Nylim Cndrim US LC Eq ETF-UiIQSUETF

13F holders, Q2 2026 (June 30)
22holders +1
3new positions
2sold out
1famous investor
$62.59avg. 13F price*

At the end of Q2 2026, 22 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were New York Life Investment Management LLC ($295.7M), Envestnet Asset Management Inc. ($10.2M) and Captrust Financial Advisors ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Cndrim US LC Eq ETF-Ui
Filed as
NEW YORK LIFE INVESTMENTS ET (Q2 2026)
CUSIP
45409B461
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 22Q1 2024Q2 2024: 24Q2 2024Q3 2024: 27Q3 2024Q4 2024: 25Q4 2024Q1 2025: 25Q1 2025Q2 2025: 24Q2 2025Q3 2025: 23Q3 2025Q4 2025: 23Q4 2025Q1 2026: 21Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$1.9M
Exits2$361K

All 13F filers, Q1 2026 → Q2 2026: 63,014 shares bought and 226,279 shares sold, net −163,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

New York Life Investment Management LLC 2.07% Reduce -3.9% 4,724,616 $295.7M
Envestnet Asset Management Inc. 0.00% Add +22.8% 162,325 $10.2M
Captrust Financial Advisors 0.00% Add +0.7% 50,514 $3.2M
Goldman Sachs Group Inc. 0.00% No change 50,398 $3.2M
Bank of America Corp. 0.00% Add +0.7% 35,869 $2.2M
Citadel Advisors 0.00% New 22,282 $1.4M
LPL Financial LLC 0.00% Add +7.2% 20,046 $1.3M
Waterloo Capital, L.P. 0.06% Add +2.1% 18,084 $1.1M
Paul R. Ried Financial Group, LLC 0.43% Reduce -17.4% 15,607 $977K
Two Sigma Investments, LP 0.00% Reduce -67.1% 8,000 $501K
Palisades Hudson Asset Management, L.P. 0.11% Add +0.2% 5,192 $325K
Ameriprise Financial Inc. 0.00% New 5,050 $316K
Financial Gravity Companies, Inc. 0.04% — 4,374 $274K
Raymond James Financial Inc. 0.00% Reduce -63.6% 3,827 $240K
Rossby Financial, LCC 0.04% No change 3,243 $203K
Seeds Investor LLC 0.02% New 3,243 $203K
O'shaughnessy Asset Management, LLC 0.00% No change 2,004 $125K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,891 $118K
Morgan Stanley 0.00% Reduce -3.1% 1,733 $109K
Osaic Holdings, Inc. 0.00% Add +0.3% 636 $40K
NewEdge Advisors, LLC 0.00% Reduce -64.6% 628 $39K
FMR LLC 0.00% No change 94 $6K

"% of holder's portfolio" is IQSU's weight in each manager's 13F, not the share of Nylim Cndrim US LC Eq ETF-Ui the manager owns.