IQSM — NYLI CANDRIAM U.S. MID CAP EQU
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 269 sh · $10.63K
- Morgan Stanley 222 sh · $8.84K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2023 | Q3 2023 | Q1 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details