9 institutions reported holding $189.9M of NEW YORK LIFE INVTS ACTIVE E (SECR) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($177.6M), ENVESTNET ASSET MANAGEMENT INC ($7.7M), Integrated Wealth Concepts LLC ($2.0M), Prosperity Financial Group, Inc. ($1.1M), Cetera Investment Advisers ($847,769). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $177.6M | 7.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 301,569 | Added |
| 3 | Integrated Wealth Concepts LLC | $2.0M | 79,856 | Added |
| 4 | Prosperity Financial Group, Inc. | $1.1M | 43,152 | Added |
| 5 | Cetera Investment Advisers | $847,769 | 33,405 | Added |
| 6 | CITADEL ADVISORS LLC | $377,201 | 14,863 | Trimmed |
| 7 | MACKAY SHIELDS LLC | $291,954 | 11,504 | Hold |
| 8 | UBS Group AG | $1,776 | 70 | Added |
| 9 | NEW YORK LIFE INSURANCE CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30