NEW YORK LIFE INVESTMENTS ET (MNA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$186.0M
Reported value
0.0%
Held as options
+4
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 | $34.9M | 957,745 | 0.24% | 13q | +24.8%+$6.9M |
| MORGAN STANLEY | $25.2M | 689,812 | 0.00% | 35q | -5.0%-$1.3M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $20.9M | 571,652 | 1.16% | 22q | +3.1%+$632.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $11.5M | 315,321 | 0.12% | 22q | +11.1%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $6.8M | 187,252 | 0.00% | 31q | -2.0%-$138.0K |
| ASPIRIANT, LLC | $6.6M | 181,887 | 0.16% | 21q | +6.9%+$425.8K |
| One Capital Management, LLC | $6.6M | 180,668 | 0.18% | new | NEW |
| Equitable Holdings, Inc. | $5.8M | 158,230 | 0.03% | 27q | +8.3%+$443.3K |
| Savant Capital, LLC | $5.4M | 147,780 | 0.02% | 19q | +98.3%+$2.7M |
| IHT Wealth Management, LLC | $5.3M | 144,592 | 0.11% | 3q | +2.2%+$113.1K |
| AMERIPRISE FINANCIAL INC | $5.3M | 143,940 | 0.00% | 31q | -50.2%-$5.3M |
| B. Riley Wealth Advisors, Inc. | $4.3M | 118,488 | 0.23% | 5q | +0.5%+$23.5K |
| ROYAL BANK OF CANADA | $3.6M | 99,581 | 0.00% | 31q | -3.5%-$132.2K |
| Atria Investments, Inc | $3.0M | 80,928 | 0.03% | 3q | +43.4%+$893.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 80,076 | 0.12% | 8q | +3.8%+$107.4K |
| First Heartland Consultants, Inc. | $2.9M | 79,995 | 0.19% | 3q | +44.4%+$897.4K |
| LPL Financial LLC | $2.8M | 77,610 | 0.00% | 31q | +2.0%+$54.5K |
| CAPTRUST FINANCIAL ADVISORS | $2.6M | 72,286 | 0.00% | 13q | -4.8%-$132.7K |
| Cetera Investment Advisers | $2.5M | 69,431 | 0.00% | 10q | +32.5%+$620.8K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $2.1M | 58,222 | 0.14% | 11q | -3.2%-$70.2K |
| CITADEL ADVISORS LLC | $2.1M | 57,949 | 0.00% | 5q | +7.7%+$150.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 44,938 | 0.00% | 31q | -6.7%-$117.7K |
| Farther Finance Advisors, LLC | $1.5M | 40,957 | 0.01% | 15q | +1.9%+$28.5K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 38,333 | 0.00% | 31q | -40.1%-$934.7K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 37,947 | 0.00% | 7q | -3.6%-$52.2K |
| Balyasny Asset Management L.P. | $1.3M | 36,585 | 0.00% | 2q | +11.7%+$140.1K |
| Collaborative Fund Advisors, LLC | $1.1M | 30,821 | 0.65% | 2q | -49.4%-$1.1M |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $958.0K | 26,262 | 0.23% | 7q | -6.4%-$65.0K |
| Rockefeller Capital Management L.P. | $891.4K | 24,435 | 0.00% | 7q | -3.4%-$30.9K |
| Orion Porfolio Solutions, LLC | $792.4K | 21,721 | 0.01% | 14q | +6.1%+$45.3K |
| OneDigital Investment Advisors LLC | $653.6K | 17,917 | 0.01% | 31q | -17.3%-$136.4K |
| WELLS FARGO & COMPANY/MN | $638.9K | 17,514 | 0.00% | 31q | -49.4%-$623.0K |
| Focus Financial Network, Inc. | $632.4K | 17,335 | 0.02% | 17q | -4.4%-$29.4K |
