Institutional Ownership
New York Life Invts Active E
CUSIP 45409F777NYLI MACKAY CALIMMCAQ1 2026
Institutional Holders
24
13F filers
Shares Held
2.97M
Aggregate institutional
Institutional Value
$61.66M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased10
Decreased4
Sold out1
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | New York Life Insurance Co | 1.15M | $24.83M | 0 | Held |
| 2 | New York Life Investment Management LLC | 485.0K | $10.46M | 0 | Held |
| 3 | Weil Company, Inc. | 430.8K | $9.29M | −9.3K | Reduced |
| 4 | Wealth Enhancement Advisory Services, LLC | 167.9K | $3.64M | +167.9K | New |
| 5 | Octavia Wealth Advisors, LLC | 129.5K | $2.80M | +5.6K | Added |
| 6 | Cetera Investment Advisers | 125.9K | $2.71M | +103.1K | Added |
| 7 | Entruity Wealth, LLC | 113.8K | $2.45M | −1.5K | Reduced |
| 8 | Brio Consultants, LLC | 62.3K | $1.35M | +14.2K | Added |
| 9 | Jane Street Group, LLC | 45.2K | $974.8K | +12.2K | Added |
| 10 | Old Mission Capital LLC | 31.1K | $670.5K | +9.0K | Added |
14 more institutional holders on Premium
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