Who Owns NEW YORK LIFE INVTS ACTIVE E (MMCA)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $105.9M of NEW YORK LIFE INVTS ACTIVE E (MMCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($71.3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($10.4M), Weil Company, Inc. ($9.5M), Cetera Investment Advisers ($3.4M), Octavia Wealth Advisors, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $71.3M | 3.3M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.4M | 478,377 | Added |
| 3 | Weil Company, Inc. | $9.5M | 435,765 | Added |
| 4 | Cetera Investment Advisers | $3.4M | 156,871 | Added |
| 5 | Octavia Wealth Advisors, LLC | $2.2M | 99,360 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.8M | 84,021 | Added |
| 7 | Brio Consultants, LLC | $1.6M | 75,044 | Added |
| 8 | GUGGENHEIM CAPITAL LLC | $755,590 | 34,676 | New |
| 9 | Entruity Wealth, LLC | $715,834 | 32,853 | Trimmed |
| 10 | Avantax Planning Partners, Inc. | $639,747 | 29,361 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533,685 | 24,504 | Added |
| 12 | OSAIC HOLDINGS, INC. | $465,367 | 21,357 | Added |
| 13 | OLD MISSION CAPITAL LLC | $369,388 | 16,953 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $359,497 | 16,499 | Trimmed |
| 15 | SeaCrest Wealth Management, LLC | $325,267 | 14,928 | Added |
| 16 | Sprinkle Financial Consultants LLC | $309,360 | 14,198 | New |
| 17 | FF Advisors,LLC | $292,953 | 13,445 | New |
| 18 | Wedmont Private Capital | $248,135 | 11,448 | Hold |
| 19 | WEALTH ALLIANCE, LLC | $232,053 | 10,650 | Hold |
| 20 | Ameritas Investment Partners, Inc. | $164,695 | 7,559 | Added |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $118,750 | 5,450 | New |
| 22 | Rockefeller Capital Management L.P. | $71,185 | 3,267 | Added |
| 23 | Physician Wealth Advisors, Inc. | $56,369 | 2,587 | Added |
| 24 | Sunrise Financial Services, LLC | $31,594 | 1,450 | Hold |
| 25 | JPMORGAN CHASE & CO | $11,854 | 543 | New |
Source: SEC Form 13F filings · as of 2026-06-30