Vault-13

NEW YORK LIFE INVESTMENTS ET HFXI

NYLI FTSE INTERN · ETP · CUSIP 45409B560

112 institutional holders +13 vs Q1 2026
39,765,79739.8m shares reported held*
$1.5bnreported value*
19 new 43 added 32 reduced 6 sold out net bought ≈ $266.3m (+7.0m 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 ($42.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 35Q4 22: 33Q1 23: 35Q2 23: 44Q3 23: 46Q4 23: 58Q1 24: 61Q2 24: 68Q3 24: 69Q4 24: 75Q1 25: 82Q2 25: 82Q3 25: 81Q4 25: 90Q1 26: 99Q2 26: 112112Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202233
Q1 202335
Q2 202344
Q3 202346
Q4 202358
Q1 202461
Q2 202468
Q3 202469
Q4 202475
Q1 202582
Q2 202582
Q3 202581
Q4 202590
Q1 202699
Q2 2026112

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 41 bought or addedQ3 24: 20 cut or sold outQ4 24: 43 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 23 cut or sold outQ2 25: 43 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 34 cut or sold outQ4 25: 54 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 57 bought or addedQ1 26: 35 cut or sold outQ2 26: 62 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244120
Q4 20244321
Q1 20255323
Q2 20254341
Q3 20254134
Q4 20255426
Q1 20265735
Q2 20266238

