LPL Financial
IQSU icon

LPL Financial’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

LPL Financial’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
20,046
+1,340
+7% +$78.8K ﹤0.01% 4211
2026
Q1 		$958K Sell
18,706
-2,149
-10% -$116K ﹤0.01% 4224
2025
Q4 		$1.14M Sell
20,855
-4,483
-18% -$242K ﹤0.01% 3937
2025
Q3 		$1.35M Sell
25,338
-332
-1% -$16.9K ﹤0.01% 3710
2025
Q2 		$1.27M Sell
25,670
-2,827
-10% -$131K ﹤0.01% 3531
2025
Q1 		$1.29M Sell
28,497
-6,299
-18% -$302K ﹤0.01% 3326
2024
Q4 		$1.68M Sell
34,796
-2,315
-6% -$113K ﹤0.01% 3024
2024
Q3 		$1.78M Sell
37,111
-35,974
-49% -$1.66M ﹤0.01% 2845
2024
Q2 		$3.32M Sell
73,085
-9,825
-12% -$434K ﹤0.01% 2177
2024
Q1 		$3.68M Buy
82,910
+6,724
+9% +$289K ﹤0.01% 2031
2023
Q4 		$3.2M Buy
76,186
+22,829
+43% +$895K ﹤0.01% 2032
2023
Q3 		$1.99M Buy
53,357
+2,761
+5% +$107K ﹤0.01% 2282
2023
Q2 		$1.96M Buy
50,596
+21,113
+72% +$767K ﹤0.01% 2268
2023
Q1 		$1.04M Buy
29,483
+4,993
+20% +$169K ﹤0.01% 2723
2022
Q4 		$783K Buy
24,490
+10,168
+71% +$331K ﹤0.01% 2841
2022
Q3 		$439K Sell
14,322
-72,526
-84% -$2.49M ﹤0.01% 3273
2022
Q2 		$2.81M Sell
86,848
-327
-0.4% -$11.5K ﹤0.01% 1761
2022
Q1 		$3.41M Buy
87,175
+67,863
+351% +$2.61M ﹤0.01% 1671
2021
Q4 		$804K Buy
19,312
+2,828
+17% +$113K ﹤0.01% 2851
2021
Q3 		$613K Sell
16,484
-83,177
-83% -$3.18M ﹤0.01% 3032
2021
Q2 		$3.67M Buy
99,661
+1,023
+1% +$36.4K ﹤0.01% 1555
2021
Q1 		$3.33M Buy
98,638
+13,165
+15% +$437K ﹤0.01% 1500
2020
Q4 		$2.76M Buy
+85,473
New +$2.61M ﹤0.01% 1474

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

LPL Financial's IQSU Position: Q2 2026 in Review

LPL Financial increased its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 7.2% in Q2 2026, buying an estimated $78.8K and bringing the position to 20,046 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4211.

LPL Financial first reported a position in IQSU in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.68M in Q1 2024. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

  • LPL Financial held 20,046 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $1.25M as of Q2 2026.
  • LPL Financial bought 1,340 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $78.8K.
  • NYLIM Candriam U.S. Large Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4211 holding.
  • LPL Financial first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $3.68M in Q1 2024.
  • 22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.