# NEW YORK LIFE INVTS ACTIVE E (SECR)

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

- Reporting holders: 8
- Reported value: $199.9M
- 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/) | $177.6M | 6,997,978 | 1.2% | 9 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $15.3M | 603,138 | 0.0% | 4 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $4.1M | 159,712 | 0.0% | 2 |
| [Prosperity Financial Group, Inc.](https://holderbook.com/funds/1991334-prosperity-financial-group-inc/) | $1.1M | 43,152 | 0.3% | 5 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $847.8K | 33,405 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $754.4K | 29,726 | 0.0% | 4 |
| [MacKay Shields LLC](https://holderbook.com/funds/61227-mackay-shields-llc/) | $292.0K | 11,504 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.8K | 70 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $199.9M |
| Q1 2026 | 9 | $160.1M |
| Q4 2025 | 8 | $152.1M |
| Q3 2025 | 8 | $154.2M |
| Q2 2025 | 4 | $150.7M |
| Q1 2025 | 4 | $148.8M |
| Q4 2024 | 3 | $155.4M |
| Q3 2024 | 4 | $121.9M |
| Q2 2024 | 3 | $123.9M |