Skip to content

IQSU NYLIM ETF TR

Follow

CMN (fund)

23 managers (23 13F filers) reported a position in IQSU shares at 2025-12-31, 4,147,651 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
4
Added
8
Reduced
7
Sold out
4
Shares held by filers
4,147,651

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…3,685,253$202M1.74%-844,58713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,402$6.87M<0.01%new13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,747$5.13M<0.01%+18,76113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS50,371$2.76M0.01%-26213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,907$2.24M<0.01%+4,10313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,400$1.28M<0.01%new13F-HRTimelineGroup
LPL Financial LLC20,855$1.14M<0.01%-4,48313F-HRTimeline
Waterloo Capital, L.P.17,718$970K0.07%013F-HRTimeline
Paul R. Ried Financial Group, LLC15,647$857K0.4%+1,10713F-HRTimeline
IFP Advisors, Inc14,233$779K0.02%-1,02113F-HRTimeline
OLD MISSION CAPITAL LLC12,465$682K0.03%new13F-HRTimeline
Private Advisor Group, LLC11,577$634K<0.01%-2,87513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,347$566K<0.01%+1913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,483$300K<0.01%013F-HRTimeline
Palisades Hudson Asset Management, L.P.5,167$283K0.11%+1613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,467$245K0.05%-3613F-HRTimelineGroup
NewEdge Advisors, LLC3,756$206K<0.01%+1,14513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,004$110K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,891$104K<0.01%+28013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,783$97.6K<0.01%-3613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.633$34.7K<0.01%+313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC451$24.7K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC94$5.16K<0.01%013F-HRTimelineGroup