18 tracked 13F filers disclose a position in IQSU as of the latest SEC 13F filings, a combined $312.6M 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 | $295.7M | 4.7M | ▼−3.9% Reduced · −192K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 132K | ▲+41% Added · +38K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $2.6M | 50K | ▼−60% Reduced · −75K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $1.8M | 36K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $1.2M | 24K | ▲New +24K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $958K | 19K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 7 | Waterloo Capital, L.P. | $1.1M | 18K | ▲+2.1% Added · +366 sh | Q2 2026 | |
| 8 | Paul R. Ried Financial Group, LLC | $977K | 16K | ▼−17% Reduced · −3K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $539K | 11K | ▲+1.7% Added · +174 sh | Q1 2026 | |
| 10 | Rossby Financial, LCC | $203K | 3K | —Held | Q2 2026 | |
| 11 | SEEDS INVESTOR LLC | $203K | 3K | ▲New +3K sh | Q2 2026 | |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $125K | 2K | —Held | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $97K | 2K | —Held | Q1 2026 | |
| 14 | MORGAN STANLEY | $92K | 2K | ▲+0.3% Added · +5 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $33K | 634 | ▲+0.1% Added · +1 sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $39K | 628 | ▼−65% Reduced · −1K sh | Q2 2026 | |
| 17 | FMR LLC | $5K | 94 | —Held | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $188 | 3 | ▲New +3 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 IQSU and 1 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $3.6B |
| APPLE INCAAPL | 7 funds | $3.4B |
| AMAZON.COM INCAMZN | 7 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 7 funds | $2.0B |
| MICROSOFT CORPMSFT | 7 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.3B |
| BROADCOM INCAVGO | 7 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $1.1B |
| COSTCO WHOLESALE CORPCOST | 7 funds | $1.0B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $824.6M |
| GOLDMAN SACHS GROUP INCGS | 7 funds | $428.7M |
| VISA INC-CLASS A SHARESV | 7 funds | $363.0M |
Ranked by how many of IQSU'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 |
| IQSUthis pageMF Closed and MF Open | 18 funds | $312.6M |
| IQSINYLI 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 IQSU
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/IQSU/capital-change-brief"
Use Arkolith's capital_change_brief for IQSU. 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 IQSU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.