IQSM Institutional Ownership & Shareholders
NYLIM CND US MD CP EQ ETF-UI (IQSM) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $335.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of IQSM tracked by InsiderSet, reporting ownership valued at approximately $331.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $325.69M, representing an estimated loss of -1.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IQSM value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Cetera Investment Advisers, Seeds Investor Llc, and several other long-term asset managers with concentrated positions in NYLIM CND US MD CP EQ ETF-UI (IQSM).
This page ranks the largest institutional IQSM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$335.51M
Largest Holder
New York Life Investment Management Llc
Largest Position
$331.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management Llc | 2.34% | 8,329,582 | $331,487,378 | $325,686,656 | -$5,800,722 | -1.75% | |
| Cetera Investment Advisers | 0.00% | 51,994 | $2,069,174 | $2,032,965 | -$36,209 | -1.75% | |
| Seeds Investor Llc | 0.19% | 46,325 | $1,843,554 | $1,811,308 | -$32,247 | -1.75% | |
| Rossby Financial, Lcc | 0.01% | 1,231 | $48,989 | $48,132 | -$857 | -1.75% | |
| Ubs Group Ag | 0.00% | 976 | $38,841 | $38,162 | -$679 | -1.75% | |
| Jpmorgan Chase & Co | 0.00% | 269 | $10,628 | $10,518 | -$110 | -1.04% | |
| Morgan Stanley | 0.00% | 222 | $8,835 | $8,680 | -$155 | -1.75% |
Frequently asked questions about IQSM
Who are the largest institutional holders of IQSM?
The largest institutional holders of IQSM reported in the latest SEC Form 13F filings include New York Life Investment Management Llc, Cetera Investment Advisers, Seeds Investor Llc, Rossby Financial, Lcc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IQSM position.
What is IQSM institutional ownership?
This page tracks IQSM positions reported by institutional investment managers through SEC Form 13F. NYLIM CND US MD CP EQ ETF-UI (IQSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQSM?
InsiderSet currently tracks 7 institutional managers reporting IQSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IQSM shareholders.
How much IQSM stock do institutions own?
Institutional investment managers disclosed approximately $335.51M in IQSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQSM institutional ownership last updated?
The latest IQSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IQSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IQSM position after the reporting date.
Are institutions buying or selling IQSM?
Institutional buying and selling can be analyzed by comparing IQSM positions across consecutive 13F reporting periods. InsiderSet's IQSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQSM ownership changes.
How has IQSM institutional ownership changed over time?
InsiderSet tracks IQSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.