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Disclosery

MNA NYLIM ETF TR

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NYLI MERGER ARBI (fund)

79 managers (80 13F filers) reported a position in MNA shares at 2026-03-31, 4,646,052 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
79
13F filers
80
New
8
Added
25
Reduced
31
Sold out
12
Shares held by filers
4,646,052

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…767,320$27.9M0.24%-90,09313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY726,092$26.4M<0.01%+6,15613F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC554,304$20.1M1.07%+6,73313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding295,472$10.7M+29,112Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,035$6.94M<0.01%-80,12713F-HRTimelineGroup
ASPIRIANT, LLC170,215$6.19M0.18%+18,54813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC144,540$5.25M<0.01%-140,00013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.146,075$5.23M0.03%+6,00513F-HRTimelineGroup
IHT Wealth Management, LLC141,492$5.14M0.12%-2,65813F-HRTimeline
B. Riley Wealth Advisors, Inc.117,843$4.26M0.28%+12,12413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,205$3.75M<0.01%-12,55713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC77,133$2.8M0.13%-34,86013F-HRTimeline
LPL Financial LLC76,116$2.77M<0.01%-8,09613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,924$2.76M<0.01%-2,38713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC74,526$2.71M0.01%-12213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,955$2.32M<0.01%-1,62313F-HRTimelineGroup
Collaborative Fund Advisors, LLC60,965$2.22M1.37%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.60,145$2.19M0.16%-49013F-HRTimelineGroup
Atria Investments, Inc56,442$2.05M0.02%+48,12913F-HRTimeline
First Heartland Consultants, Inc.55,395$2.01M0.15%+48,11413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,824$1.96M<0.01%+28,27513F-HRTimelineGroup
Cetera Investment Advisers52,412$1.91M<0.01%+1,33413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,164$1.75M<0.01%-3,71113F-HRTimeline
Farther Finance Advisors, LLC40,177$1.45M0.01%+3,55513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,378$1.43M<0.01%-64,34313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,291$1.32M<0.01%-41,42613F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management32,745$1.19M<0.01%new13F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC28,045$1.02M0.28%-7,46813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,283$919K<0.01%-1,35013F-HRTimelineGroup
OneDigital Investment Advisors LLC21,656$787K0.01%-8,82813F-HRTimeline
Orion Porfolio Solutions, LLC20,480$744K0.01%-91313F-HRTimeline
Cambridge Investment Research Advisors,…20,289$738K<0.01%-82513F-HRTimeline
Focus Financial Network, Inc.18,142$659K0.02%-1,50213F-HRTimeline
Stonehearth Capital Management, LLC17,408$633K0.25%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,296$629K<0.01%+77413F-HR/ATimelineGroup
OLD NATIONAL BANCORP /IN/17,225$626K0.01%+1,33013F-HRTimeline
Duncan Williams Asset Management, LLC15,042$547K0.15%-24413F-HRTimeline
Advisor Resource Council15,012$546K0.22%+1,05413F-HRTimeline
Good Steward Wealth Advisors,LLC13,383$486K0.31%+98713F-HRTimeline
Integrated Advisors Network LLC13,260$482K0.03%+11413F-HRTimeline
McAdam, LLC10,449$380K0.02%+4813F-HRTimeline
Summit Financial, LLC10,255$373K<0.01%+1513F-HRTimeline
MAI Capital Management10,069$366K<0.01%-2,65713F-HRTimeline
Hyundai Investments Co., Ltd.10,030$363K0.41%-2,12413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,908$360K<0.01%-2,69913F-HRTimelineGroup
City Center Advisors, LLC9,139$332K0.31%+2,07413F-HRTimeline
Legacy Financial Strategies, LLC8,612$313K0.06%+2,19513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,851$285K0.01%-43013F-HRTimelineGroup
Comprehensive Money Management Services…7,526$274K0.18%013F-HRTimeline
RHS Financial, LLC6,870$250K0.12%+55313F-HRTimeline
Parallel Advisors, LLC6,718$244K<0.01%+1,01013F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,697$244K-35Timeline
Perigon Wealth Management, LLC6,256$227K<0.01%-10913F-HRTimeline
Capital Asset Managemnet, LLC6,206$226K0.25%013F-HRTimeline
NewEdge Advisors, LLC6,106$222K<0.01%013F-HR/ATimeline
MRP Capital Investments, LLC5,100$185K0.16%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,725$135K0.01%+2413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,937$70.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,568$57K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,308$47.5K0.02%-32813F-HRTimeline
CWM, LLCin group CWM, LLC1,001$36.4K<0.01%013F-HRTimelineGroup
ESL Trust Services, LLC953$34.6K0.01%-1,43013F-HRTimeline
Scarborough Advisors, LLC673$24.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.622$22.6K<0.01%-6713F-HRTimeline
Advisory Services Network, LLC534$19.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC513$18.7K<0.01%+40313F-HRTimelineGroup
2UniFi Bank500$18.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC447$16.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…256$9.3K<0.01%013F-HRTimeline
PROTECTIVE LIFE CORP182$6.62K0.02%new13F-HRTimeline
Allworth Financial LP131$4.76K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77$2.8K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC53$1.93K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG47$1.71K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12$435<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC6$218<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4$152<0.01%013F-HRTimeline
Smartleaf Asset Management LLC4$145<0.01%-6,34013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$38<0.01%-3,05113F-HRTimeline