IQSU Institutional Ownership
NYLI Candriam U.S. Large Cap Equity ETF
1W: -0.1%
1M: +1.8%
3M: +1.1%
YTD: +15.7%
1Y: +18.9%
3Y: +74.7%
5Y: +73.0%
$63.22
+0.48 (+0.76%)
Weekly Expected Move ±1.7%
$61
$62
$63
$64
$65
Overview
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Holdings
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Institutional Ownership — IQSU
25
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
322M
Total Invested
5
New Positions
7
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 4,724,616 | 299M | -191,748 | -3.9% | 25Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 162,325 | 10M | +30,115 | +22.8% | 7Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 50,514 | 3M | +364 | +0.7% | 6Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 50,398 | 3M | — | +0.0% | 3Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 35,869 | 2M | +240 | +0.7% | 15Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 22,282 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | LPL Financial LLC | 20,046 | 1M | +1,340 | +7.2% | 23Q | SEC ↗ |
| 8 | Waterloo Capital, L.P. | 18,084 | 1M | +366 | +2.1% | 11Q | SEC ↗ |
| 9 | Paul R. Ried Financial Group, LLC | 15,607 | 987K | -3,286 | -17.4% | 7Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 8,000 | 506K | -16,300 | -67.1% | 2Q | SEC ↗ |
| 11 | Palisades Hudson Asset Management, L.P | 5,192 | 328K | +12 | +0.2% | 8Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC NEW | 5,050 | 319K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Financial Gravity Asset Management, In | 4,464 | 282K | -3 | -0.1% | 3Q | SEC ↗ |
| 14 | Financial Gravity Companies, Inc. NEW | 4,374 | 277K | — | +0.0% | 1Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 3,827 | 242K | -6,694 | -63.6% | 7Q | SEC ↗ |
| 16 | SEEDS INVESTOR LLC NEW | 3,243 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Rossby Financial, LCC | 3,243 | 205K | — | +0.0% | 2Q | SEC ↗ |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,004 | 127K | — | +0.0% | 9Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,891 | 120K | — | +0.0% | 20Q | SEC ↗ |
| 20 | MORGAN STANLEY | 1,733 | 110K | -55 | -3.1% | 19Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 636 | 40K | +2 | +0.3% | 14Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 628 | 40K | -1,145 | -64.6% | 12Q | SEC ↗ |
| 23 | FMR LLC | 94 | 6K | — | +0.0% | 8Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC NEW | 3 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | 0K | -5,483 | -100.0% | 12Q | SEC ↗ |
| 26 | OLD MISSION CAPITAL LLC | 0 | 0K | -12,465 | -100.0% | 1Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 0 | 0K | -220 | -100.0% | 13Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 0 | 0K | -6,831 | -100.0% | 12Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 0 | 0K | -451 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 22,282 | 1M |
| AMERIPRISE FINANCIAL INC | 5,050 | 319K |
| Financial Gravity Companies, Inc. | 4,374 | 277K |
| SEEDS INVESTOR LLC | 3,243 | 205K |
| Integrated Wealth Concepts LLC | 3 | 0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 12,465 | 788K |
| Private Advisor Group, LLC | 6,831 | 432K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,483 | 347K |
| Kestra Advisory Services, LLC | 451 | 29K |
| IFP Advisors, Inc | 220 | 14K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +30,115 | +22.8% | 162,325 |
| LPL Financial LLC | +1,340 | +7.2% | 20,046 |
| Waterloo Capital, L.P. | +366 | +2.1% | 18,084 |
| CAPTRUST FINANCIAL ADVISORS | +364 | +0.7% | 50,514 |
| BANK OF AMERICA CORP /DE | +240 | +0.7% | 35,869 |
| Palisades Hudson Asset Management, | +12 | +0.2% | 5,192 |
| OSAIC HOLDINGS, INC. | +2 | +0.3% | 636 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | -191,748 | -3.9% | 4,724,616 |
| TWO SIGMA INVESTMENTS, LP | -16,300 | -67.1% | 8,000 |
| RAYMOND JAMES FINANCIAL INC | -6,694 | -63.6% | 3,827 |
| Paul R. Ried Financial Group, LLC | -3,286 | -17.4% | 15,607 |
| NewEdge Advisors, LLC | -1,145 | -64.6% | 628 |
| MORGAN STANLEY | -55 | -3.1% | 1,733 |
| Financial Gravity Asset Management, | -3 | -0.1% | 4,464 |