13F Insight
DOSSIER · 13F Holders · Q1 2026
MMIT

NEW YORK LIFE INVTS ACTIVE E

178 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 45409F827·178 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$816M
visible holders
Holders
178
filers reporting
Concentration
18.36%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported MMIT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$150M6.2M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$93M3.8M0.01%Q1 202603
Meeder Advisory Services, Inc.
CIK 0001792167
$71M2.9M2.97%Q1 202604
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$59M2.4M6.65%Q4 202505
LPL Financial LLC
CIK 0001403438
$53M2.2M0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M2.1M0.02%Q1 202607
UBS Group AG
CIK 0001610520
$50M2.1M0.01%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$49M2.1M0.05%Q1 202609
IAG Wealth Partners, LLC
CIK 0001827261
$46M1.9M5.13%Q1 202610
Midwest Trust Co
CIK 0002077080
$30M1.3M0.38%Q1 202611
Mariner, LLC
CIK 0001373442
$29M1.2M0.03%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M892K0.01%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$17M713K0.00%Q1 202614
Lebenthal Global Advisors, LLC
CIK 0001845766
$17M700K2.45%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$14M598K0.12%Q1 202616
Pallas Capital Advisors LLC
CIK 0001862282
$14M583K0.53%Q1 202617
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$13M558K2.07%Q1 202618
TruWealth Advisors, LLC
CIK 0001834985
$13M535K0.62%Q1 202619
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$12M506K1.02%Q1 202620
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$12M503K0.18%Q1 2026
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