Filing Research | NEW YORK LIFE INVESTMENTS ET Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	ASPIRIANT, LLC	Shares	181.9KSH	$6.6M
2	B. Riley Wealth Advisors, Inc.	Shares	118.5KSH	$4.3M
3	First Heartland Consultants, Inc.	Shares	80.0KSH	$2.9M
4	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	58.2KSH	$2.1M
5	Farther Finance Advisors, LLC	Shares	41.0KSH	$1.5M
6	Focus Financial Network, Inc.	Shares	17.3KSH	$632.4K
7	Stonehearth Capital Management, LLC	Shares	16.4KSH	$598.7K
8	OLD NATIONAL BANCORP /IN/	Shares	15.9KSH	$580.8K
9	Duncan Williams Asset Management, LLC	Shares	13.0KSH	$474.5K
10	City Center Advisors, LLC	Shares	10.0KSH	$364.1K
11	Legacy Financial Strategies, LLC	Shares	8.1KSH	$295.2K
12	Wealthcare Advisory Partners LLC	Shares	7.9KSH	$286.4K
13	IFP Advisors, Inc	Shares	1.6KSH	$57.2K
14	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.4KSH	$52.2K
15	HHM Wealth Advisors, LLC	Shares	447SH	$16.3K
16	Smallwood Wealth Investment Management, LLC	Shares	256SH	$9.3K
17	CoreCap Advisors, LLC	Shares	6SH	$219

Manager changes2026-06-30 vs 2026-03-31

19 / 19 loaded

#		Instrument
1	First Heartland Consultants, Inc. added	Shares	+24.6K	+$904.6K	$2.9M
2	ASPIRIANT, LLC added	Shares	+11.7K	+$447.8K	$6.6M
3	B. Riley Wealth Advisors, Inc. added	Shares	+645	+$60.3K	$4.3M
4	Farther Finance Advisors, LLC added	Shares	+780	+$43.3K	$1.5M
5	City Center Advisors, LLC added	Shares	+843	+$31.9K	$364.1K
6	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+124	+$4.7K	$52.2K
7	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$1.0K	$286.4K
8	IFP Advisors, Inc unchanged	Shares	0	+$203	$57.2K
9	HHM Wealth Advisors, LLC unchanged	Shares	0	+$58	$16.3K
10	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$33	$9.3K
11	CoreCap Advisors, LLC unchanged	Shares	0	+$1	$219
12	Legacy Financial Strategies, LLC trimmed	Shares	-520	-$17.9K	$295.2K
13	Scarborough Advisors, LLC exited	Shares	-673	-$24.5K	$0
14	Focus Financial Network, Inc. trimmed	Shares	-807	-$27.1K	$632.4K
15	Stonehearth Capital Management, LLC trimmed	Shares	-997	-$34.1K	$598.7K
16	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-1.3K	-$45.4K	$580.8K
17	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed	Shares	-1.9K	-$62.4K	$2.1M
18	Duncan Williams Asset Management, LLC trimmed	Shares	-2.0K	-$72.3K	$474.5K
19	Capital Asset Managemnet, LLC exited	Shares	-6.2K	-$225.6K	$0

Filing Research | NEW YORK LIFE INVESTMENTS ET Institutional Holdings