22 institutions reported holding $199.4M of NEW YORK LIFE INVESTMENTS ET (IQSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($180.8M), NYL Investors LLC ($6.1M), Golden State Equity Partners ($1.9M), FLOW TRADERS U.S. LLC ($1.7M), Focus Partners Wealth ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $180.8M | 5.1M | Added |
| 2 | NYL Investors LLC | $6.1M | 173,108 | Hold |
| 3 | Golden State Equity Partners | $1.9M | 52,852 | New |
| 4 | FLOW TRADERS U.S. LLC | $1.7M | 47,612 | Trimmed |
| 5 | Focus Partners Wealth | $1.3M | 36,781 | Added |
| 6 | SEEDS INVESTOR LLC | $1.3M | 33,343 | Trimmed |
| 7 | Orion Porfolio Solutions, LLC | $1.1M | 31,472 | Trimmed |
| 8 | Paul R. Ried Financial Group, LLC | $937,901 | 26,613 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $757,038 | 21,481 | Added |
| 10 | JANE STREET GROUP, LLC | $746,923 | 21,194 | Added |
| 11 | MORGAN STANLEY | $594,081 | 16,857 | Added |
| 12 | CAPTRUST FINANCIAL ADVISORS | $572,315 | 16,239 | Added |
| 13 | Golden State Wealth Management, LLC | $393,203 | 11,157 | Added |
| 14 | Rossby Financial, LCC | $375,476 | 10,485 | Added |
| 15 | KWB Wealth | $372,262 | 10,584 | Trimmed |
| 16 | LPL Financial LLC | $233,132 | 6,615 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $127,259 | 3,611 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $120,634 | 3,423 | Trimmed |
| 19 | NewEdge Advisors, LLC | $0 | 0 | Exited |
| 20 | FMR LLC | $0 | 0 | Exited |
| 21 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 22 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31