DOSSIER · 13F Holders · Q2 2026
IQSM

NEW YORK LIFE INVESTMENTS ET

8 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 45409B248·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$336M
visible holders
Holders
8
filers reporting
Concentration
98.80%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported IQSM in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 98.8% 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
$331M8.3M2.32%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$2M52K0.00%Q2 2026
03
SEEDS INVESTOR LLC
CIK 0002021047
$2M46K0.19%Q2 2026
04
Rossby Financial, LCC
CIK 0002056510
$49K1K0.01%Q2 2026
05
UBS Group AG
CIK 0001610520
$39K9760.00%Q2 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$11K2690.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$9K2220.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025