MMIN — NEW YORK LIFE INVTS ACTIVE E
As of Q2 2026, 7 SEC-registered investment managers reported holding MMIN (NEW YORK LIFE INVTS ACTIVE E) in their latest 13F filings, with a combined reported value of $176.87M across 7.31M shares. That is +5.0% by share count (+350.24K shares) versus the previous quarter, while reported value moved +7.3%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.76M | $91.04M | 0.01% | Reduce |
| Bank of America Corp history | 2.89M | $70.00M | 0.01% | Add |
| UBS Group AG history | 580.70K | $14.06M | 0.01% | Add |
| Wells Fargo & Co history | 32.37K | $783.62K | 0.00% | New |
| Citadel Advisors history | 22.46K | $543.85K | 0.00% | Reduce |
| BNY Mellon history | 14.12K | $341.84K | 0.00% | Hold |
| JPMorgan Chase & Co history | 4.20K | $101.94K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.13M | $97.86M | 0.01% | Add |
| Bank of America Corp history | 2.22M | $52.75M | 0.00% | Add |
| UBS Group AG history | 552.99K | $13.11M | 0.00% | Reduce |
| Citadel Advisors history | 36.02K | $854.03K | 0.00% | New |
| BNY Mellon history | 14.12K | $334.77K | 0.00% | Reduce |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.27M | $78.23M | 0.01% | Add |
| Bank of America Corp history | 1.45M | $34.75M | 0.00% | Add |
| UBS Group AG history | 558.48K | $13.37M | 0.00% | Reduce |
| BNY Mellon history | 41.48K | $993.02K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.93M | $69.72M | 0.00% | Add |
| Bank of America Corp history | 1.41M | $33.62M | 0.00% | Add |
| UBS Group AG history | 678.39K | $16.15M | 0.00% | Reduce |
| BNY Mellon history | 49.11K | $1.17M | 0.00% | Reduce |
| Northern Trust Corp history | 19.00K | $452.27K | 0.00% | New |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.78M | $64.79M | 0.00% | Add |
| Morgan Stanley history | 2.78M | $64.79M | 0.00% | Add |
| Bank of America Corp history | 1.05M | $24.43M | 0.00% | Reduce |
| UBS Group AG history | 729.06K | $16.99M | 0.00% | Add |
| BNY Mellon history | 54.07K | $1.26M | 0.00% | Add |
| Citadel Advisors history | 16.47K | $383.92K | 0.00% | New |
| Citadel Advisors history | 16.47K | $383.92K | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.25M | $53.26M | 0.00% | Add |
| Morgan Stanley history | 2.25M | $53.26M | 0.00% | Add |
| Bank of America Corp history | 1.18M | $27.81M | 0.00% | Reduce |
| UBS Group AG history | 460.78K | $10.89M | 0.00% | Reduce |
| BNY Mellon history | 53.75K | $1.27M | 0.00% | Add |
New Positions (Q2 2026)
- Wells Fargo & Co 32.37K sh · $783.62K
- JPMorgan Chase & Co 4.20K sh · $101.94K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.76M | 4.13M | 3.27M | 2.93M | 2.78M | 2.25M | 2.12M | 2.08M | 2.00M | 1.65M | 1.49M | 1.43M | 1.42M | 1.37M | 1.33M | 1.49M | 1.67M | 1.40M | 1.81M | 1.88M |
| Bank of America Corp | 2.89M | 2.22M | 1.45M | 1.41M | 1.05M | 1.18M | 1.19M | 1.23M | 902.03K | 923.32K | 592.23K | 538.33K | 558.98K | 484.52K | 477.61K | 612.77K | 709.37K | 724.25K | 876.51K | 914.63K |
| UBS Group AG | 580.70K | 552.99K | 558.48K | 678.39K | 729.06K | 460.78K | 463.55K | 495.29K | 467.88K | 547.03K | 564.60K | 610.77K | 689.16K | 574.75K | 626.28K | 592.45K | 696.69K | 962.82K | 1.44M | 1.40M |
| Wells Fargo & Co | 32.37K | — | — | — | — | — | 2.78K | 2.45K | 1 | 1 | 5.88K | — | 2.17K | 2.17K | 2.17K | 900 | 900 | 8.28K | 14.53K | 2.41K |
| Citadel Advisors | 22.46K | 36.02K | — | — | 16.47K | — | 15.32K | — | — | — | 8.46K | 8.89K | — | — | — | — | 54.21K | — | 79.19K | 48.23K |
| BNY Mellon | 14.12K | 14.12K | 41.48K | 49.11K | 54.07K | 53.75K | 50.22K | 51.41K | 51.23K | 51.36K | 50.76K | 54.80K | 51.49K | 24.02K | 15.69K | 28.72K | 28.10K | 24.79K | 14.02K | 8.50K |
| JPMorgan Chase & Co | 4.20K | — | — | — | — | — | — | — | 181.74K | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | — | — | 19.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details