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IQSM · NYLI Candriam U.S. Mid Cap Equity ETF ETF

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$40.33 -0.01 (-0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $275,834,968
Total Shares: 7,945,471

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
98.3%
Jun 2023 → Mar 2026 · range 96.7% – 99.7%
+1.5 pts
Top 5
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,666
Jun 2023 → Mar 2026 · range 9,355 – 9,942
Highly concentrated+290

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
3
Decreased
2
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +33.5%
Shares held: +33.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
New York Life Investment Management LLC +2,035,508 7,811,394
SUSQUEHANNA INTERNATIONAL GROUP, LLP +15,005 24,576
Rossby Financial, LCC +2,481 5,667

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
SEEDS INVESTOR LLC −46,203 53,065
Cetera Investment Advisers −27,658 50,765

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
UBS Group AG 4 $138

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 100 $3,462
Filter: New 1 Increased 3 Reduced 2 Sold out 1 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
New York Life Investment Management LLC IQSM $271,180,354 98.31% 7,811,394
SEEDS INVESTOR LLC IQSM $1,842,204 0.67% 53,065
Cetera Investment Advisers IQSM $1,762,357 0.64% 50,765
SUSQUEHANNA INTERNATIONAL GROUP, LLP IQSM $853,180 0.31% 24,576
Rossby Financial, LCC IQSM $196,735 0.07% 5,667
UBS Group AG IQSM $138 0.00% 4