CUSIP 45409F827
NEW YORK LIFE INVTS ACTIVE E
171 institutions · $1.08B total · 44,467,176 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6,325,741 | $153.9M | 14.22% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 3,691,697 | $89.8M | 8.30% | 2025-12-31 |
| 3 | MORGAN STANLEY | 2,785,502 | $67.8M | 6.26% | 2025-12-31 |
| 4 | Schneider Downs Wealth Management Advisors, LP | 2,426,389 | $59.0M | 5.45% | 2025-12-31 |
| 5 | Meeder Advisory Services, Inc. | 2,260,794 | $55.0M | 5.08% | 2025-12-31 |
| 6 | LPL Financial LLC | 2,046,660 | $49.8M | 4.60% | 2025-12-31 |
| 7 | Cetera Investment Advisers | 1,946,336 | $47.4M | 4.37% | 2025-12-31 |
| 8 | IAG Wealth Partners, LLC | 1,838,192 | $44.7M | 4.13% | 2025-12-31 |
| 9 | UBS Group AG | 1,697,340 | $41.3M | 3.81% | 2025-12-31 |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,682,573 | $40.9M | 3.78% | 2025-12-31 |
| 11 | Midwest Trust Co | 1,277,827 | $31.1M | 2.87% | 2025-12-31 |
| 12 | Mariner, LLC | 1,222,826 | $29.8M | 2.74% | 2025-12-31 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 775,478 | $18.9M | 1.74% | 2025-12-31 |
| 14 | Pallas Capital Advisors LLC | 626,745 | $15.2M | 1.40% | 2025-12-31 |
| 15 | Royal Bank of Canada | 551,778 | $13.4M | 1.24% | 2025-12-31 |
| 16 | TruWealth Advisors, LLC | 518,202 | $12.6M | 1.16% | 2025-12-31 |
| 17 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 511,354 | $12.4M | 1.14% | 2025-12-31 |
| 18 | Orion Porfolio Solutions, LLC | 498,293 | $12.1M | 1.12% | 2025-12-31 |
| 19 | CONDOR CAPITAL MANAGEMENT | 495,798 | $12.1M | 1.11% | 2025-12-31 |
| 20 | CFO4Life Group, LLC | 476,879 | $11.6M | 1.07% | 2025-12-31 |
| 21 | FLPUTNAM INVESTMENT MANAGEMENT CO | 463,899 | $11.3M | 1.04% | 2025-12-31 |
| 22 | MassMutual Private Wealth & Trust, FSB | 455,243 | $11.1M | 1.02% | 2025-12-31 |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | 422,597 | $10.3M | 0.95% | 2025-12-31 |
| 24 | INVENIO WEALTH PARTNERS LLC | 398,128 | $9.7M | 0.89% | 2025-12-31 |
| 25 | VICUS CAPITAL | 379,218 | $9.2M | 0.85% | 2025-12-31 |
| 26 | Summit Financial, LLC | 366,596 | $8.9M | 0.82% | 2025-12-31 |
| 27 | Dynamic Advisor Solutions LLC | 346,073 | $8.4M | 0.77% | 2025-12-31 |
| 28 | Hudock, Inc. | 340,522 | $8.3M | 0.76% | 2025-12-31 |
| 29 | TRUIST FINANCIAL CORP | 301,980 | $7.3M | 0.67% | 2025-12-31 |
| 30 | Main Street Financial Solutions, LLC | 276,022 | $6.7M | 0.62% | 2025-12-31 |
| 31 | Prestige Wealth Management Group LLC | 275,461 | $6.6M | 0.61% | 2025-12-31 |
| 32 | Bank of New York Mellon Corp | 240,938 | $5.9M | 0.54% | 2025-12-31 |
