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 50,514 | $3.2m | 0.0% |
| GOLDMAN SACHS GROUP INC | 50,398 | $3.2m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 35,869 | $2.2m | 0.0% |
| CITADEL ADVISORS LLC | 22,282 | $1.4m | 0.0% |
| LPL Financial LLC | 20,046 | $1.3m | 0.0% |
| Waterloo Capital, L.P. | 18,084 | $1.1m | 0.1% |
| Paul R. Ried Financial Group, LLC | 15,607 | $976,905 | 0.4% |
| TWO SIGMA INVESTMENTS, LP | 8,000 | $500,752 | 0.0% |
| Palisades Hudson Asset Management, L.P. | 5,192 | $325,000 | 0.1% |
| AMERIPRISE FINANCIAL INC | 5,050 | $316,100 | 0.0% |
| Financial Gravity Companies, Inc. | 4,374 | $273,786 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 3,827 | $239,547 | 0.0% |
| SEEDS INVESTOR LLC | 3,243 | $202,992 | 0.0% |
| Rossby Financial, LCC | 3,243 | $202,992 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,004 | $125,438 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,891 | $118,365 | 0.0% |
| MORGAN STANLEY | 1,733 | $108,502 | 0.0% |
| OSAIC HOLDINGS, INC. | 636 | $39,856 | 0.0% |
| NewEdge Advisors, LLC | 628 | $39,310 | 0.0% |
| FMR LLC | 94 | $5,899 | 0.0% |
| Integrated Wealth Concepts LLC | 3 | $188 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IQSU"). IQSU price history · All 13F data