NEW YORK LIFE INVTS ACTIVE E (MMIT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
166
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $160.8M | 6,604,939 | 0.01% | 22q | +6.3%+$9.5M |
| MORGAN STANLEY | $93.4M | 3,835,250 | 0.00% | 29q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $81.3M | 3,330,101 | 0.03% | 3q | +1063.4%+$74.3M |
| Meeder Advisory Services, Inc. | $74.3M | 3,050,260 | 2.72% | 6q | +3.6%+$2.6M |
| Schneider Downs Wealth Management Advisors, LP | $64.8M | 2,659,925 | 6.09% | 26q | +3.1%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $58.6M | 2,408,373 | 0.02% | 7q | +13.7%+$7.1M |
| Cetera Investment Advisers | $55.5M | 2,278,943 | 0.05% | 10q | +11.0%+$5.5M |
| UBS Group AG | $52.9M | 2,173,373 | 0.01% | 28q | +4.5%+$2.3M |
| IAG Wealth Partners, LLC | $47.9M | 1,967,096 | 4.74% | 19q | +3.3%+$1.5M |
| LPL Financial LLC | $44.8M | 1,838,466 | 0.01% | 24q | -16.0%-$8.5M |
| Midwest Trust Co | $33.9M | 1,393,510 | 0.38% | 5q | +10.5%+$3.2M |
| Mariner, LLC | $29.0M | 1,191,262 | 0.03% | 10q | -1.7%-$507.6K |
| ENVESTNET ASSET MANAGEMENT INC | $23.9M | 983,337 | 0.01% | 22q | +10.2%+$2.2M |
| ROYAL BANK OF CANADA | $17.8M | 729,308 | 0.00% | 25q | +2.3%+$404.5K |
| Lebenthal Global Advisors, LLC | $16.2M | 663,814 | 2.18% | 4q | -5.1%-$870.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $15.9M | 652,258 | 0.19% | 4q | +29.7%+$3.6M |
| Pallas Capital Advisors LLC | $15.0M | 617,698 | 0.46% | 12q | +6.0%+$851.8K |
| Orion Porfolio Solutions, LLC | $14.5M | 596,221 | 0.11% | 6q | HELD |
| Waverly Advisors, LLC | $14.0M | 573,580 | 0.08% | new | NEW |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $12.7M | 520,097 | 1.66% | 15q | -6.7%-$915.6K |
| CONDOR CAPITAL MANAGEMENT | $12.5M | 514,726 | 0.94% | 5q | +1.7%+$206.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $12.4M | 507,293 | 0.20% | 14q | +16.7%+$1.8M |
| CFO4Life Group, LLC | $12.3M | 505,504 | 1.66% | 6q | +1.3%+$160.8K |
| INVENIO WEALTH PARTNERS LLC | $11.2M | 461,315 | 4.02% | 5q | +12.5%+$1.2M |
| MassMutual Private Wealth & Trust, FSB | $11.2M | 459,502 | 0.29% | 12q | +3.1%+$340.1K |
| STIFEL FINANCIAL CORP | $10.7M | 440,047 | 0.01% | 15q | +23.5%+$2.0M |
| OSAIC HOLDINGS, INC. | $10.6M | 433,968 | 0.01% | 23q | +16.8%+$1.5M |
| Hudock, Inc. | $10.1M | 413,499 | 1.29% | 4q | HELD |
| VICUS CAPITAL | $9.5M | 391,315 | 0.62% | 19q | +3.0%+$278.8K |
| Summit Financial, LLC | $9.5M | 388,794 | 0.10% | 4q | -4.3%-$423.6K |
| Avior Wealth Management, LLC | $9.1M | 372,122 | 0.24% | 2q | +53.4%+$3.2M |
| Concurrent Investment Advisors, LLC | $8.7M | 358,065 | 0.07% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.4M | 346,856 | 0.13% | new | NEW |
| Dynamic Advisor Solutions LLC | $8.4M | 345,958 | 0.24% | 16q | -2.1%-$180.6K |
| TRUIST FINANCIAL CORP | $7.8M | 319,484 | 0.01% | 17q | +5.6%+$414.4K |
| Elyxium Wealth, LLC | $7.5M | 308,739 | 0.79% | 6q | +20.2%+$1.3M |
| Main Street Financial Solutions, LLC | $7.3M | 300,275 | 0.47% | 17q | +5.7%+$396.1K |
| GGM Financial LLC | $7.0M | 286,032 | 2.64% | 7q | +15.3%+$923.7K |
| Darwin Wealth Management, LLC | $6.9M | 282,152 | 1.88% | 2q | +4.4%+$288.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 275,944 | 0.01% | 11q | +18.1%+$1.0M |
| Clear Trail Advisors, LLC | $6.2M | 256,024 | 0.95% | 2q | +29.0%+$1.4M |
