NEW YORK LIFE INVTS ACTIVE E (MMCA)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
25
Reporting holders
$104.1M
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 | $71.3M | 3,273,186 | 0.50% | 11q | +574.8%+$60.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.4M | 478,377 | 0.02% | 2q | +184.9%+$6.7M |
| Weil Company, Inc. | $9.5M | 435,765 | 1.67% | 13q | +1.1%+$107.2K |
| Cetera Investment Advisers | $3.4M | 156,871 | 0.00% | 3q | +24.6%+$675.3K |
| Octavia Wealth Advisors, LLC | $2.2M | 99,360 | 0.19% | 4q | -23.3%-$658.8K |
| Brio Consultants, LLC | $1.6M | 75,044 | 0.19% | 5q | +20.5%+$278.5K |
| GUGGENHEIM CAPITAL LLC | $755.6K | 34,676 | 0.00% | new | NEW |
| Entruity Wealth, LLC | $715.8K | 32,853 | 0.46% | 7q | -71.1%-$1.8M |
| Avantax Planning Partners, Inc. | $639.7K | 29,361 | 0.02% | 3q | +7.4%+$43.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533.7K | 24,504 | 0.03% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $465.4K | 21,357 | 0.00% | 3q | +21.7%+$83.1K |
| OLD MISSION CAPITAL LLC | $369.4K | 16,953 | 0.01% | 4q | -45.5%-$308.2K |
| JANE STREET GROUP, LLC | $359.5K | 16,499 | 0.00% | 4q | -63.5%-$625.7K |
| SeaCrest Wealth Management, LLC | $325.3K | 14,928 | 0.04% | 2q | +44.8%+$100.6K |
| Sprinkle Financial Consultants LLC | $309.4K | 14,198 | 0.12% | new | NEW |
| FF Advisors,LLC | $293.0K | 13,445 | 0.11% | new | NEW |
| Wedmont Private Capital | $248.1K | 11,448 | 0.01% | 4q | HELD |
| WEALTH ALLIANCE, LLC | $232.1K | 10,650 | 0.02% | 4q | HELD |
| Ameritas Investment Partners, Inc. | $164.7K | 7,559 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $118.8K | 5,450 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $71.2K | 3,267 | 0.00% | 3q | +304.3%+$53.6K |
| Physician Wealth Advisors, Inc. | $56.4K | 2,587 | 0.01% | 7q | +1.7% |
| Sunrise Financial Services, LLC | $31.6K | 1,450 | 0.02% | 3q | HELD |
| JPMORGAN CHASE & CO | $11.9K | 543 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.7K | 168,042 | 0.00% | 2q | +186.6%+$2.4K |
| WELLS FARGO & COMPANY/MN | $9 | 0 | 0.00% | 2q | 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 2026 | 25 | $104.1M | 4,780,331 | 5 | 10 | 4 | 0.0% |
| Q1 2026 | 23 | $61.7M | 2,857,919 | 5 | 9 | 4 | 0.0% |
| Q4 2025 | 19 | $56.2M | 2,576,138 | 6 | 6 | 0 | 0.0% |
| Q3 2025 | 14 | $27.5M | 1,264,020 | 7 | 4 | 1 | 0.0% |
| Q2 2025 | 9 | $22.9M | 1,074,920 | 3 | 3 | 1 | 0.0% |
| Q1 2025 | 8 | $23.0M | 1,076,025 | 0 | 3 | 3 | 0.0% |
| Q4 2024 | 9 | $22.2M | 1,036,810 | 2 | 2 | 2 | 0.0% |
| Q3 2024 | 7 | $19.1M | 875,230 | 2 | 3 | 1 | 0.0% |
| Q2 2024 | 6 | $17.8M | 829,747 | 0 | 2 | 1 | 0.0% |
| Q1 2024 | 8 | $19.6M | 900,683 | 3 | 4 | 0 | 0.0% |
| Q4 2023 | 6 | $17.9M | 822,553 | 3 | 1 | 1 | 0.0% |
| Q3 2023 | 5 | $25.4M | 1,222,345 | 1 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $35.7M | 1,662,794 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 5 | $45.2M | 2,078,282 | 1 | 0 | 2 | 0.0% |
| Q4 2022 | 5 | $43.9M | 2,056,622 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 5 | $43.6M | 2,092,953 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 4 | $22.7M | 1,055,801 | 2 | 1 | 0 | 0.0% |
| Q1 2022 | 3 | $68.4M | 2,977,597 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 3 | $74.5M | 2,979,885 | 3 | 0 | 0 | 0.0% |