Who owns IQSU
Which tracked institutional funds hold IQSU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IQSU 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
The tracked-fund tape on IQSU is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 2 trimmed or exited — on balance accumulating.
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
IQSU’s largest tracked holder by dollar value, New York Life Investment Management LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IQSU 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 22 tracked filers holding IQSU, 12 increased or opened the position and 9 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 IQSU 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.
New buyers 1
- CITADEL ADVISORS LLC$1M
Largest adds
- New York Life Investment Management LLC$44M
- ENVESTNET ASSET MANAGEMENT INC$3M
- CAPTRUST FINANCIAL ADVISORS$594K
- GOLDMAN SACHS GROUP INC$574K
- BANK OF AMERICA CORP /DE/$421K
- LPL Financial LLC$297K
Largest trims
- TWO SIGMA INVESTMENTS, LP$744K
- RAYMOND JAMES FINANCIAL INC$299K
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 trimmed | 4,724,616 | $296M | 71.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 162,325 | $10M | 2.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 50,514 | $3M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 50,398 | $3M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 35,869 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,282 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 20,046 | $1M | 0.3% | 2026-Q2 |
| Waterloo Capital, L.P. added | 18,084 | $1M | 0.3% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC trimmed | 15,607 | $977K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 8,000 | $501K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 5,050 | $316K | 0.1% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 4,374 | $274K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,827 | $240K | 0.1% | 2026-Q2 |
| SEEDS INVESTOR LLC new | 3,243 | $203K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 3,243 | $203K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,004 | $125K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,891 | $118K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,733 | $109K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 636 | $40K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 628 | $39K | 0.0% | 2026-Q2 |
| FMR LLC | 94 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3 | $188 | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 6,831 | $350K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Palisades Hudson Asset Management, L.P. added | 5,180 | $265K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. trimmed | 4,464 | $229K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc trimmed | 220 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 12,465 | $682K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,483 | $300K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 451 | $25K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MGO ONE SEVEN LLC trimmed | 13,224 | $703K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 214 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management new | 41 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Imprint Wealth LLC new | 34 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bank of Italy | 1,805,576 | $90M | 21.6% | 2025-Q2 stale (4 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,118 | $799K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 5,729 | $284K | 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.