Biggest buyers

AMERIPRISE FINANCIAL INC Added +2,903,291+2.9m
LPL Financial LLC Added +825,563+825.6k
MORGAN STANLEY Added +751,687+751.7k
BANK OF AMERICA CORP /DE/ Added +548,023+548.0k
UBS Group AG Added +492,833+492.8k
RAYMOND JAMES FINANCIAL INC Added +460,537+460.5k
WCG Wealth Advisors LLC New +235,629+235.6k
TSFG, LLC Added +184,902+184.9k
ROYAL BANK OF CANADA Added +179,434+179.4k
Navigation Group, LLC New +131,729+131.7k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -157,507-157.5k
New York Life Investment Management LLC Reduced -113,101-113.1k
Independent Advisor Alliance Sold out -73,980-74.0k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -65,267-65.3k
JANE STREET GROUP, LLC Reduced -25,962-26.0k
Ameritas Advisory Services, LLC Reduced -17,985-18.0k
FLYNN ZITO CAPITAL MANAGEMENT, LLC Reduced -14,876-14.9k
Cerity Partners LLC Reduced -12,891-12.9k
Private Advisor Group, LLC Reduced -12,818-12.8k
Mariner, LLC Reduced -11,417-11.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 7,601,3147.6m $289.5m $289.5m 0.06% Added +2.9m +2,903,291
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 6,228,9456.2m $237.3m $237.3m 0.01% Added +751.7k +751,687
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,018,2543.0m $115.0m $115.0m 0.01% Added +548.0k +548,023
4 New York Life Investment Management LLC 0.80% of their portfolio New York, NY 3,003,2293.0m $114.4m $114.4m 0.80% Reduced -113.1k -113,101
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,783,9022.8m $106.0m $106.0m 0.03% Added +460.5k +460,537
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,643,8122.6m $100.7m $100.7m 0.02% Added +825.6k +825,563
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,102,9332.1m $80.1m $80.1m 0.01% Added +492.8k +492,833
8 Mariner, LLC 0.06% of their portfolio Overland Park, KS 1,587,8831.6m $60.5m $60.5m 0.06% Reduced -11.4k -11,417
9 Go Invest LLC 10.60% of their portfolio WEST JORDAN, UT 1,184,7421.2m $45.1m $45.1m 10.60% Added +97.8k +97,786
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 899,322899.3k $34.3m $34.3m 0.01% Added +179.4k +179,434
11 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 840,088840.1k $32.0m $32.0m 0.04% Added +13.2k +13,165
12 Mason & Associates Inc 4.02% of their portfolio LOS ANGELES, CA 653,490653.5k $24.9m $24.9m 4.02% Reduced -3.3k -3,349
13 FLYNN ZITO CAPITAL MANAGEMENT, LLC 5.90% of their portfolio GARDEN CITY, NY 570,109570.1k $21.7m $21.7m 5.90% Reduced -14.9k -14,876
14 Landmark Wealth Management, LLC 4.52% of their portfolio MELVILLE, NY 496,162496.2k $18.9m $18.9m 4.52% Added +6.6k +6,589
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 386,956387.0k $14.7m $14.7m 0.00% Added +62.5k +62,510
16 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 382,883382.9k $14.6m $14.6m 0.02% Added +48.8k +48,760
17 Ameritas Investment Partners, Inc. 0.36% of their portfolio LINCOLN, NE 356,633356.6k $13.6m $13.6m 0.36% Added +8.6k +8,620
18 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 288,042288.0k $11.0m $11.0m 0.05% Reduced -4.2k -4,173
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 284,513284.5k $10.8m $10.8m 0.01% Reduced -26.0k -25,962
20 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 268,863268.9k $10.2m $10.2m 0.09% Added +7.6k +7,584
21 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 260,621260.6k $9.9m $9.9m 0.02% Added +12.7k +12,720
22 MARINO, STRAM & ASSOCIATES LLC 1.49% of their portfolio BRAINTREE, MA 245,335245.3k $9.3m $9.3m 1.49% Reduced -5.0k -4,969
23 Gladstone Institutional Advisory LLC 0.29% of their portfolio Bedminster, NJ 243,008243.0k $9.3m $9.3m 0.29% Added +956 +956
24 WCG Wealth Advisors LLC 0.21% of their portfolio LAS VEGAS, NV 235,629235.6k $9.0m $9.0m 0.21% New
25 TSFG, LLC 1.06% of their portfolio LAKE FOREST, IL 221,907221.9k $8.5m $8.5m 1.06% Added +184.9k +184,902
26 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 220,842220.8k $8.4m $8.4m 0.01% Reduced -12.9k -12,891
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 197,851197.9k $7.5m $7.5m 0.01% Added +54.9k +54,902
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 177,722177.7k $6.8m $6.8m 0.01% Added +40.4k +40,431
29 Veridan Wealth LLC 2.28% of their portfolio WEST LINN, OR 171,934171.9k $6.5m $6.5m 2.28% Reduced -4.0k -4,017
30 Prosperity Financial Group, Inc. 1.77% of their portfolio San Ramon, CA 150,274150.3k $5.7m $5.7m 1.77% Added +10.2k +10,206
31 Navigation Group, LLC 0.98% of their portfolio REDWOOD CITY, CA 131,729131.7k $5.0m $5.0m 0.98% New
32 Spartan Wealth Advisory Services LLC 0.38% of their portfolio BINGHAM FARMS, MI 121,238121.2k $4.6m $4.6m 0.38% New
33 OPPENHEIMER & CO INC 0.05% of their portfolio NEW YORK, NY 112,937112.9k $4.3m $4.3m 0.05% Added +4.9k +4,944
34 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 90,84490.8k $3.5m $3.5m 0.02% Reduced -349 -349
35 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 87,53387.5k $3.3m $3.3m 0.02% Reduced -12.8k -12,818
36 Wiser Advisor Group LLC 3.53% of their portfolio PHOENIX, AZ 84,60684.6k $3.2m $3.2m 3.53% Reduced -955 -955
37 Waterloo Capital, L.P. 0.17% of their portfolio AUSTIN, TX 81,24781.2k $3.1m $3.1m 0.17% Added +7.7k +7,697
38 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 80,02280.0k $3.0m $3.0m 0.04% Added +11.4k +11,440
39 Capital Investment Advisors, LLC 0.04% of their portfolio ATLANTA, GA 74,56374.6k $2.8m $2.8m 0.04% Added +17.9k +17,891
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 70,43570.4k $2.7m $2.7m 0.01% Added +66.2k +66,151
41 WESCAP Management Group, Inc. 0.49% of their portfolio Glendale, CA 69,31669.3k $2.6m $2.6m 0.49% Unchanged
42 Oder Investment Management, LLC 1.54% of their portfolio WOODLAND HILLS, CA 60,19460.2k $2.3m $2.3m 1.54% New
43 THOROUGHBRED FINANCIAL SERVICES, LLC 0.11% of their portfolio BRENTWOOD, TN 58,63458.6k $2.2m $2.2m 0.11% Unchanged
44 Redwood Financial Network Corp 1.14% of their portfolio SOLON, OH 53,80253.8k $2.0m $2.0m 1.14% Added +496 +496
