5 institutions reported holding $7.3M of NEW YORK LIFE INVTS ACTIVE E (MMSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: INVENIO WEALTH PARTNERS LLC ($5.6M), M Wealth Management, LLC ($1.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($542,615), Octavia Wealth Advisors, LLC ($0), Breakwater Capital Group ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INVENIO WEALTH PARTNERS LLC | $5.6M | 219,844 | New |
| 2 | M Wealth Management, LLC | $1.2M | 48,503 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $542,615 | 21,405 | Added |
| 4 | Octavia Wealth Advisors, LLC | $0 | 0 | Exited |
| 5 | Breakwater Capital Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30