13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
QAI

NEW YORK LIFE INVESTMENTS ET

101 institutions still hold NEW YORK LIFE INVESTMENTS ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409B107·101 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$626M
46.0% inst. owned
of float
Holders
101
+108 QoQ
filers reporting
Activity
+76 / −60
+825 added · −804 reduced
this quarter
Concentration
34.21%
Tredje AP-fonden #1
top holder share
AI Holders Summary · Q1 2026

101 institutions reported QAI in Q1 2026. Tredje AP-fonden leads at 34.2% of the visible book. +108 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Tredje AP-fonden
CIK 0001650290
$214M6.3M1.17%Q1 202602
MORGAN STANLEY
CIK 0000895421
$92M2.7M0.01%Q1 202603
Alaska Permanent Capital Management, LLC
CIK 0001426771
$55M1.6M3.88%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$43M1.2M0.01%Q1 202605
Alaska Wealth Advisors
CIK 0001731601
$36M1.1M4.33%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$26M773K0.01%Q1 202607
Verdence Capital Advisors LLC
CIK 0001719305
$25M747K1.48%Q1 202608
Focus Partners Wealth
CIK 0001542153
$20M605K0.02%Q4 202509
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$20M575K0.03%Q1 202610
HTLF Bank
CIK 0002003343
$19M593K2.10%Q4 202411
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M405K0.00%Q1 202612
Pitcairn Wealth Advisors LLC
CIK 0002089089
$12M369K1.14%Q1 202613
UBS Group AG
CIK 0001610520
$9M278K0.00%Q1 202614
UMB Bank, n.a.
CIK 0000933429
$7M217K0.10%Q1 202615
Endowment Wealth Management, Inc.
CIK 0001904477
$7M217K3.27%Q1 202616
ASPIRIANT, LLC
CIK 0001433541
$7M197K0.19%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M147K0.00%Q1 202618
Live Oak Investment Partners
CIK 0001822262
$5M136K2.74%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M130K0.01%Q1 202620
BROWN WEALTH MANAGEMENT, LLC
CIK 0001987005
$4M129K1.13%Q1 2026
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