NEW YORK LIFE INVESTMENTS ET (HART)
Institutional ownership reported to the SEC as of Q2 2025, across 18 quarters.
3
Reporting holders
$6.0M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $6.0M | 199,044 | 0.06% | 7q | HELD |
| Royal Bank of Canada | $22.0K | 700 | 0.00% | 17q | +100.0%+$11.0K |
| JPMORGAN CHASE & CO | $484 | 16 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2025 | 3 | $6.0M | 199,760 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 5 | $6.3M | 200,059 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 5 | $6.6M | 213,879 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 7 | $6.7M | 202,760 | 2 | 1 | 0 | 0.0% |
| Q2 2024 | 7 | $6.5M | 211,686 | 2 | 0 | 3 | 0.0% |
| Q1 2024 | 7 | $7.5M | 247,808 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $7.3M | 253,122 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 5 | $6.8M | 250,871 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 6 | $7.2M | 251,452 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 6 | $6.9M | 254,785 | 1 | 1 | 2 | 0.0% |
| Q4 2022 | 5 | $6.6M | 248,999 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 5 | $6.0M | 249,269 | 3 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $5.2M | 199,394 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 5 | $6.1M | 215,390 | 1 | 0 | 2 | 0.0% |
| Q4 2021 | 4 | $6.1M | 209,842 | 1 | 0 | 1 | 0.0% |
| Q3 2021 | 3 | $6.4M | 230,972 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 4 | $6.7M | 243,112 | 2 | 1 | 0 | 0.0% |
| Q1 2021 | 2 | $5.8M | 228,490 | 2 | 0 | 0 | 0.0% |