13F Insight
DOSSIER · 13F Holders · Q2 2026
IQSI

NEW YORK LIFE INVESTMENTS ET

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

CUSIP 45409B453·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$237M
visible holders
Holders
23
filers reporting
Concentration
92.04%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported IQSI in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 92.0% 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
$218M5.7M1.52%Q2 202602
NYL Investors LLC
CIK 0001606720
$4M94K1.38%Q2 202603
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M90K0.01%Q1 202504
Golden State Equity Partners
CIK 0001845003
$2M53K0.14%Q1 202605
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M48K0.05%Q1 202606
Focus Partners Wealth
CIK 0001542153
$1M37K0.00%Q2 202607
SEEDS INVESTOR LLC
CIK 0002021047
$1M32K0.13%Q2 202608
Orion Porfolio Solutions, LLC
CIK 0001360533
$1M29K0.01%Q2 202609
Paul R. Ried Financial Group, LLC
CIK 0002033053
$1M26K0.44%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$747K21K0.00%Q1 202611
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$625K16K0.00%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$616K16K0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$555K14K0.00%Q2 202614
Golden State Wealth Management, LLC
CIK 0001776033
$408K11K0.04%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$348K9K0.00%Q2 202616
Summit Financial, LLC
CIK 0001765536
$331K9K0.00%Q2 202617
LPL Financial LLC
CIK 0001403438
$265K7K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$141K4K0.00%Q2 202619
Rossby Financial, LCC
CIK 0002056510
$140K4K0.03%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$131K3K0.00%Q2 2026
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