Who Owns NEW YORK LIFE INVESTMENTS ET (IQSU)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $321.7M of NEW YORK LIFE INVESTMENTS ET (IQSU) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($295.7M), ENVESTNET ASSET MANAGEMENT INC ($10.2M), CAPTRUST FINANCIAL ADVISORS ($3.2M), GOLDMAN SACHS GROUP INC ($3.2M), BANK OF AMERICA CORP /DE/ ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$295.7M	4.7M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$10.2M	162,325	Added
3	CAPTRUST FINANCIAL ADVISORS	$3.2M	50,514	Added
4	GOLDMAN SACHS GROUP INC	$3.2M	50,398	Hold
5	BANK OF AMERICA CORP /DE/	$2.2M	35,869	Added
6	CITADEL ADVISORS LLC	$1.4M	22,282	New
7	LPL Financial LLC	$1.3M	20,046	Added
8	Waterloo Capital, L.P.	$1.1M	18,084	Added
9	Paul R. Ried Financial Group, LLC	$976,905	15,607	Trimmed
10	TWO SIGMA INVESTMENTS, LP	$500,752	8,000	Trimmed
11	Palisades Hudson Asset Management, L.P.	$325,000	5,192	Added
12	AMERIPRISE FINANCIAL INC	$316,100	5,050	New
13	Financial Gravity Companies, Inc.	$273,786	4,374	Added
14	RAYMOND JAMES FINANCIAL INC	$239,547	3,827	Trimmed
15	SEEDS INVESTOR LLC	$202,992	3,243	New
16	Rossby Financial, LCC	$202,992	3,243	Hold
17	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$125,438	2,004	Hold
18	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$118,365	1,891	Hold
19	MORGAN STANLEY	$108,502	1,733	Trimmed
20	OSAIC HOLDINGS, INC.	$39,856	636	Added
21	NewEdge Advisors, LLC	$39,310	628	Trimmed
22	FMR LLC	$5,899	94	Hold
23	Private Advisor Group, LLC	$0	0	Exited
24	IFP Advisors, Inc	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30