MMIN institutional holders

NEW YORK LIFE INVTS ACTIVE E · 13F, 2026Q2

Managers holding70
Shares held13,399,909
Reported value$324.4m
Quarter flows11 new, 34 added, 15 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,760,396$91.0m0.0%
BANK OF AMERICA CORP /DE/2,891,352$70.0m0.0%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC694,627$16.8m2.2%
UBS Group AG580,702$14.1m0.0%
ACT Advisors, LLC.555,558$13.5m4.5%
LPL Financial LLC525,286$12.7m0.0%
RTD Financial Advisors, Inc.524,861$12.7m1.4%
Pallas Capital Advisors LLC374,536$9.1m0.3%
RAYMOND JAMES FINANCIAL INC321,463$7.8m0.0%
Gotham Asset Management, LLC314,160$7.6m0.0%
Fluent Financial, LLC279,633$6.8m2.4%
OSAIC HOLDINGS, INC.217,970$5.3m0.0%
Rockefeller Capital Management L.P.156,253$3.8m0.0%
ENVESTNET ASSET MANAGEMENT INC131,607$3.2m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC130,930$3.2m0.0%
Vertex Planning Partners, LLC128,723$3.1m0.5%
ROYAL BANK OF CANADA120,912$2.9m0.0%
Schneider Downs Wealth Management Advisors, LP113,938$2.8m0.3%
JANE STREET GROUP, LLC94,801$2.3m0.0%
Fiduciary Trust Co82,199$2.0m0.0%
CROBAN77,605$1.9m0.8%
Golden State Wealth Management, LLC74,425$1.8m0.2%
Purus Wealth Management, LLC72,795$1.8m0.5%
BCS Wealth Management71,083$1.7m0.3%
Econ Financial Services Corp68,268$1.7m0.8%

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

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