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 | Reduced | 5,775,886 | 199,961 | 1.72% | 1.84% | 1 | -387,337 | -6.28% | Q4 2025 | Feb 05, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 99,268 | 3,436 | 0.66% | 0.83% | 2 | -16,665 | -14.37% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 78,423 | 2,715 | 0.0% | 0.0% | 3 | -2,842 | -3.5% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,571 | 331 | 0.0% | 0.0% | 4 | -662 | -6.47% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 3,186 | 110 | 0.03% | 0.04% | 5 | -73 | -2.24% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 100 | 3 | 0.0% | — | 6 | +87 | 669.23% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |