# NEW YORK LIFE INVESTMENTS ET (IQSM)

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

- Reporting holders: 7
- Reported value: $335.5M
- 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/) | $331.5M | 8,329,582 | 2.3% | 15 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $2.1M | 51,994 | 0.0% | 4 |
| [SEEDS INVESTOR LLC](https://holderbook.com/funds/2021047-seeds-investor-llc/) | $1.8M | 46,325 | 0.2% | 11 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $49.0K | 1,231 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $38.8K | 976 | 0.0% | 2 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $10.6K | 269 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $8.8K | 222 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $335.5M |
| Q1 2026 | 6 | $275.9M |
| Q4 2025 | 6 | $206.6M |
| Q3 2025 | 7 | $216.2M |
| Q2 2025 | 3 | $208.1M |
| Q1 2025 | 3 | $202.1M |
| Q4 2024 | 3 | $209.5M |
| Q3 2024 | 3 | $233.0M |
| Q2 2024 | 2 | $218.6M |
| Q1 2024 | 3 | $195.3M |
| Q4 2023 | 2 | $195.4M |
| Q3 2023 | 2 | $168.1M |