NEW YORK LIFE INVESTMENTS ET (IQSI)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
19
Reporting holders
$231.2M
Reported value
0.0%
Held as options
+2
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 | $218.1M | 5,695,211 | 1.52% | 25q | +11.0%+$21.6M |
| NYL Investors LLC | $3.6M | 94,108 | 1.38% | 11q | -45.6%-$3.0M |
| Focus Partners Wealth | $1.4M | 36,840 | 0.00% | 11q | HELD |
| SEEDS INVESTOR LLC | $1.2M | 32,308 | 0.13% | 11q | -3.1%-$39.6K |
| Orion Porfolio Solutions, LLC | $1.1M | 29,455 | 0.01% | 22q | -6.4%-$77.2K |
| JANE STREET GROUP, LLC | $1.0M | 27,267 | 0.00% | 3q | +28.7%+$232.6K |
| Paul R. Ried Financial Group, LLC | $1.0M | 26,329 | 0.44% | 7q | -1.1%-$10.9K |
| CAPTRUST FINANCIAL ADVISORS | $625.1K | 16,324 | 0.00% | 6q | +0.5%+$3.3K |
| RAYMOND JAMES FINANCIAL INC | $616.4K | 16,097 | 0.00% | 7q | -25.1%-$206.2K |
| MORGAN STANLEY | $555.1K | 14,497 | 0.00% | 21q | -14.0%-$90.4K |
| Golden State Wealth Management, LLC | $408.4K | 10,664 | 0.04% | 7q | -4.4%-$18.9K |
| BANK OF AMERICA CORP /DE/ | $348.4K | 9,099 | 0.00% | new | NEW |
| Summit Financial, LLC | $331.1K | 8,646 | 0.00% | new | NEW |
| LPL Financial LLC | $265.1K | 6,922 | 0.00% | 24q | +4.6%+$11.8K |
| OSAIC HOLDINGS, INC. | $141.3K | 3,690 | 0.00% | 9q | +2.2%+$3.0K |
| Rossby Financial, LCC | $140.3K | 3,663 | 0.03% | 4q | -65.1%-$261.2K |
| HARBOUR INVESTMENTS, INC. | $131.1K | 3,423 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $98.4K | 2,570 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $8.8K | 229 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $899 | 23,471 | 0.04% | 4q | -50.7% |
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 | 19 | $231.2M | 6,037,342 | 4 | 5 | 8 | 0.0% |
| Q1 2026 | 17 | $197.7M | 5,607,141 | 1 | 8 | 5 | 0.0% |
| Q4 2025 | 20 | $187.5M | 5,332,348 | 2 | 3 | 12 | 0.0% |
| Q3 2025 | 22 | $200.1M | 5,877,893 | 3 | 10 | 4 | 0.0% |
| Q2 2025 | 21 | $189.1M | 5,697,133 | 4 | 9 | 6 | 0.0% |
| Q1 2025 | 19 | $182.0M | 6,031,223 | 5 | 7 | 6 | 0.0% |
| Q4 2024 | 16 | $192.6M | 6,753,315 | 3 | 4 | 6 | 0.0% |
| Q3 2024 | 15 | $166.2M | 5,289,989 | 1 | 6 | 8 | 0.0% |
| Q2 2024 | 14 | $156.0M | 5,311,206 | 1 | 2 | 8 | 0.0% |
| Q1 2024 | 16 | $174.4M | 5,837,340 | 1 | 7 | 7 | 0.0% |
| Q4 2023 | 16 | $190.5M | 6,816,524 | 2 | 6 | 6 | 0.0% |
| Q3 2023 | 13 | $174.8M | 6,794,032 | 4 | 5 | 3 | 0.0% |
| Q2 2023 | 9 | $178.1M | 6,554,007 | 1 | 4 | 3 | 0.0% |
| Q1 2023 | 11 | $186.8M | 7,032,166 | 2 | 7 | 2 | 0.0% |
| Q4 2022 | 10 | $176.3M | 7,109,908 | 1 | 3 | 4 | 0.0% |
| Q3 2022 | 9 | $164.2M | 7,795,395 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 9 | $173.7M | 7,365,328 | 1 | 3 | 5 | 0.0% |
| Q1 2022 | 9 | $205.8M | 7,446,402 | 1 | 5 | 3 | 0.0% |
| Q4 2021 | 10 | $209.2M | 6,979,144 | 1 | 4 | 4 | 0.0% |
| Q3 2021 | 9 | $197.0M | 6,734,211 | 2 | 3 | 2 | 0.0% |
| Q2 2021 | 8 | $187.9M | 6,335,880 | 2 | 6 | 0 | 0.0% |
| Q1 2021 | 6 | $164.6M | 5,773,770 | 2 | 3 | 1 | 0.0% |
| Q4 2020 | 6 | $132.1M | 4,831,350 | 2 | 4 | 0 | 0.0% |
| Q3 2020 | 5 | $120.7M | 4,632,211 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 4 | $97.0M | 4,234,419 | 2 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $8.5M | 432,786 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $11.1M | 441,245 | 2 | 0 | 0 | 0.0% |