NEW YORK LIFE INVESTMENTS ET (IQSU)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
22
Reporting holders
$321.4M
Reported value
0.0%
Held as options
+3
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 | $295.7M | 4,724,616 | 2.07% | 25q | -3.9%-$12.0M |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 162,325 | 0.00% | 7q | +22.8%+$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 50,514 | 0.00% | 6q | +0.7%+$22.8K |
| GOLDMAN SACHS GROUP INC | $3.2M | 50,398 | 0.00% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.2M | 35,869 | 0.00% | 23q | +0.7%+$15.0K |
| CITADEL ADVISORS LLC | $1.4M | 22,282 | 0.00% | new | NEW |
| LPL Financial LLC | $1.3M | 20,046 | 0.00% | 23q | +7.2%+$83.9K |
| Waterloo Capital, L.P. | $1.1M | 18,084 | 0.06% | 11q | +2.1%+$22.9K |
| Paul R. Ried Financial Group, LLC | $976.9K | 15,607 | 0.43% | 7q | -17.4%-$205.7K |
| TWO SIGMA INVESTMENTS, LP | $500.8K | 8,000 | 0.00% | 2q | -67.1%-$1.0M |
| AMERIPRISE FINANCIAL INC | $316.1K | 5,050 | 0.00% | new | NEW |
| Financial Gravity Companies, Inc. | $273.8K | 4,374 | 0.04% | 4q | +3.1%+$8.3K |
| RAYMOND JAMES FINANCIAL INC | $239.5K | 3,827 | 0.00% | 7q | -63.6%-$419.0K |
| SEEDS INVESTOR LLC | $203.0K | 3,243 | 0.02% | new | NEW |
| Rossby Financial, LCC | $203.0K | 3,243 | 0.04% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $125.4K | 2,004 | 0.00% | 9q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118.4K | 1,891 | 0.00% | 20q | HELD |
| MORGAN STANLEY | $108.5K | 1,733 | 0.00% | 19q | -3.1%-$3.4K |
| OSAIC HOLDINGS, INC. | $39.9K | 636 | 0.00% | 14q | HELD |
| NewEdge Advisors, LLC | $39.3K | 628 | 0.00% | new | NEW |
| FMR LLC | $5.9K | 94 | 0.00% | 8q | HELD |
| Palisades Hudson Asset Management, L.P. | $325 | 5,192 | 0.11% | 8q | HELD |
| Integrated Wealth Concepts LLC | $188 | 3 | 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 | 22 | $321.4M | 5,134,467 | 5 | 6 | 5 | 0.0% |
| Q1 2026 | 19 | $271.2M | 5,296,058 | 2 | 4 | 5 | 0.0% |
| Q4 2025 | 22 | $226.8M | 4,142,484 | 4 | 5 | 7 | 0.0% |
| Q3 2025 | 21 | $256.2M | 4,816,678 | 3 | 5 | 6 | 0.0% |
| Q2 2025 | 21 | $249.0M | 5,020,980 | 0 | 8 | 9 | 0.0% |
| Q1 2025 | 22 | $255.0M | 5,621,578 | 1 | 5 | 12 | 0.0% |
| Q4 2024 | 22 | $275.3M | 5,687,182 | 1 | 4 | 12 | 0.0% |
| Q3 2024 | 24 | $274.2M | 5,727,970 | 5 | 5 | 8 | 0.0% |
| Q2 2024 | 21 | $280.6M | 6,170,679 | 2 | 6 | 10 | 0.0% |
| Q1 2024 | 19 | $297.9M | 6,715,492 | 3 | 8 | 5 | 0.0% |
| Q4 2023 | 19 | $293.8M | 6,997,222 | 4 | 7 | 5 | 0.0% |
| Q3 2023 | 16 | $272.5M | 7,285,790 | 2 | 4 | 6 | 0.0% |
| Q2 2023 | 17 | $337.1M | 8,701,006 | 2 | 7 | 7 | 0.0% |
| Q1 2023 | 16 | $342.2M | 9,723,597 | 4 | 6 | 4 | 0.0% |
| Q4 2022 | 12 | $318.8M | 9,969,232 | 1 | 4 | 3 | 0.0% |
| Q3 2022 | 16 | $341.7M | 11,134,533 | 4 | 6 | 5 | 0.0% |
| Q2 2022 | 14 | $377.1M | 11,673,916 | 2 | 4 | 4 | 0.0% |
| Q1 2022 | 11 | $471.5M | 12,065,540 | 1 | 6 | 2 | 0.0% |
| Q4 2021 | 14 | $507.2M | 12,182,927 | 5 | 6 | 2 | 0.0% |
| Q3 2021 | 11 | $467.4M | 12,578,764 | 1 | 5 | 4 | 0.0% |
| Q2 2021 | 10 | $442.0M | 12,012,830 | 3 | 5 | 1 | 0.0% |
| Q1 2021 | 8 | $383.3M | 11,336,776 | 3 | 3 | 1 | 0.0% |
| Q4 2020 | 6 | $327.4M | 10,140,973 | 3 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $161.7M | 5,366,446 | 0 | 2 | 1 | 0.0% |
| Q2 2020 | 4 | $56.0M | 2,131,987 | 2 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $5.0M | 233,418 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $6.2M | 241,496 | 2 | 0 | 0 | 0.0% |