Who owns 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-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
52 tracked funds added or opened NYF while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% 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 2026-Q1 and 2026-Q2, across 194 tracked filers holding NYF, 107 increased or opened the position and 74 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 2026-Q1 and 2026-Q2 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 10
- Elequin Capital, LP$4M
- N10 WEALTH, LLC$2M
- CITIZENS FINANCIAL GROUP INC/RI$1M
- Tower Research Capital LLC (TRC)$1M
- Layline Advisors, LLC$1M
- SAX WEALTH ADVISORS, LLC$854K
Full exits 10
- HighTower Advisors, LLC$31M
- Betterment LLC$9M
- CITADEL ADVISORS LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Allspring Global Investments Holdings, LLC$1M
- CORA CAPITAL ADVISORS LLC$1M
Largest adds
- High Probability Advisors, LLC$10M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- BANK OF AMERICA CORP /DE/$5M
- MORGAN STANLEY$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- JPMORGAN CHASE & CO$3M
Largest trims
- Legacy Edge Advisors, LLC$6M
- JANE STREET GROUP, LLC$6M
- RWA WEALTH PARTNERS, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$1M
- NewEdge Wealth, LLC$1M
- Conrad Siegel Investment Advisors, Inc.$787K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 1,095,918 | $59M | 8.8% | 2026-Q2 |
| High Probability Advisors, LLC added | 956,143 | $52M | 7.7% | 2026-Q2 |
| MORGAN STANLEY added | 927,127 | $50M | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 839,727 | $45M | 6.8% | 2026-Q2 |
| Facet Wealth, Inc. added | 571,010 | $31M | 4.6% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 495,210 | $27M | 4.0% | 2026-Q2 |
| FMR LLC added | 486,133 | $26M | 3.9% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 327,700 | $18M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 306,420 | $17M | 2.5% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC trimmed | 305,418 | $16M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 252,292 | $14M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 236,481 | $13M | 1.9% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 236,010 | $13M | 1.9% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 235,016 | $12M | 1.8% | 2026-Q2 |
| Composition Wealth, LLC added | 233,913 | $13M | 1.9% | 2026-Q2 |
| Mariner, LLC added | 227,931 | $12M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 208,830 | $11M | 1.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 174,500 | $9M | 1.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 167,032 | $9M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 157,869 | $8M | 1.3% | 2026-Q2 |
| Creative Planning added | 144,788 | $8M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 126,216 | $7M | 1.0% | 2026-Q2 |
| MYECFO, LLC trimmed | 112,730 | $6M | 0.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 109,332 | $6M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 107,445 | $6M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 101,965 | $5M | 0.8% | 2026-Q2 |
| Note Advisors, LLC added | 100,569 | $5M | 0.8% | 2026-Q2 |
| NBT BANK, N.A. added | 97,930 | $5M | 0.8% | 2026-Q2 |
| Wedmont Private Capital added | 94,537 | $5M | 0.8% | 2026-Q2 |
| ALTFEST L J & CO INC added | 92,584 | $5M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 90,357 | $5M | 0.7% | 2026-Q2 |
| Whitegate Investment Counselors, Inc. trimmed | 90,224 | $5M | 0.7% | 2026-Q2 |
| BAILARD, INC. trimmed | 84,678 | $5M | 0.7% | 2026-Q2 |
| Arrow Financial Corp trimmed | 82,875 | $4M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 78,868 | $4M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 77,900 | $4M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 75,916 | $4M | 0.6% | 2026-Q2 |
| UBS Group AG added | 70,332 | $4M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 69,201 | $4M | 0.6% | 2026-Q2 |
| Retirement Planning Group, LLC | 68,083 | $4M | 0.5% | 2026-Q2 |
| Elequin Capital, LP added | 66,671 | $4M | 0.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 65,476 | $4M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 63,829 | $3M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 63,403 | $3M | 0.5% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 62,524 | $3M | 0.5% | 2026-Q2 |
| James J. Burns & Company, LLC trimmed | 61,526 | $3M | 0.5% | 2026-Q2 |
| DURANTE & WATERS, LLC added | 60,461 | $3M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 59,202 | $3M | 0.5% | 2026-Q2 |
| SOA Wealth Advisors, LLC. trimmed | 58,709 | $3M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 58,313 | $3M | 0.5% | 2026-Q2 |
| Magnus Financial Group LLC added | 56,735 | $3M | 0.5% | 2026-Q2 |
| Carnegie Investment Counsel added | 56,155 | $3M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 55,942 | $3M | 0.5% | 2026-Q2 |
| Equita Financial Network, Inc. | 49,278 | $3M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 49,012 | $3M | 0.4% | 2026-Q2 |
| Compound Planning, Inc. added | 43,363 | $2M | 0.3% | 2026-Q2 |
| N10 WEALTH, LLC new | 42,540 | $2M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 41,231 | $2M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 40,652 | $2M | 0.3% | 2026-Q2 |
| Emergent Wealth Advisors, LLC trimmed | 38,057 | $2M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 36,481 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,889 | $2M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 35,374 | $2M | 0.3% | 2026-Q2 |
| Astoria Strategic Wealth, Inc. added | 34,121 | $2M | 0.3% | 2026-Q2 |
| Perennial Advisors, LLC added | 33,450 | $2M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 32,929 | $2M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 32,786 | $2M | 0.3% | 2026-Q2 |
| Westfuller Advisors, LLC trimmed | 32,358 | $2M | 0.3% | 2026-Q2 |
| Level Financial Advisors trimmed | 32,184 | $2M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 29,993 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,696 | $2M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 29,266 | $2M | 0.2% | 2026-Q2 |
| Indivisible Partners added | 28,841 | $2M | 0.2% | 2026-Q2 |
| Francis Financial, Inc. | 28,660 | $2M | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI new | 27,647 | $1M | 0.2% | 2026-Q2 |
| Trust Co added | 27,632 | $1M | 0.2% | 2026-Q2 |
| Drucker Wealth 3.0, LLC added | 27,625 | $1M | 0.2% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 27,065 | $1M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 24,989 | $1M | 0.2% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 24,979 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 23,986 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 23,930 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 23,768 | $1M | 0.2% | 2026-Q2 |
| BRIGHTON SECURITIES CORP. added | 23,741 | $1M | 0.2% | 2026-Q2 |
| Empower Advisory Group, LLC added | 23,186 | $1M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 22,421 | $1M | 0.2% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 21,884 | $1M | 0.2% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 21,608 | $1M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 21,351 | $1M | 0.2% | 2026-Q2 |
| Members Advisory Group LLC trimmed | 21,312 | $1M | 0.2% | 2026-Q2 |
| Rockbridge Investment Management, LCC added | 20,703 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 20,062 | $1M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,875 | $1M | 0.2% | 2026-Q2 |
| Layline Advisors, LLC new | 19,640 | $1M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 18,150 | $978K | 0.1% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd | 18,087 | $975K | 0.1% | 2026-Q2 |
| PROFFITT & GOODSON INC trimmed | 16,523 | $891K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 16,075 | $854K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 15,831 | $853K | 0.1% | 2026-Q2 |
| HM PAYSON & CO | 15,445 | $833K | 0.1% | 2026-Q2 |
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.
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.