MMSD — New York Life Invts Active E Institutional Holders · Q2 2026
Who owns New York Life Invts Active E (MMSD)? 12 institutions reported holding $119.91M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: New York Life Investment Management LLC ($100.2M), Cetera Investment Advisers ($11.7M), Invenio Wealth Partners LLC ($5.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $100.2M | 4.0M | New |
| 2 | Cetera Investment Advisers | $11.7M | 460,006 | Added |
| 3 | INVENIO WEALTH PARTNERS LLC | $5.6M | 219,844 | New |
| 4 | M Wealth Management, LLC | $1.2M | 48,503 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $542,615 | 21,405 | Added |
| 6 | Royal Bank of Canada | $260,000 | 10,282 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $224,865 | 8,876 | New |
| 8 | JPMORGAN CHASE & CO | $207,560 | 8,162 | New |
| 9 | UBS Group AG | $17,480 | 690 | New |
| 10 | Octavia Wealth Advisors, LLC | $0 | 0 | Exited |
| 11 | Breakwater Capital Group | $0 | 0 | Exited |
| 12 | NEW YORK LIFE INSURANCE CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30