New York Life Investments ETF Trust - IQHI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 4,602,678 | 118,864 | 0.83% | 0.94% | 1 | +276,263 | 6.39% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,515 | 374 | 0.0% | 0.0% | 2 | -9,524 | -39.62% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 191 | 4 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,885 | -100.0% | Q2 2026 | Sep 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 29 | 0 | — | — | — | +29 | New | Q2 2026 | Aug 13, 2026 |