| Hyundai Investments Co., Ltd. | $630.3K | 17,269 | 0.68% | 3q | +72.2%+$264.2K |
| Stonehearth Capital Management, LLC | $598.7K | 16,411 | 0.20% | 2q | -5.7%-$36.4K |
| Advisor Resource Council | $591.7K | 16,360 | 0.17% | 3q | +9.0%+$48.8K |
| OLD NATIONAL BANCORP /IN/ | $580.8K | 15,920 | 0.01% | 17q | -7.6%-$47.6K |
| Integrated Advisors Network LLC | $497.1K | 13,626 | 0.02% | 27q | +2.8%+$13.4K |
| Good Steward Wealth Advisors,LLC | $495.2K | 13,576 | 0.30% | 4q | +1.4%+$7.0K |
| Duncan Williams Asset Management, LLC | $474.5K | 13,008 | 0.11% | 8q | -13.5%-$74.2K |
| OSAIC HOLDINGS, INC. | $429.7K | 11,777 | 0.00% | 26q | +18.9%+$68.2K |
| OPPENHEIMER & CO INC | $416.1K | 11,406 | 0.00% | 5q | -1.3%-$5.3K |
| RHS Financial, LLC | $415.0K | 11,375 | 0.17% | 8q | +65.6%+$164.3K |
| CIBC Bancorp USA Inc. | $383.2K | 10,505 | 0.00% | new | NEW |
| City Center Advisors, LLC | $364.1K | 9,982 | 0.29% | 3q | +9.2%+$30.8K |
| Summit Financial, LLC | $363.8K | 9,974 | 0.00% | 6q | -2.7%-$10.3K |
| MAI Capital Management | $340.4K | 9,330 | 0.00% | 7q | -7.3%-$27.0K |
| NewEdge Advisors, LLC | $308.4K | 8,453 | 0.00% | 4q | +38.4%+$85.6K |
| Legacy Financial Strategies, LLC | $295.2K | 8,092 | 0.05% | 31q | -6.0%-$19.0K |
| Wealthcare Advisory Partners LLC | $286.4K | 7,851 | 0.01% | 24q | HELD |
| Comprehensive Money Management Services LLC | $250.8K | 6,876 | 0.16% | 7q | -8.6%-$23.7K |
| Perigon Wealth Management, LLC | $249.3K | 6,834 | 0.00% | 5q | +9.2%+$21.1K |
| Parallel Advisors, LLC | $245.1K | 6,718 | 0.00% | 17q | HELD |
| Diversify Advisory Services, LLC | $244.4K | 6,697 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $244.4K | 6,697 | 0.00% | 2q | HELD |
| GREENWOOD CAPITAL ASSOCIATES LLC | $235.8K | 6,463 | 0.02% | new | NEW |
| Global Retirement Partners, LLC | $233.6K | 6,402 | 0.00% | 21q | +423.5%+$188.9K |
| Belpointe Asset Management LLC | $202.0K | 5,538 | 0.01% | new | NEW |
| MRP Capital Investments, LLC | $182.4K | 5,000 | 0.13% | 4q | -2.0%-$3.6K |
| FIFTH THIRD BANCORP | $85.3K | 2,337 | 0.00% | 2q | +20.7%+$14.6K |
| IFP Advisors, Inc | $57.2K | 1,568 | 0.00% | 36q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $52.2K | 1,432 | 0.02% | 5q | +9.5%+$4.5K |
| ESL Trust Services, LLC | $25.3K | 693 | 0.00% | 17q | -27.3%-$9.5K |
| HARBOUR INVESTMENTS, INC. | $22.7K | 622 | 0.00% | 21q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $20.2K | 555 | 0.00% | new | NEW |
| NBH Bank | $18.2K | 500 | 0.01% | new | FIRST |
| HHM Wealth Advisors, LLC | $16.3K | 447 | 0.00% | 5q | HELD |
| Smallwood Wealth Investment Management, LLC | $9.3K | 256 | 0.00% | 6q | HELD |
| Oakmont Advisory Group, LLC | $6.4K | 177 | 0.01% | new | NEW |
| Arax Advisory Partners | $5.7K | 156 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.7K | 155 | 0.00% | new | NEW |
