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

NEW YORK LIFE INVESTMENTS ET

90 institutions still hold NEW YORK LIFE INVESTMENTS ET as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409B800·90 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$161M
visible holders
Holders
90
filers reporting
Concentration
21.69%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported MNA in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 21.7% 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
$35M958K0.24%Q2 202602
MORGAN STANLEY
CIK 0000895421
$25M690K0.00%Q2 202603
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$21M572K1.16%Q2 202604
OPPENHEIMER ASSET MANAGEMENT INC.
CIK 0001269119
$12M315K0.12%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M187K0.00%Q2 202606
ASPIRIANT, LLC
CIK 0001433541
$7M182K0.16%Q2 202607
One Capital Management, LLC
CIK 0001606588
$7M181K0.18%Q2 202608
Equitable Holdings, Inc.
CIK 0001333986
$6M158K0.03%Q2 202609
Savant Capital, LLC
CIK 0001482880
$5M148K0.02%Q2 202610
IHT Wealth Management, LLC
CIK 0001697490
$5M145K0.11%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M144K0.00%Q2 202612
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$4M118K0.23%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$4M100K0.00%Q2 202614
Atria Investments, Inc
CIK 0001535865
$3M81K0.03%Q2 202615
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$3M80K0.12%Q2 202616
First Heartland Consultants, Inc.
CIK 0001428793
$3M80K0.19%Q2 202617
LPL Financial LLC
CIK 0001403438
$3M78K0.00%Q2 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M72K0.00%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$3M69K0.00%Q2 202620
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
CIK 0001710477
$2M58K0.14%Q2 2026
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