NYLI CAND US LAR CAP EQ ETF (IQSU) Institutional Shareholders
NYLI CAND US LAR CAP EQ ETF (IQSU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $319.55M in IQSU holdings during the latest filing period.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of IQSU tracked by InsiderSet, reporting ownership valued at approximately $295.73M 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 $298.83M, representing an estimated gain of +1.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IQSU value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Envestnet Asset Management Inc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in NYLI CAND US LAR CAP EQ ETF (IQSU).
This page ranks the largest institutional IQSU 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
20
Total Reported Value
$319.55M
Largest Holder
New York Life Investment Management Llc
Largest Position
$295.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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 | 2.09% | 4,724,616 | $295,732,615 | $298,829,127 | +$3,096,512 | +1.05% | |
| Envestnet Asset Management Inc | 0.00% | 162,325 | $10,160,560 | $10,266,959 | +$106,399 | +1.05% | |
| Captrust Financial Advisors | 0.00% | 50,514 | $3,161,877 | $3,194,980 | +$33,103 | +1.05% | |
| Goldman Sachs Group Inc | 0.00% | 50,398 | $2,580,796 | $3,187,643 | +$606,847 | +23.51% | |
| Bank Of America Corp | 0.00% | 35,629 | $1,824,490 | $2,253,513 | +$429,023 | +23.51% | |
| Lpl Financial Llc | 0.00% | 20,046 | $1,254,732 | $1,267,897 | +$13,165 | +1.05% | |
| Two Sigma Investments, Lp | 0.00% | 24,300 | $1,244,362 | $1,536,960 | +$292,598 | +23.51% | |
| Waterloo Capital, L.P. | 0.06% | 18,084 | $1,131,950 | $1,143,802 | +$11,852 | +1.05% | |
| Paul R. Ried Financial Group, Llc | 0.43% | 15,607 | $976,905 | $987,133 | +$10,228 | +1.05% | |
| Raymond James Financial Inc | 0.00% | 10,521 | $538,763 | $665,447 | +$126,684 | +23.51% | |
| Financial Gravity Asset Management, Inc. | 0.04% | 4,464 | $228,594 | $282,345 | +$53,751 | +23.51% | |
| Rossby Financial, Lcc | 0.04% | 3,243 | $202,992 | $205,118 | +$2,126 | +1.05% | |
| Seeds Investor Llc | 0.02% | 3,243 | $202,992 | $205,118 | +$2,126 | +1.05% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 2,004 | $125,438 | $126,752 | +$1,314 | +1.05% | |
| Morgan Stanley | 0.00% | 1,733 | $108,502 | $109,611 | +$1,109 | +1.02% | |
| Newedge Advisors, Llc | 0.00% | 628 | $39,310 | $39,721 | +$411 | +1.04% | |
| Osaic Holdings, Inc. | 0.00% | 634 | $32,534 | $40,100 | +$7,566 | +23.26% | |
| Fmr Llc | 0.00% | 94 | $5,899 | $5,945 | +$46 | +0.79% | |
| Palisades Hudson Asset Management, L.P. | 0.11% | 5,192 | $325 | $328,391 | +$328,066 | +100943.35% | |
| Integrated Wealth Concepts Llc | 0.00% | 3 | $188 | $190 | +$2 | +0.93% |
Frequently asked questions about IQSU
Who owns the most IQSU stock?
The largest holders of IQSU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NYLI CAND US LAR CAP EQ ETF (IQSU).
Is IQSU widely held by superinvestors?
Many widely followed stocks like IQSU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IQSU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.