NYLI CANDRIAM US L/C EQ ETF IQSU
$61.93
-0.5% 52w: $47.40 – $62.59
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.4055.0062.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
21
-2 QoQ
13F value
$271.6M
+19.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IQSU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | Insurance | 4.9M | $251.8M | 2.1% | +33.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 132.2K | $6.8M | 0.0% | +41.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.4K | $2.6M | 0.0% | -59.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 50.1K | $2.6M | 0.0% | -0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 35.6K | $1.8M | 0.0% | -12.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 24.3K | $1.2M | 0.0% | New |
| Paul R. Ried Financial Group, LLC | Wealth advisor | 18.9K | $967K | 0.4% | +20.7% |
| LPL Financial LLC | Bank broker | 18.7K | $958K | 0.0% | -10.3% |
| Waterloo Capital, L.P. | Wealth advisor | 17.7K | $907K | 0.1% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 10.5K | $539K | 0.0% | +1.7% |
| Private Advisor Group, LLC | Wealth advisor | 6.8K | $350K | 0.0% | -41.0% |
| Palisades Hudson Asset Management, L.P. | Wealth advisor | 5.2K | $265K | 0.1% | +0.3% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 4.5K | $229K | 0.0% | -0.1% |
| Rossby Financial, LCC | Wealth advisor | 3.2K | $168K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 2.0K | $103K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.9K | $97K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1.8K | $92K | 0.0% | +0.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.8K | $91K | 0.0% | -52.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 634 | $33K | 0.0% | +0.2% |
| IFP Advisors, Inc | Wealth advisor | 220 | $11K | 0.0% | -98.5% |
| FMR LLC | Long only active | 94 | $5K | 0.0% | Held |
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.