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NYLI Merger Arbitrage ETF (MNA) Institutional Ownership

NYLI Merger Arbitrage ETF logo
$36.68 -0.03 (-0.08%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for NYLI Merger Arbitrage ETF (NYSEARCA:MNA)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.90M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$922.13K
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MNA Institutional Buying and Selling by Quarter

NYLI Merger Arbitrage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC6,718$244K0.0%+17.7%0.097%
5/8/2026 ESL Trust Services LLC953$35K0.0%-60.0%0.014%
5/7/2026 Parallel Advisors LLC6,718$244K0.0%+17.7%0.097%
4/28/2026 Collaborative Fund Advisors LLC60,965$2.22M1.4%N/A0.884%
2/17/2026 Captrust Financial Advisors78,311$2.80M0.0%-6.5%1.119%
2/11/2026 Parallel Advisors LLC5,708$204K0.0%+3,467.5%0.082%
2/10/2026 ESL Trust Services LLC2,383$85K0.0%-20.1%0.034%
2/5/2026 Duncan Williams Asset Management LLC15,286$551K0.1%-4.8%0.218%
1/28/2026 Kingswood Wealth Advisors LLC111,993$4.01M0.2%+3.1%1.577%
1/23/2026 Farther Finance Advisors LLC36,622$1.31M0.0%+85.0%0.502%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.1,636$59K0.0%+293.3%0.022%
11/19/2025 Captrust Financial Advisors83,769$3.01M0.0%-9.8%1.180%
11/17/2025 Ameriprise Financial Inc.189,723$6.81M0.0%+10.4%2.672%
11/4/2025 ESL Trust Services LLC2,983$107K0.0%-42.4%0.042%
10/23/2025 Kingswood Wealth Advisors LLC108,615$3.90M0.2%+72.9%1.530%
10/17/2025 Worth Asset Management LLC10,103$363K0.2%N/A0.144%
10/14/2025 Farther Finance Advisors LLC19,791$710K0.0%-23.8%0.283%
8/15/2025 Captrust Financial Advisors92,825$3.27M0.0%-10.6%1.326%
8/15/2025 Ameriprise Financial Inc.171,803$6.06M0.0%+70.6%2.454%
7/23/2025 Kingswood Wealth Advisors LLC62,823$2.22M0.2%+37.9%0.910%
7/11/2025 Farther Finance Advisors LLC25,962$916K0.0%-2.0%0.390%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,820$205K0.0%N/A0.088%
5/14/2025Summit Financial LLC5,848$201K0.0%N/A0.087%
5/12/2025ESL Trust Services LLC5,183$178K0.0%-10.8%0.077%
5/1/2025Q3 Asset Management110,696$3.80M2.6%N/A1.652%
4/30/2025Greenleaf Trust15,600$535K0.0%-67.7%0.233%
4/23/2025Creative Financial Designs Inc. ADV3,052$105K0.0%-33.0%0.046%
4/21/2025Duncan Williams Asset Management LLC16,626$570K0.2%-2.1%0.248%
4/21/2025Kingswood Wealth Advisors LLC45,565$1.56M0.1%-13.9%0.680%
4/14/2025Farther Finance Advisors LLC26,482$910K0.0%-14.2%0.395%
2/17/2025Ameriprise Financial Inc.83,700$2.76M0.0%-25.6%0.973%
2/10/2025Creative Financial Designs Inc. ADV4,553$150K0.0%-72.0%0.053%
2/10/2025Farther Finance Advisors LLC30,871$1.02M0.0%-20.4%0.359%
1/24/2025Greenleaf Trust48,322$1.59M0.0%-23.7%0.562%
1/22/2025Kingswood Wealth Advisors LLC52,923$1.74M0.1%-25.9%0.615%
1/21/2025Duncan Williams Asset Management LLC16,990$560K0.2%+2.3%0.198%
1/14/2025Thurston Springer Miller Herd & Titak Inc.5,176$171K0.0%+20.5%0.060%
11/14/2024Flow Traders U.S. LLC6,679$220K0.0%N/A0.078%
11/14/2024Captrust Financial Advisors113,543$3.73M0.0%-3.8%1.320%
10/29/2024Farther Finance Advisors LLC38,794$1.28M0.0%-19.1%0.451%
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10/28/2024Creative Financial Designs Inc. ADV16,252$534K0.0%-4.8%0.189%
10/23/2024Rogco LP2,556$84K0.0%-41.7%0.030%
10/22/2024Greenleaf Trust63,324$2.08M0.0%-5.7%0.736%
10/11/2024Thurston Springer Miller Herd & Titak Inc.4,295$141K0.0%-19.2%0.050%
10/4/2024HBW Advisory Services LLC3,423$113K0.0%N/A0.040%
10/3/2024Duncan Williams Asset Management LLC16,600$546K0.3%N/A0.193%
9/23/2024Centaurus Financial Inc.3,550$112K0.0%N/A0.041%
8/19/2024B. Riley Wealth Advisors Inc.221,701$7.01M0.2%-53.2%2.578%
8/15/2024The Manufacturers Life Insurance Company998,298$31.55M0.0%-0.8%11.608%
8/8/2024Envestnet Asset Management Inc.308,669$9.75M0.0%+18.8%3.589%
8/8/2024Oppenheimer Asset Management Inc.236,656$7.48M0.1%+17.2%2.752%
8/6/2024Savant Capital LLC95,813$3.03M0.0%-9.5%1.114%
8/5/2024New York Life Investment Management LLC1,076,145$34.01M0.3%+20.6%12.513%
7/31/2024Farther Finance Advisors LLC47,963$1.52M0.1%-5.5%0.558%
7/31/2024Commonwealth Equity Services LLC181,242$5.73M0.0%-61.6%2.107%
7/22/2024Focus Financial Network Inc.17,970$574K0.0%-3.0%0.209%
7/19/2024Cantor Fitzgerald Investment Advisors L.P.65,532$2.07M0.2%+8.8%0.762%
7/12/2024Diversify Advisory Services LLC6,732$214K0.0%N/A0.078%
7/5/2024Thurston Springer Miller Herd & Titak Inc.5,313$168K0.1%N/A0.062%
5/17/2024Comerica Bank1,712$54K0.0%+1,562.1%0.020%
5/16/2024B. Riley Wealth Advisors Inc.473,974$14.97M0.3%+69.5%5.511%
5/14/2024CreativeOne Wealth LLC20,377$641K0.0%-44.5%0.224%
5/11/2024ESL Trust Services LLC8,273$260K0.1%-16.0%0.091%
5/7/2024Oppenheimer Asset Management Inc.201,929$6.36M0.1%+58.0%2.219%
5/1/2024Cantor Fitzgerald Investment Advisors L.P.60,258$1.90M0.1%+0.8%0.662%
4/29/2024Commonwealth Equity Services LLC472,499$14.87M0.0%-7.1%5.192%
4/29/2024Greenleaf Trust77,099$2.43M0.0%-77.2%0.847%
4/25/2024Osborne Partners Capital Management LLC458,012$14.42M0.9%+0.8%4.978%
4/25/2024Eudaimonia Partners LLC17,999$567K0.1%+3.4%0.196%
4/25/2024Eudaimonia Advisors LLC29,437$927K0.5%+8.5%0.320%
4/23/2024Global Retirement Partners LLC2,235$70K0.0%-67.4%0.024%
4/23/2024McAdam LLC8,598$271K0.0%+9.2%0.093%
4/23/2024Raymond James Financial Services Advisors Inc.43,685$1.38M0.0%+4.0%0.475%
4/18/2024RHS Financial LLC8,769$276K0.2%-9.0%0.095%
4/15/2024Wealthcare Advisory Partners LLC28,786$906K0.0%-23.5%0.313%
4/15/2024Aspiriant LLC135,681$4.27M0.2%-16.7%1.475%
3/15/2024B. Riley Wealth Advisors Inc.279,600$8.89M0.2%-41.0%1.839%
2/26/2024Integrated Advisors Network LLC14,931$469K0.0%-4.6%0.098%
2/16/2024SageView Advisory Group LLC459,813$14.44M0.5%+1,344.3%3.025%
2/14/2024Personal CFO Solutions LLC118,067$3.71M0.6%-1.0%0.777%
2/13/2024Arbor Capital Management Inc. ADV97,597$3.07M2.3%-3.9%0.642%
2/13/2024The Manufacturers Life Insurance Company926,285$29.10M0.0%-3.4%6.094%
2/12/2024Avestar Capital LLC116,458$3.70M0.4%+20.3%0.766%
2/12/2024ESL Trust Services LLC9,845$309K0.1%-36.5%0.065%
2/12/2024Focus Financial Network Inc. ADV18,316$582K0.0%N/A0.121%
2/12/2024Cantor Fitzgerald Investment Advisors L.P.59,785$1.88M0.1%N/A0.393%
2/9/2024Orion Portfolio Solutions LLC20,363$643K0.0%-26.2%0.134%
2/9/2024SageView Advisory Group LLC459,813$14.44M0.5%+1,344.3%3.025%
2/9/2024CreativeOne Wealth LLC36,688$1.15M0.1%+53.7%0.241%
2/9/2024Sachetta LLC1,229$39K0.0%N/A0.008%
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2/8/2024Eudaimonia Partners LLC17,412$547K0.1%+15.2%0.115%
2/7/2024Principal Securities Inc.1,628$51K0.0%N/A0.011%
2/6/2024Wealthcare Advisory Partners LLC37,635$1.18M0.0%-91.7%0.248%
2/6/2024New York Life Investment Management LLC1,335,576$41.95M0.4%-3.6%8.787%
2/5/2024Savant Capital LLC116,790$3.67M0.0%+3.4%0.768%
2/5/2024McAdam LLC7,876$247K0.0%-16.6%0.052%
2/2/2024Acas LLC49,170$1.54M1.8%-3.0%0.323%
2/1/2024Eudaimonia Advisors LLC27,129$852K0.6%-2.6%0.178%
2/1/2024Legacy Financial Strategies LLC10,208$321K0.1%-28.2%0.067%
2/1/2024CWM LLC8,396$264K0.0%+109.0%0.055%


MNA Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of NYLI Merger Arbitrage ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($6.81M), Kingswood Wealth Advisors LLC ($4.01M), Q3 Asset Management ($3.80M), Captrust Financial Advisors ($2.80M), Collaborative Fund Advisors LLC ($2.22M), Farther Finance Advisors LLC ($1.31M), and Duncan Williams Asset Management LLC ($551K).Learn more on NYLI Merger Arbitrage ETF's institutional investors.

Of the 13 institutional investors that purchased NYLI Merger Arbitrage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Q3 Asset Management ($110.70K), Ameriprise Financial Inc. ($89.03K), Kingswood Wealth Advisors LLC ($66.43K), Collaborative Fund Advisors LLC ($60.97K), Duncan Williams Asset Management LLC ($16.99K), Farther Finance Advisors LLC ($16.83K), and Worth Asset Management LLC ($10.10K).

Institutional investors have bought a total of 163,777 shares in the last 24 months. This purchase volume represents approximately $5.90M in transactions.

The following institutional investors have sold NYLI Merger Arbitrage ETF stock in the last 24 months: Captrust Financial Advisors ($14.51K), Farther Finance Advisors LLC ($6.17K), ESL Trust Services LLC ($4.23K), and Duncan Williams Asset Management LLC ($774.00).

Institutional investors have sold a total of 25,689 shares in the last 24 months. This volume of shares sold represents approximately $922.13K in transactions.


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Institutional ownership data for NYSEARCA:MNA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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