NEW YORK LIFE INVTS ACTIVE E

Ticker: MMCA CUSIP: 45409F777 Class: NYLI MACKAY CALI

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (6)

NEW YORK LIFE INSURANCE CO

Value ($000) $25,132 Shares 1,151,544

FF Advisors,LLC

Value ($000) $1,067 Shares 48,891

Avantax Planning Partners, Inc.

Value ($000) $328 Shares 15,006

Cetera Investment Advisers

Value ($000) $497 Shares 22,760

Rockefeller Capital Management L.P.

Value ($000) $274 Shares 12,550

OSAIC HOLDINGS, INC.

Value ($000) $31 Shares 1,400

Institution	Shares	Value ($000)
NEW YORK LIFE INSURANCE CO	1,151,544	$25,132
FF Advisors,LLC	48,891	$1,067
Avantax Planning Partners, Inc.	15,006	$328
Cetera Investment Advisers	22,760	$497
Rockefeller Capital Management L.P.	12,550	$274
OSAIC HOLDINGS, INC.	1,400	$31

Increased Positions (6)

Weil Company, Inc.

Value ($000) $9,606 (+3.1%) Shares 440,127 (+2.7%)

Entruity Wealth, LLC

Value ($000) $2,518 (+5.1%) Shares 115,356 (+4.7%)

Octavia Wealth Advisors, LLC

Value ($000) $2,711 (+50.6%) Shares 123,871 (+49.6%)

OLD MISSION CAPITAL LLC

Value ($000) $483 (+124.7%) Shares 22,126 (+123.9%)

Brio Consultants, LLC

Value ($000) $1,049 (+2.5%) Shares 48,046 (+2.1%)

JANE STREET GROUP, LLC

Value ($000) $721 (+26.0%) Shares 33,041 (+25.5%)

Institution	Prev Shares	Curr Shares	Change
Weil Company, Inc.	428,468	440,127	+11,659 (+2.7%)
Entruity Wealth, LLC	110,151	115,356	+5,205 (+4.7%)
Octavia Wealth Advisors, LLC	82,793	123,871	+41,078 (+49.6%)
OLD MISSION CAPITAL LLC	9,883	22,126	+12,243 (+123.9%)
Brio Consultants, LLC	47,058	48,046	+988 (+2.1%)
JANE STREET GROUP, LLC	26,320	33,041	+6,721 (+25.5%)

Exited Positions (2)

CITADEL ADVISORS LLC

Value ($000) $402 Shares 18,475

Value ($000) $5 Shares 229

Institution	Prev Shares	Prev Value ($000)
CITADEL ADVISORS LLC	18,475	$402
UBS Group AG	229	$5