# NEW YORK LIFE INVESTMENTS ET NYLI MERGER ARBI

NEW YORK LIFE INVESTMENTS ET NYLI MERGER ARBI is a security (CUSIP 45409B800) tracked across SEC portfolio filings. 87 institutional managers reported $168.0M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.2M via N-PORT as of 2026-03-31.

## Summary

- Issuer: NEW YORK LIFE INVESTMENTS ET
- Class: NYLI MERGER ARBI
- CUSIP: 45409B800
- Asset category: OTHER
- 13F holders: 87
- 13F value: $168.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/108100) | 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](https://search.stillhousedata.com/firm/146720) | 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](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $3.0M | 80,928 |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288792) | SAN DIEGO, CA | $2.9M | 80,076 |
| [First Heartland Consultants, Inc.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $2.9M | 79,995 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $2.8M | 76,116 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $2.8M | 75,924 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Anydrus Advantage ETF](https://search.stillhousedata.com/fund/S000084713) | Collaborative Investment Series Trust | $2.2M | 371.83% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/45409B800.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.