5 institutions reported holding $1.6M of NYLI CANDRIAM (IQSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Paul R. Ried Financial Group, LLC ($1.0M), Golden State Wealth Management, LLC ($408,360), Rossby Financial, LCC ($140,266), KWB Wealth ($0), Golden State Equity Partners ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Paul R. Ried Financial Group, LLC | $1.0M | 26,329 | Trimmed |
| 2 | Golden State Wealth Management, LLC | $408,360 | 10,664 | Trimmed |
| 3 | Rossby Financial, LCC | $140,266 | 3,663 | Trimmed |
| 4 | KWB Wealth | $0 | 0 | Exited |
| 5 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30