HFXI Institutional Ownership & Shareholders
NYLI FTSE INT EQ CUR NEU-USD (HFXI) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of HFXI tracked by InsiderSet, reporting ownership valued at approximately $289.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $276.31M, representing an estimated loss of -4.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed HFXI value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in NYLI FTSE INT EQ CUR NEU-USD (HFXI).
This page ranks the largest institutional HFXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
110
Total Reported Value
$1.47B
Largest Holder
Ameriprise Financial Inc
Largest Position
$289.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.06% | 7,601,314 | $289,541,565 | $276,307,764 | -$13,233,801 | -4.57% | |
| Morgan Stanley | 0.01% | 6,228,945 | $237,260,563 | $226,422,151 | -$10,838,412 | -4.57% | |
| Bank Of America Corp | 0.01% | 3,018,254 | $114,965,311 | $109,713,533 | -$5,251,778 | -4.57% | |
| New York Life Investment Management Llc | 0.81% | 3,003,229 | $114,392,993 | $109,167,374 | -$5,225,619 | -4.57% | |
| Raymond James Financial Inc | 0.03% | 2,783,902 | $106,038,827 | $101,194,838 | -$4,843,989 | -4.57% | |
| Lpl Financial Llc | 0.02% | 2,643,812 | $100,702,800 | $96,102,566 | -$4,600,234 | -4.57% | |
| Ubs Group Ag | 0.01% | 2,102,933 | $80,100,718 | $76,441,615 | -$3,659,103 | -4.57% | |
| Mariner, Llc | 0.06% | 1,587,883 | $60,482,476 | $57,719,547 | -$2,762,929 | -4.57% | |
| Royal Bank Of Canada | 0.01% | 899,322 | $34,255,000 | $32,690,355 | -$1,564,645 | -4.57% | |
| Commonwealth Equity Services, Llc | 0.04% | 840,088 | $31,998,952 | $30,537,199 | -$1,461,753 | -4.57% | |
| Mason & Associates Inc | 4.02% | 653,490 | $24,891,440 | $23,754,362 | -$1,137,079 | -4.57% | |
| Flynn Zito Capital Management, Llc | 5.90% | 570,109 | $21,715,442 | $20,723,462 | -$991,980 | -4.57% | |
| Landmark Wealth Management, Llc | 4.52% | 496,162 | $18,898,814 | $18,035,489 | -$863,325 | -4.57% | |
| Envestnet Asset Management Inc | 0.00% | 386,956 | $14,739,160 | $14,065,851 | -$673,309 | -4.57% | |
| Osaic Holdings, Inc. | 0.02% | 382,883 | $14,587,133 | $13,917,797 | -$669,336 | -4.59% | |
| Ameritas Investment Partners, Inc. | 0.36% | 356,633 | $13,584,136 | $12,963,610 | -$620,526 | -4.57% | |
| Sanctuary Advisors, Llc | 0.05% | 288,042 | $10,971,532 | $10,470,327 | -$501,205 | -4.57% | |
| Jane Street Group, Llc | 0.01% | 284,513 | $10,837,100 | $10,342,048 | -$495,052 | -4.57% | |
| Concurrent Investment Advisors, Llc | 0.07% | 284,821 | $10,586,804 | $10,353,243 | -$233,561 | -2.21% | |
| Rockefeller Capital Management L.P. | 0.02% | 260,621 | $9,927,073 | $9,473,573 | -$453,500 | -4.57% | |
| Gladstone Institutional Advisory Llc | 0.29% | 243,008 | $9,256,175 | $8,833,341 | -$422,834 | -4.57% | |
| Wcg Wealth Advisors Llc | 0.21% | 235,629 | $8,975,102 | $8,565,114 | -$409,988 | -4.57% | |
| Sage Private Wealth Group, Llc | 2.84% | 227,057 | $8,439,695 | $8,253,522 | -$186,173 | -2.21% | |
| Cerity Partners Llc | 0.01% | 220,842 | $8,411,867 | $8,027,607 | -$384,260 | -4.57% | |
| Marino, Stram & Associates Llc | 1.29% | 224,186 | $8,333,008 | $8,149,161 | -$183,847 | -2.21% | |
| Cetera Investment Advisers | 0.01% | 197,851 | $7,536,141 | $7,191,884 | -$344,257 | -4.57% | |
| Mml Investors Services, Llc | 0.01% | 177,722 | $6,769,449 | $6,460,195 | -$309,254 | -4.57% | |
| Veridan Wealth Llc | 2.28% | 171,934 | $6,548,957 | $6,249,801 | -$299,156 | -4.57% | |
| Navigation Group, Llc | 1.15% | 155,642 | $5,785,201 | $5,657,587 | -$127,614 | -2.21% | |