| 33 | OSAIC HOLDINGS, INC. | 229,948 | $5.6M | 0.51% | 2025-12-31 |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 217,309 | $5.3M | 0.48% | 2025-12-31 |
| 35 | Elyxium Wealth, LLC | 217,442 | $5.3M | 0.48% | 2025-12-31 |
| 36 | GGM Financials LLC | 214,131 | $5.2M | 0.48% | 2025-12-31 |
| 37 | Sanctuary Advisors, LLC | 213,527 | $5.2M | 0.48% | 2025-12-31 |
| 38 | Focus Partners Advisor Solutions, LLC | 205,336 | $5.0M | 0.46% | 2025-09-30 |
| 39 | 46 Peaks LLC | 182,482 | $4.5M | 0.41% | 2025-12-31 |
| 40 | Brady Martz Wealth Solutions, LLC | 178,474 | $4.3M | 0.40% | 2025-12-31 |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 177,037 | $4.3M | 0.39% | 2025-12-31 |
| 42 | Avantax Planning Partners, Inc. | 171,499 | $4.2M | 0.38% | 2025-12-31 |
| 43 | STIFEL FINANCIAL CORP | 166,960 | $4.1M | 0.37% | 2025-12-31 |
| 44 | Smallwood Wealth Investment Management, LLC | 162,444 | $4.0M | 0.36% | 2025-12-31 |
| 45 | Bernardo Wealth Planning LLC | 150,098 | $3.7M | 0.33% | 2025-12-31 |
| 46 | Elequin Capital, LP | 134,234 | $3.3M | 0.30% | 2025-12-31 |
| 47 | JPMORGAN CHASE & CO | 133,431 | $3.2M | 0.30% | 2025-12-31 |
| 48 | AdvisorNet Financial, Inc | 122,175 | $3.0M | 0.27% | 2025-12-31 |
| 49 | MML INVESTORS SERVICES, LLC | 114,646 | $2.8M | 0.25% | 2025-12-31 |
| 50 | Rockefeller Capital Management L.P. | 112,681 | $2.7M | 0.25% | 2025-12-31 |
| 51 | JOURNEY STRATEGIC WEALTH LLC | 109,271 | $2.7M | 0.24% | 2025-12-31 |
| 52 | JONES FINANCIAL COMPANIES LLLP | 104,630 | $2.5M | 0.23% | 2025-12-31 |
| 53 | Legacy Financial Strategies, LLC | 97,452 | $2.4M | 0.21% | 2025-12-31 |
| 54 | Clark Wealth Partners | 94,426 | $2.3M | 0.21% | 2025-12-31 |
| 55 | CORE WEALTH ADVISORS, LLC | 94,426 | $2.3M | 0.21% | 2025-12-31 |
| 56 | Snowden Capital Advisors LLC | 82,088 | $2.0M | 0.18% | 2025-12-31 |
| 57 | Private Advisor Group, LLC | 79,998 | $1.9M | 0.17% | 2025-12-31 |
| 58 | Golden State Wealth Management, LLC | 79,208 | $1.9M | 0.17% | 2025-12-31 |
| 59 | Creative Planning | 74,795 | $1.8M | 0.16% | 2025-12-31 |
| 60 | Diversified Portfolios, Inc. | 74,424 | $1.8M | 0.16% | 2025-12-31 |
| 61 | Evergreen Private Wealth LLC | 74,064 | $1.8M | 0.16% | 2025-12-31 |
| 62 | Burt Wealth Advisors | 70,430 | $1.7M | 0.15% | 2025-09-30 |
| 63 | Kuhn & Co Investment Counsel | 66,849 | $1.6M | 0.15% | 2025-12-31 |
| 64 | JANE STREET GROUP, LLC | 66,147 | $1.6M | 0.14% | 2025-12-31 |
| 65 | Landmark Wealth Management, LLC | 64,213 | $1.6M | 0.14% | 2025-12-31 |
| 66 | Cypress Point Wealth Management, LLC | 62,791 | $1.5M | 0.14% | 2025-12-31 |
| 67 | Hapanowicz & Associates Financial Services, Inc | 61,704 | $1.5M | 0.13% | 2025-12-31 |
