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Disclosery

MNA NEW YORK LIFE INVESTMENTS ET

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NYLI MERGER ARBI (fund)

81 managers (83 13F filers) reported a position in MNA shares at 2026-06-30, 5,118,846 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
81
13F filers
83
New
10
Added
29
Reduced
28
Sold out
8
Shares held by filers
5,118,846

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…957,745$34.9M0.24%+190,42513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY689,812$25.2M<0.01%-36,28013F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC571,652$20.9M1.16%+17,34813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding326,727$11.9M+31,255Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,252$6.83M<0.01%-3,78313F-HRTimelineGroup
ASPIRIANT, LLC181,887$6.64M0.16%+11,67213F-HRTimeline
One Capital Management, LLC180,668$6.57M0.18%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.158,230$5.77M0.03%+12,15513F-HRTimelineGroup
Savant Capital, LLC147,780$5.38M0.02%+73,25413F-HRTimeline
IHT Wealth Management, LLC144,592$5.27M0.11%+3,10013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,940$5.25M<0.01%-60013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.118,488$4.32M0.24%+64513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,581$3.63M<0.01%-3,62413F-HRTimelineGroup
Atria Investments, Inc80,928$2.95M0.03%+24,48613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC80,076$2.92M0.12%+2,94313F-HRTimeline
First Heartland Consultants, Inc.79,995$2.92M0.19%+24,60013F-HRTimeline
LPL Financial LLC77,610$2.83M<0.01%+1,49413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,286$2.64M<0.01%-3,63813F-HRTimeline
Cetera Investment Advisers69,431$2.53M<0.01%+17,01913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.58,222$2.12M0.14%-1,92313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,949$2.11M<0.01%+4,12513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,938$1.64M<0.01%-3,22613F-HRTimeline
Farther Finance Advisors, LLC40,957$1.49M0.01%+78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,333$1.4M<0.01%-25,62213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,947$1.38M<0.01%-1,43113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management36,585$1.33M<0.01%+3,84013F-HRTimelineGroup
Collaborative Fund Advisors, LLC30,821$1.12M0.65%-30,14413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC26,262$958K0.23%-1,78313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,435$891K<0.01%-84813F-HRTimelineGroup
Orion Porfolio Solutions, LLC21,721$792K0.01%+1,24113F-HRTimeline
OneDigital Investment Advisors LLC17,917$654K0.01%-3,73913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,514$639K<0.01%+21813F-HRTimelineGroup
Focus Financial Network, Inc.17,335$632K0.02%-80713F-HRTimeline
Hyundai Investments Co., Ltd.17,269$630K0.68%+7,23913F-HRTimeline
Stonehearth Capital Management, LLC16,411$599K0.2%-99713F-HRTimeline
Advisor Resource Council16,360$592K0.2%+1,34813F-HRTimeline
OLD NATIONAL BANCORP /IN/15,920$581K0.01%-1,30513F-HRTimeline
Cambridge Investment Research Advisors,…15,865$579K<0.01%-4,42413F-HR/ATimeline
Integrated Advisors Network LLC13,626$497K0.02%+36613F-HRTimeline
Good Steward Wealth Advisors,LLC13,576$495K0.3%+19313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,394$489K+6,697Timeline
Duncan Williams Asset Management, LLC13,008$475K0.11%-2,03413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,777$430K<0.01%+1,86913F-HRTimelineGroup
RHS Financial, LLC11,375$415K0.17%+4,50513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,505$383K<0.01%new13F-HRTimelineGroup
City Center Advisors, LLC9,982$364K0.29%+84313F-HRTimeline
Summit Financial, LLC9,974$364K<0.01%-28113F-HRTimeline
MAI Capital Management9,330$340K<0.01%-73913F-HRTimeline
NewEdge Advisors, LLC8,453$308K<0.01%+2,34713F-HRTimeline
Legacy Financial Strategies, LLC8,092$295K0.05%-52013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,851$286K0.01%013F-HRTimelineGroup
Comprehensive Money Management Services…6,876$251K0.16%-65013F-HRTimeline
Perigon Wealth Management, LLC6,834$249K<0.01%+57813F-HRTimeline
Parallel Advisors, LLC6,718$245K<0.01%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC6,463$236K0.02%new13F-HRTimeline
Global Retirement Partners, LLC6,402$234K<0.01%13F-HRTimeline
Belpointe Asset Management LLC5,538$202K0.01%new13F-HRTimeline
MRP Capital Investments, LLC5,000$182K0.13%-10013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,682$134K0.01%-4313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,337$85.3K<0.01%+40013F-HRTimelineGroup
IFP Advisors, Inc1,568$57.2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,432$52.2K0.02%+12413F-HRTimeline
ESL Trust Services, LLC693$25.3K<0.01%-26013F-HRTimeline
HARBOUR INVESTMENTS, INC.622$22.7K<0.01%013F-HRTimeline
NBH Bank500$18.2K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC447$16.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…256$9.34K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC177$6.45K0.01%new13F-HRTimeline
Arax Advisory Partners156$5.69K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155$5.65K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC133$4.86K<0.01%-38013F-HRTimelineGroup
Allworth Financial LP131$4.78K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC109$3.99K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC78$2.85K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77$2.81K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC53$1.93K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$365<0.01%-213F-HRTimelineGroup
CoreCap Advisors, LLC6$219<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4$153<0.01%013F-HRTimeline
Smartleaf Asset Management LLC4$146<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$38<0.01%013F-HRTimeline