Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q2 2025 (June 30)24holders −1
0new positions
1sold out
$49.59avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($234.6M), Bank of Italy ($89.5M) and Captrust Financial Advisors ($2.5M).
- Company
- Nylim Cndrim US LC Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q2 2025)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 33,188 shares bought and 633,780 shares sold, net −600,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| New York Life Investment Management LLC | 2.20% | Reduce -11.1% | 4,731,764 | $234.6M |
| Bank of Italy | 4.32% | No change | 1,805,576 | $89.5M |
| Captrust Financial Advisors | 0.01% | Add +0.6% | 50,655 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +99.3% | 45,006 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 36,440 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -9.9% | 25,670 | $1.3M |
| Waterloo Capital, L.P. | 0.07% | Reduce -0.9% | 17,718 | $879K |
| Susquehanna International Group, LLP | 0.00% | Add +51.4% | 16,118 | $799K |
| IFP Advisors, Inc | 0.02% | Add +0.3% | 15,784 | $783K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.6% | 14,956 | $742K |
| Paul R. Ried Financial Group, LLC | 0.43% | Add +0.2% | 14,417 | $715K |
| Mgo One Seven LLC | 0.02% | Add +1.7% | 13,345 | $662K |
| Raymond James Financial Inc. | 0.00% | Add +11.5% | 10,182 | $505K |
| Morgan Stanley | 0.00% | Add +100.2% | 6,805 | $337K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -29.8% | 5,729 | $284K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 5,408 | $268K |
| Two Sigma Investments, LP | 0.00% | Reduce -49.5% | 5,200 | $258K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +0.3% | 5,135 | $255K |
| Financial Gravity Companies, Inc. | 0.04% | — | 4,242 | $210K |
| NewEdge Advisors, LLC | 0.00% | Add +5.2% | 2,611 | $129K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.7% | 2,004 | $99K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.4% | 1,611 | $80K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 629 | $31K |
| FMR LLC | 0.00% | Reduce -92.0% | 94 | $5K |
"% 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.