CUSIP 45409F777
NEW YORK LIFE INVTS ACTIVE E
27 institutions · $59.3M total · 2,718,676 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INSURANCE CO | 1,151,544 | $25.1M | 42.35% | 2025-12-31 |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 485,049 | $10.6M | 17.84% | 2025-12-31 |
| 3 | Weil Company, Inc. | 440,127 | $9.6M | 16.18% | 2025-12-31 |
| 4 | Octavia Wealth Advisors, LLC | 123,871 | $2.7M | 4.55% | 2025-12-31 |
| 5 | Entruity Wealth, LLC | 115,356 | $2.5M | 4.24% | 2025-12-31 |
| 6 | Hamilton Wealth, LLC | 66,747 | $1.4M | 2.45% | 2023-12-31 |
| 7 | FF Advisors,LLC | 48,891 | $1.1M | 1.79% | 2025-12-31 |
| 8 | Brio Consultants, LLC | 48,046 | $1.0M | 1.76% | 2025-12-31 |
| 9 | HighTower Advisors, LLC | 35,610 | $760.6K | 1.30% | 2025-03-31 |
| 10 | JANE STREET GROUP, LLC | 33,041 | $721.1K | 1.21% | 2025-12-31 |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24,429 | $533.2K | 0.89% | 2025-12-31 |
| 12 | Cetera Investment Advisers | 22,760 | $496.7K | 0.83% | 2025-12-31 |
| 13 | OLD MISSION CAPITAL LLC | 22,126 | $482.9K | 0.81% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 18,475 | $401.7K | 0.67% | 2025-09-30 |
| 15 | Avantax Planning Partners, Inc. | 15,006 | $327.5K | 0.55% | 2025-12-31 |
| 16 | Rockefeller Capital Management L.P. | 12,550 | $273.9K | 0.46% | 2025-12-31 |
| 17 | BANK OF MONTREAL /CAN/ | 11,902 | $259.6K | 0.43% | 2024-09-30 |
| 18 | Wedmont Private Capital | 11,448 | $250.9K | 0.42% | 2025-12-31 |
| 19 | Wealth Alliance | 10,650 | $232.4K | 0.39% | 2025-12-31 |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,574 | $204.0K | 0.35% | 2025-06-30 |
| 21 | Ameritas Investment Partners, Inc. | 6,500 | $141.9K | 0.23% | 2025-12-31 |
| 22 | UMA Financial Services, Inc. | 2,644 | $57.7K | 0.09% | 2025-12-31 |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 1,400 | $30.6K | 0.05% | 2025-12-31 |
| 24 | Sunrise Financial Services, LLC | 700 | $15.3K | 0.02% | 2025-12-31 |
| 25 | UBS Group AG | 229 | $5.0K | 0.00% | 2025-09-30 |
| 26 | MORGAN STANLEY | 1 | $30 | 0.00% | 2025-06-30 |
| 27 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |