NEW YORK LIFE INVTS ACTIVE E

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SECR·45409F686·US·ETF·Unknown - Unknown

SECR (NEW YORK LIFE INVTS ACTIVE E) is held by 6 institutional investors as of Q2 2026. Largest holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($177.6M), ENVESTNET ASSET MANAGEMENT INC ($7.7M), Integrated Wealth Concepts LLC ($2M). Net institutional sentiment: Bullish.

6

Holders

(1 Elite)

$188.5M

Total Value

83% (6)

Consensus

5 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)65

Activist (13D/13G)60

Congressional (STOCK Act)37

Holder Quality

88

★★★★★

Elite

38

★★★★

Strong

16

★★★

Solid

54

★★

Below

23

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SECR.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	7M(+46.4%)	$177.6M	1.2%	+3.25%	65
ENVESTNET ASSET MANAGEMENT INC	Increased	301,569(+10.8%)	$7.7M	0.0%	-2.22%	30
IWIntegrated Wealth Concepts LLC	Increased	79,856(+3.7%)	$2M	0.0%	-3.28%	27
Cetera Investment Advisers	Increased	33,405(+5.5%)	$847,769	0.0%	-2.60%	26
CITADEL ADVISORS LLC	Decreased	14,863(-31.7%)	$377,201	0.0%	-1.91%	0
UBS Group AG	Increased	70(+42.9%)	$1,776	0.0%	-2.41%	10

SECRNEW YORK LIFE INVTS ACTIVE E

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer