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

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / CANDRIAM US LRG
Total 13F shares
4,827,312
Share change
-2,009,813
Total reported value
$256,777,549
Price per share
$53.19
Number of holders
23
Value change
-$100,305,659
Number of buys
10
Number of sells
11

Institutional Holders of NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) as of Q3 2025

As of 30 Sep 2025 NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 4,827,312 shares of stock of the company.
Largest 10 holders included NEW YORK LIFE INVESTMENT MANAGEMENT LLC, ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Waterloo Capital, L.P., IFP Advisors, Inc, Paul R. Ried Financial Group, LLC, Private Advisor Group, LLC, and MGO ONE SEVEN LLC.
This table shows 23 institutional shareholders of the security as of 30 Sep 2025.
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.