NEW YORK LIFE INVESTMENTS FUNDS - MLAIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 19,827 | 227 | 0.05% | 0.06% | 1 | +3,095 | 18.5% | Q4 2025 | Jan 20, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,875 | 21 | 0.0% | 0.0% | 2 | +293 | 18.52% | Q4 2025 | Jan 30, 2026 |