New York Life Investments ETF Trust - IQSU
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 | 3,685,253 | 201,760 | 1.74% | 2.12% | 1 | -844,587 | -18.64% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 125,402 | 6,865 | 0.0% | — | 2 | +125,402 | New | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,747 | 5,132 | 0.0% | 0.0% | 3 | +18,761 | 25.02% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 50,371 | 2,757 | 0.01% | 0.01% | 4 | -262 | -0.52% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,907 | 2,239 | 0.0% | 0.0% | 5 | +4,103 | 11.15% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,400 | 1,281 | 0.0% | — | 6 | +23,400 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 20,855 | 1,141 | 0.0% | 0.0% | 7 | -4,483 | -17.69% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | No change | 17,718 | 970 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 15,647 | 856 | 0.4% | 0.39% | 9 | +1,107 | 7.61% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,233 | 779 | 0.02% | 0.02% | 10 | -1,021 | -6.69% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,465 | 682 | 0.02% | — | 11 | +12,465 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,577 | 633 | 0.0% | 0.0% | 12 | -2,875 | -19.89% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,347 | 566 | 0.0% | 0.0% | 13 | +19 | 0.18% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,483 | 300 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 5,167 | 283 | 0.11% | 0.1% | 15 | +16 | 0.31% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 4,467 | 244 | 0.05% | 0.05% | 16 | -36 | -0.8% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,756 | 205 | 0.0% | 0.0% | 17 | +1,145 | 43.85% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,004 | 109 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,891 | 103 | 0.0% | 0.0% | 19 | +280 | 17.38% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,783 | 97 | 0.0% | 0.0% | 20 | -36 | -1.98% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 633 | 34 | 0.0% | 0.0% | 21 | +3 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 451 | 24 | 0.0% | — | 22 | +451 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 94 | 5 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,224 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |