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Stocks / New York Life Invts Active E
Institutional Ownership

New York Life Invts Active E

CUSIP 45409F777NYLI MACKAY CALIMMCAQ1 2026

13D / 13G Filings
13
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
99.0%
Max % of class reported
Institutional Holders
24
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

13 filings · latest Jan 5, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 5, 2026Weil Company, Inc.13G/A14.0%440.1KSEC
2Nov 12, 2025Weil Company, Inc.13G/A16.4%450.4KSEC
3Aug 15, 2025Weil Company, Inc.13G32.2%419.0KSEC
4Jan 5, 2024New York Life Investment Management LLC13G/A42.2%485.0KSEC
5Jul 8, 2022New York Life Insurance Co13G/A48.8%1.00MSEC
6Jun 10, 2022New York Life Investment Management LLC13G/A45.6%980.0KSEC
7May 10, 2022New York Life Investment Management LLC13G/A49.0%980.0KSEC
8Apr 7, 2022New York Life Investment Management LLC13G/A49.0%980.0KSEC
9Mar 9, 2022New York Life Investment Management LLC13G/A50.0%1.00MSEC
10Feb 8, 2022New York Life Investment Management LLC13G/A50.0%1.00MSEC

3 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for New York Life Invts Active E.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1New York Life Insurance Co1.15M$24.83M
2New York Life Investment Management LLC485.0K$10.46M
3Weil Company, Inc.430.8K$9.29M
4Wealth Enhancement Advisory Services, LLC167.9K$3.64M
5Octavia Wealth Advisors, LLC129.5K$2.80M
6Cetera Investment Advisers125.9K$2.71M
7Entruity Wealth, LLC113.8K$2.45M
8Brio Consultants, LLC62.3K$1.35M
9Jane Street Group, LLC45.2K$974.8K
10Old Mission Capital LLC31.1K$670.5K