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Stocks / New York Life Invts Active E
Institutional Ownership

New York Life Invts Active E

CUSIP 45409F769NYLI WINSLOW LARIWLGQ1 2026

Institutional Holders
25
13F filers
Shares Held
13.84M
Aggregate institutional
Institutional Value
$659.49M
Q1 2026
Net New Holders
+2
6 new · 4 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions6
Increased12
Decreased6
Sold out4

Institutional Holders

25 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Envestnet Asset Management Inc9.24M$440.86M+880.7KAdded
2Cullen/Frost Bankers, Inc.2.15M$102.60M+272.2KAdded
3New York Life Investment Management LLC2.09M$99.75M392.7KReduced
4Kesler, Norman & Wride, LLC103.7K$4.95M+689Added
5Rockefeller Capital Management L.P.35.7K$1.70M+13.4KAdded
6Citadel Advisors LLC33.8K$1.61M+24.4KAdded
7Hightower Advisors, LLC31.3K$1.49M+1.1KAdded
8Goldman Sachs Group Inc24.0K$1.15M+9.1KAdded
9Kingswood Wealth Advisors, LLC23.7K$1.13M+3.0KAdded
10Lpl Financial LLC22.8K$1.09M+3.2KAdded

15 more institutional holders on Premium

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