Nylim Cndrim US LC Eq ETF-UiIQSUETF
13F holders, Q1 2026 (March 31)21holders −2
2new positions
4sold out
$51.21avg. 13F price*
At the end of Q1 2026, 21 institutions reported holding Nylim Cndrim US LC Eq ETF-Ui (IQSU) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were New York Life Investment Management LLC ($251.8M), Envestnet Asset Management Inc. ($6.8M) and Goldman Sachs Group Inc. ($2.6M).
- Company
- Nylim Cndrim US LC Eq ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q1 2026)
- CUSIP
- 45409B461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 4 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,300,556 shares bought and 145,196 shares sold, net +1,155,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| New York Life Investment Management LLC | 2.13% | Add +33.4% | 4,916,364 | $251.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.0% | 132,210 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -59.8% | 50,398 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 50,150 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 35,629 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 24,300 | $1.2M |
| Paul R. Ried Financial Group, LLC | 0.45% | Add +20.8% | 18,893 | $967K |
| LPL Financial LLC | 0.00% | Reduce -10.3% | 18,706 | $958K |
| Waterloo Capital, L.P. | 0.06% | No change | 17,718 | $907K |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 10,521 | $539K |
| Private Advisor Group, LLC | 0.00% | Reduce -41.0% | 6,831 | $350K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +0.3% | 5,180 | $265K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -0.1% | 4,464 | $229K |
| Rossby Financial, LCC | 0.04% | New | 3,243 | $168K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,004 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,891 | $97K |
| Morgan Stanley | 0.00% | Add +0.3% | 1,788 | $92K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.8% | 1,773 | $91K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 634 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -98.5% | 220 | $11K |
| 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.