MNA Institutional Ownership & Shareholders
NYLI MERGER ARBITRAG ETF-USD (MNA) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $187.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of MNA tracked by InsiderSet, reporting ownership valued at approximately $34.94M 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 $35.14M, representing an estimated gain of +0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed MNA value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Morgan Stanley, Osborne Partners Capital Management, Llc, and several other long-term asset managers with concentrated positions in NYLI MERGER ARBITRAG ETF-USD (MNA).
This page ranks the largest institutional MNA 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
82
Total Reported Value
$187.35M
Largest Holder
New York Life Investment Management Llc
Largest Position
$34.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management Llc | 0.25% | 957,745 | $34,938,059 | $35,140,718 | +$202,659 | +0.58% | |
| Morgan Stanley | 0.00% | 689,812 | $25,164,046 | $25,309,961 | +$145,915 | +0.58% | |
| Osborne Partners Capital Management, Llc | 1.16% | 571,652 | $20,853,593 | $20,974,541 | +$120,948 | +0.58% | |
| Oppenheimer Asset Management Inc. | 0.13% | 331,086 | $12,193,897 | $12,147,910 | -$45,987 | -0.38% | |
| Aspiriant, Llc | 0.17% | 187,849 | $6,918,479 | $6,892,386 | -$26,093 | -0.38% | |
| Envestnet Asset Management Inc | 0.00% | 187,252 | $6,830,861 | $6,870,482 | +$39,621 | +0.58% | |
| One Capital Management, Llc | 0.18% | 180,668 | $6,567,281 | $6,628,908 | +$61,627 | +0.94% | |
| Equitable Holdings, Inc. | 0.03% | 158,230 | $5,771,373 | $5,805,633 | +$34,260 | +0.59% | |
| Savant Capital, Llc | 0.02% | 147,780 | $5,381,291 | $5,422,211 | +$40,920 | +0.76% | |
| Iht Wealth Management, Llc | 0.11% | 144,592 | $5,274,651 | $5,305,240 | +$30,589 | +0.58% | |
| Ameriprise Financial Inc | 0.00% | 143,940 | $5,250,857 | $5,281,317 | +$30,460 | +0.58% | |
| Royal Bank Of Canada | 0.00% | 99,581 | $3,633,000 | $3,653,736 | +$20,736 | +0.57% | |
| B. Riley Wealth Advisors, Inc. | 0.14% | 97,693 | $3,598,037 | $3,584,464 | -$13,573 | -0.38% | |
| Atria Investments, Inc | 0.03% | 94,780 | $3,490,747 | $3,477,582 | -$13,165 | -0.38% | |
| First Heartland Consultants, Inc. | 0.23% | 94,215 | $3,469,938 | $3,456,852 | -$13,086 | -0.38% | |
| Kingswood Wealth Advisors, Llc | 0.12% | 81,279 | $2,993,500 | $2,982,216 | -$11,284 | -0.38% | |
| Lpl Financial Llc | 0.00% | 77,610 | $2,831,164 | $2,847,596 | +$16,432 | +0.58% | |
| Captrust Financial Advisors | 0.00% | 72,286 | $2,636,957 | $2,652,253 | +$15,296 | +0.58% | |
| Cetera Investment Advisers | 0.00% | 69,431 | $2,532,808 | $2,547,500 | +$14,692 | +0.58% | |
| Citadel Advisors Llc | 0.00% | 57,949 | $2,113,951 | $2,126,213 | +$12,262 | +0.58% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | 53,040 | $1,953,478 | $1,946,096 | -$7,382 | -0.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,694 | $1,646,079 | $1,639,872 | -$6,207 | -0.38% | |
| Farther Finance Advisors, Llc | 0.01% | 38,685 | $1,424,769 | $1,419,395 | -$5,374 | -0.38% | |
| Bank Of America Corp | 0.00% | 38,333 | $1,398,350 | $1,406,480 | +$8,130 | +0.58% | |
| Raymond James Financial Inc | 0.00% | 37,947 | $1,384,275 | $1,392,317 | +$8,042 | +0.58% | |
| Balyasny Asset Management L.P. | 0.00% | 36,585 | $1,334,603 | $1,342,344 | +$7,741 | +0.58% | |
| Collaborative Fund Advisors, Llc | 0.66% | 33,090 | $1,218,705 | $1,214,108 | -$4,597 | -0.38% | |
