NYLI CANDRIAM US M/C EQ ETF IQSM

US
$39.46
-0.4%
52w: $31.10 – $39.80

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
31.1035.4539.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
6
+0 QoQ
13F value
$275.9M
+33.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$195.3M
Q1 2024
$218.6M
Q2 2024
$233.0M
Q3 2024
$209.5M
Q4 2024
$202.1M
Q1 2025
$208.1M
Q2 2025
$216.2M
Q3 2025
$206.6M
Q4 2025
$275.9M
Q1 2026

Number of holders

4
Q1 2024
3
Q2 2024
4
Q3 2024
4
Q4 2024
4
Q1 2025
4
Q2 2025
7
Q3 2025
6
Q4 2025
6
Q1 2026

Who owns IQSM?

Q1 2026 filings
FundTypeSharesValue% of fundChange
New York Life Investment Management LLC Insurance7.8M$271.2M2.3%+35.2%
SEEDS INVESTOR LLC Wealth advisor53.1K$1.9M0.3%-46.5%
Cetera Investment Advisers Wealth advisor50.8K$1.8M0.0%-35.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker24.6K$853K0.0%+156.8%
Rossby Financial, LCC Wealth advisor5.7K$198K0.0%+77.9%
UBS Group AG Bank broker4$1390.0%New

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.