DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IQSM

NEW YORK LIFE INVESTMENTS ET

7 institutions still hold NEW YORK LIFE INVESTMENTS ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409B248·7 13F holders·last filed Mar 31, 2026
Market cap
7.9%
vs prior quarter
13F value held
$276M
50.0% inst. owned
of float
Holders
7
+79 QoQ
filers reporting
Activity
+46 / −83
+980 added · −759 reduced
this quarter
Concentration
98.28%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported IQSM in Q1 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 98.3% of the visible book. +79 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$271M7.8M2.29%Q1 2026
02
SEEDS INVESTOR LLC
CIK 0002021047
$2M53K0.26%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$2M51K0.00%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$853,19025K0.00%Q1 2026
05
Rossby Financial, LCC
CIK 0002056510
$198,3516K0.04%Q1 2026
06
UBS Group AG
CIK 0001610520
$13940.00%Q1 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025