| Liberty Square Wealth Partners Llc | 0.23% | 26,262 | $958,025 | $963,582 | +$5,557 | +0.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,435 | $891,413 | $896,547 | +$5,134 | +0.58% | |
| Orion Porfolio Solutions, Llc | 0.01% | 21,721 | $792,371 | $796,967 | +$4,596 | +0.58% | |
| Stonehearth Capital Management, Llc | 0.23% | 17,944 | $660,868 | $658,385 | -$2,483 | -0.38% | |
| Onedigital Investment Advisors Llc | 0.01% | 17,917 | $653,619 | $657,394 | +$3,775 | +0.58% | |
| Wells Fargo & Company/Mn | 0.00% | 17,514 | $638,902 | $642,608 | +$3,706 | +0.58% | |
| Hyundai Investments Co., Ltd. | 0.68% | 17,269 | $630,344 | $633,619 | +$3,275 | +0.52% | |
| Focus Financial Network, Inc. | 0.02% | 16,892 | $622,132 | $619,786 | -$2,346 | -0.38% | |
| Old National Bancorp | 0.01% | 16,122 | $593,773 | $591,534 | -$2,239 | -0.38% | |
| Advisor Resource Council | 0.20% | 16,360 | $591,741 | $600,266 | +$8,525 | +1.44% | |
| Kestra Advisory Services, Llc | 0.00% | 14,173 | $521,997 | $520,023 | -$1,974 | -0.38% | |
| Good Steward Wealth Advisors,Llc | 0.30% | 13,576 | $495,246 | $498,118 | +$2,872 | +0.58% | |
| Duncan Williams Asset Management, Llc | 0.11% | 13,008 | $474,525 | $477,278 | +$2,753 | +0.58% | |
| Rhs Financial, Llc | 0.16% | 12,670 | $466,636 | $464,876 | -$1,760 | -0.38% | |
| Osaic Holdings, Inc. | 0.00% | 11,777 | $429,672 | $432,111 | +$2,439 | +0.57% | |
| Oppenheimer & Co Inc | 0.00% | 11,535 | $424,834 | $423,232 | -$1,602 | -0.38% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,505 | $383,217 | $385,440 | +$2,223 | +0.58% | |
| Summit Financial, Llc | 0.00% | 9,974 | $363,847 | $365,957 | +$2,110 | +0.58% | |
| Mai Capital Management | 0.00% | 9,330 | $340,365 | $342,328 | +$1,963 | +0.58% | |
| Newedge Advisors, Llc | 0.00% | 8,453 | $308,361 | $310,150 | +$1,789 | +0.58% | |
| Perigon Wealth Management, Llc | 0.00% | 8,223 | $302,847 | $301,711 | -$1,136 | -0.38% | |
| Legacy Financial Strategies, Llc | 0.05% | 8,155 | $300,349 | $299,216 | -$1,133 | -0.38% | |
| Greenwood Capital Associates Llc | 0.03% | 7,642 | $281,455 | $280,393 | -$1,062 | -0.38% |
Frequently asked questions about MNA
Who are the largest institutional holders of MNA?
The largest institutional holders of MNA reported in the latest SEC Form 13F filings include New York Life Investment Management Llc, Morgan Stanley, Osborne Partners Capital Management, Llc, Oppenheimer Asset Management Inc., and Aspiriant, Llc. InsiderSet ranks institutional holders by their latest reported MNA position.
What is MNA institutional ownership?
This page tracks MNA positions reported by institutional investment managers through SEC Form 13F. NYLI MERGER ARBITRAG ETF-USD (MNA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MNA?
InsiderSet currently tracks 82 institutional managers reporting MNA 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 MNA shareholders.
How much MNA stock do institutions own?
Institutional investment managers disclosed approximately $187.35M in MNA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MNA institutional ownership last updated?
The latest MNA 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 MNA 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 MNA position after the reporting date.
Are institutions buying or selling MNA?
Institutional buying and selling can be analyzed by comparing MNA positions across consecutive 13F reporting periods. InsiderSet's MNA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MNA ownership changes.
How has MNA institutional ownership changed over time?
InsiderSet tracks MNA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.