IQSU — New York Life Investments Et Institutional Holders · Q2 2026

Name: Who Owns IQSU? 24 Institutions Hold $322M (Q2 2026)
Creator: ko.io

Who owns New York Life Investments Et (IQSU)? 24 institutions reported holding $321.71M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: New York Life Investment Management LLC ($295.7M), Envestnet Asset Management Inc ($10.2M), Captrust Financial Advisors ($3.2M).

Rank	Institution	Value	Shares	Change
1	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$295.7M	4.7M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$10.2M	162,325	Added
3	CAPTRUST FINANCIAL ADVISORS	$3.2M	50,514	Added
4	GOLDMAN SACHS GROUP INC	$3.2M	50,398	Hold
5	BANK OF AMERICA CORP /DE/	$2.2M	35,869	Added
6	CITADEL ADVISORS LLC	$1.4M	22,282	New
7	LPL Financial LLC	$1.3M	20,046	Added
8	Waterloo Capital, L.P.	$1.1M	18,084	Added
9	Paul R. Ried Financial Group, LLC	$976,905	15,607	Trimmed
10	TWO SIGMA INVESTMENTS, LP	$500,752	8,000	Trimmed
11	Palisades Hudson Asset Management, L.P.	$325,000	5,192	Added
12	AMERIPRISE FINANCIAL INC	$316,100	5,050	New
13	Financial Gravity Companies, Inc.	$273,786	4,374	Added
14	RAYMOND JAMES FINANCIAL INC	$239,547	3,827	Trimmed
15	SEEDS INVESTOR LLC	$202,992	3,243	New
16	Rossby Financial, LCC	$202,992	3,243	Hold
17	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$125,438	2,004	Hold
18	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$118,365	1,891	Hold
19	MORGAN STANLEY	$108,502	1,733	Trimmed
20	OSAIC HOLDINGS, INC.	$39,856	636	Added
21	NewEdge Advisors, LLC	$39,310	628	Trimmed
22	FMR LLC	$5,899	94	Hold
23	Private Advisor Group, LLC	$0	0	Exited
24	IFP Advisors, Inc	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30