NEW YORK LIFE INVTS ACTIVE E (MMIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
70
Reporting holders
$323.2M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $91.0M | 3,760,396 | 0.00% | 29q | -8.9%-$8.9M |
| BANK OF AMERICA CORP /DE/ | $70.0M | 2,891,352 | 0.00% | 22q | +30.0%+$16.1M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $16.8M | 694,627 | 2.20% | 19q | -0.8%-$137.8K |
| UBS Group AG | $14.1M | 580,702 | 0.00% | 29q | +5.0%+$670.8K |
| ACT Advisors, LLC. | $13.5M | 555,558 | 4.47% | 4q | HELD |
| LPL Financial LLC | $12.7M | 525,286 | 0.00% | 26q | +14.4%+$1.6M |
| RTD Financial Advisors, Inc. | $12.7M | 524,861 | 1.39% | 19q | +4.6%+$555.5K |
| Pallas Capital Advisors LLC | $9.1M | 374,536 | 0.28% | 12q | +6.3%+$535.5K |
| RAYMOND JAMES FINANCIAL INC | $7.8M | 321,463 | 0.00% | 7q | +2.7%+$203.6K |
| Gotham Asset Management, LLC | $7.6M | 314,160 | 0.02% | new | NEW |
| Fluent Financial, LLC | $6.8M | 279,633 | 2.42% | 23q | +6.1%+$387.5K |
| OSAIC HOLDINGS, INC. | $5.3M | 217,970 | 0.01% | 25q | +44.2%+$1.6M |
| Rockefeller Capital Management L.P. | $3.8M | 156,253 | 0.01% | 5q | +24.8%+$751.3K |
| ENVESTNET ASSET MANAGEMENT INC | $3.2M | 131,607 | 0.00% | 21q | +19.3%+$514.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 130,930 | 0.01% | 5q | +11.3%+$319.8K |
| Vertex Planning Partners, LLC | $3.1M | 128,723 | 0.46% | 15q | +10.3%+$291.0K |
| ROYAL BANK OF CANADA | $2.9M | 120,912 | 0.00% | 27q | +12.0%+$313.9K |
| Schneider Downs Wealth Management Advisors, LP | $2.8M | 113,938 | 0.26% | 15q | +0.9%+$25.4K |
| JANE STREET GROUP, LLC | $2.3M | 94,801 | 0.00% | 10q | +34.3%+$586.6K |
| Fiduciary Trust Co | $2.0M | 82,199 | 0.02% | 6q | -3.6%-$74.7K |
| CROBAN | $1.9M | 77,605 | 0.83% | 7q | HELD |
| Golden State Wealth Management, LLC | $1.8M | 74,425 | 0.16% | 7q | +10.1%+$164.8K |
| Purus Wealth Management, LLC | $1.8M | 72,795 | 0.49% | 4q | +7.7%+$126.7K |
| BCS Wealth Management | $1.7M | 71,083 | 0.31% | 26q | +8.1%+$129.5K |
| Econ Financial Services Corp | $1.7M | 68,268 | 0.77% | 2q | -0.9%-$14.3K |
| First Heartland Consultants, Inc. | $1.6M | 64,808 | 0.10% | new | NEW |
| Sanctuary Advisors, LLC | $1.5M | 60,302 | 0.01% | 9q | +163.7%+$906.2K |
| Atria Investments, Inc | $1.5M | 60,255 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 58,270 | 0.00% | 28q | -1.1%-$15.1K |
| Hilton Head Capital Partners, LLC | $1.3M | 54,974 | 0.67% | 3q | -17.1%-$275.3K |
| Cetera Investment Advisers | $1.2M | 51,169 | 0.00% | 11q | +0.9%+$10.9K |
| Mariner, LLC | $1.0M | 41,712 | 0.00% | 7q | -1.7%-$17.3K |
| Private Advisor Group, LLC | $924.0K | 38,167 | 0.00% | 23q | +2.2%+$20.2K |
| Nuveen, LLC | $904.5K | 37,360 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $874.0K | 36,100 | 0.02% | 10q | -2.2%-$19.4K |
| CFO4Life Group, LLC | $823.5K | 34,014 | 0.11% | 25q | +0.9%+$7.7K |
| WELLS FARGO & COMPANY/MN | $783.6K | 32,368 | 0.00% | 23q | HELD |
| MML INVESTORS SERVICES, LLC | $773.2K | 31,938 | 0.00% | 5q | +54.5%+$272.7K |
| Landmark Wealth Management, LLC | $711.2K | 29,376 | 0.17% | 18q | +1.9%+$13.2K |
| Pine Valley Investments Ltd Liability Co | $671.4K | 27,645 | 0.03% | 13q | -11.8%-$89.7K |
| Syntegra Private Wealth Group, LLC | $567.5K | 23,439 | 0.04% | 10q | +8.5%+$44.7K |
| Paulson Wealth Management Inc. | $554.1K | 22,886 | 0.12% | 23q | -25.7%-$191.3K |
| CITADEL ADVISORS LLC | $543.9K | 22,464 | 0.00% | 2q | -37.6%-$328.2K |
| NewEdge Wealth, LLC | $537.9K | 22,218 | 0.01% | 2q | -9.8%-$58.5K |
| SHP Wealth Management | $508.5K | 21,003 | 0.03% | 3q | -1.2%-$6.0K |
