Vault-13

NEW YORK LIFE INVESTMENTS ET LRND

NYLI US LC R&D L · ETP · CUSIP 45409B263

6 institutional holders +1 vs Q1 2026
8,617,4128.6m shares reported held*
$380.0mreported value*
2 new 2 added 1 reduced 1 sold out net bought ≈ $139.7m (+3.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $44.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 4Q3 23: 3Q4 23: 5Q1 24: 4Q2 24: 3Q3 24: 4Q4 24: 4Q1 25: 5Q2 25: 6Q3 25: 2Q4 25: 5Q1 26: 5Q2 26: 66Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 20234
Q3 20233
Q4 20235
Q1 20244
Q2 20243
Q3 20244
Q4 20244
Q1 20255
Q2 20256
Q3 20252
Q4 20255
Q1 20265
Q2 20266

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 0 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 0 cut or sold outQ2 25: 3 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 4 cut or sold outQ4 25: 4 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 3 cut or sold outQ2 26: 4 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202420
Q4 202421
Q1 202520
Q2 202532
Q3 202504
Q4 202540
Q1 202643
Q2 202642

Biggest buyers

New York Life Investment Management LLC Added +3,180,497+3.2m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,684+11.7k
UBS Group AG New +319+319
Sankala Group LLC Added +240+240

Biggest sellers

GTS SECURITIES LLC Sold out -22,354-22.4k
GOLDMAN SACHS GROUP INC Reduced -2,225-2.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 2.65% of their portfolio New York, NY 8,599,8988.6m $379.3m $379.3m 2.65% Added +3.2m +3,180,497
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,68411.7k $515.3k $515.3k 0.00% New
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,7004.7k $207.3k $207.3k 0.00% Reduced -2.2k -2,225
4 Sankala Group LLC 0.03% of their portfolio LYONS, CO 810810 $37.5k $37.5k 0.03% Added +240 +240
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 319319 $14.1k $14.1k 0.00% New
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $54 $54 0.00% Unchanged