Nylim Merger Arbtrage ETF-UiMNAETF
13F holders, Q4 2025 (December 31)86holders +4
11new positions
8sold out
1famous investor
$35.79avg. 13F price*
At the end of Q4 2025, 86 institutions reported holding Nylim Merger Arbtrage ETF-Ui (MNA) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 8 sold out. The largest holders were New York Life Investment Management LLC ($30.7M), Morgan Stanley ($25.8M) and Osborne Partners Capital Management, LLC ($19.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nylim Merger Arbtrage ETF-Ui
- Filed as
- NEW YORK LIFE INVESTMENTS ET (Q4 2025)
- CUSIP
- 45409B800
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.0M |
| Exits | 8 | $1.7M |
All 13F filers, Q3 2025 → Q4 2025: 586,046 shares bought and 166,001 shares sold, net +420,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| New York Life Investment Management LLC | 0.26% | Add +11.3% | 857,413 | $30.7M |
| Morgan Stanley | 0.00% | Add +3.5% | 719,936 | $25.8M |
| Osborne Partners Capital Management, LLC | 1.01% | Add +0.1% | 547,571 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Add +50.0% | 284,540 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 271,162 | $9.7M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -4.5% | 255,653 | $9.1M |
| Aspiriant, LLC | 0.16% | Add +7.1% | 151,667 | $5.4M |
| IHT Wealth Management, LLC | 0.13% | New | 144,150 | $5.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.1% | 140,070 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +28.0% | 115,762 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +3.1% | 111,993 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -2.8% | 105,719 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +46.8% | 103,721 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -22.8% | 84,212 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.5% | 78,311 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +122.5% | 77,717 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -0.5% | 74,648 | $2.7M |
| Bank of America Corp. | 0.00% | Add +53.8% | 65,578 | $2.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.16% | Reduce -1.7% | 60,635 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 51,875 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 51,078 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +85.0% | 36,622 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.36% | Reduce -31.9% | 35,513 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -19.4% | 30,484 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +197.7% | 26,633 | $953K |
| Citadel Advisors | 0.00% | Add +13.2% | 25,549 | $914K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 21,393 | $766K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 21,114 | $756K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 19,908 | $713K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 19,690 | $705K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.3% | 19,644 | $703K |
| Wells Fargo & Company | 0.00% | Add +2.0% | 16,522 | $591K |
| Old National Bancorp | 0.01% | Add +0.5% | 15,895 | $569K |
| Duncan Williams Asset Management, LLC | 0.14% | Reduce -4.8% | 15,286 | $551K |
| Advisor Resource Council | 0.18% | New | 13,958 | $504K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.1% | 13,146 | $470K |
| MAI Capital Management | 0.00% | Reduce -4.7% | 12,726 | $455K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.1% | 12,607 | $451K |
| Good Steward Wealth Advisors,LLC | 0.29% | Add +2.8% | 12,396 | $444K |
| Hyundai Investments Co., Ltd. | 0.42% | New | 12,154 | $436K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.4% | 11,021 | $394K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.9% | 10,707 | $383K |
| McAdam, LLC | 0.02% | Add +12.4% | 10,401 | $372K |
| Summit Financial, LLC | 0.01% | Add +1.6% | 10,240 | $366K |
| Belpointe Asset Management LLC | 0.01% | Reduce -7.4% | 9,829 | $352K |
| Atria Investments, Inc | 0.00% | New | 8,313 | $298K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -15.4% | 8,281 | $296K |
| Comprehensive Money Management Services LLC | 0.19% | No change | 7,526 | $269K |
| First Heartland Consultants, Inc. | 0.02% | New | 7,281 | $261K |
| City Center Advisors, LLC | 0.23% | New | 7,065 | $253K |
| Diversify Advisory Services, LLC | 0.01% | No change | 6,732 | $242K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -0.4% | 6,417 | $230K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.8% | 6,365 | $228K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -30.8% | 6,344 | $228K |
| RHS Financial, LLC | 0.11% | Reduce -34.8% | 6,317 | $226K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.6% | 6,235 | $223K |
| Capital Asset Managemnet, LLC | 0.25% | — | 6,206 | $222K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.5% | 6,138 | $220K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,106 | $219K |
| Parallel Advisors, LLC | 0.00% | Add +3467.5% | 5,708 | $204K |
| MRP Capital Investments, LLC | 0.15% | Add +2.0% | 5,100 | $183K |
| Centaurus Financial, Inc. | 0.01% | Add +2.4% | 3,701 | $132K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,052 | $109K |
| ESL Trust Services, LLC | 0.02% | Reduce -20.1% | 2,383 | $85K |
| Comerica Bank | 0.00% | Add +8.2% | 1,853 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +293.3% | 1,636 | $59K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 1,568 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 1,429 | $51K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.7% | 1,223 | $44K |
| Cwm, LLC | 0.00% | Reduce -21.9% | 1,001 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 689 | $25K |
| Scarborough Advisors, LLC | 0.00% | No change | 673 | $24K |
| SageView Advisory Group, LLC | 0.00% | New | 619 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | New | 610 | $22K |
| 2UniFi Bank | 0.01% | No change | 500 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 447 | $16K |
| Costello Asset Management, INC | 0.00% | No change | 300 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 256 | $9K |
| Arax Advisory Partners | 0.00% | No change | 156 | $6K |
| Allworth Financial LP | 0.00% | New | 131 | $5K |
| FMR LLC | 0.00% | Add +423.8% | 110 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 77 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 71 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 53 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $215 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -100.0% | 4 | $150 |
"% of holder's portfolio" is MNA's weight in each manager's 13F, not the share of Nylim Merger Arbtrage ETF-Ui the manager owns.