# NEW YORK LIFE INVTS ACTIVE E (IQHI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IQHI/

- Reporting holders: 4
- Reported value: $119.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [New York Life Investment Management LLC](https://holderbook.com/funds/1133639-new-york-life-investment-management-llc/) | $118.9M | 4,602,678 | 0.8% | 15 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $374.9K | 14,515 | 0.0% | 2 |
| [Triumph Capital Management](https://holderbook.com/funds/1730765-triumph-capital-management/) | $4.9K | 191 | 0.0% | 3 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $757 | 29 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $119.2M |
| Q1 2026 | 4 | $112.0M |
| Q4 2025 | 2 | $93.5M |
| Q3 2025 | 2 | $75.6M |
| Q2 2025 | 2 | $57.2M |
| Q1 2025 | 2 | $56.1M |
| Q4 2024 | 4 | $61.5M |
| Q3 2024 | 3 | $63.6M |
| Q2 2024 | 4 | $61.8M |
| Q1 2024 | 5 | $84.5M |
| Q4 2023 | 5 | $86.1M |
| Q3 2023 | 4 | $84.1M |

