New York Life Investments ETF Trust - SECR
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 | Added to | 4,700,753 | 120,964 | 1.04% | 1.08% | 1 | +3,020 | 0.06% | Q4 2025 | Feb 05, 2026 |
| NEW YORK LIFE INSURANCE CO | History | No change | 1,013,087 | 26,069 | 5.72% | 6.53% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 130,229 | 3,351 | 0.0% | 0.0% | 3 | +17,436 | 15.46% | Q4 2025 | Feb 10, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 23,996 | 617 | 0.22% | 0.2% | 4 | +3,237 | 15.59% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | New | 18,909 | 486 | 0.0% | — | 5 | +18,909 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,956 | 359 | 0.0% | 0.0% | 6 | -6,885 | -33.04% | Q4 2025 | Feb 17, 2026 |
| MACKAY SHIELDS LLC | History | New | 11,136 | 286 | 0.01% | — | 7 | +11,136 | New | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,966 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,627 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Reduced | 7 | 0 | — | 0.0% | — | -78 | -91.76% | Q4 2025 | Jan 29, 2026 |