New York Life Investments ETF Trust - 45409F819
Detailed investor-level table based on 13F positions.
Early Q1 2024 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | History | New | 37,261 | 1,783 | 0.13% | — | 1 | +37,261 | New | Q4 2023 | Feb 08, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,199 | 1,062 | 0.02% | 0.02% | 2 | -3,347 | -13.1% | Q4 2023 | Feb 13, 2024 |
| CITADEL ADVISORS LLC | History | Added to | 17,663 | 845 | 0.0% | 0.0% | 3 | +2,045 | 13.09% | Q4 2023 | Feb 14, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 14,229 | 681 | 0.0% | 0.0% | 4 | -52,721 | -78.75% | Q4 2023 | Feb 15, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 13,416 | 642 | 0.0% | 0.0% | 5 | -100 | -0.74% | Q4 2023 | Feb 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,867 | 615 | 0.0% | 0.0% | 6 | -1,226 | -8.7% | Q4 2023 | Feb 14, 2024 |
| LPL Financial LLC | History | Reduced | 8,105 | 387 | 0.0% | 0.0% | 7 | -5,812 | -41.76% | Q4 2023 | Feb 14, 2024 |
| Advisory Services Network, LLC | History | No change | 5,055 | 241 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2023 | Feb 09, 2024 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,386 | 162 | 0.0% | 0.0% | 9 | -8,614 | -71.78% | Q4 2023 | Feb 08, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 84 | 4 | 0.0% | 0.0% | 10 | -301 | -78.18% | Q4 2023 | Dec 26, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37 | 1 | 0.0% | 0.0% | 11 | -248 | -87.02% | Q4 2023 | Feb 12, 2024 |