Who owns NYLI Candriam U.S. Large 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 IQSU from SEC Form 13F filings across 23 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, 23 institutions disclosed 5.1M shares of NYLI Candriam U.S. Large Cap Equity ETF worth $321.4M — about 97.5% of shares outstanding; the largest disclosed holder is New York Life Investment Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$321.4M
value, 2026 filers
97.5%
of shares outstanding (5.1M sh)
6
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 IQSU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 4.7M | $295.7M | 2.1% | 89.6% | -3.9% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 162,325 | $10.2M | 0.0% | 3.1% | +22.8% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 50,514 | $3.2M | 0.0% | 1% | +0.7% |
| 4 | GOLDMAN SACHS GROUP INC | 50,398 | $3.2M | 0.0% | 1% | 0.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 35,869 | $2.2M | 0.0% | 0.7% | +0.7% |
| 6 | CITADEL ADVISORS LLCNEW | 22,282 | $1.4M | 0.0% | 0.4% | new |
| 7 | LPL Financial LLC | 20,046 | $1.3M | 0.0% | 0.4% | +7.2% |
| 8 | Waterloo Capital, L.P. | 18,084 | $1.1M | 0.1% | 0.3% | +2.1% |
| 9 | Paul R. Ried Financial Group, LLC | 15,607 | $976,905 | 0.4% | 0.3% | -17.4% |
| 10 | TWO SIGMA INVESTMENTS, LP | 8,000 | $500,752 | 0.0% | 0.2% | -67.1% |
| 11 | Palisades Hudson Asset Management, L.P. | 5,192 | $325 | 0.1% | 0.1% | +0.2% |
| 12 | AMERIPRISE FINANCIAL INCNEW | 5,050 | $316,100 | 0.0% | 0.1% | new |
| 13 | Financial Gravity Companies, Inc.NEW | 4,374 | $273,786 | 0.0% | 0.1% | new |
| 14 | RAYMOND JAMES FINANCIAL INC | 3,827 | $239,547 | 0.0% | 0.1% | -63.6% |
| 15 | Rossby Financial, LCC | 3,243 | $202,992 | 0.0% | 0.1% | 0.0% |
| 16 | SEEDS INVESTOR LLCNEW | 3,243 | $202,992 | 0.0% | 0.1% | new |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,004 | $125,438 | 0.0% | 0% | 0.0% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,891 | $118,365 | 0.0% | 0% | 0.0% |
| 19 | MORGAN STANLEY | 1,733 | $108,502 | 0.0% | 0% | -3.1% |
| 20 | OSAIC HOLDINGS, INC. | 636 | $39,856 | 0.0% | 0% | +0.3% |
| 21 | NewEdge Advisors, LLCNEW | 628 | $39,310 | 0.0% | 0% | new |
| 22 | FMR LLC | 94 | $5,899 | 0.0% | 0% | 0.0% |
| 23 | Integrated Wealth Concepts LLCNEW | 3 | $188 | 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.