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

NEW YORK LIFE INVESTMENTS ET

25 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 45409B461·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$322M
visible holders
Holders
25
filers reporting
Concentration
91.93%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported IQSU in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 91.9% 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
$296M4.7M2.07%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M162K0.00%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M51K0.00%Q2 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M50K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M36K0.00%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$1M23K0.00%Q4 202507
LPL Financial LLC
CIK 0001403438
$1M20K0.00%Q2 202608
Waterloo Capital, L.P.
CIK 0001730942
$1M18K0.06%Q2 202609
Paul R. Ried Financial Group, LLC
CIK 0002033053
$977K16K0.43%Q2 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$501K8K0.00%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$316K5K0.00%Q2 202612
Financial Gravity Companies, Inc.
CIK 0001377167
$274K4K0.04%Q2 202613
Palisades Hudson Asset Management, L.P.
CIK 0001388443
$265K5K0.10%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$240K4K0.00%Q2 202615
Financial Gravity Asset Management, Inc.
CIK 0001741736
$229K4K0.04%Q1 202616
Rossby Financial, LCC
CIK 0002056510
$203K3K0.04%Q2 202617
SEEDS INVESTOR LLC
CIK 0002021047
$203K3K0.02%Q2 202618
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$125K2K0.00%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$118K2K0.00%Q2 202620
MORGAN STANLEY
CIK 0000895421
$109K2K0.00%Q2 2026
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