13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
HFXI

NEW YORK LIFE INVESTMENTS ET

105 institutions still hold NEW YORK LIFE INVESTMENTS ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409B560·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$957M
61.0% inst. owned
of float
Holders
105
-110 QoQ
filers reporting
Activity
+93 / −97
+858 added · −825 reduced
this quarter
Concentration
19.22%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported HFXI in Q1 2026. MORGAN STANLEY leads at 19.2% of the visible book. -110 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$184M5.5M0.01%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$158M4.7M0.04%Q1 202603
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$105M3.1M0.89%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$83M2.5M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$78M2.3M0.02%Q1 202606
LPL Financial LLC
CIK 0001403438
$61M1.8M0.02%Q1 202607
UBS Group AG
CIK 0001610520
$54M1.6M0.01%Q1 202608
Mariner, LLC
CIK 0001373442
$54M1.6M0.06%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M827K0.04%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$24M720K0.00%Q1 202611
Mason & Associates Inc
CIK 0001917686
$21M657K4.14%Q1 202612
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$20M585K6.28%Q1 202613
Landmark Wealth Management, LLC
CIK 0001728778
$16M490K4.40%Q1 202614
Ameritas Investment Partners, Inc.
CIK 0001055980
$12M348K0.36%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M334K0.02%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M324K0.00%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M310K0.00%Q1 202618
Sanctuary Advisors, LLC
CIK 0001777271
$10M292K0.05%Q1 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$9M261K0.10%Q1 202620
MARINO, STRAM & ASSOCIATES LLC
CIK 0001099762
$8M250K1.51%Q1 2026
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