# NEW YORK LIFE INVESTMENTS ET (QAI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QAI/

- Reporting holders: 4
- Reported value: $3.8M
- 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 |
|---|---|---|---|---|
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $3.6M | 99,257 | 1.7% | 25 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $202.7K | 5,625 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $23.4K | 648 | 0.0% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $613 | 17 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $34 | 932 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $3.8M |
| Q2 2026 | 99 | $906.6M |
| Q1 2026 | 95 | $696.7M |
| Q4 2025 | 100 | $678.9M |
| Q3 2025 | 97 | $586.9M |
| Q2 2025 | 99 | $610.7M |
| Q1 2025 | 103 | $574.4M |
| Q4 2024 | 103 | $590.4M |
| Q3 2024 | 102 | $538.9M |
| Q2 2024 | 104 | $472.2M |
| Q1 2024 | 104 | $733.8M |
| Q4 2023 | 101 | $669.5M |