Vault-13

NEW YORK LIFE INVESTMENTS ET IQSM

CANDRIAM US MID · ETP · CUSIP 45409B248

7 institutional holders +1 vs Q1 2026
8,430,5998.4m shares reported held*
$335.5mreported value*
2 new 3 added 2 reduced 1 sold out net bought ≈ $19.3m (+485.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q4 22: 2Q1 23: 2Q2 23: 4Q3 23: 3Q4 23: 3Q1 24: 4Q2 24: 3Q3 24: 4Q4 24: 4Q1 25: 4Q2 25: 4Q3 25: 7Q4 25: 6Q1 26: 6Q2 26: 77Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 20222
Q1 20232
Q2 20234
Q3 20233
Q4 20233
Q1 20244
Q2 20243
Q3 20244
Q4 20244
Q1 20254
Q2 20254
Q3 20257
Q4 20256
Q1 20266
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 2 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 0 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 3 cut or sold outQ2 26: 5 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202422
Q1 202530
Q2 202522
Q3 202552
Q4 202516
Q1 202643
Q2 202653

Biggest buyers

New York Life Investment Management LLC Added +518,188+518.2k
Cetera Investment Advisers Added +1,229+1.2k
UBS Group AG Added +972+972
JPMORGAN CHASE & CO New +269+269
MORGAN STANLEY New +222+222

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,576-24.6k
SEEDS INVESTOR LLC Reduced -6,740-6.7k
Rossby Financial, LCC Reduced -4,436-4.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 2.32% of their portfolio New York, NY 8,329,5828.3m $331.5m $331.5m 2.32% Added +518.2k +518,188
2 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,99452.0k $2.1m $2.1m 0.00% Added +1.2k +1,229
3 SEEDS INVESTOR LLC 0.19% of their portfolio NEW YORK, NY 46,32546.3k $1.8m $1.8m 0.19% Reduced -6.7k -6,740
4 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 1,2311.2k $49.0k $49.0k 0.01% Reduced -4.4k -4,436
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 976976 $38.8k $38.8k 0.00% Added +972 +972
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 269269 $10.6k $10.6k 0.00% New
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 222222 $8.8k $8.8k 0.00% New