New York Life Investments Active ETF Trust - MMCA
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 INSURANCE CO | History | No change | 1,151,544 | 24,827 | 5.06% | 5.51% | 1 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 485,049 | 10,457 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Weil Company, Inc. | History | Reduced | 430,845 | 9,288 | 2.09% | 2.21% | 3 | -9,282 | -2.11% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 167,926 | 3,641 | 0.01% | — | 4 | +167,926 | New | Q1 2026 | Apr 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 129,516 | 2,800 | 0.27% | 0.26% | 5 | +5,645 | 4.56% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Added to | 125,878 | 2,713 | 0.0% | 0.0% | 6 | +103,118 | 453.07% | Q1 2026 | May 13, 2026 |
| Entruity Wealth, LLC | History | Reduced | 113,813 | 2,453 | 1.66% | 1.79% | 7 | -1,543 | -1.34% | Q1 2026 | May 08, 2026 |
| Brio Consultants, LLC | History | Added to | 62,262 | 1,349 | 0.16% | 0.14% | 8 | +14,216 | 29.59% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 58,624 | 1,264 | 0.0% | — | 9 | +58,624 | New | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,960 | 1,056 | 0.03% | — | 10 | +48,960 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 45,214 | 974 | 0.0% | 0.0% | 11 | +12,173 | 36.84% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 31,098 | 670 | 0.01% | 0.01% | 12 | +8,972 | 40.55% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 27,345 | 589 | 0.02% | 0.01% | 13 | +12,339 | 82.23% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,465 | 528 | 0.04% | 0.04% | 14 | +36 | 0.15% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,544 | 378 | 0.0% | 0.0% | 15 | +16,144 | 1153.14% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | No change | 11,448 | 248 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 10,650 | 229 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 10,310 | 222 | 0.02% | — | 18 | +10,310 | New | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,550 | 162 | 0.0% | 0.0% | 19 | +1,050 | 16.15% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,544 | 54 | 0.01% | 0.01% | 20 | -100 | -3.78% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 1,450 | 31 | 0.02% | 0.01% | 21 | +750 | 107.14% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 808 | 17 | 0.0% | 0.0% | 22 | -11,742 | -93.56% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 659 | 14 | 0.0% | — | 23 | +659 | New | Q1 2026 | May 05, 2026 |
| FF Advisors,LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -48,891 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |