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

NEW YORK LIFE INVTS ACTIVE E

MMCA
Institutions
25
Combined AUM (Q2 2026)
$105.9M
Combined Shares (Q2 2026)
4.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.3M
18 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.4M
7 · 3 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$105.9M
Institutions
25
New Buys
5
Adds
13
Reduces
4
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.5%0.09%#2$71.3M3.3M$10.5M485,049+2.8M+574.82%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.01%#12$10.4M478,377$3.6M167,926+310,451+184.87%Add
Weil Company, Inc.
1.67%2.09%#1$9.5M435,765$9.3M430,845+4,920+1.14%Add
Cetera Investment Advisers
<0.01%<0.01%#21$3.4M156,871$2.7M125,878+30,993+24.62%Add
Octavia Wealth Advisors, LLC
0.19%0.27%#5$2.2M99,360$2.8M129,516-30,156-23.28%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$1.8M84,021$1.3M58,624+25,397+43.32%Add
Brio Consultants, LLC
0.19%0.16%#4$1.6M75,044$1.3M62,262+12,782+20.53%Add
GUGGENHEIM CAPITAL LLC
<0.01%#18$755,59034,676$00+34,676New Buy
Entruity Wealth, LLC
0.46%1.67%#3$715,83432,853$2.5M113,813-80,960-71.13%Reduce
Avantax Planning Partners, Inc.
0.02%0.02%#13$639,74729,361$589,55027,345+2,016+7.37%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.04%#11$533,68524,504$528,69924,465+39+0.16%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#22$465,36721,357$378,24417,544+3,813+21.73%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#16$369,38816,953$670,46331,098-14,145-45.49%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#24$359,49716,499$974,80045,214-28,715-63.51%Reduce
SeaCrest Wealth Management, LLC
0.04%0.02%#8$325,26714,928$222,27410,310+4,618+44.79%Add
Sprinkle Financial Consultants LLC
0.12%#6$309,36014,198$00+14,198New Buy
FF Advisors,LLC
0.11%#7$292,95313,445$00+13,445New Buy
Wedmont Private Capital
0.01%0.01%#14$248,13511,448$248,53611,44800.00%Unchanged
WEALTH ALLIANCE, LLC
0.02%0.02%#9$232,05310,650$229,61110,65000.00%Unchanged
Ameritas Investment Partners, Inc.
<0.01%0.01%#19$164,6957,559$162,7767,550+9+0.12%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%#17$118,7505,450$00+5,450New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#23$71,1853,267$17,420808+2,459+304.33%Add
Physician Wealth Advisors, Inc.
0.01%0.01%#15$56,3692,587$54,8482,544+43+1.69%Add
Sunrise Financial Services, LLC
0.02%0.02%#10$31,5941,450$31,2621,45000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#25$11,854543$00+543New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow