NEW YORK LIFE INVESTMENTS ET NYLI MERGER ARBI is a security (CUSIP 45409B800) tracked across SEC portfolio filings. 87 institutional managers reported $167.8M on Form 13F as of 2026-06-30.
Showing 15 of 87 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | New York, NY | $27.9M | 767,320 |
| MORGAN STANLEY | NEW YORK, NY | $26.4M | 726,092 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO, CA | $20.9M | 571,652 |
| OPPENHEIMER ASSET MANAGEMENT INC. | NEW YORK, NY | $11.5M | 315,321 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $6.8M | 187,252 |
| ASPIRIANT, LLC | San Francisco, CA | $6.6M | 181,887 |
| Equitable Holdings, Inc. | NEW YORK, NY | $5.2M | 146,075 |
| IHT Wealth Management, LLC | Chicago, IL | $5.1M | 141,492 |
| B. Riley Wealth Advisors, Inc. | Boca Raton, FL | $4.3M | 118,488 |
| Royal Bank of Canada | TORONTO, A6 | $3.8M | 103,205 |
| Atria Investments, Inc | Charlotte, NC | $3.0M | 80,928 |
| KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO, CA | $2.9M | 80,076 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $2.9M | 79,995 |
| LPL Financial LLC | FORT MILL, SC | $2.8M | 76,116 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $2.8M | 75,924 |