DOSSIER · 13F Holders · Q2 2026
IQHI

NEW YORK LIFE INVTS ACTIVE E

5 institutions still hold NEW YORK LIFE INVTS ACTIVE E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409F736·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$119M
visible holders
Holders
5
filers reporting
Concentration
99.68%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported IQHI in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 99.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$119M4.6M0.83%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$375K15K0.00%Q2 2026
03
Triumph Capital Management
CIK 0001730765
$5K1910.00%Q2 2026
04
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$757290.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025