DOSSIER · 13F Holders · Q2 2026
CLOO

NEW YORK LIFE INVTS ACTIVE E

3 institutions still hold NEW YORK LIFE INVTS ACTIVE E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 64953X407·3 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
3
filers reporting
Concentration
97.29%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported CLOO in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 97.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$40M1.6M0.28%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$1M40K0.00%Q2 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$99K4K0.00%Q2 2026