NEW YORK LIFE INVTS ACTIVE E
CUSIP 45409F827
New York Life Invts Active E has 159 institutional holders in Filings Flow’s 13F database, together reporting 51.57M shares worth $1.2B as of Q1 2026. The largest reported holders are Orgel Wealth Management, LLC, Bank Of America Corp /De/, and Meeder Advisory Services, Inc..
Institutional Holders
159
Q1 2026
Reported Value
$1.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP$907M AUM | 6.86% | $62M | 2.58M | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 5.13% | $46M | 1.91M | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 3.92% | $10M | 410.0K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 3.41% | $158M | 6.58M | Q1 2026OLDER |
| 46 Peaks LLC$137M AUM | 3.22% | $4M | 183.5K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 2.97% | $71M | 2.94M | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 2.75% | $6M | 248.1K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 2.45% | $17M | 699.5K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 2.09% | $4M | 164.8K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 2.07% | $13M | 557.7K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.03% | $7M | 270.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 1.99% | $6M | 256.9K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 1.83% | $12M | 498.9K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 1.55% | $2M | 95.3K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 1.46% | $10M | 412.5K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 1.15% | $6M | 241.7K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.02% | $2M | 65.8K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.02% | $12M | 506.3K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 0.93% | $2M | 96.6K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.93% | $1M | 44.1K | Q4 2025OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.80% | $5M | 198.5K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.76% | $2M | 77.7K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.75% | $4M | 158.5K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.72% | $4M | 175.0K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.67% | $9M | 379.9K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.62% | $13M | 535.0K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.58% | $2M | 89.6K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.53% | $14M | 582.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.50% | $7M | 276.0K | Q4 2025OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.48% | $481,377 | 20.0K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.45% | $2M | 103.0K | Q1 2026OLDER |
| Burt Wealth Advisors$407M AUM | 0.42% | $2M | 70.4K | Q3 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.38% | $30M | 1.26M | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.29% | $11M | 459.5K | Q2 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.25% | $965,116 | 40.0K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.24% | $1M | 46.9K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.24% | $3M | 134.2K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.24% | $8M | 346.0K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.24% | $9M | 372.1K | Q2 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.23% | $1M | 41.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.21% | $2M | 79.9K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.21% | $981,696 | 40.7K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.19% | $674,815 | 28.0K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.19% | $713,263 | 29.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.19% | $10M | 434.6K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.18% | $12M | 503.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.18% | $3M | 141.4K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.17% | $941,951 | 39.1K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.17% | $1M | 42.5K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.16% | $501,371 | 20.8K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 0.15% | $445,613 | 18.3K | Q3 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.15% | $443,701 | 18.4K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.15% | $2M | 74.4K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.15% | $2M | 82.6K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.13% | $213,964 | 8.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 406.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.12% | $14M | 598.1K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.12% | $599,494 | 24.9K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 0.12% | $231,794 | 9.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.12% | $703,079 | 29.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.12% | $5M | 192.9K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.11% | $4M | 168.5K | Q1 2026OLDER |
| Friday Financial$373M AUM | 0.09% | $342,639 | 14.1K | Q2 2026 |
| Fluent Financial, LLC$280M AUM | 0.09% | $250,805 | 10.3K | Q2 2026 |
| New Hampshire Trust$496M AUM | 0.08% | $424,972 | 17.5K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.07% | $733,105 | 30.4K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.07% | $398,166 | 16.5K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.07% | $319,764 | 13.1K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 50.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.05% | $281,667 | 11.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.05% | $2M | 66.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $49M | 2.05M | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 80.8K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.05% | $564,370 | 23.4K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.05% | $162,342 | 6.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.05% | $5M | 189.1K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.05% | $405,664 | 16.7K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $2M | 67.9K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.04% | $129,564 | 5.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 265.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $63,955 | 2.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $29M | 1.21M | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.03% | $276,152 | 11.4K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.03% | $387,102 | 16.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $409,110 | 17.0K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.03% | $211,690 | 8.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 50.7K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $216,945 | 9.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 45.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $535,333 | 22.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $547,015 | 22.7K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 43.2K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 47.4K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $391,624 | 16.2K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $51M | 2.12M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $2M | 63.6K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $696,442 | 28.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $53M | 2.19M | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $207,472 | 8.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $297,165 | 12.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 371.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $388,958 | 16.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 43.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 233.7K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $206,050 | 8.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $966,688 | 40.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $150M | 6.22M | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.01% | $37,153 | 1.5K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $433,984 | 17.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 89.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 302.5K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $335,363 | 13.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $226,588 | 9.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 356.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $247,799 | 10.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $322,234 | 13.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $245,558 | 10.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 112.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 2.08M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $230,843 | 9.5K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 174.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $179,906 | 7.5K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $9,829 | 404 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $380,208 | 15.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $1M | 44.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 171.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 891.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $495,261 | 20.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $80,833 | 3.3K | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $409,785 | 17.0K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $229,986 | 9.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 167.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 42.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $68M | 2.79M | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $81,957 | 3.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $258,020 | 10.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 286.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 712.7K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $256,072 | 10.5K | Q3 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $234,879 | 9.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 45.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $249,764 | 10.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 43.9K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $122,756 | 5.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $265,348 | 11.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $55,972 | 2.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $260,489 | 10.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $4,355 | 179 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $331,198 | 13.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 273.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $17,452 | 724 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 73.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $782,979 | 32.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,929 | 204 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $227,017 | 9.4K | Q2 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $52,308 | 2.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $27,239 | 1.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 206.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $105,508 | 4.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $38,930 | 1.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $11,143 | 458 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 48.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $70,459 | 2.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 48.0K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $487,655 | 20.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $644,351 | 26.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $321,756 | 13.2K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $11,788 | 489 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $27,055 | 1.1K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $22,056 | 915 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $37,604 | 1.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $21,429 | 889 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $779 | 32 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.