SECR — NEW YORK LIFE INVTS ACTIVE E
As of Q2 2026, 2 SEC-registered investment managers reported holding SECR (NEW YORK LIFE INVTS ACTIVE E) in their latest 13F filings, with a combined reported value of $378.98K across 14.93K shares. That is -31.5% by share count (-6.87K shares) versus the previous quarter, while reported value moved -32.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 1 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 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 14.86K | $377.20K | 0.00% | Reduce |
| UBS Group AG history | 70 | $1.78K | 0.00% | Add |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 21.75K | $558.01K | 0.00% | Add |
| UBS Group AG history | 49 | $1.26K | 0.00% | Add |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 13.96K | $359.13K | 0.00% | Reduce |
| UBS Group AG history | 7 | $180 | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 20.84K | $545.61K | 0.00% | New |
| UBS Group AG history | 85 | $2.23K | 0.00% | New |
Q1 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 33.41K | $873.08K | 0.00% | Add |
Q4 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 13.32K | $339.55K | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 2 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 14.86K | 21.75K | 13.96K | 20.84K | 33.41K | 13.32K | 7.78K | 24.84K |
| UBS Group AG | 70 | 49 | 7 | 85 | — | — | — | — |
▲ 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