NEW YORK LIFE INVESTMENTS ET
CUSIP 45409B453
New York Life Investments Et has 18 institutional holders in Filings Flow’s 13F database, together reporting 5.65M shares worth $198M as of Q1 2026. The largest reported holders are New York Life Investment Management LLC, Nyl Investors LLC, and Envestnet Asset Management Inc.
Institutional Holders
18
Q1 2026
Reported Value
$198M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NYL Investors LLC$265M AUM | 2.31% | $6M | 173.1K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 1.53% | $181M | 5.13M | Q1 2026OLDER |
| Paul R. Ried Financial Group, LLC$229M AUM | 0.44% | $1M | 26.3K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.17% | $1M | 33.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.14% | $2M | 52.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.08% | $375,476 | 10.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.04% | $393,203 | 11.2K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.04% | $372,262 | 10.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 31.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $120,634 | 3.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 147.4K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 36.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $572,315 | 16.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $125,554 | 3.6K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $90,572 | 2.6K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $757,038 | 21.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $127,259 | 3.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $746,923 | 21.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $233,132 | 6.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $7,726 | 227 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $496,633 | 14.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,975 | 440 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5,592 | 159 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,182 | 119 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.