# NEW YORK LIFE INVESTMENTS ET (IQSI)

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

- Reporting holders: 20
- Reported value: $232.1M
- 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/) | $218.1M | 5,695,211 | 1.5% | 25 |
| [NYL Investors LLC](https://holderbook.com/funds/1606720-nyl-investors-llc/) | $3.6M | 94,108 | 1.4% | 11 |
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $1.4M | 36,840 | 0.0% | 11 |
| [SEEDS INVESTOR LLC](https://holderbook.com/funds/2021047-seeds-investor-llc/) | $1.2M | 32,308 | 0.1% | 11 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $1.1M | 29,455 | 0.0% | 22 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.0M | 27,267 | 0.0% | 3 |
| [Paul R. Ried Financial Group, LLC](https://holderbook.com/funds/2033053-paul-r-ried-financial-group-llc/) | $1.0M | 26,329 | 0.4% | 7 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $899.0K | 23,471 | 0.0% | 4 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $625.1K | 16,324 | 0.0% | 6 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $616.4K | 16,097 | 0.0% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $555.1K | 14,497 | 0.0% | 21 |
| [Golden State Wealth Management, LLC](https://holderbook.com/funds/1776033-golden-state-wealth-management-llc/) | $408.4K | 10,664 | 0.0% | 7 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $348.4K | 9,099 | 0.0% | 1 |
| [Summit Financial, LLC](https://holderbook.com/funds/1765536-summit-financial-llc/) | $331.1K | 8,646 | 0.0% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $265.1K | 6,922 | 0.0% | 24 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $141.3K | 3,690 | 0.0% | 9 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $140.3K | 3,663 | 0.0% | 4 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $131.1K | 3,423 | 0.0% | 4 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $98.4K | 2,570 | 0.0% | 1 |
| [Silver Grove Financial Group, Inc.](https://holderbook.com/funds/2111172-silver-grove-financial-group-inc/) | $8.8K | 229 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $232.1M |
| Q1 2026 | 18 | $199.4M |
| Q4 2025 | 21 | $189.6M |
| Q3 2025 | 23 | $200.4M |
| Q2 2025 | 21 | $189.1M |
| Q1 2025 | 19 | $182.0M |
| Q4 2024 | 16 | $192.6M |
| Q3 2024 | 15 | $166.2M |
| Q2 2024 | 16 | $157.5M |
| Q1 2024 | 18 | $176.4M |
| Q4 2023 | 19 | $193.0M |
| Q3 2023 | 15 | $176.2M |