NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / CANDRIAM US LRG
Total 13F shares
4,147,651
Share change
-679,660
Total reported value
$227,076,630
Price per share
$54.75
Number of holders
23
Value change
-$37,189,186
Number of buys
12
Number of sells
11

Institutional Holders of NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) as of Q4 2025

As of 31 Dec 2025, NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) was held by 23 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,147,651 shares. The largest 10 holders included NEW YORK LIFE INVESTMENT MANAGEMENT LLC, GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, BANK OF AMERICA CORP /DE/, CITADEL ADVISORS LLC, LPL Financial LLC, Waterloo Capital, L.P., Paul R. Ried Financial Group, LLC, and IFP Advisors, Inc. This page lists 23 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.