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IQSM — NYLI CANDRIAM U.S. MID CAP EQU

Reported value held$783.01K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)3
Institutional value$58.30K · 1.47K sh
New / Add / Cut / Exit2 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +36575.0% (+1.46K sh)
Institutional value change Up +41845.3%

As of Q2 2026, 3 SEC-registered investment managers reported holding IQSM (NYLI CANDRIAM U.S. MID CAP EQU) in their latest 13F filings, with a combined reported value of $58.30K across 1.47K shares. That is +36575.0% by share count (+1.46K shares) versus the previous quarter, while reported value moved +41845.3%. 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, 2 opened new positions, 1 added to existing stakes. 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.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q1 2025 23.72K $724.71K 0.00% Add
UBS Group AG history Q2 2026 976 $38.84K 0.00% Add
JPMorgan Chase & Co history Q2 2026 269 $10.63K 0.00% New
Morgan Stanley history Q2 2026 222 $8.84K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2023Q3 2023Q1 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG — — — — — 286 13 — 4 976
JPMorgan Chase & Co — — — — — — — — — 269
Morgan Stanley — — — — — — 13 100 — 222
Citadel Advisors 14.14K 18.27K 16.36K 20.41K 23.72K — — — — —

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