Nylim Cndrm Intrnt Eq ETF-UiIQSIETF
13F holders, Q1 2025 (March 31)19holders +3
5new positions
1sold out
$30.18avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Nylim Cndrm Intrnt Eq ETF-Ui (IQSI) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($161.8M), NYL Investors LLC ($5.2M) and Seeds Investor LLC ($2.2M).
- Company
- Nylim Cndrm Intrnt Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q1 2025)
- CUSIP
- 45409B453
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 1 | $494K |
All 13F filers, Q4 2024 → Q1 2025: 103,678 shares bought and 809,422 shares sold, net −705,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| New York Life Investment Management LLC | 1.65% | Reduce -12.2% | 5,361,583 | $161.8M |
| NYL Investors LLC | 0.34% | No change | 173,108 | $5.2M |
| Seeds Investor LLC | 0.62% | Reduce -9.1% | 72,872 | $2.2M |
| Ascentis Independent Advisors | 0.31% | Add +14.5% | 51,773 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 50,447 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.1% | 49,764 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.0% | 43,641 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.0% | 43,641 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 36,218 | $1.1M |
| Paul R. Ried Financial Group, LLC | 0.52% | Add +10.2% | 24,645 | $744K |
| Focus Partners Wealth | 0.00% | Reduce -60.0% | 18,217 | $550K |
| Morgan Stanley | 0.00% | Add +15.5% | 17,829 | $538K |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 16,481 | $497K |
| Captrust Financial Advisors | 0.00% | New | 15,827 | $478K |
| NewEdge Advisors, LLC | 0.00% | New | 5,829 | $176K |
| Golden State Wealth Management, LLC | 0.01% | Add +30.4% | 3,176 | $96K |
| FMR LLC | 0.00% | New | 215 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.9% | 30 | $905 |
| UBS Group AG | 0.00% | New | 11 | $332 |
"% of holder's portfolio" is IQSI's weight in each manager's 13F, not the share of Nylim Cndrm Intrnt Eq ETF-Ui the manager owns.