IQSM — New York Life Investments Et Institutional Holders · Q2 2026
Who owns New York Life Investments Et (IQSM)? 8 institutions reported holding $335.51M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: New York Life Investment Management LLC ($331.5M), Cetera Investment Advisers ($2.1M), Seeds Investor LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $331.5M | 8.3M | Added |
| 2 | Cetera Investment Advisers | $2.1M | 51,994 | Added |
| 3 | SEEDS INVESTOR LLC | $1.8M | 46,325 | Trimmed |
| 4 | Rossby Financial, LCC | $48,989 | 1,231 | Trimmed |
| 5 | UBS Group AG | $38,841 | 976 | Added |
| 6 | JPMORGAN CHASE & CO | $10,628 | 269 | New |
| 7 | MORGAN STANLEY | $8,835 | 222 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30