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 | 4,779,403 | 122,596 | 1.04% | 1.04% | 1 | +78,650 | 1.67% | Q1 2026 | May 07, 2026 |
| NEW YORK LIFE INSURANCE CO | History | No change | 1,013,087 | 25,986 | 5.3% | 5.72% | 2 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 272,232 | 6,983 | 0.0% | 0.0% | 3 | +142,003 | 109.04% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 77,031 | 1,975 | 0.02% | — | 4 | +77,031 | New | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 36,619 | 939 | 0.35% | 0.22% | 5 | +12,623 | 52.6% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 31,652 | 811 | 0.0% | 0.0% | 6 | +12,743 | 67.39% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,754 | 558 | 0.0% | 0.0% | 7 | +7,798 | 55.88% | Q1 2026 | May 15, 2026 |
| MACKAY SHIELDS LLC | History | Added to | 11,504 | 295 | 0.01% | 0.01% | 8 | +368 | 3.3% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 49 | 1 | 0.0% | — | 9 | +42 | 600.0% | Q1 2026 | May 05, 2026 |