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

NEW YORK LIFE INVTS ACTIVE E

SECR
Institutions
8
Combined AUM (Q2 2026)
$189.9M
Combined Shares (Q2 2026)
7.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.3M
6 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.0M
2 · 1 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$189.9M
Institutions
8
New Buys
0
Adds
6
Reduces
1
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
1.24%1.04%#1$177.6M7.0M$122.6M4.8M+2.2M+46.42%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#4$7.7M301,569$7.0M272,232+29,337+10.78%Add
Integrated Wealth Concepts LLC
0.01%0.02%#3$2.0M79,856$2.0M77,031+2,825+3.67%Add
Prosperity Financial Group, Inc.
0.34%0.35%#2$1.1M43,152$939,31836,619+6,533+17.84%Add
Cetera Investment Advisers
<0.01%<0.01%#5$847,76933,405$811,90931,652+1,753+5.54%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#7$377,20114,863$558,01421,754-6,891-31.68%Reduce
MACKAY SHIELDS LLC
<0.01%<0.01%#6$291,95411,504$295,09011,50400.00%Unchanged
UBS Group AG
<0.01%<0.01%#8$1,77670$1,25749+21+42.86%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow