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

NEW YORK LIFE INVTS ACTIVE E

28 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 45409F777·28 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$107M
visible holders
Holders
28
filers reporting
Concentration
66.91%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported MMCA in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 66.9% 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
$71M3.3M0.50%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M478K0.02%Q2 202603
Weil Company, Inc.
CIK 0001318011
$9M436K1.67%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$3M157K0.00%Q2 202605
Octavia Wealth Advisors, LLC
CIK 0001841259
$2M99K0.19%Q2 202606
Brio Consultants, LLC
CIK 0001747799
$2M75K0.19%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M59K0.00%Q1 202608
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M49K0.03%Q1 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$975K45K0.00%Q1 202610
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$756K35K0.00%Q2 202611
Entruity Wealth, LLC
CIK 0001719303
$716K33K0.46%Q2 202612
Avantax Planning Partners, Inc.
CIK 0001005441
$640K29K0.02%Q2 202613
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$534K25K0.03%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$465K21K0.00%Q2 202615
OLD MISSION CAPITAL LLC
CIK 0001455915
$369K17K0.01%Q2 202616
SeaCrest Wealth Management, LLC
CIK 0001728121
$325K15K0.04%Q2 202617
Sprinkle Financial Consultants LLC
CIK 0002011593
$309K14K0.12%Q2 202618
FF Advisors,LLC
CIK 0002011904
$293K13K0.11%Q2 202619
Wedmont Private Capital
CIK 0001904274
$248K11K0.01%Q2 202620
WEALTH ALLIANCE, LLC
CIK 0001793904
$232K11K0.02%Q2 2026
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