MMSD institutional holders

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

Managers holding9
Shares held4,733,178
Reported value$119.9m
Quarter flows5 new, 3 added, 1 trimmed, 3 exited

Top 9 holders

ManagerSharesValue% of manager's 13F
New York Life Investment Management LLC3,955,410$100.2m0.7%
Cetera Investment Advisers460,006$11.7m0.0%
INVENIO WEALTH PARTNERS LLC219,844$5.6m2.0%
M Wealth Management, LLC48,503$1.2m1.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,405$542,6150.0%
ROYAL BANK OF CANADA10,282$260,0000.0%
JANE STREET GROUP, LLC8,876$224,8650.0%
JPMORGAN CHASE & CO8,162$207,5600.0%
UBS Group AG690$17,4800.0%

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

Get a free API keySee history bundlesDownload free samples