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WRND · NYLI Global Equity R&D Leaders ETF ETF

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$43.23 +0.16 (+0.38%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $7,444,906
Total Shares: 207,593

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 4 13F filers · Δ vs Dec 31, 2025
Top Holder
91.5%
Jun 2023 → Mar 2026 · range 62.4% – 100.0%
−8.5 pts
Top 5
100.0%
Jun 2023 → Mar 2026 · range 99.9% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
8,448
Jun 2023 → Mar 2026 · range 4,384 – 10,000
Highly concentrated−1,552

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +3
Institutional value: +5.7%
Shares held: +9.3%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
GTS SECURITIES LLC 17,529 $628,642
Ameritas Investment Partners, Inc. 63 $2,259
MORGAN STANLEY 1 $35

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 3 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 4 of 4
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
New York Life Investment Management LLC WRND $6,813,970 91.53% 190,000
GTS SECURITIES LLC WRND $628,642 8.44% 17,529
Ameritas Investment Partners, Inc. WRND $2,259 0.03% 63
MORGAN STANLEY WRND $35 0.00% 1