DOSSIER · 13F Holders · Q2 2026
MMSD

NEW YORK LIFE INVTS ACTIVE E

9 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 64953X100·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$120M
visible holders
Holders
9
filers reporting
Concentration
83.72%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported MMSD in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 83.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$100M4.0M0.70%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$12M460K0.01%Q2 2026
03
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$6M220K1.99%Q2 2026
04
M Wealth Management, LLC
CIK 0002026150
$1M49K0.96%Q2 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$543K21K0.00%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$260K10K0.00%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$208K8K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$17K6900.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025