| Prestige Wealth Management Group LLC | $6.0M | 247,572 | 1.10% | 24q | +2.4%+$143.2K |
| Sanctuary Advisors, LLC | $5.0M | 206,229 | 0.02% | 9q | -22.4%-$1.5M |
| Bank of New York Mellon Corp | $5.0M | 203,471 | 0.00% | 19q | -25.6%-$1.7M |
| HighTower Advisors, LLC | $4.7M | 191,882 | 0.00% | 5q | +14.7%+$597.6K |
| 46 Peaks LLC | $4.5M | 183,900 | 2.82% | 3q | HELD |
| Smallwood Wealth Investment Management, LLC | $4.4M | 182,366 | 1.94% | 8q | +10.7%+$427.5K |
| Focus Partners Advisor Solutions, LLC | $4.1M | 167,930 | 0.03% | 2q | -11.2%-$514.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 164,655 | 0.01% | 22q | -3.9%-$162.4K |
| Avantax Planning Partners, Inc. | $4.0M | 162,453 | 0.10% | 12q | -3.6%-$146.5K |
| Evergreen Private Wealth LLC | $3.8M | 157,574 | 1.42% | 11q | +102.9%+$1.9M |
| Bernardo Wealth Planning LLC | $3.8M | 154,889 | 0.64% | 15q | -2.3%-$87.0K |
| Elequin Capital, LP | $3.8M | 154,863 | 0.11% | new | NEW |
| Brady Martz Wealth Solutions, LLC | $3.7M | 153,847 | 0.57% | 7q | -12.1%-$514.4K |
| Rockefeller Capital Management L.P. | $3.7M | 151,813 | 0.01% | 8q | -12.9%-$546.1K |
| JPMORGAN CHASE & CO | $3.7M | 149,919 | 0.00% | 12q | -27.4%-$1.4M |
| MML INVESTORS SERVICES, LLC | $3.5M | 141,878 | 0.01% | 25q | +25.8%+$707.8K |
| AdvisorNet Financial, Inc | $3.4M | 140,118 | 0.16% | 13q | -0.9%-$32.3K |
| IHT Wealth Management, LLC | $3.0M | 124,732 | 0.06% | 4q | +145.8%+$1.8M |
| Clark Wealth Partners | $2.6M | 105,631 | 1.46% | 7q | +10.8%+$252.2K |
| Hapanowicz & Associates Financial Services, Inc | $2.5M | 103,845 | 0.79% | 3q | +7.5%+$176.9K |
| Legacy Financial Strategies, LLC | $2.5M | 102,794 | 0.39% | 15q | HELD |
| Private Advisor Group, LLC | $2.2M | 91,960 | 0.01% | 15q | +3.3%+$72.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.2M | 91,400 | 0.15% | 12q | +10.6%+$214.0K |
| Landmark Wealth Management, LLC | $2.2M | 90,427 | 0.53% | 19q | +0.9%+$18.9K |
| Smith & Howard Wealth Management, LLC | $2.1M | 84,916 | 0.41% | new | NEW |
| DAVENPORT & Co LLC | $2.1M | 84,804 | 0.01% | 6q | +91.7%+$988.0K |
| Snowden Capital Advisors LLC | $2.0M | 80,737 | 0.05% | 22q | HELD |
| Golden State Wealth Management, LLC | $1.9M | 78,964 | 0.18% | 7q | -1.1%-$21.7K |
| VestGen Advisors, LLC | $1.8M | 73,745 | 0.05% | 6q | +8.6%+$141.9K |
| Creative Planning | $1.8M | 72,243 | 0.00% | 3q | -2.3%-$41.1K |
| Kuhn & Co Investment Counsel | $1.7M | 70,053 | 0.99% | 11q | +6.4%+$102.5K |
| Spire Wealth Management | $1.7M | 68,489 | 0.05% | 3q | +3.2%+$50.9K |
| Curran Financial Partners, LLC | $1.6M | 67,524 | 0.24% | 7q | +72.8%+$692.7K |
| Corient Private Wealth LP | $1.6M | 64,964 | 0.00% | 3q | +100.0%+$790.9K |
| Farther Finance Advisors, LLC | $1.5M | 63,625 | 0.01% | 3q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.3M | 52,832 | 0.06% | new | NEW |
| Dakota Wealth Management | $1.3M | 51,748 | 0.02% | 3q | +14.4%+$158.1K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 46,864 | 0.00% | 13q | +6.8%+$72.3K |
| FIFTH THIRD BANCORP | $1.1M | 46,805 | 0.00% | 2q | +2.7%+$29.9K |
| Cypress Point Wealth Management, LLC | $1.1M | 46,732 | 0.23% | 15q | HELD |
| EP Wealth Advisors, LLC | $1.1M | 44,071 | 0.00% | new | NEW |
| Narus Financial Partners, LLC | $1.0M | 42,938 | 0.27% | 17q | +7.2%+$70.6K |
