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

NEW YORK LIFE INVTS ACTIVE E

188 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 45409F827·188 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$927M
visible holders
Holders
188
filers reporting
Concentration
17.34%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

188 institutions reported MMIT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 17.3% 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
$161M6.6M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$93M3.8M0.00%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$81M3.3M0.03%Q2 202604
Meeder Advisory Services, Inc.
CIK 0001792167
$74M3.1M2.72%Q2 202605
Schneider Downs Wealth Management Advisors, LP
CIK 0001665359
$65M2.7M6.09%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$59M2.4M0.02%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$55M2.3M0.05%Q2 202608
UBS Group AG
CIK 0001610520
$53M2.2M0.01%Q2 202609
IAG Wealth Partners, LLC
CIK 0001827261
$48M2.0M4.74%Q2 202610
LPL Financial LLC
CIK 0001403438
$45M1.8M0.01%Q2 202611
Midwest Trust Co
CIK 0002077080
$34M1.4M0.38%Q2 202612
Mariner, LLC
CIK 0001373442
$29M1.2M0.03%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M983K0.01%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$18M729K0.00%Q2 202615
Lebenthal Global Advisors, LLC
CIK 0001845766
$16M664K2.18%Q2 202616
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$16M652K0.19%Q2 202617
Pallas Capital Advisors LLC
CIK 0001862282
$15M618K0.46%Q2 202618
Orion Porfolio Solutions, LLC
CIK 0001360533
$15M596K0.11%Q2 202619
Waverly Advisors, LLC
CIK 0001568787
$14M574K0.08%Q2 202620
TruWealth Advisors, LLC
CIK 0001834985
$13M535K0.62%Q1 2026
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