Who owns NYLI Candriam U.S. Mid Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IQSM from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 8.4M shares of NYLI Candriam U.S. Mid Cap Equity ETF worth $335.5M — about 98.4% of shares outstanding; the largest disclosed holder is New York Life Investment Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$335.5M
value, 2026 filers
98.4%
of shares outstanding (8.4M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IQSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 8.3M | $331.5M | 2.3% | 97.2% | +6.6% |
| 2 | Cetera Investment Advisers | 51,994 | $2.1M | 0.0% | 0.6% | +2.4% |
| 3 | SEEDS INVESTOR LLC | 46,325 | $1.8M | 0.2% | 0.5% | -12.7% |
| 4 | Rossby Financial, LCC | 1,231 | $48,989 | 0.0% | 0% | -78.3% |
| 5 | UBS Group AG | 976 | $38,841 | 0.0% | 0% | +24300.0% |
| 6 | JPMORGAN CHASE & CONEW | 269 | $10,628 | 0.0% | 0% | new |
| 7 | MORGAN STANLEYNEW | 222 | $8,835 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.