NYLI CAND US LAR CAP EQ ETF (IQSU) Institutional Ownership Changes & 13F Activity
NYLI CAND US LAR CAP EQ ETF (IQSU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New York Life Investment Management Llc, Envestnet Asset Management Inc, Citadel Advisors Llc, Two Sigma Investments, Lp, and Private Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +30,115 | +22.8% | 162,325 | $10.16M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +22,282 | — | 22,282 | $1.39M | Q2 2026 | Sep 02, 2026 |
| Two Sigma Investments, Lp | Sell | -16,300 | -67.1% | 8,000 | $500.75K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -6,694 | -63.6% | 3,827 | $239.55K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +5,050 | — | 5,050 | $316.10K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +240 | +0.7% | 35,869 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2 | +0.3% | 636 | $39.86K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +364 | +0.7% | 50,514 | $3.16M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -55 | -3.1% | 1,733 | $108.50K | Q2 2026 | Aug 13, 2026 |
| Seeds Investor Llc | Buy | +3,243 | — | 3,243 | $202.99K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +628 | — | 628 | $39.31K | Q2 2026 | Aug 12, 2026 |
| New York Life Investment Management Llc | Sell | -191,748 | -3.9% | 4,724,616 | $295.73M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +1,340 | +7.2% | 20,046 | $1.25M | Q2 2026 | Aug 07, 2026 |
| Palisades Hudson Asset Management, L.P. | Buy | +12 | +0.2% | 5,192 | $325.00K | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | Buy | +366 | +2.1% | 18,084 | $1.13M | Q2 2026 | Jul 29, 2026 |
| Paul R. Ried Financial Group, Llc | Sell | -3,286 | -17.4% | 15,607 | $976.90K | Q2 2026 | Jul 07, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -4,464 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -1,891 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Private Advisor Group, Llc | Sell | -6,831 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Ifp Advisors, Inc | Sell | -220 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 13, 2026 |
Frequently asked questions about IQSU activity
Which institutional owners are buying IQSU?
Institutional owners buying IQSU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IQSU activity?
"Buy" means an investor increased their reported position in IQSU compared to the prior reporting period. This reflects growing exposure to NYLI CAND US LAR CAP EQ ETF (IQSU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IQSU increasing?
Institutional interest in IQSU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.