NYLI FTSE INTL EQ CUR NTRL HFXI
$37.63
+0.5% 52w: $27.55 – $38.65
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data27.5533.1038.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+9 QoQ
13F value
$1.06B
+15.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HFXI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.5M | $183.9M | 0.0% | +23.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.7M | $157.8M | 0.0% | +23.7% |
| New York Life Investment Management LLC | Insurance | 3.1M | $104.6M | 0.9% | -3.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $83.0M | 0.0% | -24.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $78.0M | 0.0% | +3.2% |
| LPL Financial LLC | Bank broker | 1.8M | $61.1M | 0.0% | +22.8% |
| UBS Group AG | Bank broker | 1.6M | $54.1M | 0.0% | +7.6% |
| Mariner, LLC | Diversified mechanical | 1.6M | $53.7M | 0.1% | -7.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 826.9K | $27.8M | 0.0% | +347.1% |
| ROYAL BANK OF CANADA | Bank broker | 719.9K | $24.2M | 0.0% | +271.8% |
| Mason & Associates Inc | Wealth advisor | 656.8K | $21.4M | 4.2% | +4.1% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 585.0K | $19.6M | 6.3% | -7.9% |
| Landmark Wealth Management, LLC | Wealth advisor | 489.6K | $16.4M | 4.4% | +29.5% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 348.0K | $11.7M | 0.4% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 334.1K | $11.2M | 0.0% | -8.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 324.4K | $10.9M | 0.0% | +31.8% |
| JANE STREET GROUP, LLC | Market maker | 310.5K | $10.4M | 0.0% | +682.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 292.2K | $9.8M | 0.1% | -8.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 261.3K | $8.8M | 0.1% | +5.0% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 250.3K | $8.4M | 1.5% | +1.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 247.9K | $8.3M | 0.0% | +1.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 242.1K | $8.1M | 0.3% | -6.9% |
| Cerity Partners LLC | Diversified mechanical | 233.7K | $7.8M | 0.0% | -41.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 198.0K | $6.7M | 0.0% | -4.7% |
| Veridan Wealth LLC | Wealth advisor | 176.0K | $5.9M | 2.2% | +2.8% |
| Cetera Investment Advisers | Wealth advisor | 142.9K | $4.8M | 0.0% | +51.2% |
| Prosperity Financial Group, Inc. | Wealth advisor | 140.1K | $4.7M | 1.7% | +42.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 137.3K | $4.6M | 0.0% | +43.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 108.3K | $3.6M | 0.0% | +9.8% |
| OPPENHEIMER & CO INC | Diversified mechanical | 108.0K | $3.6M | 0.0% | +2.8% |
| Private Advisor Group, LLC | Wealth advisor | 100.4K | $3.4M | 0.0% | +3.2% |
| Equitable Holdings, Inc. | Wealth advisor | 91.2K | $3.0M | 0.0% | -2.3% |
| Wiser Advisor Group LLC | Other | 85.6K | $2.9M | 3.5% | +1.4% |
| Independent Advisor Alliance | Wealth advisor | 74.0K | $2.5M | 0.0% | New |
| Waterloo Capital, L.P. | Wealth advisor | 73.5K | $2.5M | 0.2% | -0.3% |
| WESCAP Management Group, Inc. | Wealth advisor | 69.3K | $2.3M | 0.5% | Held |
| NorthRock Partners, LLC | Wealth advisor | 68.6K | $2.3M | 0.0% | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 58.6K | $2.0M | 0.1% | -2.5% |
| Capital Investment Advisors, LLC | Wealth advisor | 56.7K | $1.9M | 0.0% | +16.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 52.7K | $1.8M | 0.0% | -20.2% |
| Redwood Financial Network Corp | Wealth advisor | 53.3K | $1.8M | 1.2% | -3.0% |
| Intentional Wealth Strategies, LLC | Wealth advisor | 52.1K | $1.7M | 1.6% | — |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 45.0K | $1.5M | 0.0% | +3.6% |
| TSFG, LLC | Wealth advisor | 37.0K | $1.2M | 0.2% | +187.3% |
| Golden State Wealth Management, LLC | Wealth advisor | 36.7K | $1.2M | 0.1% | -7.2% |
| Fortis Group Advisors, LLC | Wealth advisor | 29.4K | $1.1M | 0.2% | +0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 30.3K | $1.0M | 0.0% | +0.4% |
| Revisor Wealth Management LLC | Other | 29.4K | $988K | 0.3% | -3.0% |
| MONECO ADVISORS, LLC | Wealth advisor | 28.9K | $969K | 0.1% | +1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 28.2K | $946K | 0.0% | -1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.