6 institutions reported holding $12.5M of NEW YORK LIFE INVESTMENTS ET (IQSU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($10.2M), Waterloo Capital, L.P. ($1.1M), Paul R. Ried Financial Group, LLC ($976,905), Rossby Financial, LCC ($202,992), Private Advisor Group, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 162,325 | Added |
| 2 | Waterloo Capital, L.P. | $1.1M | 18,084 | Added |
| 3 | Paul R. Ried Financial Group, LLC | $976,905 | 15,607 | Trimmed |
| 4 | Rossby Financial, LCC | $202,992 | 3,243 | Hold |
| 5 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 6 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30