Who owns IQSU?
NYLI Candriam U.S. Large Cap Equity ETF · New York Life
23 institutions reported holding IQSU, worth $321.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IQSU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New York Life Investment Management LLC | New York, NY | $295.7M | 4,724,616 | −191,748 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.2M | 162,325 | +30,115 shares |
| Captrust Financial Advisors | Raleigh, NC | $3.2M | 50,514 | +364 shares |
| Goldman Sachs Group Inc. | New York, NY | $3.2M | 50,398 | No change |
| Bank of America Corp. | Charlotte, NC | $2.2M | 35,869 | +240 shares |
| Citadel Advisors LLC | Miami, FL | $1.4M | 22,282 | New position |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 20,046 | +1,340 shares |
| Waterloo Capital, L.P. | Austin, TX | $1.1M | 18,084 | +366 shares |
| Paul R. Ried Financial Group, LLC | Bellevue, WA | $977K | 15,607 | −3,286 shares |
| Two Sigma Investments, LP | New York, NY | $501K | 8,000 | −16,300 shares |
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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Frequently asked questions
Who owns IQSU?
23 institutional managers reported holding IQSU in Form 13F filings for June 30, 2026, worth $321.7M in total. The largest reported position was held by New York Life Investment Management LLC, at $295.7M.
Did institutions buy or sell IQSU last quarter?
Reported 13F value rose 18.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 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 IQSU 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.