NEW YORK LIFE INVTS ACTIVE E
CUSIP 64953X100
New York Life Invts Active E has 7 institutional holders in Filings Flow’s 13F database, together reporting 2.12M shares worth $53M as of Q1 2026. The largest reported holders are New York Life Insurance Co, M Wealth Management, LLC, and Royal Bank Of Canada.
Institutional Holders
7
Q1 2026
Reported Value
$53M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO$491M AUM | 10.18% | $50M | 1.98M | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 0.87% | $1M | 40.9K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.04% | $378,031 | 14.9K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.04% | $266,938 | 10.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $443,867 | 17.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $415,942 | 16.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 39.7K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.