Nylim CND US MD CP Eq ETF-UiIQSMETF

13F holders, Q2 2026 (June 30)
7holders +1
2new positions
1sold out
$39.80avg. 13F price*

At the end of Q2 2026, 7 institutions reported holding Nylim CND US MD CP Eq ETF-Ui (IQSM) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($331.5M), Cetera Investment Advisers ($2.1M) and Seeds Investor LLC ($1.8M).

Company
Nylim CND US MD CP Eq ETF-Ui
Filed as
NEW YORK LIFE INVESTMENTS ET (Q2 2026)
CUSIP
45409B248
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 7Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$19K
Exits1$853K

All 13F filers, Q1 2026 → Q2 2026: 520,880 shares bought and 35,752 shares sold, net +485,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

New York Life Investment Management LLC 2.32% Add +6.6% 8,329,582 $331.5M
Cetera Investment Advisers 0.00% Add +2.4% 51,994 $2.1M
Seeds Investor LLC 0.19% Reduce -12.7% 46,325 $1.8M
Rossby Financial, LCC 0.01% Reduce -78.3% 1,231 $49K
UBS Group AG 0.00% Add +24300.0% 976 $39K
JPMorgan Chase & Co. 0.00% New 269 $11K
Morgan Stanley 0.00% New 222 $9K

"% of holder's portfolio" is IQSM's weight in each manager's 13F, not the share of Nylim CND US MD CP Eq ETF-Ui the manager owns.