We are live on ! Find out more
MNA icon

NYLIM Merger Arbitrage ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$64.4M -$1.21M -38,756 -2%
GT
2
Greenleaf Trust
Michigan
$31.8M +$25.4M +810,438 +423%
BCI
3
Brinker Capital Investments
Pennsylvania
$29.5M +$364K +11,611 +1%
OIA
4
OneDigital Investment Advisors
Kansas
$27.1M +$765K +24,415 +3%
Bank of America
5
Bank of America
North Carolina
$26.8M +$419K +13,362 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.3M +$1.3M +41,491 +5%
Morgan Stanley
7
Morgan Stanley
New York
$21.1M +$2.65M +84,569 +15%
WP
8
WealthPLAN Partners
Nebraska
$18.5M +$18.3M +583,885 New
RJA
9
Raymond James & Associates
Florida
$14.3M +$705K +22,502 +5%
BOS
10
Bank of Stockton
California
$10.5M -$69.8K -2,228 -0.7%
SCM
11
Stonehearth Capital Management
Massachusetts
$9.44M -$41K -1,309 -0.4%
WF
12
WealthTrust Fairport
Ohio
$7.94M +$517K +16,506 +7%
NAM
13
NorthCoast Asset Management
Connecticut
$6.92M +$6.82M +217,750 New
BRWM
14
B. Riley Wealth Management
Tennessee
$6.56M +$6.47M +206,569 New
LFASL
15
Lugano Financial Advisors SA (LFA)
Switzerland
$5.92M +$395K +12,604 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.84M +$240K +7,664 +4%
CFA
17
Carroll Financial Associates
North Carolina
$4.78M -$7.86K -251 -0.2%
SAM
18
Stringer Asset Management
Tennessee
$4.09M +$734K +23,439 +22%
Wells Fargo
19
Wells Fargo
California
$3.8M +$1.08M +34,488 +40%
CCMG
20
Clark Capital Management Group
Pennsylvania
$3.06M -$1.34M -42,737 -31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.84M -$411K -13,107 -13%
LPL Financial
22
LPL Financial
California
$2.62M -$2.22M -70,764 -46%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.6M -$29.1K -929 -1%
LNC
24
Lincoln National Corp
Pennsylvania
$2.26M +$359K +11,450 +19%
Axa
25
Axa
France
$2.22M