NYLI MERGER ARBITRAGE ETF MNA
$36.43
-0.2% 52w: $34.90 – $36.63
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data34.9035.7736.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
80
-6 QoQ
13F value
$168.8M
-4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MNA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | Insurance | 767.3K | $27.9M | 0.2% | -10.5% |
| MORGAN STANLEY | Bank broker | 726.1K | $26.4M | 0.0% | +0.9% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 554.3K | $20.1M | 1.1% | +1.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | Diversified mechanical | 283.9K | $10.3M | 0.1% | +11.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 191.0K | $6.9M | 0.0% | -29.5% |
| ASPIRIANT, LLC | Wealth advisor | 170.2K | $6.2M | 0.2% | +12.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 144.5K | $5.3M | 0.0% | -49.2% |
| Equitable Holdings, Inc. | Wealth advisor | 146.1K | $5.2M | 0.0% | +4.3% |
| IHT Wealth Management, LLC | Wealth advisor | 141.5K | $5.1M | 0.1% | -1.8% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 117.8K | $4.3M | 0.3% | +11.5% |
| ROYAL BANK OF CANADA | Bank broker | 103.2K | $3.8M | 0.0% | -10.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 77.1K | $2.8M | 0.1% | -31.1% |
| LPL Financial LLC | Bank broker | 76.1K | $2.8M | 0.0% | -9.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 75.9K | $2.8M | 0.0% | -3.0% |
| Savant Capital, LLC | Wealth advisor | 74.5K | $2.7M | 0.0% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 64.0K | $2.3M | 0.0% | -2.5% |
| Collaborative Fund Advisors, LLC | Other | 61.0K | $2.2M | 1.4% | — |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Other | 60.1K | $2.2M | 0.2% | -0.8% |
| Atria Investments, Inc | Wealth advisor | 56.4K | $2.1M | 0.0% | +579.0% |
| First Heartland Consultants, Inc. | Wealth advisor | 55.4K | $2.0M | 0.2% | +660.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 53.8K | $2.0M | 0.0% | +110.7% |
| Cetera Investment Advisers | Wealth advisor | 52.4K | $1.9M | 0.0% | +2.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 48.2K | $1.8M | 0.0% | -7.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 40.2K | $1.5M | 0.0% | +9.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 39.4K | $1.4M | 0.0% | -62.0% |
| JANE STREET GROUP, LLC | Market maker | 36.3K | $1.3M | 0.0% | -53.3% |
| Balyasny Asset Management L.P. | Multistrat pod | 32.7K | $1.2M | 0.0% | New |
| LIBERTY SQUARE WEALTH PARTNERS LLC | Wealth advisor | 28.0K | $1.0M | 0.3% | -21.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 25.3K | $919K | 0.0% | -5.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 21.7K | $787K | 0.0% | -29.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 20.5K | $744K | 0.0% | -4.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.3K | $738K | 0.0% | -3.9% |
| Focus Financial Network, Inc. | Wealth advisor | 18.1K | $659K | 0.0% | -7.6% |
| Stonehearth Capital Management, LLC | Wealth advisor | 17.4K | $633K | 0.3% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 17.3K | $629K | 0.0% | +4.7% |
| OLD NATIONAL BANCORP /IN/ | Other | 17.2K | $626K | 0.0% | +8.4% |
| Duncan Williams Asset Management, LLC | Wealth advisor | 15.0K | $547K | 0.2% | -1.6% |
| Advisor Resource Council | Wealth advisor | 15.0K | $546K | 0.2% | +7.6% |
| Good Steward Wealth Advisors,LLC | Wealth advisor | 13.4K | $486K | 0.3% | +8.0% |
| Integrated Advisors Network LLC | Wealth advisor | 13.3K | $482K | 0.0% | +0.9% |
| OPPENHEIMER & CO INC | Diversified mechanical | 11.6K | $420K | 0.0% | +7.9% |
| McAdam, LLC | Wealth advisor | 10.4K | $380K | 0.0% | +0.5% |
| Summit Financial, LLC | Wealth advisor | 10.3K | $373K | 0.0% | +0.1% |
| MAI Capital Management | Wealth advisor | 10.1K | $366K | 0.0% | -20.9% |
| Hyundai Investments Co., Ltd. | Other | 10.0K | $363K | 0.4% | -17.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 9.9K | $360K | 0.0% | -21.4% |
| City Center Advisors, LLC | Wealth advisor | 9.1K | $332K | 0.3% | +29.4% |
| Legacy Financial Strategies, LLC | Wealth advisor | 8.6K | $313K | 0.1% | +34.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 7.9K | $285K | 0.0% | -5.2% |
| Comprehensive Money Management Services LLC | Wealth advisor | 7.5K | $274K | 0.2% | Held |
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.