New York Life Invts Active E (SECR): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

1 concentrated manager holds it with a median weight of 0.0%.

Concentrated managers

All 13F: 8

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.38

-1.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Change in managers (1 → 1): 0 opened · 0 exited = 0

Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

MacKay Shields$292K0.0%

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of SECR (all 13F filers)

New York Life Investment Management7.0 MType not verified+2.2 M
Envestnet Asset Management302 KWealth adviser+29 K
Integrated Wealth Concepts80 KWealth adviser+2,825
Prosperity Financial Group43 KType not verified+6,533
Cetera Investment Advisers33 KWealth adviser+1,753
Citadel Advisors15 KQuant or multi-manager−6,891
MacKay Shieldsconcentrated12 KInvestment firm0
UBS Group70Bank or trading desk+21

Filer	Type
New York Life Investment Management	Type not verified	7.0 M	+2.2 M	$178M
Envestnet Asset Management	Wealth adviser	302 K	+29 K	$7.7M
Integrated Wealth Concepts	Wealth adviser	80 K	+2,825	$2.0M
Prosperity Financial Group	Type not verified	43 K	+6,533	$1.1M
Cetera Investment Advisers	Wealth adviser	33 K	+1,753	$848K
Citadel Advisors	Quant or multi-manager	15 K	−6,891	$377K
MacKay Shieldsconcentrated	Investment firm	12 K	0	$292K
UBS Group	Bank or trading desk	70	+21	$1.8K

New York Life Investment Management
Shares
7.0 M
Change
+2.2 M
See more
Type
Type not verified
Value
$178M
Envestnet Asset Management
Shares
302 K
Change
+29 K
See more
Type
Wealth adviser
Value
$7.7M
Integrated Wealth Concepts
Shares
80 K
Change
+2,825
See more
Type
Wealth adviser
Value
$2.0M
Prosperity Financial Group
Shares
43 K
Change
+6,533
See more
Type
Type not verified
Value
$1.1M
Cetera Investment Advisers
Shares
33 K
Change
+1,753
See more
Type
Wealth adviser
Value
$848K
Citadel Advisors
Shares
15 K
Change
−6,891
See more
Type
Quant or multi-manager
Value
$377K
MacKay Shieldsconcentrated
Shares
12 K
Change
0
See more
Type
Investment firm
Value
$292K
UBS Group
Shares
70
Change
+21
See more
Type
Bank or trading desk
Value
$1.8K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