# NEW YORK LIFE INVESTMENTS ET (IQSU)

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

- Reporting holders: 23
- Reported value: $333.3M
- 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/) | $295.7M | 4,724,616 | 2.1% | 25 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $20.3M | 324,650 | 0.0% | 7 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $3.2M | 50,514 | 0.0% | 6 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $3.2M | 50,398 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.8M | 44,564 | 0.0% | 1 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.2M | 35,869 | 0.0% | 23 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.3M | 20,046 | 0.0% | 23 |
| [Waterloo Capital, L.P.](https://holderbook.com/funds/1730942-waterloo-capital-l-p/) | $1.1M | 18,084 | 0.1% | 11 |
| [Paul R. Ried Financial Group, LLC](https://holderbook.com/funds/2033053-paul-r-ried-financial-group-llc/) | $976.9K | 15,607 | 0.4% | 7 |
| [TWO SIGMA INVESTMENTS, LP](https://holderbook.com/funds/1179392-two-sigma-investments-lp/) | $500.8K | 8,000 | 0.0% | 2 |
| [Palisades Hudson Asset Management, L.P.](https://holderbook.com/funds/1388443-palisades-hudson-asset-management-l-p/) | $325.0K | 5,192 | 0.1% | 8 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $316.1K | 5,050 | 0.0% | 1 |
| [Financial Gravity Companies, Inc.](https://holderbook.com/funds/1377167-financial-gravity-companies-inc/) | $273.8K | 4,374 | 0.0% | 4 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $239.5K | 3,827 | 0.0% | 7 |
| [SEEDS INVESTOR LLC](https://holderbook.com/funds/2021047-seeds-investor-llc/) | $203.0K | 3,243 | 0.0% | 1 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $203.0K | 3,243 | 0.0% | 2 |
| [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1423442-o-shaughnessy-asset-management-llc/) | $125.4K | 2,004 | 0.0% | 9 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $118.4K | 1,891 | 0.0% | 20 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $108.5K | 1,733 | 0.0% | 19 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $39.9K | 636 | 0.0% | 14 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $39.3K | 628 | 0.0% | 1 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $5.9K | 94 | 0.0% | 8 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $188 | 3 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $333.3M |
| Q1 2026 | 20 | $271.5M |
| Q4 2025 | 23 | $227.1M |
| Q3 2025 | 23 | $256.8M |
| Q2 2025 | 24 | $339.1M |
| Q1 2025 | 25 | $337.3M |
| Q4 2024 | 25 | $363.3M |
| Q3 2024 | 27 | $361.2M |
| Q2 2024 | 24 | $363.6M |
| Q1 2024 | 22 | $378.9M |
| Q4 2023 | 23 | $370.6M |
| Q3 2023 | 19 | $314.3M |