New York Life Investments ETF Trust - 45409B628
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 5,792,113 | 128,197 | 1.25% | 1.27% | 1 | -829,649 | -12.53% | Q3 2024 | Nov 07, 2024 |
| Corient Private Wealth LLC | History | Added to | 29,379 | 651 | 0.0% | 0.0% | 2 | +3,839 | 15.03% | Q3 2024 | Nov 12, 2024 |
| MORGAN STANLEY | History | Reduced | 28,416 | 629 | 0.0% | 0.0% | 3 | -29 | -0.1% | Q3 2024 | May 14, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 15,252 | 337 | 0.0% | 0.0% | 4 | +3,595 | 30.84% | Q3 2024 | Nov 15, 2024 |
| LPL Financial LLC | History | Reduced | 13,876 | 307 | 0.0% | 0.0% | 5 | -568 | -3.93% | Q3 2024 | Nov 08, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,626 | 301 | 0.0% | 0.0% | 6 | -2,345 | -14.68% | Q3 2024 | Mar 18, 2025 |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | History | New | 10,779 | 238 | 0.01% | — | 7 | +10,779 | New | Q3 2024 | Nov 14, 2024 |
| UBS Group AG | History | Added to | 2,976 | 65 | 0.0% | 0.0% | 8 | +1,041 | 53.8% | Q3 2024 | Nov 14, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,437 | 31 | 0.0% | 0.0% | 9 | -13 | -0.9% | Q3 2024 | Nov 04, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 439 | 9 | 0.0% | 0.0% | 10 | -200 | -31.3% | Q3 2024 | Oct 28, 2024 |
| ROYAL BANK OF CANADA | History | No change | 342 | 8 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |