NEW YORK LIFE INVTS ACTIVE E - MMSD
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 INVESTMENT MANAGEMENT LLC | History | Reduced | 1,977,705 | 48,908 | 0.34% | 0.7% | 1 | -1,977,705 | -50.0% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 460,006 | 11,653 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 277,687 | 6,867 | 2.46% | 1.99% | 3 | +57,843 | 26.31% | Q3 2026 | Oct 19, 2026 |
| M Wealth Management, LLC | History | Added to | 56,443 | 1,395 | 1.08% | 0.96% | 4 | +7,940 | 16.37% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,184 | 795 | 0.0% | 0.0% | 5 | +10,779 | 50.36% | Q3 2026 | Oct 13, 2026 |
| Elyxium Wealth, LLC | History | New | 10,553 | 260 | 0.03% | — | 7 | +10,553 | New | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,282 | 260 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 9,306 | 230 | 0.22% | — | 8 | +9,306 | New | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,876 | 224 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,162 | 207 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 690 | 17 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |