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

NEW YORK LIFE INVESTMENTS ET

105 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 45409B107·105 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$825M
visible holders
Holders
105
filers reporting
Concentration
48.17%
Tredje AP-fonden #1
top holder share
AI Holders Summary · Q2 2026

105 institutions reported QAI in Q2 2026. Tredje AP-fonden leads at 48.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tredje AP-fonden
CIK 0001650290
$397M10.9M1.80%Q2 202602
MORGAN STANLEY
CIK 0000895421
$101M2.8M0.01%Q2 202603
Alaska Permanent Capital Management, LLC
CIK 0001426771
$60M1.6M3.91%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$48M1.3M0.01%Q2 202605
Alaska Wealth Advisors
CIK 0001731601
$39M1.1M4.21%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M809K0.01%Q2 202607
Verdence Capital Advisors LLC
CIK 0001719305
$28M778K1.49%Q2 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$21M571K0.03%Q2 202609
Focus Partners Wealth
CIK 0001542153
$21M566K0.02%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M443K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$10M264K0.00%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M224K0.00%Q2 202613
Endowment Wealth Management, Inc.
CIK 0001904477
$8M217K3.07%Q2 202614
ASPIRIANT, LLC
CIK 0001433541
$8M207K0.19%Q2 202615
Pitcairn Wealth Advisors LLC
CIK 0002089089
$7M182K0.73%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M162K0.00%Q2 202617
Live Oak Investment Partners
CIK 0001822262
$5M141K2.77%Q2 202618
BROWN WEALTH MANAGEMENT, LLC
CIK 0001987005
$5M133K1.09%Q2 202619
FIFTH THIRD BANCORP
CIK 0000035527
$4M115K0.01%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M114K0.00%Q2 2026
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