CUSIP 45409F843
NEW YORK LIFE INVTS ACTIVE E
89 institutions · $406.9M total · 17,183,786 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6,144,016 | $145.2M | 35.75% | 2025-03-31 |
| 2 | MORGAN STANLEY | 3,267,569 | $78.2M | 19.01% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 846,082 | $20.3M | 4.92% | 2025-12-31 |
| 4 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 665,871 | $15.9M | 3.87% | 2025-12-31 |
| 5 | UBS Group AG | 558,484 | $13.4M | 3.25% | 2025-12-31 |
| 6 | ACT Advisors, LLC. | 550,746 | $13.2M | 3.20% | 2025-12-31 |
| 7 | Raymond James Financial Services Advisors, Inc. | 518,554 | $12.7M | 3.01% | 2024-09-30 |
| 8 | RTD Financial Advisors, Inc. | 493,051 | $11.8M | 2.86% | 2025-12-31 |
| 9 | LPL Financial LLC | 388,647 | $9.3M | 2.26% | 2025-12-31 |
| 10 | Pallas Capital Advisors LLC | 375,691 | $9.0M | 2.18% | 2025-12-31 |
| 11 | Fluent Financial, LLC | 190,842 | $4.6M | 1.11% | 2025-12-31 |
| 12 | Royal Bank of Canada | 190,306 | $4.6M | 1.10% | 2025-12-31 |
| 13 | JPMORGAN CHASE & CO | 181,740 | $4.4M | 1.05% | 2024-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 179,518 | $4.3M | 1.04% | 2025-12-31 |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,179 | $4.1M | 1.00% | 2025-12-31 |
| 16 | Marcum Wealth, LLC | 147,030 | $3.5M | 0.85% | 2025-03-31 |
| 17 | BCS Wealth Management | 120,116 | $2.9M | 0.69% | 2025-12-31 |
| 18 | RAYMOND JAMES & ASSOCIATES | 114,283 | $2.8M | 0.66% | 2024-09-30 |
| 19 | Schneider Downs Wealth Management Advisors, LP | 110,927 | $2.7M | 0.64% | 2025-12-31 |
| 20 | Sweet Financial Partners, LLC | 105,184 | $2.6M | 0.61% | 2024-09-30 |
| 21 | JANE STREET GROUP, LLC | 107,415 | $2.6M | 0.62% | 2025-12-31 |
| 22 | OSAIC HOLDINGS, INC. | 100,069 | $2.4M | 0.58% | 2025-12-31 |
| 23 | Rockefeller Capital Management L.P. | 94,400 | $2.3M | 0.54% | 2025-12-31 |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 87,396 | $2.1M | 0.50% | 2025-12-31 |
| 25 | Hilton Head Capital Partners, LLC | 71,514 | $1.7M | 0.41% | 2025-12-31 |
| 26 | Golden State Wealth Management, LLC | 66,941 | $1.6M | 0.38% | 2025-12-31 |
| 27 | Sanctuary Advisors, LLC | 64,587 | $1.5M | 0.37% | 2025-12-31 |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 61,118 | $1.5M | 0.35% | 2025-12-31 |
| 29 | Mariner, LLC | 59,724 | $1.4M | 0.34% | 2025-12-31 |
| 30 | Cetera Investment Advisers | 58,524 | $1.4M | 0.34% | 2025-12-31 |
| 31 | CROBAN | 57,607 | $1.4M | 0.33% | 2025-12-31 |
| 32 | Fiduciary Trust Co | 57,284 | $1.4M | 0.33% | 2025-12-31 |
| 33 | Forefront Analytics, LLC | 52,761 | $1.2M | 0.30% | 2025-06-30 |
| 34 | Elequin Capital, LP | 49,371 | $1.2M | 0.28% | 2025-12-31 |
| 35 | OLD MISSION CAPITAL LLC | 47,987 | $1.1M | 0.27% | 2025-06-30 |
| 36 | Vertex Planning Partners, LLC | 46,075 | $1.1M | 0.26% | 2025-12-31 |
| 37 | GTS SECURITIES LLC | 45,305 | $1.1M | 0.26% | 2025-12-31 |
| 38 | Bank of New York Mellon Corp | 41,478 | $993.0K | 0.24% | 2025-12-31 |
| 39 | Wealthcare Advisory Partners LLC | 38,900 | $931.3K | 0.22% | 2025-12-31 |
| 40 | Purus Wealth Management, LLC | 34,677 | $830.2K | 0.20% | 2025-12-31 |
| 41 | Paulson Wealth Management Inc. | 33,870 | $810.8K | 0.19% | 2025-12-31 |
| 42 | NewEdge Advisors, LLC | 33,991 | $809.3K | 0.19% | 2025-09-30 |
| 43 | CFO4Life Group, LLC | 33,441 | $800.6K | 0.19% | 2025-12-31 |
| 44 | Pine Valley Investments Ltd Liability Co | 32,880 | $782.9K | 0.19% | 2025-12-31 |
