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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 45409F785

NEW YORK LIFE INVTS ACTIVE E

19 institutions · $296.2M total · 13,954,430 shares

#ManagerSharesValue% of TotalPeriod
1NEW YORK LIFE INVESTMENT MANAGEMENT LLC12,797,602$271.7M91.70%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC376,577$8.0M2.69%2025-12-31
3Stewardship Advisors, LLC207,850$4.3M1.48%2024-12-31
4SUSQUEHANNA INTERNATIONAL GROUP, LLP134,182$2.8M0.96%2025-12-31
5First Affirmative Financial Network97,428$2.1M0.69%2025-09-30
6Fortis Group Advisors, LLC78,405$1.7M0.56%2025-12-31
7Prosperity Financial Group, Inc.44,385$942.3K0.31%2025-12-31
8CITADEL ADVISORS LLC40,768$871.8K0.29%2025-09-30
9JANE STREET GROUP, LLC35,854$761.2K0.25%2025-12-31
10Orion Portfolio Solutions, LLC35,356$751.3K0.25%2025-03-31
11MORGAN STANLEY25,338$537.9K0.18%2025-12-31
12Keudell/Morrison Wealth Management25,120$533.3K0.18%2025-12-31
13Brinker Capital Investments, LLC21,895$464.8K0.15%2025-12-31
14Pensionmark Financial Group, LLC16,753$355.7K0.12%2025-12-31
15ADVISOR GROUP HOLDINGS, INC.9,143$195.0K0.06%2025-12-31
16JPMORGAN CHASE & CO3,453$73.8K0.02%2025-09-30
17Steward Partners Investment Advisory, LLC2,489$52.8K0.01%2025-12-31
18UBS Group AG1,832$38.3K0.01%2024-06-30
19CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30