13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
MMIN

NEW YORK LIFE INVTS ACTIVE E

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

CUSIP 45409F843·68 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$267M
76.0% inst. owned
of float
Holders
68
-122 QoQ
filers reporting
Activity
+13 / −79
+923 added · −723 reduced
this quarter
Concentration
36.65%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported MMIN in Q1 2026. MORGAN STANLEY leads at 36.6% of the visible book. -122 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
$98M4.1M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$53M2.2M0.00%Q1 202603
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$17M700K2.56%Q1 202604
ACT Advisors, LLC.
CIK 0001842554
$13M555K5.60%Q1 202605
UBS Group AG
CIK 0001610520
$13M553K0.00%Q1 202606
RTD Financial Advisors, Inc.
CIK 0001810555
$12M502K1.46%Q1 202607
LPL Financial LLC
CIK 0001403438
$11M459K0.00%Q1 202608
Pallas Capital Advisors LLC
CIK 0001862282
$8M352K0.31%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M313K0.00%Q1 202610
Fluent Financial, LLC
CIK 0001722283
$6M264K2.32%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M151K0.01%Q1 202612
Marcum Wealth, LLC
CIK 0001784450
$3M147K0.30%Q1 202513
Elequin Capital, LP
CIK 0001810873
$3M133K0.27%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$3M125K0.01%Q1 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M118K0.01%Q1 202616
Vertex Planning Partners, LLC
CIK 0001942341
$3M117K0.54%Q1 202617
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$3M111K0.30%Q4 202518
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M110K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$3M108K0.00%Q1 202620
FIDUCIARY TRUST CO
CIK 0000035442
$2M85K0.02%Q1 2026
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