| 68 | Spire Wealth Management | 60,459 | $1.5M | 0.13% | 2025-12-31 |
| 69 | Farther Finance Advisors, LLC | 59,533 | $1.4M | 0.13% | 2025-12-31 |
| 70 | PFG Advisors | 57,714 | $1.4M | 0.12% | 2025-12-31 |
| 71 | CAPTRUST FINANCIAL ADVISORS | 53,933 | $1.3M | 0.12% | 2025-12-31 |
| 72 | VestGen Advisors, LLC | 50,879 | $1.2M | 0.11% | 2025-12-31 |
| 73 | BCS Wealth Management | 48,364 | $1.2M | 0.10% | 2025-12-31 |
| 74 | GOLDMAN SACHS GROUP INC | 47,950 | $1.2M | 0.10% | 2025-12-31 |
| 75 | Frontier Asset Management, LLC | 45,896 | $1.1M | 0.10% | 2025-12-31 |
| 76 | Kennebec Savings Bank | 44,053 | $1.1M | 0.09% | 2025-12-31 |
| 77 | Lebenthal Global Advisors, LLC | 43,729 | $1.1M | 0.09% | 2025-12-31 |
| 78 | AXXCESS WEALTH MANAGEMENT, LLC | 43,206 | $1.1M | 0.09% | 2025-12-31 |
| 79 | Curran Financial Partners, LLC | 42,612 | $1.0M | 0.09% | 2025-12-31 |
| 80 | Opes Wealth Management LLC | 40,700 | $990.2K | 0.09% | 2025-12-31 |
| 81 | Narus Financial Partners, LLC | 40,038 | $974.1K | 0.09% | 2025-12-31 |
| 82 | Stratos Wealth Partners, LTD. | 39,234 | $954.6K | 0.08% | 2025-12-31 |
| 83 | DAVENPORT & Co LLC | 38,164 | $928.5K | 0.08% | 2025-12-31 |
| 84 | PKS Advisory Services, LLC | 37,113 | $903.0K | 0.08% | 2025-12-31 |
| 85 | TITLEIST ASSET MANAGEMENT, LLC | 36,048 | $877.0K | 0.08% | 2025-12-31 |
| 86 | IHT Wealth Management, LLC | 35,944 | $874.5K | 0.08% | 2025-12-31 |
| 87 | Dakota Wealth Management | 35,540 | $864.7K | 0.07% | 2025-12-31 |
| 88 | COMERICA BANK | 33,067 | $804.5K | 0.07% | 2025-12-31 |
| 89 | Corient Private Wealth LLC | 32,482 | $790.3K | 0.07% | 2025-12-31 |
| 90 | Atria Wealth Solutions, Inc. | 31,248 | $745.3K | 0.07% | 2025-06-30 |
| 91 | Evolution Wealth Advisors, LLC | 30,413 | $739.9K | 0.06% | 2025-12-31 |
| 92 | SWMG, LLC | 28,876 | $709.5K | 0.06% | 2025-12-31 |
| 93 | Fortis Group Advisors, LLC | 28,185 | $689.7K | 0.06% | 2025-12-31 |
| 94 | Western Wealth Management, LLC | 27,631 | $659.0K | 0.06% | 2025-06-30 |
| 95 | Pine Valley Investments Ltd Liability Co | 26,900 | $644.8K | 0.06% | 2025-12-31 |
| 96 | RFG - Bristol Wealth Advisors, LLC | 26,382 | $641.9K | 0.05% | 2025-12-31 |
| 97 | Beacon Capital Management, LLC | 24,777 | $602.8K | 0.05% | 2025-12-31 |
| 98 | TD PRIVATE CLIENT WEALTH LLC | 24,459 | $595.1K | 0.05% | 2025-12-31 |
| 99 | Stronghold Wealth Management L.L.C. | 24,369 | $592.9K | 0.05% | 2025-12-31 |
| 100 | CITADEL ADVISORS LLC | 22,920 | $557.6K | 0.05% | 2025-12-31 |
| 101 | NewSquare Capital LLC | 22,473 | $546.8K | 0.05% | 2025-12-31 |
| 102 | HighTower Advisors, LLC | 21,862 | $531.9K | 0.04% | 2025-12-31 |
