22 institutions reported holding $232.1M of NEW YORK LIFE INVESTMENTS ET (IQSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($218.1M), NYL Investors LLC ($3.6M), Focus Partners Wealth ($1.4M), SEEDS INVESTOR LLC ($1.2M), Orion Porfolio Solutions, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $218.1M | 5.7M | Added |
| 2 | NYL Investors LLC | $3.6M | 94,108 | Trimmed |
| 3 | Focus Partners Wealth | $1.4M | 36,840 | Added |
| 4 | SEEDS INVESTOR LLC | $1.2M | 32,308 | Trimmed |
| 5 | Orion Porfolio Solutions, LLC | $1.1M | 29,455 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $1.0M | 27,267 | Added |
| 7 | Paul R. Ried Financial Group, LLC | $1.0M | 26,329 | Trimmed |
| 8 | FLOW TRADERS U.S. LLC | $899,000 | 23,471 | Trimmed |
| 9 | CAPTRUST FINANCIAL ADVISORS | $625,108 | 16,324 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $616,398 | 16,097 | Trimmed |
| 11 | MORGAN STANLEY | $555,133 | 14,497 | Trimmed |
| 12 | Golden State Wealth Management, LLC | $408,360 | 10,664 | Trimmed |
| 13 | BANK OF AMERICA CORP /DE/ | $348,419 | 9,099 | New |
| 14 | Summit Financial, LLC | $331,079 | 8,646 | New |
| 15 | LPL Financial LLC | $265,074 | 6,922 | Added |
| 16 | OSAIC HOLDINGS, INC. | $141,299 | 3,690 | Added |
| 17 | Rossby Financial, LCC | $140,266 | 3,663 | Trimmed |
| 18 | HARBOUR INVESTMENTS, INC. | $131,076 | 3,423 | Hold |
| 19 | NewEdge Advisors, LLC | $98,412 | 2,570 | Hold |
| 20 | Silver Grove Financial Group, Inc. | $8,769 | 229 | New |
| 21 | KWB Wealth | $0 | 0 | Exited |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30