NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / NYLI MERGER ARBI
Total 13F shares
4,909,321
Share change
+429,374
Total reported value
$175,719,036
Price per share
$35.79
Number of holders
84
Value change
+$15,367,553
Number of buys
39
Number of sells
39

Institutional Holders of NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) as of Q4 2025

As of 31 Dec 2025, NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) was held by 84 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,909,321 shares. The largest 10 holders included NEW YORK LIFE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, OPPENHEIMER ASSET MANAGEMENT INC., ASPIRIANT, LLC, IHT Wealth Management, LLC, Equitable Holdings, Inc., and ROYAL BANK OF CANADA. This page lists 84 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.