DOSSIER · 13F Holders · Q3 2026
IQSM

NEW YORK LIFE INVESTMENTS ET

7 institutions still hold NEW YORK LIFE INVESTMENTS ET as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409B248·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$355M
visible holders
Holders
7
filers reporting
Concentration
99.00%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported IQSM in Q3 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 99.0% 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
$352M9.2M2.42%Q3 2026
02
Cetera Investment Advisers
CIK 0001666741
$2M52K0.00%Q3 2026
03
SEEDS INVESTOR LLC
CIK 0002021047
$1M38K0.14%Q3 2026
04
UBS Group AG
CIK 0001610520
$41K1K0.00%Q3 2026
05
Rossby Financial, LCC
CIK 0002056510
$36K9300.01%Q3 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$10K2690.00%Q3 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025