| Oppenheimer & Co Inc | 0.06% | 153,480 | $5,704,852 | $5,578,998 | -$125,854 | -2.21% | |
| Prosperity Financial Group, Inc. | 1.66% | 151,653 | $5,636,965 | $5,512,587 | -$124,378 | -2.21% | |
| Spartan Wealth Advisory Services Llc | 0.38% | 121,238 | $4,617,955 | $4,407,001 | -$210,954 | -4.57% | |
| Equitable Holdings, Inc. | 0.02% | 90,844 | $3,460,254 | $3,302,179 | -$158,075 | -4.57% | |
| Private Advisor Group, Llc | 0.02% | 87,533 | $3,334,126 | $3,181,825 | -$152,301 | -4.57% | |
| Kestra Private Wealth Services, Llc | 0.03% | 87,117 | $3,238,124 | $3,166,703 | -$71,421 | -2.21% | |
| Waterloo Capital, L.P. | 0.17% | 81,247 | $3,094,708 | $2,953,328 | -$141,380 | -4.57% | |
| Northrock Partners, Llc | 0.04% | 80,022 | $3,048,038 | $2,908,800 | -$139,238 | -4.57% | |
| Capital Investment Advisors, Llc | 0.04% | 81,295 | $3,021,736 | $2,955,073 | -$66,663 | -2.21% | |
| Wiser Advisor Group Llc | 3.47% | 85,561 | $2,873,146 | $3,110,142 | +$236,996 | +8.25% | |
| Newedge Advisors, Llc | 0.01% | 70,435 | $2,682,893 | $2,560,312 | -$122,581 | -4.57% | |
| Wescap Management Group, Inc. | 0.49% | 69,316 | $2,640,246 | $2,519,637 | -$120,609 | -4.57% | |
| Oder Investment Management, Llc | 1.54% | 60,194 | $2,292,799 | $2,188,052 | -$104,747 | -4.57% | |
| Thoroughbred Financial Services, Llc | 0.11% | 58,634 | $2,233,000 | $2,131,346 | -$101,654 | -4.55% | |
| Redwood Financial Network Corp | 1.14% | 53,802 | $2,049,307 | $1,955,703 | -$93,604 | -4.57% | |
| Intentional Wealth Strategies, Llc | 1.79% | 50,135 | $1,909,642 | $1,822,407 | -$87,235 | -4.57% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 47,098 | $1,793,947 | $1,712,012 | -$81,935 | -4.57% | |
| Indivisible Partners | 0.08% | 46,525 | $1,729,350 | $1,691,184 | -$38,166 | -2.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 40,282 | $1,479,570 | $1,464,251 | -$15,319 | -1.04% | |
| Moneco Advisors, Llc | 0.09% | 37,865 | $1,442,262 | $1,376,393 | -$65,869 | -4.57% | |
| Golden State Wealth Management, Llc | 0.13% | 36,705 | $1,398,092 | $1,334,227 | -$63,865 | -4.57% |
Frequently asked questions about HFXI
Who are the largest institutional holders of HFXI?
The largest institutional holders of HFXI reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp, New York Life Investment Management Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported HFXI position.
What is HFXI institutional ownership?
This page tracks HFXI positions reported by institutional investment managers through SEC Form 13F. NYLI FTSE INT EQ CUR NEU-USD (HFXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HFXI?
InsiderSet currently tracks 110 institutional managers reporting HFXI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HFXI shareholders.
How much HFXI stock do institutions own?
Institutional investment managers disclosed approximately $1.47B in HFXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HFXI institutional ownership last updated?
The latest HFXI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HFXI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HFXI position after the reporting date.
Are institutions buying or selling HFXI?
Institutional buying and selling can be analyzed by comparing HFXI positions across consecutive 13F reporting periods. InsiderSet's HFXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HFXI ownership changes.
How has HFXI institutional ownership changed over time?
InsiderSet tracks HFXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.