# NEW YORK LIFE INVTS ACTIVE E (MMSD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MMSD/

- Reporting holders: 9
- Reported value: $119.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [New York Life Investment Management LLC](https://holderbook.com/funds/1133639-new-york-life-investment-management-llc/) | $100.2M | 3,955,410 | 0.7% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $11.7M | 460,006 | 0.0% | 2 |
| [INVENIO WEALTH PARTNERS LLC](https://holderbook.com/funds/1989341-invenio-wealth-partners-llc/) | $5.6M | 219,844 | 2.0% | 1 |
| [M Wealth Management, LLC](https://holderbook.com/funds/2026150-m-wealth-management-llc/) | $1.2M | 48,503 | 1.0% | 4 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $542.6K | 21,405 | 0.0% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $260.0K | 10,282 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $224.9K | 8,876 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $207.6K | 8,162 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $17.5K | 690 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $119.9M |
| Q1 2026 | 7 | $53.5M |
| Q4 2025 | 5 | $52.7M |
| Q3 2025 | 4 | $26.9M |
| Q2 2025 | 2 | $25.5M |