NEW YORK LIFE INVESTMENTS ET (IQSU)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
23
Reporting holders
$333.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | $20.3M | 324,650 | 0.00% | 7q | +145.6%+$12.0M |
| 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 |
| CITADEL ADVISORS LLC | $2.8M | 44,564 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.2M | 35,869 | 0.00% | 23q | +0.7%+$15.0K |
| 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 |
| Palisades Hudson Asset Management, L.P. | $325.0K | 5,192 | 0.11% | 8q | HELD |
| 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 |
| 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 | 23 | $333.3M | 5,324,266 | 5 | 6 | 5 | 0.0% |
| Q1 2026 | 20 | $271.5M | 5,301,238 | 2 | 4 | 5 | 0.0% |
| Q4 2025 | 23 | $227.1M | 4,147,651 | 4 | 5 | 7 | 0.0% |
| Q3 2025 | 23 | $256.8M | 4,827,312 | 3 | 6 | 6 | 0.0% |
| Q2 2025 | 24 | $339.1M | 6,837,099 | 0 | 8 | 9 | 0.0% |
| Q1 2025 | 25 | $337.3M | 7,437,683 | 1 | 5 | 13 | 0.0% |
| Q4 2024 | 25 | $363.3M | 7,504,715 | 1 | 5 | 13 | 0.0% |
| Q3 2024 | 27 | $361.2M | 7,545,233 | 6 | 6 | 8 | 0.0% |
| Q2 2024 | 24 | $363.6M | 7,996,012 | 2 | 6 | 12 | 0.0% |
| Q1 2024 | 22 | $378.9M | 8,541,357 | 3 | 8 | 5 | 0.0% |
| Q4 2023 | 23 | $370.6M | 8,825,044 | 5 | 9 | 5 | 0.0% |
| Q3 2023 | 19 | $314.3M | 8,402,980 | 3 | 4 | 6 | 0.0% |
| Q2 2023 | 19 | $380.0M | 9,805,193 | 2 | 8 | 7 | 0.0% |
| Q1 2023 | 18 | $381.1M | 10,827,532 | 5 | 6 | 4 | 0.0% |
| Q4 2022 | 13 | $354.0M | 11,066,994 | 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% |