NYLI MERGER ARBITRAG ETF-USD (MNA) Top Institutional Shareholders

NYLI MERGER ARBITRAG ETF-USD (MNA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $167.68M in MNA holdings during the latest filing period.

New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of MNA tracked by InsiderSet, reporting ownership valued at approximately $27.89M in its March 31, 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 $27.86M, representing an estimated loss of -0.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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

80

Total Reported Value

$167.68M

Largest Holder

New York Life Investment Management Llc

Largest Position

$27.89M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

92

Funds Exiting Positions

0

Page 1 of 2
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
New York Life Investment Management Llc0.24%767,320$27,892,082$27,859,778-$32,304-0.12%
Morgan Stanley0.00%726,092$26,393,468$26,362,876-$30,592-0.12%
Osborne Partners Capital Management, Llc1.07%554,304$20,148,963$20,125,614-$23,349-0.12%
Oppenheimer Asset Management Inc.0.12%283,921$10,320,528$10,308,575-$11,953-0.12%
Envestnet Asset Management Inc0.00%191,035$6,944,116$6,936,080-$8,036-0.12%
Aspiriant, Llc0.18%170,215$6,187,315$6,180,149-$7,166-0.12%
Ameriprise Financial Inc0.00%144,540$5,254,455$5,247,944-$6,511-0.12%
Equitable Holdings, Inc.0.03%146,075$5,228,025$5,303,676+$75,651+1.45%
Iht Wealth Management, Llc0.12%141,492$5,143,243$5,137,277-$5,966-0.12%
B. Riley Wealth Advisors, Inc.0.28%117,843$4,264,742$4,278,632+$13,890+0.33%
Royal Bank Of Canada0.00%103,205$3,752,000$3,747,157-$4,843-0.13%
Kingswood Wealth Advisors, Llc0.13%77,133$2,803,779$2,800,537-$3,242-0.12%
Lpl Financial Llc0.00%76,116$2,766,808$2,763,612-$3,196-0.12%
Captrust Financial Advisors0.00%75,924$2,759,837$2,756,641-$3,196-0.12%
Savant Capital, Llc0.01%74,526$2,709,021$2,705,883-$3,138-0.12%
Bank Of America Corp0.00%63,955$2,324,764$2,322,072-$2,692-0.12%
Collaborative Fund Advisors, Llc1.37%60,965$2,216,078$2,213,511-$2,567-0.12%
Cantor Fitzgerald Investment Advisors L.P.0.16%60,145$2,186,286$2,183,739-$2,547-0.12%
Atria Investments, Inc0.02%56,442$2,051,667$2,049,290-$2,377-0.12%
First Heartland Consultants, Inc.0.15%55,395$2,013,608$2,011,276-$2,332-0.12%
Citadel Advisors Llc0.00%53,824$1,956,502$1,954,236-$2,266-0.12%
Cetera Investment Advisers0.00%52,412$1,905,176$1,902,970-$2,206-0.12%
Commonwealth Equity Services, Llc0.00%48,164$1,750,775$1,748,734-$2,041-0.12%
Farther Finance Advisors, Llc0.01%40,177$1,450,844$1,458,742+$7,898+0.54%
Raymond James Financial Inc0.00%39,378$1,431,377$1,429,732-$1,645-0.11%
Jane Street Group, Llc0.00%36,291$1,319,178$1,317,650-$1,528-0.12%
Balyasny Asset Management L.P.0.00%32,745$1,190,281$1,188,902-$1,379-0.12%
Liberty Square Wealth Partners Llc0.28%28,045$1,019,436$1,018,255-$1,181-0.12%
Rockefeller Capital Management L.P.0.00%25,283$919,041$917,973-$1,068-0.12%
Onedigital Investment Advisors Llc0.01%21,656$787,209$786,284-$925-0.12%
Orion Porfolio Solutions, Llc0.01%20,480$744,448$743,586-$862-0.12%
Focus Financial Network, Inc.0.02%18,142$659,461$658,698-$763-0.12%
Stonehearth Capital Management, Llc0.25%17,408$632,781$632,048-$733-0.12%
Wells Fargo & Company/Mn0.00%17,296$628,709$627,981-$728-0.12%
Old National Bancorp0.01%17,225$626,128$625,404-$724-0.12%
Duncan Williams Asset Management, Llc0.15%15,042$546,777$546,143-$634-0.12%
Advisor Resource Council0.22%15,012$545,686$545,054-$632-0.12%
Good Steward Wealth Advisors,Llc0.31%13,383$486,472$485,909-$563-0.12%
Integrated Advisors Network Llc0.03%13,260$482,001$481,443-$558-0.12%
Oppenheimer & Co Inc0.01%11,551$419,879$419,393-$486-0.12%
Mcadam, Llc0.02%10,449$379,821$379,381-$440-0.12%
Summit Financial, Llc0.00%10,255$372,769$372,338-$431-0.12%
Mai Capital Management0.00%10,069$366,019$365,584-$435-0.12%
Hyundai Investments Co., Ltd.0.41%10,030$362,986$364,168+$1,182+0.33%
Osaic Holdings, Inc.0.00%9,908$360,166$359,739-$427-0.12%
City Center Advisors, Llc0.31%9,139$332,199$331,818-$381-0.11%
Legacy Financial Strategies, Llc0.06%8,612$313,046$312,684-$362-0.12%
Wealthcare Advisory Partners Llc0.01%7,851$285,368$285,053-$315-0.11%
Comprehensive Money Management Services Llc0.18%7,526$273,570$273,253-$317-0.12%
Rhs Financial, Llc0.12%6,870$249,725$249,435-$290-0.12%

Frequently asked questions about MNA

  • Who owns the most MNA stock?

    The largest holders of MNA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NYLI MERGER ARBITRAG ETF-USD (MNA).

  • Is MNA widely held by superinvestors?

    Many widely followed stocks like MNA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MNA is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.