IQSU — New York Life Investments Et 机构持仓 · 2026年Q2
谁持有 New York Life Investments Et(IQSU)?2026年Q2(报告期截至 2026-06-30)共有 24 家机构在 SEC 13F 申报中报告持有,合计 3.22 亿美元。前几大持有机构:New York Life Investment Management LLC(2.96 亿美元)、Envestnet Asset Management Inc(1,020.00 万美元)、Captrust Financial Advisors(320.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $295.7M | 4.7M | 减持 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 162,325 | 增持 |
| 3 | CAPTRUST FINANCIAL ADVISORS | $3.2M | 50,514 | 增持 |
| 4 | GOLDMAN SACHS GROUP INC | $3.2M | 50,398 | 持平 |
| 5 | BANK OF AMERICA CORP /DE/ | $2.2M | 35,869 | 增持 |
| 6 | CITADEL ADVISORS LLC | $1.4M | 22,282 | 新建仓 |
| 7 | LPL Financial LLC | $1.3M | 20,046 | 增持 |
| 8 | Waterloo Capital, L.P. | $1.1M | 18,084 | 增持 |
| 9 | Paul R. Ried Financial Group, LLC | $976,905 | 15,607 | 减持 |
| 10 | TWO SIGMA INVESTMENTS, LP | $500,752 | 8,000 | 减持 |
| 11 | Palisades Hudson Asset Management, L.P. | $325,000 | 5,192 | 增持 |
| 12 | AMERIPRISE FINANCIAL INC | $316,100 | 5,050 | 新建仓 |
| 13 | Financial Gravity Companies, Inc. | $273,786 | 4,374 | 增持 |
| 14 | RAYMOND JAMES FINANCIAL INC | $239,547 | 3,827 | 减持 |
| 15 | SEEDS INVESTOR LLC | $202,992 | 3,243 | 新建仓 |
| 16 | Rossby Financial, LCC | $202,992 | 3,243 | 持平 |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $125,438 | 2,004 | 持平 |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118,365 | 1,891 | 持平 |
| 19 | MORGAN STANLEY | $108,502 | 1,733 | 减持 |
| 20 | OSAIC HOLDINGS, INC. | $39,856 | 636 | 增持 |
| 21 | NewEdge Advisors, LLC | $39,310 | 628 | 减持 |
| 22 | FMR LLC | $5,899 | 94 | 持平 |
| 23 | Private Advisor Group, LLC | $0 | 0 | 清仓 |
| 24 | IFP Advisors, Inc | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30