Who Owns NEW YORK LIFE INVESTMENTS ET (QAI)? -- Institutional Holders (2026-03-31)
105 institutions reported holding $662.2M of NEW YORK LIFE INVESTMENTS ET (QAI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tredje AP-fonden ($214.1M), MORGAN STANLEY ($91.6M), Alaska Permanent Capital Management, LLC ($55.4M), Royal Bank of Canada ($42.6M), Alaska Wealth Advisors ($36.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tredje AP-fonden | $214.1M | 6.3M | Hold |
| 2 | MORGAN STANLEY | $91.6M | 2.7M | Trimmed |
| 3 | Alaska Permanent Capital Management, LLC | $55.4M | 1.6M | Added |
| 4 | Royal Bank of Canada | $42.6M | 1.2M | Added |
| 5 | Alaska Wealth Advisors | $36.1M | 1.1M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $26.4M | 772,663 | Added |
| 7 | Verdence Capital Advisors LLC | $25.5M | 747,275 | Added |
| 8 | Focus Partners Wealth | $20.1M | 588,410 | Trimmed |
| 9 | CAPTRUST FINANCIAL ADVISORS | $19.6M | 575,117 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.8M | 404,742 | Added |
| 11 | Pitcairn Wealth Advisors LLC | $12.4M | 368,985 | Trimmed |
| 12 | UBS Group AG | $9.5M | 277,647 | Trimmed |
| 13 | UMB BANK N A/MO | $7.4M | 216,880 | Trimmed |
| 14 | Endowment Wealth Management, Inc. | $7.4M | 216,639 | Trimmed |
| 15 | ASPIRIANT, LLC | $6.7M | 196,822 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $5.0M | 147,485 | Trimmed |
| 17 | Live Oak Investment Partners | $4.6M | 135,894 | Added |
| 18 | OSAIC HOLDINGS, INC. | $4.4M | 129,669 | Trimmed |
| 19 | BROWN WEALTH MANAGEMENT, LLC | $4.4M | 128,608 | Trimmed |
| 20 | FIFTH THIRD BANCORP | $4.0M | 116,385 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 107,427 | Added |
| 22 | Darwin Wealth Management, LLC | $3.4M | 100,599 | Trimmed |
| 23 | Baron Financial Group, LLC | $3.4M | 98,371 | Added |
| 24 | LFA - Lugano Financial Advisors SA | $3.3M | 98,012 | Trimmed |
| 25 | LPL Financial LLC | $2.9M | 86,248 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31