Institutional Ownership
New York Life Invts Active E
CUSIP 45409F827NYLI MACKAY MUNMMITQ1 2026
Institutional Holders
159
13F filers
Shares Held
52.63M
Aggregate institutional
Institutional Value
$1.26B
Q1 2026
Net New Holders
+14
24 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased82
Decreased36
Sold out10
Institutional Holders
159 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6.58M | $158.50M | +249.6K | Added |
| 2 | Bank Of America Corp /De/ | 6.22M | $149.81M | +471.8K | Added |
| 3 | Morgan Stanley | 3.84M | $92.67M | +1.06M | Added |
| 4 | Meeder Advisory Services, Inc. | 2.94M | $70.98M | +683.9K | Added |
| 5 | Schneider Downs Wealth Management Advisors, LP | 2.58M | $62.18M | +153.1K | Added |
| 6 | Lpl Financial LLC | 2.19M | $52.76M | +142.2K | Added |
| 7 | Raymond James Financial Inc | 2.12M | $51.07M | +219.4K | Added |
| 8 | Ubs Group AG | 2.08M | $50.13M | +382.2K | Added |
| 9 | Cetera Investment Advisers | 2.05M | $49.50M | +107.1K | Added |
| 10 | Iag Wealth Partners, LLC | 1.91M | $45.92M | +66.9K | Added |
149 more institutional holders on Premium
See every fund holding New York Life Invts Active E, with full quarter-over-quarter share changes.
Unlock all holders