Who owns MNA?
NYLI Merger Arbitrage ETF · New York Life
83 institutions reported holding MNA, worth $187.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MNA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New York Life Investment Management LLC | New York, NY | $34.9M | 957,745 | +190,425 shares |
| Morgan Stanley | New York, NY | $25.2M | 689,812 | −36,280 shares |
| Osborne Partners Capital Management, LLC | San Francisco, CA | $20.9M | 571,652 | +17,348 shares |
| Oppenheimer Asset Management Inc. | New York, NY | $11.5M | 315,321 | +31,400 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.8M | 187,252 | −3,783 shares |
| Aspiriant, LLC | San Francisco, CA | $6.6M | 181,887 | +11,672 shares |
| One Capital Management, LLC | Westlake Village, CA | $6.6M | 180,668 | New position |
| Equitable Holdings, Inc. | New York, NY | $5.8M | 158,230 | +12,155 shares |
| Savant Capital, LLC | Rockford, IL | $5.4M | 147,780 | +73,254 shares |
| IHT Wealth Management, LLC | Chicago, IL | $5.3M | 144,592 | +3,100 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MNA?
83 institutional managers reported holding MNA in Form 13F filings for June 30, 2026, worth $187.3M in total. The largest reported position was held by New York Life Investment Management LLC, at $34.9M.
Did institutions buy or sell MNA last quarter?
Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MNA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.