Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q3 2025 (September 30)23holders −1
2new positions
4sold out
$53.19avg. 13F price*
At the end of Q3 2025, 23 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were New York Life Investment Management LLC ($241.0M), Envestnet Asset Management Inc. ($4.0M) and Captrust Financial Advisors ($2.7M).
- Company
- Nylim Cndrim US LC Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q3 2025)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $14K |
| Exits | 4 | $90.9M |
All 13F filers, Q2 2025 → Q3 2025: 30,960 shares bought and 2,041,042 shares sold, net −2,010,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| New York Life Investment Management LLC | 2.12% | Reduce -4.3% | 4,529,840 | $241.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.6% | 74,986 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.0% | 50,633 | $2.7M |
| Bank of America Corp. | 0.00% | Add +1.0% | 36,804 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 25,338 | $1.3M |
| Waterloo Capital, L.P. | 0.07% | No change | 17,718 | $942K |
| IFP Advisors, Inc | 0.02% | Reduce -3.4% | 15,254 | $811K |
| Paul R. Ried Financial Group, LLC | 0.39% | Add +0.8% | 14,540 | $773K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 14,452 | $769K |
| Mgo One Seven LLC | 0.02% | Reduce -0.9% | 13,224 | $703K |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 10,328 | $549K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 5,483 | $292K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +0.3% | 5,151 | $274K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 4,503 | $240K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,611 | $139K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,004 | $107K |
| Morgan Stanley | 0.00% | Reduce -73.3% | 1,819 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,611 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 630 | $32K |
| Wealthspire Advisors, LLC | 0.00% | New | 214 | $11K |
| FMR LLC | 0.00% | No change | 94 | $5K |
| MAI Capital Management | 0.00% | New | 41 | $2K |
| Imprint Wealth LLC | 0.01% | — | 34 | $2K |
"% 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.