NEW YORK LIFE INVTS ACTIVE E (MMSD)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
9
Reporting holders
$119.9M
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 | $100.2M | 3,955,410 | 0.70% | new | NEW |
| Cetera Investment Advisers | $11.7M | 460,006 | 0.01% | 2q | +2693.5%+$11.2M |
| INVENIO WEALTH PARTNERS LLC | $5.6M | 219,844 | 1.99% | new | NEW |
| M Wealth Management, LLC | $1.2M | 48,503 | 0.96% | 4q | +18.7%+$193.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $542.6K | 21,405 | 0.00% | 3q | +22.0%+$98.0K |
| ROYAL BANK OF CANADA | $260.0K | 10,282 | 0.00% | 5q | -74.1%-$742.9K |
| JANE STREET GROUP, LLC | $224.9K | 8,876 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $207.6K | 8,162 | 0.00% | new | NEW |
| UBS Group AG | $17.5K | 690 | 0.00% | new | NEW |
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 | 9 | $119.9M | 4,733,178 | 5 | 3 | 1 | 0.0% |
| Q1 2026 | 7 | $53.5M | 2,117,709 | 2 | 2 | 2 | 0.0% |
| Q4 2025 | 5 | $52.7M | 2,076,154 | 1 | 4 | 0 | 0.0% |
| Q3 2025 | 4 | $26.9M | 1,056,010 | 2 | 0 | 1 | 0.0% |
| Q2 2025 | 2 | $25.5M | 1,010,360 | 2 | 0 | 0 | 0.0% |