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

NEW YORK LIFE INVTS ACTIVE E

MMSD
Institutions
9
Combined AUM (Q2 2026)
$119.9M
Combined Shares (Q2 2026)
4.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.6M
8 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.0M
4 · 3 Exit · ≈
⚖️ Net
+2.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$119.9M
Institutions
9
New Buys
5
Adds
3
Reduces
1
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.7%#3$100.2M4.0M$00+4.0MNew Buy
Cetera Investment Advisers
0.01%<0.01%#4$11.7M460,006$415,94216,467+443,539+2,693.50%Add
INVENIO WEALTH PARTNERS LLC
1.99%#1$5.6M219,844$00+219,844New Buy
M Wealth Management, LLC
0.96%0.87%#2$1.2M48,503$1.0M40,850+7,653+18.73%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#5$542,61521,405$443,86717,538+3,867+22.05%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#6$260,00010,282$1.0M39,661-29,379-74.08%Reduce
JANE STREET GROUP, LLC
<0.01%#7$224,8658,876$00+8,876New Buy
JPMORGAN CHASE & CO
<0.01%#8$207,5608,162$00+8,162New Buy
UBS Group AG
<0.01%#9$17,480690$00+690New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow