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 | 39,654 | 479 | 0.07% | 0.05% | 1 | +19,827 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,875 | 22 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |