Institutional Ownership
New York Life Investments Et
CUSIP 45409B800NYLI MERGER ARBIMNAQ1 2026
Institutional Holders
81
13F filers
Shares Held
4.65M
Aggregate institutional
Institutional Value
$167.69M
Q1 2026
Net New Holders
-2
9 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased25
Decreased31
Sold out11
Institutional Holders
81 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 767.3K | $27.89M | −90.1K | Reduced |
| 2 | Morgan Stanley | 726.1K | $26.39M | +6.2K | Added |
| 3 | Osborne Partners Capital Management, LLC | 554.3K | $20.15M | +6.7K | Added |
| 4 | Oppenheimer Asset Management Inc. | 283.9K | $10.32M | +28.3K | Added |
| 5 | Envestnet Asset Management Inc | 191.0K | $6.94M | −80.1K | Reduced |
| 6 | Aspiriant, LLC | 170.2K | $6.19M | +18.5K | Added |
| 7 | Ameriprise Financial Inc | 144.5K | $5.25M | −140.0K | Reduced |
| 8 | Equitable Holdings, Inc. | 146.1K | $5.23M | +6.0K | Added |
| 9 | Iht Wealth Management, LLC | 141.5K | $5.14M | −2.7K | Reduced |
| 10 | B. Riley Wealth Advisors, Inc. | 117.8K | $4.26M | +12.1K | Added |
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