MMCA institutional holders

NEW YORK LIFE INVTS ACTIVE E · 13F, 2026Q2

Managers holding25
Shares held4,948,373
Reported value$107.8m
Quarter flows5 new, 13 added, 4 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
New York Life Investment Management LLC3,273,186$71.3m0.5%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC478,377$10.4m0.0%
Weil Company, Inc.435,765$9.5m1.7%
Cambridge Investment Research Advisors, Inc.168,042$3.7m0.0%
Cetera Investment Advisers156,871$3.4m0.0%
Octavia Wealth Advisors, LLC99,360$2.2m0.2%
Brio Consultants, LLC75,044$1.6m0.2%
GUGGENHEIM CAPITAL LLC34,676$755,5900.0%
Entruity Wealth, LLC32,853$715,8340.5%
Avantax Planning Partners, Inc.29,361$639,7470.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC24,504$533,6850.0%
OSAIC HOLDINGS, INC.21,357$465,3670.0%
OLD MISSION CAPITAL LLC16,953$369,3880.0%
JANE STREET GROUP, LLC16,499$359,4970.0%
SeaCrest Wealth Management, LLC14,928$325,2670.0%
Sprinkle Financial Consultants LLC14,198$309,3600.1%
FF Advisors,LLC13,445$292,9530.1%
Wedmont Private Capital11,448$248,1350.0%
WEALTH ALLIANCE, LLC10,650$232,0530.0%
Ameritas Investment Partners, Inc.7,559$164,6950.0%
CREATIVE FINANCIAL DESIGNS INC /ADV5,450$118,7500.0%
Rockefeller Capital Management L.P.3,267$71,1850.0%
Physician Wealth Advisors, Inc.2,587$56,3690.0%
Sunrise Financial Services, LLC1,450$31,5940.0%
JPMORGAN CHASE & CO543$11,8540.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MMCA"). MMCA price history · All 13F data

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