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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,112,829 | $59M | 9.0% | 2026-Q1 |
| MORGAN STANLEY added | 870,764 | $46M | 7.0% | 2026-Q1 |
| High Probability Advisors, LLC added | 775,203 | $41M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 763,210 | $41M | 6.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 579,232 | $31M | 4.7% | 2026-Q1 |
| Facet Wealth, Inc. added | 522,876 | $28M | 4.2% | 2026-Q1 |
| FMR LLC trimmed | 466,514 | $25M | 3.8% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 461,036 | $24M | 3.7% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 350,771 | $19M | 2.8% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 334,772 | $18M | 2.7% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC trimmed | 314,060 | $17M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 248,730 | $13M | 2.0% | 2026-Q1 |
| Klingman & Associates, LLC added | 239,875 | $13M | 1.9% | 2026-Q1 |
| Mariner, LLC added | 226,207 | $12M | 1.8% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 224,926 | $12M | 1.8% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 223,119 | $12M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 205,111 | $11M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 192,084 | $10M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 166,549 | $9M | 1.3% | 2026-Q1 |
| Betterment LLC added | 161,323 | $9M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 151,927 | $8M | 1.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 143,376 | $8M | 1.2% | 2026-Q1 |
| Creative Planning added | 131,285 | $7M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 122,012 | $6M | 1.0% | 2026-Q1 |
| MYECFO, LLC trimmed | 119,530 | $6M | 1.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 113,457 | $6M | 0.9% | 2026-Q1 |
| Note Advisors, LLC added | 96,345 | $5M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 96,274 | $5M | 0.8% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 95,611 | $5M | 0.8% | 2026-Q1 |
| NBT BANK N A /NY trimmed | 95,210 | $5M | 0.8% | 2026-Q1 |
| Whitegate Investment Counselors, Inc. added | 94,080 | $5M | 0.8% | 2026-Q1 |
| Arrow Financial Corp trimmed | 86,120 | $5M | 0.7% | 2026-Q1 |
| BAILARD, INC. trimmed | 85,971 | $5M | 0.7% | 2026-Q1 |
| ASSETMARK, INC trimmed | 76,546 | $4M | 0.6% | 2026-Q1 |
| James J. Burns & Company, LLC added | 72,276 | $4M | 0.6% | 2026-Q1 |
| Retirement Planning Group, LLC | 68,083 | $4M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 67,777 | $4M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 67,744 | $4M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 64,502 | $3M | 0.5% | 2026-Q1 |
| ALTFEST L J & CO INC added | 63,024 | $3M | 0.5% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 59,144 | $3M | 0.5% | 2026-Q1 |
| Wedmont Private Capital added | 58,562 | $3M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 58,362 | $3M | 0.5% | 2026-Q1 |
| Cascade Financial Partners, LLC trimmed | 57,745 | $3M | 0.5% | 2026-Q1 |
| DURANTE & WATERS, LLC added | 57,294 | $3M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 56,983 | $3M | 0.5% | 2026-Q1 |
| Carnegie Investment Counsel added | 55,891 | $3M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 54,321 | $3M | 0.4% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 50,302 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 49,726 | $3M | 0.4% | 2026-Q1 |
| Equita Financial Network, Inc. added | 49,278 | $3M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 47,043 | $2M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 46,642 | $2M | 0.4% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 45,135 | $2M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 44,923 | $2M | 0.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 44,534 | $2M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. added | 42,642 | $2M | 0.3% | 2026-Q1 |
| Emergent Wealth Advisors, LLC trimmed | 38,810 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,673 | $2M | 0.3% | 2026-Q1 |
| Westfuller Advisors, LLC trimmed | 37,691 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 34,968 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 33,760 | $2M | 0.3% | 2026-Q1 |
| Level Financial Advisors trimmed | 32,800 | $2M | 0.3% | 2026-Q1 |
| Astoria Strategic Wealth, Inc. added | 32,220 | $2M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 31,331 | $2M | 0.3% | 2026-Q1 |
| Perennial Advisors, LLC added | 29,975 | $2M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 29,899 | $2M | 0.2% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 28,660 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,636 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,225 | $1M | 0.2% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS | 27,065 | $1M | 0.2% | 2026-Q1 |
| Drucker Wealth 3.0, LLC | 25,703 | $1M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 25,306 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 25,181 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 25,223 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 25,077 | $1M | 0.2% | 2026-Q1 |
| Conrad Siegel Investment Advisors, Inc. added | 25,008 | $1M | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 24,750 | $1M | 0.2% | 2026-Q1 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 24,479 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 24,375 | $1M | 0.2% | 2026-Q1 |
| Trust Co added | 24,263 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 23,993 | $1M | 0.2% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC new | 23,700 | $1M | 0.2% | 2026-Q1 |
| BRIGHTON SECURITIES CORP. trimmed | 23,553 | $1M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 22,285 | $1M | 0.2% | 2026-Q1 |
| Godfrey Financial Associates, Inc. | 21,884 | $1M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 21,844 | $1M | 0.2% | 2026-Q1 |
| Members Advisory Group LLC added | 21,542 | $1M | 0.2% | 2026-Q1 |
| Indivisible Partners added | 21,113 | $1M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 20,036 | $1M | 0.2% | 2026-Q1 |
| PROFFITT & GOODSON INC added | 19,350 | $1M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC new | 18,150 | $964K | 0.1% | 2026-Q1 |
| Stonehage Fleming Financial Services Holdings Ltd | 18,087 | $961K | 0.1% | 2026-Q1 |
| Elequin Capital, LP added | 28,595 | $2M | 0.2% | 2025-Q3 stale |
| Graypoint LLC | 27,500 | $1M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 26,274 | $1M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 25,559 | $1M | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 23,441 | $1M | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 18,720 | $986K | 0.2% | 2025-Q1 stale |
| TCI Wealth Advisors, Inc. | 18,698 | $975K | 0.1% | 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.
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.