| 45 | Private Advisor Group, LLC | 28,442 | $680.9K | 0.16% | 2025-12-31 |
| 46 | Narwhal Capital Management | 23,904 | $572.3K | 0.13% | 2025-12-31 |
| 47 | ASHTON THOMAS SECURITIES, LLC | 21,755 | $534.7K | 0.12% | 2024-09-30 |
| 48 | Landmark Wealth Management, LLC | 20,604 | $493.3K | 0.11% | 2025-12-31 |
| 49 | Syntegra Private Wealth Group, LLC | 20,533 | $491.6K | 0.11% | 2025-12-31 |
| 50 | TRUIST FINANCIAL CORP | 20,282 | $485.6K | 0.11% | 2025-12-31 |
| 51 | NORTHERN TRUST CORP | 18,995 | $452.3K | 0.11% | 2025-09-30 |
| 52 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,364 | $389.6K | 0.09% | 2025-09-30 |
| 53 | CITADEL ADVISORS LLC | 16,470 | $383.9K | 0.09% | 2025-06-30 |
| 54 | Pathstone Holdings, LLC | 15,869 | $378.3K | 0.09% | 2024-12-31 |
| 55 | Stratos Wealth Partners, LTD. | 15,600 | $373.5K | 0.09% | 2025-12-31 |
| 56 | Savvy Advisors, Inc. | 14,614 | $349.8K | 0.08% | 2025-12-31 |
| 57 | MML INVESTORS SERVICES, LLC | 12,869 | $308.1K | 0.07% | 2025-12-31 |
| 58 | HighTower Advisors, LLC | 10,417 | $249.4K | 0.06% | 2025-12-31 |
| 59 | Summit Financial, LLC | 9,528 | $228.9K | 0.05% | 2025-12-31 |
| 60 | CAPTRUST FINANCIAL ADVISORS | 9,131 | $215.8K | 0.05% | 2025-03-31 |
| 61 | Claro Advisors LLC | 9,000 | $215.5K | 0.05% | 2025-12-31 |
| 62 | Snowden Capital Advisors LLC | 8,956 | $215.2K | 0.05% | 2025-12-31 |
| 63 | Stewardship Advisors, LLC | 8,768 | $209.0K | 0.05% | 2024-12-31 |
| 64 | GRIMES & COMPANY, INC. | 8,363 | $205.6K | 0.04% | 2024-09-30 |
| 65 | Americana Partners, LLC | 8,540 | $204.4K | 0.04% | 2025-12-31 |
| 66 | CARY STREET PARTNERS FINANCIAL LLC | 8,476 | $201.8K | 0.04% | 2025-09-30 |
| 67 | COMERICA BANK | 5,994 | $139.7K | 0.03% | 2025-06-30 |
| 68 | Millstone Evans Group, LLC | 5,673 | $135.8K | 0.03% | 2025-12-31 |
| 69 | Physician Wealth Advisors, Inc. | 3,247 | $77.7K | 0.01% | 2025-12-31 |
| 70 | HARBOUR INVESTMENTS, INC. | 3,115 | $73.6K | 0.01% | 2025-03-31 |
| 71 | Tower Research Capital LLC (TRC) | 2,598 | $62.2K | 0.01% | 2025-12-31 |
| 72 | Global Retirement Partners, LLC | 2,500 | $61.5K | 0.01% | 2024-09-30 |
| 73 | Providence Capital Advisors, LLC | 2,074 | $51.0K | 0.01% | 2024-09-30 |
| 74 | Steward Partners Investment Advisory, LLC | 2,000 | $47.9K | 0.01% | 2025-12-31 |
| 75 | MAI Capital Management | 2,000 | $47.9K | 0.01% | 2025-12-31 |
| 76 | Kestra Advisory Services, LLC | 1,901 | $45.5K | 0.01% | 2025-12-31 |
| 77 | MRP Capital Investments, LLC | 1,900 | $45.5K | 0.01% | 2025-12-31 |
| 78 | ASSETMARK, INC | 1,608 | $38.5K | 0.00% | 2025-12-31 |
| 79 | Farther Finance Advisors, LLC | 833 | $19.7K | 0.00% | 2025-03-31 |
| 80 | Sound Income Strategies, LLC | 457 | $11.0K | 0.00% | 2025-12-31 |
| 81 | AE Wealth Management LLC | 355 | $8.5K | 0.00% | 2025-12-31 |
| 82 | Christopher J. Hasenberg, Inc | 111 | $2.7K | 0.00% | 2024-09-30 |
| 83 | FLOW TRADERS U.S. LLC | 66,345 | $1.5K | 0.38% | 2025-06-30 |
| 84 | HRT FINANCIAL LP | 21,354 | $497 | 0.12% | 2025-06-30 |
| 85 | Cambridge Investment Research Advisors, Inc. | 20,706 | $496 | 0.12% | 2025-12-31 |
| 86 | Janney Montgomery Scott LLC | 13,384 | $316 | 0.07% | 2025-03-31 |
| 87 | WELLS FARGO & COMPANY/MN | 0 | $1 | 0.00% | 2025-12-31 |
| 88 | AdvisorNet Financial, Inc | 0 | $0 | 0.00% | 2024-12-31 |
| 89 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |