HFXI institutional holders

NEW YORK LIFE INVESTMENTS ET · 13F, 2026Q2

Managers holding112
Shares held39,766,915
Reported value$1.5bn
Quarter flows20 new, 43 added, 32 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC7,601,314$289.5m0.1%
MORGAN STANLEY6,228,945$237.3m0.0%
BANK OF AMERICA CORP /DE/3,018,254$115.0m0.0%
New York Life Investment Management LLC3,003,229$114.4m0.8%
RAYMOND JAMES FINANCIAL INC2,783,902$106.0m0.0%
LPL Financial LLC2,643,812$100.7m0.0%
UBS Group AG2,102,933$80.1m0.0%
Mariner, LLC1,587,883$60.5m0.1%
Go Invest LLC1,184,742$45.1m10.6%
ROYAL BANK OF CANADA899,322$34.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC840,088$32.0m0.0%
Mason & Associates Inc653,490$24.9m4.0%
FLYNN ZITO CAPITAL MANAGEMENT, LLC570,109$21.7m6.1%
Landmark Wealth Management, LLC496,162$18.9m4.5%
ENVESTNET ASSET MANAGEMENT INC386,956$14.7m0.0%
OSAIC HOLDINGS, INC.382,883$14.6m0.0%
Ameritas Investment Partners, Inc.356,633$13.6m0.4%
Sanctuary Advisors, LLC288,042$11.0m0.1%
JANE STREET GROUP, LLC284,513$10.8m0.0%
Concurrent Investment Advisors, LLC268,863$10.2m0.1%
Rockefeller Capital Management L.P.260,621$9.9m0.0%
MARINO, STRAM & ASSOCIATES LLC245,335$9.3m1.5%
Gladstone Institutional Advisory LLC243,008$9.3m0.3%
WCG Wealth Advisors LLC235,629$9.0m0.2%
TSFG, LLC221,907$8.5m1.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HFXI"). HFXI price history · All 13F data

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