NEW YORK LIFE INVESTMENTS FUNDS - MHYIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | New | 16,286 | 84 | 0.05% | — | 1 | +16,286 | New | Q4 2025 | Feb 18, 2026 |
| New Hampshire Trust | History | New | 11,203 | 58 | 0.01% | — | 2 | +11,203 | New | Q4 2025 | Jan 29, 2026 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,020 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |