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

NEW YORK LIFE INVTS ACTIVE E

71 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 45409F843·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$286M
visible holders
Holders
71
filers reporting
Concentration
31.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported MMIN in Q2 2026. MORGAN STANLEY leads at 31.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$91M3.8M0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$70M2.9M0.00%Q2 202603
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$17M695K2.20%Q2 202604
UBS Group AG
CIK 0001610520
$14M581K0.00%Q2 202605
ACT Advisors, LLC.
CIK 0001842554
$13M595K4.30%Q3 202606
LPL Financial LLC
CIK 0001403438
$13M525K0.00%Q2 202607
RTD Financial Advisors, Inc.
CIK 0001810555
$10M441K1.07%Q3 202608
Pallas Capital Advisors LLC
CIK 0001862282
$9M375K0.28%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M321K0.00%Q2 202610
Gotham Asset Management, LLC
CIK 0001510387
$8M314K0.02%Q2 202611
Fluent Financial, LLC
CIK 0001722283
$6M278K2.12%Q3 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M218K0.01%Q2 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$4M156K0.01%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M132K0.00%Q2 202615
Vertex Planning Partners, LLC
CIK 0001942341
$3M129K0.46%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$3M121K0.00%Q2 202617
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$3M114K0.26%Q2 202618
First Heartland Consultants, Inc.
CIK 0001428793
$2M96K0.14%Q3 202619
Atria Investments, Inc
CIK 0001535865
$2M93K0.02%Q3 202620
FIDUCIARY TRUST CO
CIK 0000035442
$2M82K0.02%Q2 2026
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