CUSIP 45409F769
NEW YORK LIFE INVTS ACTIVE E
25 institutions · $712.2M total · 13,151,525 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 8,357,708 | $453.0M | 63.54% | 2025-12-31 |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2,483,057 | $134.6M | 18.88% | 2025-12-31 |
| 3 | CULLEN/FROST BANKERS, INC. | 1,877,835 | $101.8M | 14.27% | 2025-12-31 |
| 4 | RAYMOND JAMES FINANCIAL INC | 139,726 | $7.6M | 1.06% | 2025-12-31 |
| 5 | Kesler, Norman & Wride, LLC | 102,978 | $5.6M | 0.78% | 2025-12-31 |
| 6 | HighTower Advisors, LLC | 30,143 | $1.6M | 0.22% | 2025-12-31 |
| 7 | Rockefeller Capital Management L.P. | 22,241 | $1.2M | 0.16% | 2025-12-31 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,754 | $1.2M | 0.16% | 2025-12-31 |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | 20,613 | $1.1M | 0.15% | 2025-12-31 |
| 10 | LPL Financial LLC | 19,566 | $1.1M | 0.14% | 2025-12-31 |
| 11 | GOLDMAN SACHS GROUP INC | 14,858 | $805.3K | 0.11% | 2025-12-31 |
| 12 | Empirical Asset Management, LLC | 11,077 | $600.4K | 0.08% | 2025-12-31 |
| 13 | CITADEL ADVISORS LLC | 9,441 | $511.7K | 0.07% | 2025-12-31 |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,518 | $461.7K | 0.06% | 2025-12-31 |
| 15 | Kestra Advisory Services, LLC | 5,424 | $294.0K | 0.04% | 2025-12-31 |
| 16 | JONES FINANCIAL COMPANIES LLLP | 5,111 | $277.0K | 0.03% | 2025-12-31 |
| 17 | Coastal Investment Advisors, Inc. | 4,305 | $233.3K | 0.03% | 2025-12-31 |
| 18 | JPMORGAN CHASE & CO | 4,248 | $230.2K | 0.03% | 2025-12-31 |
| 19 | BANK OF AMERICA CORP /DE/ | 868 | $44.9K | 0.00% | 2025-06-30 |
| 20 | MORGAN STANLEY | 499 | $27.0K | 0.00% | 2025-12-31 |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 382 | $20.7K | 0.00% | 2025-12-31 |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 312 | $16.9K | 0.00% | 2025-12-31 |
| 23 | UBS Group AG | 141 | $7.6K | 0.00% | 2025-12-31 |
| 24 | Thrivent Financial for Lutherans | 10,720 | $585 | 0.08% | 2025-12-31 |
| 25 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |