13FBOX
New York Life Investment Management LLC · 13F Institutional Holdings
Options Calculator Rankings
N

New York Life Investment Management LLC

IQSI
Institutions
21
Combined AUM (Q2 2026)
$233.9M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+588,462
9 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-132,817
10 · 1 Exit · ≈
⚖️ Net
+455,645
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$233.9M
Institutions
21
New Buys
3
Adds
6
Reduces
9
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
1.52%1.53%#1$218.1M5.7M$180.8M5.1M+563,885+10.99%Add
NYL Investors LLC
1.38%2.31%#2$3.6M94,108$6.1M173,108-79,000-45.64%Reduce
Ascentis Independent Advisors
0.25%0.14%#4$1.9M52,852$1.9M52,85200.00%Unchanged
Focus Partners Wealth
<0.01%<0.01%#13$1.4M36,840$1.3M36,781+59+0.16%Add
SEEDS INVESTOR LLC
0.13%0.17%#5$1.2M32,308$1.3M33,343-1,035-3.10%Reduce
Orion Porfolio Solutions, LLC
0.01%0.01%#9$1.1M29,455$1.1M31,472-2,017-6.41%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#18$1.0M27,267$746,92321,194+6,073+28.65%Add
Paul R. Ried Financial Group, LLC
0.44%0.44%#3$1.0M26,329$937,90126,613-284-1.07%Reduce
FLOW TRADERS U.S. LLC
0.04%0.05%#7$898,76923,471$1.7M47,612-24,141-50.70%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#14$625,10816,324$572,31516,239+85+0.52%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#16$616,39816,097$757,03821,481-5,384-25.06%Reduce
MORGAN STANLEY
<0.01%<0.01%#20$555,13314,497$597,43717,554-3,057-17.41%Reduce
Golden State Wealth Management, LLC
0.04%0.04%#6$408,36010,664$393,20311,157-493-4.42%Reduce
BANK OF AMERICA CORP /DE/
<0.01%#21$348,4199,099$00+9,099New Buy
Summit Financial, LLC
<0.01%#11$331,0798,646$00+8,646New Buy
LPL Financial LLC
<0.01%<0.01%#19$265,0746,922$233,1326,615+307+4.64%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$141,2993,690$127,2593,611+79+2.19%Add
Rossby Financial, LCC
0.03%0.08%#8$140,2663,663$375,47610,485-6,822-65.06%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$131,0763,423$120,6343,42300.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#15$98,4122,570$90,5722,57000.00%Unchanged
Silver Grove Financial Group, Inc.
<0.01%#10$8,769229$00+229New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow