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NYLI Candriam U.S. Large Cap Equity ETF (IQSU) Institutional Ownership

NYLI Candriam U.S. Large Cap Equity ETF logo
$60.82 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for NYLI Candriam U.S. Large Cap Equity ETF (NYSEARCA:IQSU)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$10.89M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$87.20M
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Skip Chart & View Institutional Buying and Selling Data

IQSU Institutional Buying and Selling by Quarter

NYLI Candriam U.S. Large Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE35,629$1.82M0.0%-12.9%0.648%
5/7/2026 Paul R. Ried Financial Group LLC18,893$967K0.4%+20.7%0.344%
4/27/2026 Private Advisor Group LLC6,831$350K0.0%-41.0%0.124%
2/18/2026 NewEdge Advisors LLC3,756$206K0.0%+43.9%0.082%
2/18/2026 OLD Mission Capital LLC12,465$682K0.0%N/A0.271%
2/17/2026 Captrust Financial Advisors50,371$2.76M0.0%-0.5%1.095%
2/13/2026 Kestra Advisory Services LLC451$25K0.0%N/A0.010%
2/11/2026 LPL Financial LLC20,855$1.14M0.0%-17.7%0.453%
2/10/2026 Goldman Sachs Group Inc.125,402$6.87M0.0%N/A2.726%
2/10/2026 Northwestern Mutual Wealth Management Co.1,891$104K0.0%+17.4%0.041%
2/6/2026 IFP Advisors Inc14,233$779K0.0%-6.7%0.309%
2/6/2026 Paul R. Ried Financial Group LLC15,647$857K0.4%+7.6%0.340%
2/5/2026 New York Life Investment Management LLC3,685,253$201.76M1.7%-18.6%80.114%
11/17/2025 Bank of America Corp DE36,804$1.96M0.0%+1.0%0.751%
11/13/2025 Private Advisor Group LLC14,452$769K0.0%-3.4%0.295%
11/6/2025 New York Life Investment Management LLC4,529,840$240.96M2.1%-4.3%92.446%
11/5/2025 Envestnet Asset Management Inc.74,986$3.99M0.0%+66.6%1.530%
8/15/2025 Captrust Financial Advisors50,655$2.51M0.0%+0.6%0.724%
8/15/2025 Great Valley Advisor Group Inc.5,729$284K0.0%-29.8%0.082%
8/15/2025 Bank of America Corp DE36,440$1.81M0.0%-1.0%0.521%
8/14/2025 Raymond James Financial Inc.10,182$505K0.0%+11.5%0.145%
8/8/2025Financial Gravity Companies Inc.4,242$210K0.0%N/A0.061%
8/1/2025 New York Life Investment Management LLC4,731,764$234.65M2.2%-11.1%67.597%
8/1/2025 Envestnet Asset Management Inc.45,006$2.23M0.0%+99.3%0.643%
7/25/2025 MGO One Seven LLC13,345$662K0.0%+1.7%0.191%
5/16/2025NewEdge Advisors LLC2,482$113K0.0%+25.2%0.033%
5/15/2025OLD Mission Capital LLC31,619$1.43M0.0%+47.9%0.416%
5/7/2025LPL Financial LLC28,497$1.29M0.0%-18.1%0.375%
5/5/2025IFP Advisors Inc15,737$714K0.0%+5.2%0.207%
4/30/2025Financial Gravity Asset Management Inc.4,234$192K0.0%N/A0.055%
4/29/2025Envestnet Asset Management Inc.22,583$1.02M0.0%+177.7%0.296%
4/29/2025Paul R. Ried Financial Group LLC14,393$653K0.5%+10.2%0.189%
2/17/2025Two Sigma Investments LP14,900$721K0.0%-4.5%0.173%
2/17/2025Bank of America Corp DE38,254$1.85M0.0%-6.8%0.445%
2/14/2025MGO One Seven LLC16,067$778K0.0%+13.8%0.187%
2/13/2025Waterloo Capital L.P.17,885$866K0.1%-8.9%0.208%
2/13/2025Envestnet Asset Management Inc.8,131$394K0.0%N/A0.095%
2/12/2025OLD Mission Capital LLC21,373$1.04M0.0%+10.3%0.249%
2/11/2025LPL Financial LLC34,796$1.68M0.0%-6.2%0.405%
2/10/2025Commonwealth Equity Services LLC6,850$332K0.0%-7.1%0.080%
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2/7/2025Palisades Hudson Asset Management L.P.5,107$247K0.1%+18.5%0.059%
2/5/2025New York Life Investment Management LLC5,389,345$260.90M2.5%-0.5%62.667%
2/4/2025IFP Advisors Inc14,954$724K0.0%-4.9%0.174%
2/3/2025Boston Financial Mangement LLC51,230$2.48M0.1%-2.3%0.596%
2/3/2025Private Advisor Group LLC15,673$759K0.0%-9.7%0.182%
1/24/2025Paul R. Ried Financial Group LLC13,062$632K0.4%N/A0.152%
11/15/2024Jane Street Group LLC17,530$839K0.0%+16.5%0.204%
11/13/2024FMR LLC4,707$225K0.0%N/A0.055%
10/30/2024Palisades Hudson Asset Management L.P.4,311$206K0.1%N/A0.050%
10/22/2024Private Advisor Group LLC17,361$831K0.0%-6.5%0.202%
8/12/2024Waterloo Capital L.P.20,180$918K0.1%-12.7%0.235%
2/14/2024Waterloo Capital L.P.31,031$1.30M0.2%N/A0.310%
8/12/2022Financial Advocates Investment Management32,380$1.05M0.1%-39.0%0.279%
8/10/2022Palisades Hudson Asset Management L.P.29,657$958K0.5%+123,470.8%0.256%
8/8/2022Boston Financial Mangement LLC37,636$1.22M0.1%N/A0.324%
5/11/2022Financial Advocates Investment Management53,117$2.08M0.1%+37.8%0.439%
5/9/2022Northwestern Mutual Wealth Management Co.1,477$58K0.0%+223.2%0.012%
5/4/2022Commonwealth Equity Services LLC14,382$562K0.0%+3.5%0.119%
4/26/2022New York Life Investment Management LLC10,744,728$419.90M22.2%-1.7%88.799%


