NEW YORK LIFE INVTS ACTIVE E (SECR)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
8
Reporting holders
$189.9M
Reported value
0.0%
Held as options
-1
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 | $177.6M | 6,997,978 | 1.24% | 9q | +46.4%+$56.3M |
| ENVESTNET ASSET MANAGEMENT INC | $7.7M | 301,569 | 0.00% | 4q | +10.8%+$744.5K |
| Integrated Wealth Concepts LLC | $2.0M | 79,856 | 0.01% | 2q | +3.7%+$71.7K |
| Prosperity Financial Group, Inc. | $1.1M | 43,152 | 0.34% | 5q | +17.8%+$165.8K |
| Cetera Investment Advisers | $847.8K | 33,405 | 0.00% | 3q | +5.5%+$44.5K |
| CITADEL ADVISORS LLC | $377.2K | 14,863 | 0.00% | 4q | -31.7%-$174.9K |
| MacKay Shields LLC | $292.0K | 11,504 | 0.01% | 3q | HELD |
| UBS Group AG | $1.8K | 70 | 0.00% | 4q | +42.9% |
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 | 8 | $189.9M | 7,482,397 | 0 | 6 | 1 | 0.0% |
| Q1 2026 | 9 | $160.1M | 6,243,331 | 1 | 7 | 0 | 0.0% |
| Q4 2025 | 8 | $152.1M | 5,912,073 | 2 | 2 | 2 | 0.0% |
| Q3 2025 | 8 | $154.2M | 5,888,891 | 4 | 2 | 1 | 0.0% |
| Q2 2025 | 4 | $150.7M | 5,763,687 | 2 | 1 | 0 | 0.0% |
| Q1 2025 | 4 | $148.8M | 5,695,047 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $155.4M | 6,097,583 | 0 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $121.9M | 4,569,358 | 1 | 0 | 2 | 0.0% |
| Q2 2024 | 3 | $123.9M | 4,862,571 | 3 | 0 | 0 | 0.0% |