NEW YORK LIFE INVESTMENTS FUNDS TRUST - MMHIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 22,037 | 258 | 0.01% | 0.01% | 1 | -1,000 | -4.34% | Q4 2025 | Jan 12, 2026 |
| McMillan Office, Inc. | History | New | 7,747 | 90 | 0.01% | — | 2 | +7,747 | New | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 5,092 | 59 | 0.03% | — | 3 | +5,092 | New | Q4 2025 | Feb 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,316 | -100.0% | Q3 2025 | Nov 14, 2025 |