IQSU Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of NYLI Candriam U.S. Large Cap Equity ETF. The most heavily invested institutionals were New York Life Investment Management LLC ($201.76M), Goldman Sachs Group Inc. ($6.87M), Envestnet Asset Management Inc. ($3.99M), Captrust Financial Advisors ($2.76M), Boston Financial Mangement LLC ($2.48M), Bank of America Corp DE ($1.82M), and LPL Financial LLC ($1.14M).Learn more on NYLI Candriam U.S. Large Cap Equity ETF's institutional investors.

Of the 17 institutional investors that purchased NYLI Candriam U.S. Large Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($125.40K), Envestnet Asset Management Inc. ($74.99K), OLD Mission Capital LLC ($24.71K), Paul R. Ried Financial Group LLC ($18.75K), Palisades Hudson Asset Management L.P. ($5.11K), FMR LLC ($4.71K), and Financial Gravity Companies Inc. ($4.24K).

Institutional investors have bought a total of 202,677 shares in the last 24 months. This purchase volume represents approximately $10.89M in transactions.

The following institutional investors have sold NYLI Candriam U.S. Large Cap Equity ETF stock in the last 24 months: New York Life Investment Management LLC ($1.64M), Bank of America Corp DE ($5.63K), Private Advisor Group LLC ($5.25K), LPL Financial LLC ($4.48K), Great Valley Advisor Group Inc. ($2.43K), IFP Advisors Inc ($1.02K), and Captrust Financial Advisors ($262.00).

Institutional investors have sold a total of 1,654,904 shares in the last 24 months. This volume of shares sold represents approximately $87.20M in transactions.


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This page (NYSEARCA:IQSU) was last updated on 5/25/2026 by MarketBeat.com Staff.
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