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

NEW YORK LIFE INVTS ACTIVE E

174 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 45409F827·174 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$963M
78.0% inst. owned
of float
Holders
174
-127 QoQ
filers reporting
Activity
+80 / −77
+797 added · −846 reduced
this quarter
Concentration
16.47%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

174 institutions reported MMIT in Q1 2026. Orgel Wealth Management, LLC leads at 16.5% of the visible book. -127 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$158M6.6M3.42%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$150M6.2M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$93M3.8M0.01%Q1 202604
Meeder Advisory Services, Inc.
CIK 0001792167
$71M2.9M2.97%Q1 202605
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$59M2.4M6.65%Q4 202506
LPL Financial LLC
CIK 0001403438
$53M2.2M0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M2.1M0.02%Q1 202608
UBS Group AG
CIK 0001610520
$50M2.1M0.01%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$49M2.1M0.05%Q1 202610
IAG Wealth Partners, LLC
CIK 0001827261
$46M1.9M5.13%Q1 202611
Midwest Trust Co
CIK 0002077080
$30M1.3M0.38%Q1 202612
Mariner, LLC
CIK 0001373442
$29M1.2M0.03%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M892K0.01%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$17M713K0.00%Q1 202615
Lebenthal Global Advisors, LLC
CIK 0001845766
$17M700K2.45%Q1 202616
Orion Porfolio Solutions, LLC
CIK 0001360533
$14M598K0.12%Q1 202617
Pallas Capital Advisors LLC
CIK 0001862282
$14M583K0.53%Q1 202618
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$13M558K2.07%Q1 202619
TruWealth Advisors, LLC
CIK 0001834985
$13M535K0.62%Q1 202620
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$12M506K1.02%Q1 2026
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