13FBOX
NEW YORK LIFE INVTS ACTIVE E · 13F Institutional Holdings
Options Calculator Rankings
N

NEW YORK LIFE INVTS ACTIVE E

CPLB
Institutions
17
Combined AUM (Q2 2026)
$317.3M
Combined Shares (Q2 2026)
15.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
15 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-103,827
5 · 3 Exit · ≈
⚖️ Net
+1.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$317.3M
Institutions
17
New Buys
4
Adds
11
Reduces
2
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
1.94%2.29%#1$277.2M13.3M$270.3M12.9M+378,440+2.94%Add
MORGAN STANLEY
<0.01%<0.01%#11$17.8M851,142$361+851,141+85,114,100.00%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$10.3M490,739$9.0M428,023+62,716+14.65%Add
Cambridge Investment Research Advisors, Inc.
0.01%#5$4.3M205,809$00+205,809New Buy
Fortis Group Advisors, LLC
0.29%0.23%#3$1.8M85,904$1.4M66,069+19,835+30.02%Add
Prosperity Financial Group, Inc.
0.36%0.41%#2$1.2M55,616$1.1M53,130+2,486+4.68%Add
&PARTNERS
<0.01%#7$1.2M55,091$00+55,091New Buy
Cetera Investment Advisers
<0.01%<0.01%#12$895,08442,827$201,3669,598+33,229+346.21%Add
Keudell/Morrison Wealth Management
0.13%0.13%#4$661,98731,674$616,70729,395+2,279+7.75%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#14$619,33029,633$311,93114,868+14,765+99.31%Add
Stratos Wealth Partners, LTD.
0.01%<0.01%#6$526,69425,200$364,00417,350+7,850+45.24%Add
Orion Porfolio Solutions, LLC
<0.01%<0.01%#9$313,79115,014$383,68618,288-3,274-17.90%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#15$304,30414,560$585,92927,928-13,368-47.87%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$301,95714,406$74,1003,532+10,874+307.87%Add
ROYAL BANK OF CANADA
<0.01%#16$37,0001,761$00+1,761New Buy
UBS Group AG
<0.01%<0.01%#17$4,640222$52525+197+788.00%Add
Silver Grove Financial Group, Inc.
<0.01%#10$3,783181$00+181New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow