| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Weil Company, Inc. | 14% | $9,599,170 | 440,127 | Weil Company, Inc. | 30 Jun 2025 |
As of 31 Dec 2025, 19 institutional investors reported holding 2,576,138 shares of New York Life Investments Active ETF Trust - Common Stock - ETF (MMCA). This represents 82% of the company’s total 3,152,167 outstanding shares.
The largest institutional shareholders of New York Life Investments Active ETF Trust - Common Stock - ETF (MMCA) together control 82% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | 37% | 1,151,544 | 5.5% | $25,132,448 | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 15% | 485,049 | 0% | 0.09% | $10,586,194 |
| Weil Company, Inc. | 14% | 440,127 | +2.7% | 2.2% | $9,605,767 |
| Octavia Wealth Advisors, LLC | 3.9% | 123,871 | +50% | 0.26% | $2,710,741 |
| Entruity Wealth, LLC | 3.7% | 115,356 | +4.7% | 1.8% | $2,517,645 |
| FF Advisors,LLC | 1.6% | 48,891 | 0.48% | $1,067,046 | |
| Brio Consultants, LLC | 1.5% | 48,046 | +2.1% | 0.14% | $1,048,604 |
| JANE STREET GROUP, LLC | 1% | 33,041 | +26% | 0% | $721,120 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.77% | 24,429 | +0.32% | 0.04% | $533,173 |
| Cetera Investment Advisers | 0.72% | 22,760 | 0% | $496,738 | |
| OLD MISSION CAPITAL LLC | 0.7% | 22,126 | +124% | 0.02% | $482,899 |
| Avantax Planning Partners, Inc. | 0.48% | 15,006 | 0.01% | $327,506 | |
| Rockefeller Capital Management L.P. | 0.4% | 12,550 | 0% | $273,904 | |
| Wedmont Private Capital | 0.36% | 11,448 | 0% | 0.01% | $250,950 |
| WEALTH ALLIANCE, LLC | 0.34% | 10,650 | 0% | 0.02% | $232,436 |
| Ameritas Investment Partners, Inc. | 0.21% | 6,500 | 0% | 0% | $141,863 |
| Physician Wealth Advisors, Inc. | 0.08% | 2,644 | 0% | 0.01% | $57,706 |
| OSAIC HOLDINGS, INC. | 0.04% | 1,400 | 0% | $30,562 | |
| Sunrise Financial Services, LLC | 0.02% | 700 | 0% | 0.01% | $15,278 |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 | |
| UBS Group AG | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,576,138 | $56,232,580 | +$28,625,609 | $21.82 | 19 |
| 2025 Q3 | 1,264,020 | $27,473,655 | +$4,115,961 | $21.74 | 14 |
| 2025 Q2 | 1,074,920 | $22,906,560 | -$26,764 | $21.31 | 9 |
| 2025 Q1 | 1,076,025 | $22,983,882 | +$837,581 | $21.36 | 8 |
| 2024 Q4 | 1,036,810 | $22,150,114 | -$6,362,201 | $21.36 | 9 |
| 2024 Q3 | 1,223,586 | $35,062,817 | +$1,312,423 | $21.82 | 8 |
| 2024 Q2 | 829,747 | $17,797,939 | -$1,528,021 | $21.45 | 6 |
| 2024 Q1 | 900,681 | $19,553,920 | +$1,693,345 | $21.71 | 8 |
| 2023 Q4 | 822,552 | $17,915,182 | -$7,702,818 | $21.78 | 6 |
| 2023 Q3 | 1,222,345 | $25,407,493 | -$9,348,188 | $20.78 | 5 |
| 2023 Q2 | 1,662,794 | $35,710,170 | -$8,926,019 | $21.48 | 5 |
| 2023 Q1 | 2,078,282 | $45,150,677 | +$470,600 | $21.72 | 5 |
| 2022 Q4 | 2,056,622 | $43,919,164 | -$775,849 | $21.36 | 5 |
| 2022 Q3 | 2,092,953 | $43,555,000 | +$1,189,606 | $20.81 | 5 |
| 2022 Q2 | 2,035,801 | $23,722,000 | -$44,628,095 | $21.54 | 5 |
| 2022 Q1 | 2,977,597 | $68,351,000 | -$93,000 | $22.96 | 3 |
| 2021 Q4 | 2,979,885 | $74,507,000 | +$74,507,000 | $25.00 | 3 |