NEW YORK LIFE INVESTMENTS ET (IQSM)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
7
Reporting holders
$335.5M
Reported value
0.0%
Held as options
+1
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 | $331.5M | 8,329,582 | 2.32% | 15q | +6.6%+$20.6M |
| Cetera Investment Advisers | $2.1M | 51,994 | 0.00% | 4q | +2.4%+$48.9K |
| SEEDS INVESTOR LLC | $1.8M | 46,325 | 0.19% | 11q | -12.7%-$268.2K |
| Rossby Financial, LCC | $49.0K | 1,231 | 0.01% | 4q | -78.3%-$176.5K |
| UBS Group AG | $38.8K | 976 | 0.00% | 2q | +24300.0%+$38.7K |
| JPMORGAN CHASE & CO | $10.6K | 269 | 0.00% | new | NEW |
| MORGAN STANLEY | $8.8K | 222 | 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 | 7 | $335.5M | 8,430,599 | 2 | 3 | 2 | 0.0% |
| Q1 2026 | 6 | $275.9M | 7,945,471 | 1 | 3 | 2 | 0.0% |
| Q4 2025 | 6 | $206.6M | 5,966,434 | 0 | 1 | 5 | 0.0% |
| Q3 2025 | 7 | $216.2M | 6,373,939 | 4 | 1 | 2 | 0.0% |
| Q2 2025 | 3 | $208.1M | 6,453,623 | 1 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $202.1M | 6,612,508 | 0 | 3 | 0 | 0.0% |
| Q4 2024 | 3 | $209.5M | 6,453,945 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 3 | $233.0M | 7,086,331 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $218.6M | 7,209,657 | 0 | 2 | 0 | 0.0% |
| Q1 2024 | 3 | $195.3M | 6,037,657 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 2 | $195.4M | 6,489,166 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $168.1M | 6,300,333 | 0 | 2 | 0 | 0.0% |
| Q2 2023 | 3 | $86.1M | 3,039,907 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $5.1M | 190,000 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $5.0M | 190,000 | 1 | 0 | 0 | 0.0% |