IQSU Institutional Ownership & Shareholders
NYLI CAND US LAR CAP EQ ETF (IQSU) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $321.55M 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 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 $289.68M, representing an estimated loss of -2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% 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
21
Total Reported Value
$321.55M
Largest Holder
New York Life Investment Management Llc
Largest Position
$295.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
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 | $289,683,216 | -$6,049,399 | -2.05% | |
| Envestnet Asset Management Inc | 0.00% | 162,325 | $10,160,560 | $9,952,730 | -$207,830 | -2.05% | |
| Captrust Financial Advisors | 0.00% | 50,514 | $3,161,877 | $3,097,195 | -$64,682 | -2.05% | |
| Goldman Sachs Group Inc | 0.00% | 50,398 | $3,154,612 | $3,090,083 | -$64,529 | -2.05% | |
| Bank Of America Corp | 0.00% | 35,869 | $2,245,184 | $2,199,258 | -$45,926 | -2.05% | |
| Citadel Advisors Llc | 0.00% | 22,282 | $1,394,720 | $1,366,190 | -$28,530 | -2.05% | |
| Lpl Financial Llc | 0.00% | 20,046 | $1,254,732 | $1,229,092 | -$25,640 | -2.04% | |
| Waterloo Capital, L.P. | 0.06% | 18,084 | $1,131,950 | $1,108,795 | -$23,155 | -2.05% | |
| Paul R. Ried Financial Group, Llc | 0.43% | 15,607 | $976,905 | $956,921 | -$19,984 | -2.05% | |
| Two Sigma Investments, Lp | 0.00% | 8,000 | $500,752 | $490,509 | -$10,243 | -2.05% | |
| Palisades Hudson Asset Management, L.P. | 0.11% | 5,192 | $325,000 | $318,340 | -$6,660 | -2.05% | |
| Ameriprise Financial Inc | 0.00% | 5,050 | $316,100 | $309,634 | -$6,466 | -2.05% | |
| Raymond James Financial Inc | 0.00% | 3,827 | $239,547 | $234,647 | -$4,900 | -2.05% | |
| Financial Gravity Asset Management, Inc. | 0.04% | 4,464 | $228,594 | $273,704 | +$45,110 | +19.73% | |
| Rossby Financial, Lcc | 0.04% | 3,243 | $202,992 | $198,840 | -$4,152 | -2.05% | |
| Seeds Investor Llc | 0.02% | 3,243 | $202,992 | $198,840 | -$4,152 | -2.05% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 2,004 | $125,438 | $122,872 | -$2,566 | -2.05% | |
| Morgan Stanley | 0.00% | 1,733 | $108,502 | $106,256 | -$2,246 | -2.07% | |
| Osaic Holdings, Inc. | 0.00% | 636 | $39,856 | $38,995 | -$861 | -2.16% | |
| Newedge Advisors, Llc | 0.00% | 628 | $39,310 | $38,505 | -$805 | -2.05% | |
| Fmr Llc | 0.00% | 94 | $5,899 | $5,763 | -$136 | -2.30% |
Frequently asked questions about IQSU
Who are the largest institutional holders of IQSU?
The largest institutional holders of IQSU reported in the latest SEC Form 13F filings include New York Life Investment Management Llc, Envestnet Asset Management Inc, Captrust Financial Advisors, Goldman Sachs Group Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IQSU position.
What is IQSU institutional ownership?
This page tracks IQSU positions reported by institutional investment managers through SEC Form 13F. NYLI CAND US LAR CAP EQ ETF (IQSU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQSU?
InsiderSet currently tracks 21 institutional managers reporting IQSU 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 IQSU shareholders.
How much IQSU stock do institutions own?
Institutional investment managers disclosed approximately $321.55M in IQSU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQSU institutional ownership last updated?
The latest IQSU 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 IQSU 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 IQSU position after the reporting date.
Are institutions buying or selling IQSU?
Institutional buying and selling can be analyzed by comparing IQSU positions across consecutive 13F reporting periods. InsiderSet's IQSU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQSU ownership changes.
How has IQSU institutional ownership changed over time?
InsiderSet tracks IQSU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.