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 | 6,997,978 | 177,598 | 1.24% | 1.04% | 1 | +2,218,575 | 46.42% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 301,569 | 7,653 | 0.0% | 0.0% | 2 | +29,337 | 10.78% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 79,856 | 2,026 | 0.01% | 0.02% | 3 | +2,825 | 3.67% | Q2 2026 | Sep 08, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 43,152 | 1,095 | 0.34% | 0.35% | 4 | +6,533 | 17.84% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 33,405 | 847 | 0.0% | 0.0% | 5 | +1,753 | 5.54% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,863 | 377 | 0.0% | 0.0% | 6 | -6,891 | -31.68% | Q2 2026 | Sep 02, 2026 |
| MACKAY SHIELDS LLC | History | No change | 11,504 | 291 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Added to | 70 | 1 | 0.0% | 0.0% | 8 | +21 | 42.86% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INSURANCE CO | History | Closed out | 0 | 0 | — | 5.3% | — | -1,013,087 | -100.0% | Q2 2026 | Aug 12, 2026 |