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Nyli Cand US LAR Cap EQ ETF (IQSU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
INCREASED
Shares4,919,180 from 4,724,616
Change+194,564 (+4%)
Value$308.1M (+$12.3M)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$203.1K (+$98)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 162,325
Change-162,325 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,514
Change-50,514 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,398
Change-50,398 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 35,869
Change-35,869 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,282
Change-22,282 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 20,046
Change-20,046 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
FMR LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Status
New York Life Investment Management LLC
INCREASED4,919,1804,724,616+194,564+4%$295.7M$308.1M+$12.3M2026-11-04
Rossby Financial, LCC
UNCHANGED3,2433,24300%$203.0K$203.1K+$982026-11-05
Envestnet Asset Management Inc
N/A—162,325-162,325-100%$10.2M———
Captrust Financial Advisors
N/A—50,514-50,514-100%$3.2M———
Goldman Sachs Group Inc
N/A—50,398-50,398-100%$3.2M———
Bank of America Corp
N/A—35,869-35,869-100%$2.2M———
Citadel Advisors LLC
N/A—22,282-22,282-100%$1.4M———
LPL Financial LLC
N/A—20,046-20,046-100%$1.3M———
Waterloo Capital, L.P.
N/A—18,084-18,084-100%$1.1M———
Paul R. Ried Financial Group, LLC
N/A—15,607-15,607-100%$976.9K———
Two Sigma Investments, LP
N/A—8,000-8,000-100%$500.8K———
Palisades Hudson Asset Management, L.P.
N/A—5,192-5,192-100%$325.0K———
Ameriprise Financial Inc
N/A—5,050-5,050-100%$316.1K———
Financial Gravity Companies, Inc.
N/A—4,374-4,374-100%$273.8K———
Raymond James Financial Inc
N/A—3,827-3,827-100%$239.5K———
Seeds Investor LLC
N/A—3,243-3,243-100%$203.0K———
O'shaughnessy Asset Management, LLC
N/A—2,004-2,004-100%$125.4K———
Northwestern Mutual Wealth Management Co
N/A—1,891-1,891-100%$118.4K———
Morgan Stanley
N/A—1,733-1,733-100%$108.5K———
Osaic Holdings, Inc.
N/A—636-636-100%$39.9K———
NewEdge Advisors, LLC
N/A—628-628-100%$39.3K———
FMR LLC
N/A—94-94-100%$5.9K———
Showing 22 of 22 institutions