Who owns IQSI
Which tracked institutional funds hold IQSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened IQSI while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IQSI’s largest tracked holder by dollar value, New York Life Investment Management LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 19 tracked filers holding IQSI, 10 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IQSI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- Ascentis Independent Advisors$2M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- New York Life Investment Management LLC$37M
- JANE STREET GROUP, LLC$297K
Largest trims
- NYL Investors LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| New York Life Investment Management LLC added | 5,695,211 | $218M | 90.5% | 2026-Q2 |
| NYL Investors LLC trimmed | 94,108 | $4M | 1.5% | 2026-Q2 |
| Focus Partners Wealth added | 36,840 | $1M | 0.6% | 2026-Q2 |
| SEEDS INVESTOR LLC trimmed | 32,308 | $1M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 29,455 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 27,267 | $1M | 0.4% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC trimmed | 26,329 | $1M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,324 | $625K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 16,097 | $616K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,497 | $555K | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 10,664 | $408K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,099 | $348K | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 8,646 | $331K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 6,922 | $265K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,690 | $141K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 3,663 | $140K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3,423 | $131K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 2,570 | $98K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 229 | $9K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors added | 52,852 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 47,612 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| KWB Wealth trimmed | 10,584 | $372K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| J. R. Prunier Capital Management LLC new | 10,352 | $364K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 3,570 | $126K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC | 119 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 147,447 | $5M | 2.1% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 440 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 227 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC new | 7,340 | $244K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.