IQHI — New York Life Invts Active E Institutional Holders · Q2 2026
Who owns New York Life Invts Active E (IQHI)? 5 institutions reported holding $119.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: New York Life Investment Management LLC ($118.9M), Raymond James Financial Inc ($374,850), Triumph Capital Management ($4,933).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $118.9M | 4.6M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $374,850 | 14,515 | Trimmed |
| 3 | Triumph Capital Management | $4,933 | 191 | Hold |
| 4 | ACTION POINT FINANCIAL PLANNING, LLC | $757 | 29 | New |
| 5 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30