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 | 8,329,582 | 331,487 | 2.32% | 2.29% | 1 | +518,188 | 6.63% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 51,994 | 2,069 | 0.0% | 0.0% | 2 | +1,229 | 2.42% | Q2 2026 | Aug 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 46,325 | 1,843 | 0.19% | 0.26% | 3 | -6,740 | -12.7% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,231 | 48 | 0.01% | 0.04% | 4 | -4,436 | -78.28% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Added to | 976 | 38 | 0.0% | — | 5 | +972 | 24300.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 269 | 10 | 0.0% | — | 6 | +269 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | New | 222 | 8 | 0.0% | — | 7 | +222 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,576 | -100.0% | Q2 2026 | Aug 14, 2026 |