Institutional Ownership
New York Life Invts Active E
CUSIP 45409F785NYLI MACKAY CORECPLBQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
100.0%
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 5, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 5, 2024 | New York Life Investment Management LLC | 13G/A | 96.6% | 10.38M | SEC |
| 2 | Jun 10, 2022 | New York Life Investment Management LLC | 13G/A | 98.7% | 7.35M | SEC |
| 3 | May 9, 2022 | New York Life Investment Management LLC | 13G/A | 98.9% | 6.58M | SEC |
| 4 | Apr 7, 2022 | New York Life Investment Management LLC | 13G/A | 97.8% | 2.64M | SEC |
| 5 | Mar 10, 2022 | New York Life Investment Management LLC | 13G | 97.8% | 2.64M | SEC |
| 6 | Mar 9, 2022 | New York Life Insurance Co | 13G/A | — | — | SEC |
| 7 | Jan 10, 2022 | New York Life Insurance Co | 13G/A | 95.0% | 997.7K | SEC |
| 8 | Jul 9, 2021 | New York Life Insurance Co | 13G | 100.0% | 800.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | New York Life Investment Management LLC | 12.89M | $270.33M |
| 2 | Morgan Stanley | 478.1K | $10.03M |
| 3 | Envestnet Asset Management Inc | 428.0K | $8.98M |
| 4 | Fortis Group Advisors, LLC | 66.1K | $1.38M |
| 5 | Prosperity Financial Group, Inc. | 53.1K | $1.11M |
| 6 | Citadel Advisors LLC | 37.4K | $785.1K |
| 7 | First Affirmative Financial Network | 34.9K | $731.2K |
| 8 | Keudell/Morrison Wealth Management | 29.4K | $616.7K |
| 9 | Susquehanna International Group, LLP | 27.9K | $585.9K |
| 10 | Orion Porfolio Solutions, LLC | 18.3K | $383.7K |