Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q4 2025 (December 31)23holders
4new positions
4sold out
1famous investor
$54.75avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were New York Life Investment Management LLC ($201.8M), Goldman Sachs Group Inc. ($6.9M) and Envestnet Asset Management Inc. ($5.1M). 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 (Q4 2025)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.9M |
| Exits | 4 | $719K |
All 13F filers, Q3 2025 → Q4 2025: 187,152 shares bought and 866,813 shares sold, net −679,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| New York Life Investment Management LLC | 1.74% | Reduce -18.6% | 3,685,253 | $201.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 125,402 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.0% | 93,747 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 50,371 | $2.8M |
| Bank of America Corp. | 0.00% | Add +11.2% | 40,907 | $2.2M |
| Citadel Advisors | 0.00% | New | 23,400 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -17.7% | 20,855 | $1.1M |
| Waterloo Capital, L.P. | 0.07% | No change | 17,718 | $970K |
| Paul R. Ried Financial Group, LLC | 0.40% | Add +7.6% | 15,647 | $857K |
| IFP Advisors, Inc | 0.02% | Reduce -6.7% | 14,233 | $779K |
| Old Mission Capital LLC | 0.03% | New | 12,465 | $682K |
| Private Advisor Group, LLC | 0.00% | Reduce -19.9% | 11,577 | $634K |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 10,347 | $566K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 5,483 | $300K |
| Palisades Hudson Asset Management, L.P. | 0.11% | Add +0.3% | 5,167 | $283K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -0.8% | 4,467 | $245K |
| NewEdge Advisors, LLC | 0.00% | Add +43.9% | 3,756 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,004 | $110K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.4% | 1,891 | $104K |
| Morgan Stanley | 0.00% | Reduce -2.0% | 1,783 | $98K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 633 | $35K |
| Kestra Advisory Services, LLC | 0.00% | New | 451 | $25K |
| FMR LLC | 0.00% | No change | 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.