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 | 20,037 | 233 | 0.01% | 0.01% | 1 | -2,000 | -9.08% | Q1 2026 | Apr 16, 2026 |
| McMillan Office, Inc. | History | No change | 7,747 | 90 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1,568 | 18 | 0.0% | — | 3 | +1,568 | New | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,092 | -100.0% | Q1 2026 | May 11, 2026 |