IQRA — NEW YORK LIFE INVTS ACTIVE E
As of Q2 2026, 2 SEC-registered investment managers reported holding IQRA (NEW YORK LIFE INVTS ACTIVE E) in their latest 13F filings, with a combined reported value of $556.52K across 18.37K shares. That is +4825.7% by share count (+18.00K shares) versus the previous quarter, while reported value moved +5007.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 18.00K | $545.22K | 0.00% | New |
| UBS Group AG history | 373 | $11.30K | 0.00% | Hold |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 373 | $10.90K | 0.00% | Reduce |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 18.00K | $505.08K | 0.00% | Hold |
| UBS Group AG history | 376 | $10.55K | 0.00% | Reduce |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 18.00K | $507.96K | 0.00% | Hold |
| UBS Group AG history | 378 | $10.67K | 0.00% | Reduce |
| Morgan Stanley history | 100 | $2.82K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 18.00K | $493.92K | 0.00% | New |
| UBS Group AG history | 384 | $10.54K | 0.00% | Hold |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 384 | $10.19K | 0.00% | New |
| Wells Fargo & Co history | 50 | $1.33K | 0.00% | New |
New Positions (Q2 2026)
- Manulife Financial 18.00K sh · $545.22K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|
| Manulife Financial | 18.00K | — | 18.00K | 18.00K | 18.00K | — | — | — |
| UBS Group AG | 373 | 373 | 376 | 378 | 384 | 384 | 10 | 10 |
| Morgan Stanley | — | — | — | 100 | — | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | 50 | — | — |