17 tracked 13F filers disclose a position in IQSI as of the latest SEC 13F filings, a combined $229.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $218.1M | 5.7M | ▲+11% Added · +564K sh | Q2 2026 | |
| 2 | NYL Investors LLC | $3.6M | 94K | ▼−46% Reduced · −79K sh | Q2 2026 | |
| 3 | Focus Partners Wealth | $1.3M | 37K | ▲~0% Added · +9 sh | Q1 2026 | |
| 4 | SEEDS INVESTOR LLC | $1.2M | 32K | ▼−3.1% Reduced · −1K sh | Q2 2026 | |
| 5 | Orion Porfolio Solutions, LLC | $1.1M | 31K | ▼−9.8% Reduced · −3K sh | Q1 2026 | |
| 6 | Paul R. Ried Financial Group, LLC | $1.0M | 26K | ▼−1.1% Reduced · −284 sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $757K | 21K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $747K | 21K | ▲+73% Added · +9K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $594K | 17K | ▲+19% Added · +3K sh | Q1 2026 | |
| 10 | Golden State Wealth Management, LLC | $408K | 11K | ▼−4.4% Reduced · −493 sh | Q2 2026 | |
| 11 | Summit Financial, LLC | $331K | 9K | ▲New +9K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $233K | 7K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 13 | Rossby Financial, LCC | $140K | 4K | ▼−65% Reduced · −7K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $127K | 4K | ▲+12% Added · +379 sh | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $121K | 3K | ▼−19% Reduced · −780 sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $98K | 3K | —Held | Q2 2026 | |
| 17 | Silver Grove Financial Group, Inc. | $9K | 229 | ▲New +229 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in IQSI and 1 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $628.4M |
| APPLE INCAAPL | 8 funds | $1.3B |
| NVIDIA CORPNVDA | 8 funds | $1.2B |
| MICROSOFT CORPMSFT | 8 funds | $754.8M |
| AMAZON.COM INCAMZN | 8 funds | $615.0M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $485.0M |
| BROADCOM INCAVGO | 8 funds | $429.6M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $318.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $278.6M |
| JPMORGAN CHASE & COJPM | 8 funds | $264.8M |
| JOHNSON & JOHNSONJNJ | 8 funds | $193.9M |
| VISA INC-CLASS A SHARESV | 8 funds | $156.5M |
Ranked by how many of IQSI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HFXImc | 99 funds | $1.1B |
| QAINYLI HEDGE MULTI | 95 funds | $842.4M |
| MNAcs | 79 funds | $188.8M |
| IQSUMF Closed and MF Open | 18 funds | $312.6M |
| IQSIthis pageNYLI CANDRIAM IN | 17 funds | $229.9M |
| IQSMCANDRIAM US MID | 6 funds | $336.0M |
| LRNDNYLI US LC R&D L | 5 funds | $380.4M |
| WRNDNYLI GLOBAL EQUI | 5 funds | $16.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IQSI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IQSI/capital-change-brief"
Use Arkolith's capital_change_brief for IQSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IQSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.