NEW YORK LIFE INVTS ACTIVE E - MMSD

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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$122.1M
QoQ value delta ($000)
+$2.208M (+1.84%)
Implied price effect (QoQ)
-0.19%
Shares
Total shares
4,829,599
QoQ shares delta
+96,421 (+2.04%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (MMSD)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 100,206 3,955,410 0.7%
Cetera Investment Advisers 11,653 460,006 0.01%
INVENIO WEALTH PARTNERS LLC 6,867 277,687 2.46%
M Wealth Management, LLC 1,395 56,443 1.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 795 32,184 0.0%
ROYAL BANK OF CANADA 260 10,282 0.0%
Elyxium Wealth, LLC 260 10,553 0.03%
UMB Private Wealth Management, LLC 230 9,306 0.22%
JANE STREET GROUP, LLC 224 8,876 0.0%
JPMORGAN CHASE & CO 207 8,162 0.0%
UBS Group AG 17 690 0.0%