| FMR LLC | $4.9K | 133 | 0.00% | 30q | -74.1%-$13.9K |
| Allworth Financial LP | $4.8K | 131 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $4.0K | 109 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $2.8K | 78 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.8K | 77 | 0.00% | 6q | HELD |
| Elevated Capital Advisors, LLC | $1.9K | 53 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 31,730 | 0.00% | 31q | +56.4% |
| JPMORGAN CHASE & CO | $365 | 10 | 0.00% | 2q | -16.7% |
| CoreCap Advisors, LLC | $219 | 6 | 0.00% | 10q | HELD |
| Strategic Wealth Partners, Ltd. | $153 | 4 | 0.00% | 4q | HELD |
| Smartleaf Asset Management LLC | $146 | 4 | 0.00% | 4q | HELD |
| CENTAURUS FINANCIAL, INC. | $134 | 3,682 | 0.01% | 9q | -1.2% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $38 | 1 | 0.00% | 26q | 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 | 82 | $186.0M | 5,099,854 | 11 | 29 | 27 | 0.0% |
| Q1 2026 | 78 | $173.6M | 4,777,801 | 9 | 23 | 28 | 0.0% |
| Q4 2025 | 82 | $174.3M | 4,869,807 | 11 | 25 | 26 | 0.0% |
| Q3 2025 | 77 | $157.5M | 4,386,521 | 14 | 17 | 27 | 0.0% |
| Q2 2025 | 69 | $150.8M | 4,275,029 | 12 | 19 | 20 | 0.0% |
| Q1 2025 | 61 | $134.5M | 3,921,718 | 7 | 14 | 30 | 0.0% |
| Q4 2024 | 67 | $141.3M | 4,284,628 | 10 | 17 | 23 | 0.0% |
| Q3 2024 | 60 | $180.5M | 5,489,979 | 6 | 11 | 32 | 0.0% |
| Q2 2024 | 63 | $177.0M | 5,599,276 | 6 | 13 | 27 | 0.0% |
| Q1 2024 | 72 | $243.1M | 7,719,557 | 6 | 21 | 31 | 0.0% |
| Q4 2023 | 80 | $282.5M | 8,989,076 | 9 | 17 | 36 | 0.0% |
| Q3 2023 | 81 | $363.3M | 11,501,237 | 8 | 22 | 34 | 0.0% |
| Q2 2023 | 85 | $355.2M | 11,386,371 | 8 | 21 | 39 | 0.0% |
| Q1 2023 | 92 | $347.2M | 10,983,615 | 8 | 20 | 47 | 0.0% |
| Q4 2022 | 92 | $279.6M | 8,812,673 | 12 | 23 | 33 | 0.0% |
| Q3 2022 | 105 | $422.2M | 13,493,303 | 9 | 28 | 37 | 0.0% |
| Q2 2022 | 108 | $406.8M | 13,141,833 | 13 | 28 | 46 | 0.0% |
| Q1 2022 | 122 | $439.8M | 13,775,549 | 21 | 40 | 39 | 0.0% |
| Q4 2021 | 121 | $540.0M | 16,751,059 | 12 | 36 | 33 | 0.0% |
| Q3 2021 | 128 | $543.5M | 16,530,778 | 13 | 50 | 32 | 0.0% |
| Q2 2021 | 126 | $559.7M | 16,703,908 | 13 | 57 | 30 | 0.0% |
| Q1 2021 | 125 | $522.2M | 15,962,447 | 12 | 50 | 34 | 0.0% |
| Q4 2020 | 126 | $523.7M | 15,714,125 | 18 | 34 | 43 | 0.0% |
| Q3 2020 | 116 | $505.3M | 15,096,207 | 12 | 35 | 46 | 0.0% |
| Q2 2020 | 121 | $482.1M | 15,299,539 | 12 | 30 | 56 | 0.0% |
| Q1 2020 | 135 | $515.8M | 17,104,151 | 18 | 45 | 52 | 0.0% |
| Q4 2019 | 141 | $633.1M | 19,075,051 | 17 | 43 | 53 | 0.0% |
| Q3 2019 | 122 | $601.1M | 18,742,511 | 9 | 43 | 48 | 0.0% |
| Q2 2019 | 131 | $704.3M | 22,324,267 | 23 | 50 | 43 | 0.0% |
| Q1 2019 | 123 | $706.1M | 22,108,941 | 30 | 45 | 29 | 0.0% |
| Q4 2018 | 111 | $551.5M | 17,384,115 | 1 | 4 | 1 | 0.0% |