New York Life Investments ETF Trust - IQSM
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 | 7,811,394 | 271,183 | 2.29% | 1.72% | 1 | +2,035,508 | 35.24% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 53,065 | 1,944 | 0.26% | 0.66% | 2 | -46,203 | -46.54% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,765 | 1,762 | 0.0% | 0.0% | 3 | -27,658 | -35.27% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,576 | 853 | 0.0% | 0.0% | 4 | +15,005 | 156.78% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 5,667 | 198 | 0.04% | 0.03% | 5 | +2,481 | 77.87% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |