Inst. Holders
17 funds
IQ
IQSU
NEW YORK LIFE INVESTMENTS ET
$62.74 ▲ +0.19%
Prev close $62.62Snapshot
The big-picture read on IQSU right now — valuation, ownership and activity at a glance.
Inst. Value
$318.6M
Inst. Activity
0 buys / 2 sells
Price chart 30d +1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 ftd
FTD: IQSU — 240,712 shares ($14.9M) failed to deliver
Settlement: 20260911, Price: $61.76, FTD Value: $14,866,373.12, NEW YORK LIFE INV ETF TR NYLIM
Jun 30, 2026 Inst.
RAYMOND JAMES FINANCIAL INC — TRIM
3,827 shares ($239.5K)
Jun 30, 2026 Inst.
NewEdge Advisors, LLC — TRIM
628 shares ($39.3K)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: IQSU — 240,712 shares ($14.9M) failed to deliver
Settlement: 20260911, Price: $61.76, FTD Value: $14,866,373.12, NEW YORK LIFE INV ETF TR NYLIM
Mar 5, 2026
short_interest
FTD: IQSU — 9,493 shares ($0.5M) failed to deliver
Settlement: 20260305, Price: $54.32, FTD Value: $515,659.76, NEW YORK LIFE INV ETF TR NYLI
Institutional ownership
Which big funds own IQSU (from quarterly 13F filings) and who is adding or trimming.
17 institutional holders with $318.6M total value (5,089,916 shares) as of 2026-Q2. Top holders: NEW, ENVESTNET, CAPTRUST. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4,724,616 | $295.7M | 92.8% | ADD +33.4% |
| ENVESTNET ASSET MANAGEMENT INC | 162,325 | $10.2M | 3.2% | ADD +41.0% |
| CAPTRUST FINANCIAL ADVISORS | 50,514 | $3.2M | 1.0% | — |
| GOLDMAN SACHS GROUP INC | 50,398 | $3.2M | 1.0% | — |
| BANK OF AMERICA CORP /DE/ | 35,869 | $2.2M | 0.7% | — |
| CITADEL ADVISORS LLC | 22,282 | $1.4M | 0.4% | — |
| LPL Financial LLC | 20,046 | $1.3M | 0.4% | — |
| TWO SIGMA INVESTMENTS, LP | 8,000 | $500.8K | 0.2% | TRIM -49.5% |
| AMERIPRISE FINANCIAL INC | 5,050 | $316.1K | 0.1% | — |
| RAYMOND JAMES FINANCIAL INC | 3,827 | $239.5K | 0.1% | TRIM -63.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | TRIM | 10,521 | 3,827 | -63.6% | $239.5K |
| NewEdge Advisors, LLC | TRIM | 1,773 | 628 | -64.6% | $39.3K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | ADD | 3,685,253 | 4,916,364 | +33.4% | $251.8M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 93,747 | 132,210 | +41.0% | $6.8M |
| Private Advisor Group, LLC | TRIM | 11,577 | 6,831 | -41.0% | $349.8K |
| NewEdge Advisors, LLC | TRIM | 3,756 | 1,773 | -52.8% | $90.8K |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 74,986 | 93,747 | +25.0% | $5.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 1,611 | 6,787 | +321.3% | $513.0K |
| NewEdge Advisors, LLC | ADD | 2,611 | 3,756 | +43.9% | $205.6K |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 45,006 | 74,986 | +66.6% | $4.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IQSU.
Shares short
18,605
Settlement Sep 15, 2026
Change vs prior
+18.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume