13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
IQSU

NEW YORK LIFE INVESTMENTS ET

25 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 45409B461·25 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.4%
vs prior quarter
13F value held
$275M
61.0% inst. owned
of float
Holders
25
-125 QoQ
filers reporting
Activity
+88 / −53
+864 added · −804 reduced
this quarter
Concentration
91.48%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported IQSU in Q1 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 91.5% of the visible book. -125 net institutions QoQ — distribution 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
$252M4.9M2.13%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M132K0.00%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M50K0.00%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M50K0.00%Q1 202605
BOSTON FINANCIAL MANGEMENT LLC
CIK 0001053055
$2M51K0.07%Q4 202406
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M36K0.00%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$1M23K0.00%Q4 202508
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$1M24K0.00%Q1 202609
Paul R. Ried Financial Group, LLC
CIK 0002033053
$967,47819K0.45%Q1 202610
LPL Financial LLC
CIK 0001403438
$957,91619K0.00%Q1 202611
Waterloo Capital, L.P.
CIK 0001730942
$907,30918K0.06%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$538,76311K0.00%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$349,8197K0.00%Q1 202614
Financial Gravity Asset Management, Inc.
CIK 0001741736
$228,5944K0.04%Q1 202615
Financial Gravity Companies, Inc.
CIK 0001377167
$210,3624K0.04%Q2 202516
Rossby Financial, LCC
CIK 0002056510
$167,9853K0.03%Q1 202617
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$102,6212K0.00%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$96,8352K0.00%Q1 202619
MORGAN STANLEY
CIK 0000895421
$91,5972K0.00%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$90,7932K0.00%Q1 2026
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