45 Peck Wealth Management, LLC 1.69% of their portfolio WHITE PLAINS, NY 52,60752.6k $2.0m $2.0m 1.69% New
46 Intentional Wealth Strategies, LLC 1.79% of their portfolio COLORADO SPRINGS, CO 50,13550.1k $1.9m $1.9m 1.79% Reduced -1.9k -1,944
47 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 47,40447.4k $1.8m $1.8m 0.01% Reduced -5.3k -5,258
48 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 47,09847.1k $1.8m $1.8m 0.01% Added +2.1k +2,126
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 43,01743.0k $1.6m $1.6m 0.02% Reduced -65.3k -65,267
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 40,50140.5k $1.5m $1.5m 0.00% Reduced -157.5k -157,507
51 MONECO ADVISORS, LLC 0.09% of their portfolio FAIRFIELD, CT 37,86537.9k $1.4m $1.4m 0.09% Added +9.0k +9,011
52 Golden State Wealth Management, LLC 0.13% of their portfolio SANTA ANA, CA 36,70536.7k $1.4m $1.4m 0.13% Unchanged
53 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 30,78130.8k $1.2m $1.2m 0.07% Added +24.9k +24,868
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 28,66428.7k $1.1m $1.1m 0.00% Reduced -1.6k -1,641
55 Fortis Group Advisors, LLC 0.17% of their portfolio WESTWOOD, NJ 28,61228.6k $1.1m $1.1m 0.17% Reduced -767 -767
56 ATTICUS WEALTH MANAGEMENT, LLC 0.26% of their portfolio Palm Beach Gardens, FL 28,46628.5k $1.1m $1.1m 0.26% Added +14.2k +14,164
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,78526.8k $1.0m $1.0m 0.00% Reduced -1.4k -1,400
58 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 26,26726.3k $1.0m $1.0m 0.03% New
59 Revisor Wealth Management LLC 0.22% of their portfolio AKRON, OH 24,54024.5k $934.7k $934.7k 0.22% Reduced -4.9k -4,891
60 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 23,63623.6k $900.3k $900.3k 0.00% Reduced -517 -517
61 Indivisible Partners 0.05% of their portfolio CLEARWATER, FL 23,58223.6k $898.3k $898.3k 0.05% Added +2.1k +2,059
62 Hilton Head Capital Partners, LLC 0.41% of their portfolio HILTON HEAD ISLAND, SC 21,35021.4k $813.2k $813.2k 0.41% Reduced -4.9k -4,852
63 MRP Capital Investments, LLC 0.59% of their portfolio ALPHARETTA, GA 21,00021.0k $799.9k $799.9k 0.59% Unchanged
64 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,07515.1k $574.2k $574.2k 0.01% Reduced -7.2k -7,155
65 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 14,80214.8k $563.8k $563.8k 0.01% Unchanged
66 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 14,53614.5k $553.7k $553.7k 0.03% Added +748 +748
67 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 12,96313.0k $493.8k $493.8k 0.01% Added +2.1k +2,120
68 GGM Financial LLC 0.19% of their portfolio COLUMBUS, OH 12,82612.8k $488.5k $488.5k 0.19% Reduced -8 -8
69 Covenant Asset Management, LLC 0.09% of their portfolio CHESTER, NJ 12,81012.8k $487.9k $487.9k 0.09% Added +852 +852
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,91111.9k $453.7k $453.7k 0.00% Added +4.9k +4,873
71 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,77211.8k $448.0k $448.0k 0.00% Added +1.1k +1,092
72 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,21611.2k $427.0k $427.0k 0.00% New
73 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 9,6279.6k $366.7k $366.7k 0.00% Reduced -825 -825
74 Signature Equity Partners, LLC 0.17% of their portfolio COLUMBUS, OH 9,5089.5k $362.2k $362.2k 0.17% Added +4.5k +4,508
75 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 8,8458.8k $336.9k $336.9k 0.03% Reduced -360 -360
76 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 7,8377.8k $293.6k $293.6k 0.01% Added +48 +48
77 Trademark Financial Management, LLC 0.12% of their portfolio Bloomington, MN 7,7427.7k $294.9k $294.9k 0.12% Reduced -69 -69
78 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,4197.4k $282.6k $282.6k 0.00% New
79 FMR LLC 0.00% of their portfolio BOSTON, MA 7,3797.4k $281.1k $281.1k 0.00% Reduced -95 -95
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,0257.0k $267.6k $267.6k 0.00% New
81 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6,4676.5k $246.3k $246.3k 0.00% Reduced -18.0k -17,985
82 TFB Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 6,4356.4k $245.1k $245.1k 0.11% Unchanged
83 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,3936.4k $243.5k $243.5k 0.01% New
84 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 6,3036.3k $240.1k $240.1k 0.02% New
85 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,6085.6k $213.6k $213.6k 0.00% New
86 CATALYST FINANCIAL PARTNERS LLC 0.02% of their portfolio BOSTON, MA 5,5125.5k $210.0k $210.0k 0.02% Reduced -1.3k -1,343
87 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,5843.6k $136.5k $136.5k 0.00% New
88 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,0123.0k $114.7k $114.7k 0.00% Unchanged
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,0982.1k $79.9k $79.9k 0.00% New
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,9001.9k $72.4k $72.4k 0.00% Added +300 +300
91 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,7131.7k $65.2k $65.2k 0.00% Added +1.5k +1,493
92 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 1,4461.4k $55.1k $55.1k 0.00% Unchanged
93 GW&K Investment Management, LLC 0.00% of their portfolio BOSTON, MA 1,3401.3k $51.0k $51.0k 0.00% Unchanged
94 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1581.2k $44.1k $44.1k 0.00% New
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,1181.1k $42.6k $42.6k 0.00% Reduced -2.4k -2,372
96 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 1,0091.0k $38.4k $38.4k 0.00% Added +6 +6
97 MTM Investment Management, LLC 0.01% of their portfolio SPARTANBURG, SC 835835 $31.8k $31.8k 0.01% Unchanged
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 781781 $29.7k $29.7k 0.00% Unchanged
99 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 629629 $24.0k $24.0k 0.00% Unchanged
100 Quent Capital, LLC 0.00% of their portfolio NEW YORK, NY 579579 $22.1k $22.1k 0.00% Unchanged