| PKS Advisory Services, LLC | $1.0M | 41,916 | 0.16% | 7q | HELD |
| NewEdge Wealth, LLC | $977.9K | 40,160 | 0.01% | 2q | -8.1%-$86.5K |
| Frontier Asset Management, LLC | $912.4K | 37,469 | 0.16% | 8q | -8.0%-$79.3K |
| PFG Advisors | $879.9K | 36,136 | 0.04% | 14q | -28.0%-$342.0K |
| RFG - Bristol Wealth Advisors, LLC | $801.2K | 32,902 | 0.19% | 4q | +11.2%+$80.6K |
| Coppell Advisory Solutions LLC | $755.0K | 4,710 | 0.06% | new | NEW |
| TD PRIVATE CLIENT WEALTH LLC | $731.6K | 30,047 | 0.01% | 3q | +4.0%+$28.1K |
| OLD MISSION CAPITAL LLC | $668.2K | 27,442 | 0.01% | 3q | -42.1%-$486.0K |
| Stratos Wealth Partners, LTD. | $658.2K | 27,031 | 0.01% | 3q | -32.6%-$318.3K |
| BCS Wealth Management | $626.7K | 25,737 | 0.11% | 16q | +3.5%+$21.1K |
| Diversified Portfolios, Inc. | $625.4K | 25,683 | 0.05% | new | NEW |
| KFG WEALTH MANAGEMENT, LLC | $622.8K | 25,577 | 0.07% | new | NEW |
| SWMG, LLC | $621.7K | 25,604 | 0.15% | 20q | -8.5%-$58.1K |
| Stronghold Wealth Management L.L.C. | $585.0K | 24,024 | 0.78% | 3q | -4.7%-$28.7K |
| NewSquare Capital LLC | $584.2K | 23,991 | 0.04% | 6q | +2.5%+$14.1K |
| Gladstone Institutional Advisory LLC | $577.2K | 23,703 | 0.02% | 2q | +6.7%+$36.4K |
| Evolution Wealth Advisors, LLC | $543.3K | 22,313 | 0.06% | 14q | -26.6%-$197.2K |
Showing the largest 100 of 173 reported holders.
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 | 166 | $1.3B | 51,941,805 | 28 | 76 | 36 | 0.0% |
| Q1 2026 | 152 | $1.3B | 52,636,032 | 22 | 75 | 35 | 0.0% |
| Q4 2025 | 146 | $1.1B | 46,409,953 | 27 | 71 | 25 | 0.0% |
| Q3 2025 | 123 | $1.0B | 41,678,349 | 18 | 62 | 27 | 0.0% |
| Q2 2025 | 112 | $887.2M | 37,197,871 | 11 | 49 | 38 | 0.0% |
| Q1 2025 | 107 | $690.8M | 28,819,620 | 16 | 44 | 32 | 0.0% |
| Q4 2024 | 99 | $597.7M | 24,892,329 | 12 | 43 | 31 | 0.0% |
| Q3 2024 | 89 | $556.1M | 22,625,445 | 13 | 39 | 23 | 0.0% |
| Q2 2024 | 85 | $524.8M | 21,697,953 | 7 | 37 | 31 | 0.0% |
| Q1 2024 | 81 | $628.4M | 25,765,424 | 8 | 44 | 18 | 0.0% |
| Q4 2023 | 84 | $591.3M | 24,075,171 | 15 | 44 | 17 | 0.0% |
| Q3 2023 | 71 | $379.5M | 16,156,282 | 15 | 32 | 19 | 0.0% |
| Q2 2023 | 64 | $321.4M | 13,195,006 | 6 | 35 | 16 | 0.0% |
| Q1 2023 | 64 | $272.2M | 11,071,086 | 11 | 28 | 13 | 0.0% |
| Q4 2022 | 55 | $240.3M | 9,955,531 | 18 | 20 | 13 | 0.0% |
| Q3 2022 | 56 | $227.9M | 9,732,860 | 10 | 24 | 12 | 0.0% |
| Q2 2022 | 49 | $196.4M | 8,088,201 | 8 | 16 | 20 | 0.0% |
| Q1 2022 | 43 | $175.6M | 6,988,524 | 6 | 21 | 9 | 0.0% |
| Q4 2021 | 45 | $185.0M | 6,940,286 | 11 | 17 | 6 | 0.0% |
| Q3 2021 | 33 | $134.8M | 5,050,216 | 8 | 19 | 5 | 0.0% |
| Q2 2021 | 27 | $115.2M | 4,288,164 | 3 | 19 | 5 | 0.0% |
| Q1 2021 | 26 | $77.1M | 2,891,941 | 11 | 13 | 1 | 0.0% |
| Q4 2020 | 17 | $56.7M | 2,120,078 | 3 | 10 | 3 | 0.0% |
| Q3 2020 | 14 | $96.0M | 2,252,194 | 2 | 8 | 2 | 0.0% |
| Q2 2020 | 13 | $52.7M | 2,012,278 | 3 | 5 | 3 | 0.0% |
| Q1 2020 | 12 | $49.9M | 1,940,531 | 5 | 4 | 2 | 0.0% |
| Q4 2019 | 8 | $44.6M | 1,726,022 | 2 | 3 | 1 | 0.0% |
| Q3 2019 | 7 | $43.8M | 1,662,447 | 4 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $43.2M | 1,658,347 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $42.2M | 1,649,892 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $31.8M | 1,268,300 | 0 | 0 | 0 | 0.0% |