9 institutions reported holding $160.1M of NEW YORK LIFE INVTS ACTIVE E (SECR) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($122.6M), NEW YORK LIFE INSURANCE CO ($26.0M), ENVESTNET ASSET MANAGEMENT INC ($7.0M), Integrated Wealth Concepts LLC ($2.0M), Prosperity Financial Group, Inc. ($939,318). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $122.6M | 4.8M | Added |
| 2 | NEW YORK LIFE INSURANCE CO | $26.0M | 1.0M | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 272,232 | Added |
| 4 | Integrated Wealth Concepts LLC | $2.0M | 77,031 | New |
| 5 | Prosperity Financial Group, Inc. | $939,318 | 36,619 | Added |
| 6 | Cetera Investment Advisers | $811,909 | 31,652 | Added |
| 7 | CITADEL ADVISORS LLC | $558,014 | 21,754 | Added |
| 8 | MACKAY SHIELDS LLC | $295,090 | 11,504 | Added |
| 9 | UBS Group AG | $1,257 | 49 | Added |
Source: SEC Form 13F filings · as of 2026-03-31