13F Insight
DOSSIER · 13F Holders · Q2 2026
HFXI

NEW YORK LIFE INVESTMENTS ET

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

CUSIP 45409B560·114 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
114
filers reporting
Concentration
21.37%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

114 institutions reported HFXI in Q2 2026. AMERIPRISE FINANCIAL INC leads at 21.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$290M7.6M0.06%Q2 202602
MORGAN STANLEY
CIK 0000895421
$237M6.2M0.01%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$115M3.0M0.01%Q2 202604
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$114M3.0M0.80%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$106M2.8M0.03%Q2 202606
LPL Financial LLC
CIK 0001403438
$101M2.6M0.02%Q2 202607
UBS Group AG
CIK 0001610520
$80M2.1M0.01%Q2 202608
Mariner, LLC
CIK 0001373442
$60M1.6M0.06%Q2 202609
Go Invest LLC
CIK 0002139692
$45M1.2M10.60%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$34M899K0.01%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M840K0.04%Q2 202612
Mason & Associates Inc
CIK 0001917686
$25M653K4.02%Q2 202613
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$22M570K5.90%Q2 202614
Landmark Wealth Management, LLC
CIK 0001728778
$19M496K4.52%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M387K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M383K0.02%Q2 202617
Ameritas Investment Partners, Inc.
CIK 0001055980
$14M357K0.36%Q2 202618
Sanctuary Advisors, LLC
CIK 0001777271
$11M288K0.05%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M310K0.00%Q1 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$10M269K0.09%Q2 2026
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