ETF Holders

Who owns IQSM?

US large cap

NYLI Candriam U.S. Mid Cap Equity ETF · New York Life

7 institutions reported holding IQSM, worth $335.5M, in Form 13F filings for June 30, 2026.

13F holders
7
Institutional value
$335.5M
Change from prior quarter
+21.6%
+$59.6M, with price moves
New and sold-out firms
2 / 1
3 added, 2 trimmed

Top 7 institutional holders of IQSM

FirmLocationValueSharesChange
New York Life Investment Management LLCNew York, NY$331.5M8,329,582+518,188 shares
Cetera Investment AdvisersSchaumburg, IL$2.1M51,994+1,229 shares
Seeds Investor LLCNew York, NY$1.8M46,325−6,740 shares
Rossby Financial, LCCMelbourne, FL$49K1,231−4,436 shares
UBS Group AGZurich, Switzerland$39K976+972 shares
JPMorgan Chase & CoNew York, NY$11K269New position
Morgan StanleyNew York, NY$9K222New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: IQSM vs AAEQ, IQSM vs RSPH, IQSM vs VFMF, IQSM vs OUSA.

Frequently asked questions

Who owns IQSM?

7 institutional managers reported holding IQSM in Form 13F filings for June 30, 2026, worth $335.5M in total. The largest reported position was held by New York Life Investment Management LLC, at $331.5M.

Did institutions buy or sell IQSM last quarter?

Reported 13F value rose 21.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IQSM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.