| 103 | Atria Investments, Inc | 20,870 | $507.8K | 0.04% | 2025-12-31 |
| 104 | Sunpointe, LLC | 20,506 | $500.4K | 0.04% | 2025-12-31 |
| 105 | Vista Cima Wealth Management LLC | 19,970 | $485.9K | 0.04% | 2025-12-31 |
| 106 | Golden State Equity Partners | 18,442 | $448.1K | 0.04% | 2025-09-30 |
| 107 | SAXON INTERESTS, INC. | 18,407 | $447.8K | 0.04% | 2025-12-31 |
| 108 | Lokken Investment Group LLC | 18,338 | $445.6K | 0.04% | 2025-09-30 |
| 109 | J.W. COLE ADVISORS, INC. | 17,837 | $434.0K | 0.04% | 2025-12-31 |
| 110 | LEVEL FOUR ADVISORY SERVICES, LLC | 17,720 | $431.1K | 0.03% | 2025-12-31 |
| 111 | New Hampshire Trust | 17,467 | $425.0K | 0.03% | 2025-12-31 |
| 112 | Amplius Wealth Advisors, LLC | 17,302 | $421.0K | 0.03% | 2025-12-31 |
| 113 | Steward Partners Investment Advisory, LLC | 17,292 | $420.7K | 0.03% | 2025-12-31 |
| 114 | Caliber Wealth Management, LLC / KS | 16,694 | $405.7K | 0.03% | 2025-09-30 |
| 115 | OLD MISSION CAPITAL LLC | 15,422 | $375.2K | 0.03% | 2025-12-31 |
| 116 | Clear Creek Financial Management, LLC | 14,468 | $345.1K | 0.03% | 2025-06-30 |
| 117 | Friday Financial | 14,083 | $342.6K | 0.03% | 2025-12-31 |
| 118 | HUB Investment Partners, LLC | 14,015 | $341.0K | 0.03% | 2025-12-31 |
| 119 | WCG Wealth Advisors LLC | 13,984 | $340.2K | 0.03% | 2025-12-31 |
| 120 | Pacific Point Advisors, LLC | 13,699 | $333.3K | 0.03% | 2025-12-31 |
| 121 | WELLS FARGO & COMPANY/MN | 13,241 | $321.8K | 0.02% | 2025-09-30 |
| 122 | Bill Few Associates, Inc. | 13,132 | $319.5K | 0.02% | 2025-12-31 |
| 123 | Sequoia Financial Advisors, LLC | 13,043 | $313.2K | 0.02% | 2025-06-30 |
| 124 | Visionary Wealth Advisors | 12,221 | $297.3K | 0.02% | 2025-12-31 |
| 125 | Fiduciary Trust Co | 12,000 | $292.0K | 0.02% | 2025-12-31 |
| 126 | Vertex Planning Partners, LLC | 11,685 | $284.3K | 0.02% | 2025-12-31 |
| 127 | Alpha Financial Partners, LLC | 11,606 | $282.4K | 0.02% | 2025-12-31 |
| 128 | Brio Consultants, LLC | 11,380 | $276.9K | 0.02% | 2025-12-31 |
| 129 | AE Wealth Management LLC | 10,983 | $267.2K | 0.02% | 2025-12-31 |
| 130 | Envestnet Portfolio Solutions, Inc. | 10,956 | $266.6K | 0.02% | 2025-12-31 |
| 131 | SYNOVUS FINANCIAL CORP | 10,535 | $256.1K | 0.02% | 2025-09-30 |
| 132 | AVANTAX ADVISORY SERVICES, INC. | 10,575 | $252.2K | 0.02% | 2025-06-30 |
| 133 | DAYMARK WEALTH PARTNERS, LLC | 10,280 | $250.1K | 0.02% | 2025-12-31 |
| 134 | Pinnacle Financial Partners, Inc. | 10,139 | $246.8K | 0.02% | 2025-12-31 |
| 135 | Savvy Advisors, Inc. | 9,488 | $230.8K | 0.02% | 2025-12-31 |
| 136 | NewEdge Advisors, LLC | 9,336 | $227.1K | 0.02% | 2025-12-31 |
