DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
LRND

NEW YORK LIFE INVESTMENTS ET

7 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 45409B263·7 13F holders·last filed Mar 31, 2026
Market cap
9.2%
vs prior quarter
13F value held
$203M
72.0% inst. owned
of float
Holders
7
-92 QoQ
filers reporting
Activity
+40 / −52
+924 added · −787 reduced
this quarter
Concentration
99.45%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported LRND in Q1 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 99.4% of the visible book. -92 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$201M5.4M1.70%Q1 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$831,03222K0.03%Q1 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$257,4467K0.00%Q1 2026
04
Sankala Group LLC
CIK 0002113426
$20,7905700.02%Q1 2026
05
ASSETMARK, INC
CIK 0001344551
$12,9233170.00%Q4 2025
06
MORGAN STANLEY
CIK 0000895421
$4110.00%Q1 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025