Osaic Holdings’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Osaic Holdings’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	$39.9K	Buy	636 +2	+0.3%	+$118	﹤0.01%	5640
2026 Q1	$32.5K	Buy	634 +1	+0.2%	+$54	﹤0.01%	5526
2025 Q4	$34.7K	Buy	633 +3	+0.5%	+$162	﹤0.01%	5501
2025 Q3	$32.4K	Buy	630 +1	+0.2%	+$51	﹤0.01%	5595
2025 Q2	$31.2K	Buy	629 +2	+0.3%	+$93	﹤0.01%	5379
2025 Q1	$28.5K	Buy	627 +2	+0.3%	+$96	﹤0.01%	5115
2024 Q4	$30.3K	Buy	625 +2	+0.3%	+$98	﹤0.01%	5066
2024 Q3	$29.9K	Buy	623 +1	+0.2%	+$46	﹤0.01%	5110
2024 Q2	$28.3K	Buy	622 +1	+0.2%	+$44	﹤0.01%	5097
2024 Q1	$27.5K	Buy	621 +167	+37%	+$7.17K	﹤0.01%	5152
2023 Q4	$19.1K	Buy	454 +50	+12%	+$1.96K	﹤0.01%	5520
2023 Q3	$15.1K	Hold	404	–	–	﹤0.01%	5704
2023 Q2	$15.7K	Hold	404	–	–	﹤0.01%	5719
2023 Q1	$14.3K	Buy	+404	New	+$13.7K	﹤0.01%	5775

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Osaic Holdings's IQSU Position: Q2 2026 in Review

Osaic Holdings increased its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 0.32% in Q2 2026, buying an estimated $118 and bringing the position to 636 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5640.

Osaic Holdings first reported a position in IQSU in Q1 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Osaic Holdings held 636 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $39.9K as of Q2 2026.
Osaic Holdings bought 2 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $118.
NYLIM Candriam U.S. Large Cap Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5640 holding.
Osaic Holdings first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.