| Tower Research Capital LLC (TRC) | $495.3K | 20,458 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $429.1K | 17,725 | 0.00% | 12q | +42.1%+$127.1K |
| TRUIST FINANCIAL CORP | $398.3K | 16,450 | 0.00% | 13q | HELD |
| Savvy Advisors, Inc. | $359.3K | 14,841 | 0.01% | 9q | +1.6%+$5.5K |
| Cooper Financial Group | $354.5K | 14,641 | 0.03% | 2q | +19.5%+$57.8K |
| Bank of New York Mellon Corp | $341.8K | 14,120 | 0.00% | 20q | HELD |
| Stratos Wealth Partners, LTD. | $329.3K | 13,600 | 0.00% | 24q | -12.8%-$48.4K |
| OLD MISSION CAPITAL LLC | $313.3K | 12,941 | 0.00% | new | NEW |
| Snowden Capital Advisors LLC | $306.1K | 12,645 | 0.01% | 19q | +3.1%+$9.3K |
| IFP Advisors, Inc | $304.0K | 12,555 | 0.01% | new | NEW |
| Summit Financial, LLC | $231.4K | 9,528 | 0.00% | 4q | -2.1%-$4.9K |
| Peck Wealth Management, LLC | $220.3K | 9,100 | 0.19% | 4q | +378.9%+$174.3K |
| Claro Advisors Inc. | $217.9K | 9,000 | 0.02% | 4q | HELD |
| Americana Partners, LLC | $206.8K | 8,540 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $138.7K | 5,728 | 0.00% | 2q | HELD |
| Millstone Evans Group, LLC | $137.3K | 5,673 | 0.07% | 5q | HELD |
| JPMORGAN CHASE & CO | $101.9K | 4,202 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $80.5K | 3,326 | 0.01% | 7q | +1.5%+$1.2K |
| Integrated Wealth Concepts LLC | $57.8K | 2,388 | 0.00% | new | NEW |
| MRP Capital Investments, LLC | $46.0K | 1,900 | 0.03% | 4q | HELD |
| PRIVATE TRUST CO NA | $40.6K | 1,675 | 0.00% | new | NEW |
| ASSETMARK, INC | $38.9K | 1,608 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.4K | 1,298 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $27.2K | 1,122 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $18.5K | 764 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 50,294 | 0.00% | 25q | +100.3% |
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 | 70 | $323.2M | 13,350,379 | 11 | 31 | 15 | 0.0% |
| Q1 2026 | 64 | $290.3M | 12,239,592 | 9 | 27 | 18 | 0.0% |
| Q4 2025 | 61 | $246.9M | 10,312,792 | 5 | 24 | 15 | 0.0% |
| Q3 2025 | 57 | $229.4M | 9,637,549 | 8 | 18 | 24 | 0.0% |
| Q2 2025 | 48 | $220.4M | 9,457,261 | 7 | 20 | 16 | 0.0% |
| Q1 2025 | 46 | $342.8M | 14,505,094 | 3 | 16 | 20 | 0.0% |
| Q4 2024 | 49 | $361.1M | 15,147,185 | 5 | 14 | 23 | 0.0% |
| Q3 2024 | 50 | $371.4M | 15,119,710 | 3 | 26 | 12 | 0.0% |
| Q2 2024 | 51 | $334.6M | 13,929,603 | 7 | 22 | 12 | 0.0% |
| Q1 2024 | 48 | $400.2M | 16,469,685 | 7 | 25 | 10 | 0.0% |
| Q4 2023 | 46 | $351.3M | 14,302,525 | 7 | 14 | 18 | 0.0% |
| Q3 2023 | 47 | $276.2M | 12,091,830 | 5 | 18 | 19 | 0.0% |
| Q2 2023 | 48 | $287.5M | 11,877,734 | 8 | 23 | 10 | 0.0% |
| Q1 2023 | 41 | $238.1M | 9,749,972 | 3 | 19 | 15 | 0.0% |
| Q4 2022 | 45 | $228.5M | 9,622,310 | 6 | 20 | 13 | 0.0% |
| Q3 2022 | 57 | $207.7M | 9,036,254 | 6 | 15 | 27 | 0.0% |
| Q2 2022 | 58 | $186.1M | 7,664,219 | 6 | 14 | 29 | 0.0% |
| Q1 2022 | 58 | $230.6M | 9,142,221 | 7 | 20 | 24 | 0.0% |
| Q4 2021 | 63 | $288.6M | 10,485,535 | 5 | 23 | 17 | 0.0% |
| Q3 2021 | 59 | $280.9M | 10,239,690 | 7 | 31 | 11 | 0.0% |
| Q2 2021 | 52 | $256.5M | 9,267,214 | 2 | 27 | 15 | 0.0% |
| Q1 2021 | 56 | $246.1M | 9,019,576 | 13 | 31 | 7 | 0.0% |
| Q4 2020 | 48 | $172.6M | 6,248,712 | 17 | 19 | 3 | 0.0% |
| Q3 2020 | 28 | $89.7M | 3,292,099 | 10 | 15 | 1 | 0.0% |
| Q2 2020 | 22 | $84.1M | 3,111,887 | 7 | 8 | 5 | 0.0% |
| Q1 2020 | 15 | $74.3M | 2,798,276 | 4 | 10 | 1 | 0.0% |
| Q4 2019 | 11 | $59.3M | 2,254,858 | 4 | 6 | 0 | 0.0% |
| Q3 2019 | 8 | $51.4M | 1,947,655 | 4 | 2 | 1 | 0.0% |
| Q2 2019 | 5 | $46.8M | 1,794,598 | 3 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $42.4M | 1,654,368 | 1 | 2 | 0 | 0.0% |
| Q4 2018 | 2 | $19.1M | 764,265 | 0 | 0 | 0 | 0.0% |