| 137 | Claro Advisors LLC | 9,000 | $219.0K | 0.02% | 2025-12-31 |
| 138 | Fifth Third Securities, Inc. | 8,586 | $208.9K | 0.01% | 2025-12-31 |
| 139 | Dorsey & Whitney Trust CO LLC | 8,548 | $208.0K | 0.01% | 2025-12-31 |
| 140 | Kestra Advisory Services, LLC | 8,017 | $195.1K | 0.01% | 2025-12-31 |
| 141 | US BANCORP \DE\ | 6,654 | $161.9K | 0.01% | 2025-12-31 |
| 142 | PRINCIPAL SECURITIES, INC. | 5,606 | $136.2K | 0.01% | 2025-09-30 |
| 143 | Wiser Advisor Group LLC | 5,443 | $132.4K | 0.01% | 2025-12-31 |
| 144 | United Community Bank | 5,375 | $130.8K | 0.01% | 2025-12-31 |
| 145 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 5,060 | $123.5K | 0.01% | 2025-12-31 |
| 146 | Dakota Community Bank & Trust NA | 4,985 | $121.3K | 0.01% | 2025-12-31 |
| 147 | ASSETMARK, INC | 4,881 | $118.8K | 0.01% | 2025-12-31 |
| 148 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,724 | $114.9K | 0.01% | 2025-12-31 |
| 149 | Root Financial Partners, LLC | 3,400 | $82.7K | 0.00% | 2025-12-31 |
| 150 | Ameritas Advisory Services, LLC | 3,326 | $80.8K | 0.00% | 2025-09-30 |
| 151 | Signature Equity Partners, LLC | 2,389 | $58.1K | 0.00% | 2025-12-31 |
| 152 | BOKF, NA | 2,170 | $52.8K | 0.00% | 2025-12-31 |
| 153 | Pineridge Advisors LLC | 1,529 | $37.2K | 0.00% | 2025-09-30 |
| 154 | IFP Advisors, Inc | 1,130 | $27.5K | 0.00% | 2025-12-31 |
| 155 | CIBC Private Wealth Group LLC | 1,112 | $27.1K | 0.00% | 2025-12-31 |
| 156 | Tower Research Capital LLC (TRC) | 798 | $19.4K | 0.00% | 2025-12-31 |
| 157 | Global Retirement Partners, LLC | 458 | $11.1K | 0.00% | 2025-12-31 |
| 158 | MCGUIRE CAPITAL ADVISORS INC | 404 | $9.8K | 0.00% | 2025-12-31 |
| 159 | Allworth Financial LP | 390 | $9.3K | 0.00% | 2025-06-30 |
| 160 | Rossby Financial, LCC | 182 | $4.4K | 0.00% | 2025-12-31 |
| 161 | TUCKER ASSET MANAGEMENT LLC | 179 | $4.4K | 0.00% | 2025-12-31 |
| 162 | Janney Capital Management LLC | 58,924 | $1.4K | 0.13% | 2025-12-31 |
| 163 | PARK AVENUE SECURITIES LLC | 53,303 | $1.3K | 0.11% | 2025-12-31 |
| 164 | BNP PARIBAS FINANCIAL MARKETS | 32 | $779 | 0.00% | 2025-12-31 |
| 165 | FLOW TRADERS U.S. LLC | 28,129 | $671 | 0.06% | 2025-06-30 |
| 166 | Janney Montgomery Scott LLC | 21,558 | $525 | 0.04% | 2025-12-31 |
| 167 | Thrivent Financial for Lutherans | 17,815 | $433 | 0.04% | 2025-12-31 |
| 168 | Cambridge Investment Research Advisors, Inc. | 9,232 | $225 | 0.02% | 2025-12-31 |
| 169 | TSFG, LLC | 4,664 | $113 | 0.01% | 2025-12-31 |
| 170 | CWM, LLC | 1,053 | $26 | 0.00% | 2025-12-31 |
| 171 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |