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Institutional Ownership · SEC Form 13F

Who owns NYF (NYF)


Which tracked institutional funds hold NYF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NYF company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

209
Institutional holders
12,992,590
Shares held (tracked funds)

How the tape is positioned

54 tracked funds added or opened NYF while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NYF’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NYF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 209 tracked filers holding NYF, 130 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NYF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 14

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$59M
  • Allspring Global Investments Holdings, LLC$1M
  • WNY Asset Management, LLC$1M
  • CORA CAPITAL ADVISORS LLC$1M
  • Cresset Asset Management, LLC$964K
  • Calamos Advisors LLC$885K

Full exits 2

  • Stratos Wealth Advisors, LLC$899K
  • Long Run Wealth Advisors, LLC$565K

Largest adds

  • MORGAN STANLEY$17M
  • High Probability Advisors, LLC$7M
  • JANE STREET GROUP, LLC$4M
  • BANK OF AMERICA CORP /DE/$4M
  • Creative Planning$3M
  • MERCER GLOBAL ADVISORS INC /ADV$3M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$59M
  • Hamilton Wealth, LLC$8M
  • Composition Wealth, LLC$3M
  • Opal Wealth Advisors, LLC$2M
  • Revolve Wealth Partners, LLC$1M
  • Fort Point Capital Partners LLC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new1,112,829$59M9.0%2026-Q1
MORGAN STANLEY added870,764$46M7.0%2026-Q1
High Probability Advisors, LLC added775,203$41M6.3%2026-Q1
BANK OF AMERICA CORP /DE/ added763,210$41M6.2%2026-Q1
HighTower Advisors, LLC added579,232$31M4.7%2026-Q1
Facet Wealth, Inc. added522,876$28M4.2%2026-Q1
FMR LLC trimmed466,514$25M3.8%2026-Q1
Alesco Advisors, LLC, An ESL Co added461,036$24M3.7%2026-Q1
Legacy Edge Advisors, LLC added350,771$19M2.8%2026-Q1
HSBC HOLDINGS PLC added334,772$18M2.7%2026-Q1
SATOVSKY ASSET MANAGEMENT LLC trimmed314,060$17M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added248,730$13M2.0%2026-Q1
Klingman & Associates, LLC added239,875$13M1.9%2026-Q1
Mariner, LLC added226,207$12M1.8%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed224,926$12M1.8%2026-Q1
Composition Wealth, LLC trimmed223,119$12M1.8%2026-Q1
LPL Financial LLC added205,111$11M1.7%2026-Q1
JPMORGAN CHASE & CO added192,084$10M1.6%2026-Q1
Cetera Investment Advisers added166,549$9M1.3%2026-Q1
Betterment LLC added161,323$9M1.3%2026-Q1
JANE STREET GROUP, LLC added151,927$8M1.2%2026-Q1
GUGGENHEIM CAPITAL LLC added143,376$8M1.2%2026-Q1
Creative Planning added131,285$7M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added122,012$6M1.0%2026-Q1
MYECFO, LLC trimmed119,530$6M1.0%2026-Q1
ALLIANCEBERNSTEIN L.P. added113,457$6M0.9%2026-Q1
Note Advisors, LLC added96,345$5M0.8%2026-Q1
AMERIPRISE FINANCIAL INC added96,274$5M0.8%2026-Q1
Hennion & Walsh Asset Management, Inc. added95,611$5M0.8%2026-Q1
NBT BANK N A /NY trimmed95,210$5M0.8%2026-Q1
Whitegate Investment Counselors, Inc. added94,080$5M0.8%2026-Q1
Arrow Financial Corp trimmed86,120$5M0.7%2026-Q1
BAILARD, INC. trimmed85,971$5M0.7%2026-Q1
ASSETMARK, INC trimmed76,546$4M0.6%2026-Q1
James J. Burns & Company, LLC added72,276$4M0.6%2026-Q1
Retirement Planning Group, LLC68,083$4M0.6%2026-Q1
UBS Group AG trimmed67,777$4M0.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed67,744$4M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added64,502$3M0.5%2026-Q1
ALTFEST L J & CO INC added63,024$3M0.5%2026-Q1
SOA Wealth Advisors, LLC. added59,144$3M0.5%2026-Q1
Wedmont Private Capital added58,562$3M0.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added58,362$3M0.5%2026-Q1
Cascade Financial Partners, LLC trimmed57,745$3M0.5%2026-Q1
DURANTE & WATERS, LLC added57,294$3M0.5%2026-Q1
Kestra Advisory Services, LLC added56,983$3M0.5%2026-Q1
Carnegie Investment Counsel added55,891$3M0.5%2026-Q1
CITIGROUP INC added54,321$3M0.4%2026-Q1
Magnus Financial Group LLC trimmed50,302$3M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed49,726$3M0.4%2026-Q1
Equita Financial Network, Inc. added49,278$3M0.4%2026-Q1
Cerity Partners LLC added47,043$2M0.4%2026-Q1
Focus Partners Wealth added46,642$2M0.4%2026-Q1
NewEdge Wealth, LLC trimmed45,135$2M0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added44,923$2M0.4%2026-Q1
Wealthfront Advisers LLC added44,534$2M0.4%2026-Q1
Compound Planning, Inc. added42,642$2M0.3%2026-Q1
Emergent Wealth Advisors, LLC trimmed38,810$2M0.3%2026-Q1
CITADEL ADVISORS LLC added38,673$2M0.3%2026-Q1
Westfuller Advisors, LLC trimmed37,691$2M0.3%2026-Q1
STIFEL FINANCIAL CORP added34,968$2M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed33,760$2M0.3%2026-Q1
Level Financial Advisors trimmed32,800$2M0.3%2026-Q1
Astoria Strategic Wealth, Inc. added32,220$2M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS added31,331$2M0.3%2026-Q1
Perennial Advisors, LLC added29,975$2M0.2%2026-Q1
Wealthspire Advisors, LLC added29,899$2M0.2%2026-Q1
Francis Financial, Inc. trimmed28,660$2M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added27,636$1M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added27,225$1M0.2%2026-Q1
FIRST FOUNDATION ADVISORS27,065$1M0.2%2026-Q1
Drucker Wealth 3.0, LLC25,703$1M0.2%2026-Q1
Allspring Global Investments Holdings, LLC trimmed25,306$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed25,181$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added25,223$1M0.2%2026-Q1
Corient Private Wealth LLC added25,077$1M0.2%2026-Q1
Conrad Siegel Investment Advisors, Inc. added25,008$1M0.2%2026-Q1
WNY Asset Management, LLC trimmed24,750$1M0.2%2026-Q1
W.G. Shaheen & Associates DBA Whitney & Co added24,479$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed24,375$1M0.2%2026-Q1
Trust Co added24,263$1M0.2%2026-Q1
Private Advisor Group, LLC added23,993$1M0.2%2026-Q1
CORA CAPITAL ADVISORS LLC new23,700$1M0.2%2026-Q1
BRIGHTON SECURITIES CORP. trimmed23,553$1M0.2%2026-Q1
Empower Advisory Group, LLC added22,285$1M0.2%2026-Q1
Godfrey Financial Associates, Inc.21,884$1M0.2%2026-Q1
Allworth Financial LP added21,844$1M0.2%2026-Q1
Members Advisory Group LLC added21,542$1M0.2%2026-Q1
Indivisible Partners added21,113$1M0.2%2026-Q1
Chicago Partners Investment Group LLC added20,036$1M0.2%2026-Q1
PROFFITT & GOODSON INC added19,350$1M0.2%2026-Q1
Cresset Asset Management, LLC new18,150$964K0.1%2026-Q1
Stonehage Fleming Financial Services Holdings Ltd18,087$961K0.1%2026-Q1
Elequin Capital, LP added28,595$2M0.2%2025-Q3 stale
Graypoint LLC27,500$1M0.2%2025-Q2 stale
FLOW TRADERS U.S. LLC added26,274$1M0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. added25,559$1M0.2%2025-Q2 stale
OLD MISSION CAPITAL LLC added23,441$1M0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC added18,720$986K0.2%2025-Q1 stale
TCI Wealth Advisors, Inc.18,698$975K0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership