NEW YORK LIFE INVTS ACTIVE E (IQHI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
4
Reporting holders
$119.2M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | $118.9M | 4,602,678 | 0.83% | 15q | +6.4%+$7.1M |
| RAYMOND JAMES FINANCIAL INC | $374.9K | 14,515 | 0.00% | 2q | -39.6%-$246.0K |
| Triumph Capital Management | $4.9K | 191 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $757 | 29 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $119.2M | 4,617,413 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 4 | $112.0M | 4,363,530 | 2 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $93.5M | 3,577,128 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $75.6M | 2,840,795 | 1 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $57.2M | 2,166,378 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $56.1M | 2,153,412 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $61.5M | 2,360,431 | 1 | 1 | 2 | 0.0% |
| Q3 2024 | 3 | $63.6M | 2,344,066 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $61.8M | 2,354,145 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 5 | $84.5M | 3,185,535 | 1 | 0 | 2 | 0.0% |
| Q4 2023 | 5 | $86.1M | 3,240,281 | 1 | 1 | 3 | 0.0% |
| Q3 2023 | 4 | $84.1M | 3,299,388 | 1 | 0 | 3 | 0.0% |
| Q2 2023 | 3 | $89.4M | 3,453,892 | 1 | 2 | 0 | 0.0% |
| Q1 2023 | 2 | $26.1M | 998,885 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $25.3M | 998,397 | 2 | 0 | 0 | 0.0% |