5 institutions reported holding $119.2M of NEW YORK LIFE INVTS ACTIVE E (IQHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($118.9M), RAYMOND JAMES FINANCIAL INC ($374,850), Triumph Capital Management ($4,933), ACTION POINT FINANCIAL PLANNING, LLC ($757), CITADEL ADVISORS LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $118.9M | 4.6M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $374,850 | 14,515 | Trimmed |
| 3 | Triumph Capital Management | $4,933 | 191 | Hold |
| 4 | ACTION POINT FINANCIAL PLANNING, LLC | $757 | 29 | New |
| 5 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30