Who Owns NYLI Merger Arbitrage ETF (MNA)?Hedge Fund & Institutional Holders

$36.00-0.04 (-0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.959700010000001e+277T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$32.60$33.58$34.56$35.54$36.52Aug 24Jun 25Mar 26

MNA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCNew Position+548K+$19.6B
ASPIRIANT, LLCNew Position+152K+$5.4B
IHT Wealth Management, LLCNew Position+144K+$5.0B
KINGSWOOD WEALTH ADVISORS, LLCNew Position+112K+$4.0B
B. Riley Wealth Advisors, Inc.New Position+106K+$3.8B
AMERIPRISE FINANCIAL INCIncreased+95K+$3.2B
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.New Position+61K+$2.2B
BANK OF AMERICA CORP /DE/Increased+23K+$2.0B
LIBERTY SQUARE WEALTH PARTNERS LLCNew Position+36K+$1.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+52K+$1.0B
Farther Finance Advisors, LLCIncreased+17K+$599.5M
Advisor Resource CouncilNew Position+14K+$503.0M
RAYMOND JAMES FINANCIAL INCIncreased+33K+$462.7M
Good Steward Wealth Advisors,LLCNew Position+12K+$443.0M
OPPENHEIMER & CO INCNew Position+11K+$383.0M

MNA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-25K-$3.9B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$3.0B
Cetera Investment AdvisersDecreased-771-$1.9B
Equitable Holdings, Inc.Decreased-2K-$1.1B
GTS SECURITIES LLCClosed Position-30K-$1.1B
OSAIC HOLDINGS, INC.Decreased-7K-$685.6M
MAI Capital ManagementDecreased-629-$479.5M
Integrated Advisors Network LLCDecreased-7-$472.2M
OPPENHEIMER ASSET MANAGEMENT INC.Decreased-12K-$462.3M
Hilltop Holdings Inc.Decreased-271-$405.4M
OneDigital Investment Advisors LLCDecreased-7K-$358.3M
Private Advisor Group, LLCDecreased-3K-$316.9M
Prospera Financial Services IncDecreased-39-$225.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-6K-$212.3M
Wealthcare Advisory Partners LLCDecreased-2K-$55.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC547,571$19.6B1.01%Share
2AMERIPRISE FINANCIAL INC283,006$10.0B0.00%Share
3OPPENHEIMER ASSET MANAGEMENT INC.255,653$9.1B0.11%Share
4ASPIRIANT, LLC151,667$5.4B0.16%Share
5IHT Wealth Management, LLC144,150$5.0B0.12%Share
6KINGSWOOD WEALTH ADVISORS, LLC111,993$4.0B0.19%Share
7B. Riley Wealth Advisors, Inc.105,719$3.8B0.17%Share
8Equitable Holdings, Inc.100,630$3.0B0.02%Share
9CANTOR FITZGERALD INVESTMENT ADVISORS L.P.60,635$2.2B0.16%Share
10ROYAL BANK OF CANADA77,058$2.0B0.00%Share
11RAYMOND JAMES FINANCIAL INC62,398$2.0B0.00%Share
12BANK OF AMERICA CORP /DE/65,578$2.0B0.00%Share
13Farther Finance Advisors, LLC36,622$1.3B0.01%Share
14LIBERTY SQUARE WEALTH PARTNERS LLC35,513$1.3B0.36%Share
15RAYMOND JAMES FINANCIAL INC41,323$1.0B0.00%Share
16OneDigital Investment Advisors LLC30,484$1.0B0.01%Share
17COMMONWEALTH EQUITY SERVICES, LLC51,875$1.0B0.00%Share
18Equitable Holdings, Inc.39,380$1.0B0.01%Share
19OLD NATIONAL BANCORP /IN/15,895$568.0M0.01%Share
20Duncan Williams Asset Management, LLC15,286$551.0M0.14%Share
21Advisor Resource Council13,958$503.0M0.18%Share
22Good Steward Wealth Advisors,LLC12,396$443.0M0.29%Share
23OPPENHEIMER & CO INC10,707$383.0M0.01%Share
24Belpointe Asset Management LLC9,829$351.0M0.01%Share
25Wealthcare Advisory Partners LLC8,281$296.0M0.01%Share
26Comprehensive Money Management Services LLC7,526$269.0M0.19%Share
27First Heartland Consultants, Inc.7,281$260.0M0.02%Share
28RHS Financial, LLC6,317$226.0M0.11%Share
29MRP Capital Investments, LLC5,100$182.0M0.15%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV3,052$109.0M0.01%Share
31COMERICA BANK1,853$66.0M0.00%Share
32NEW YORK LIFE INVESTMENT MANAGEMENT LLC857,413$30.0M0.26%Share
33Scarborough Advisors, LLC673$24.0M0.00%Share
34Scarborough Advisors, LLC673$24.0M0.00%Share
35MORGAN STANLEY654,358$23.0M0.00%Share
36Bank of Jackson Hole Trust500$17.0M0.01%Share
37Costello Asset Management, INC300$10.0M0.00%Share
38Smallwood Wealth Investment Management, LLC256$9.0M0.00%Share
39ENVESTNET ASSET MANAGEMENT INC271,162$9.0M0.00%Share
40THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.221$7.0M0.00%Share
41THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.150$5.0M0.00%Share
42THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.143$5.0M0.00%Share
43THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.132$4.0M0.00%Share
44LPL Financial LLC84,212$3.0M0.00%Share
45THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.105$3.0M0.00%Share
46THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.101$3.0M0.00%Share
47THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.84$3.0M0.00%Share
48THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.105$3.0M0.00%Share
49FLAGSHIP HARBOR ADVISORS, LLC71$2.0M0.00%Share
50THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.75$2.0M0.00%Share

MNA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$79.1B+35
Q3 202549$75.4B-17
Q2 202566$127.3B-1
Q1 202567$135.7B+4
Q4 202463$986.4B+13
Q3 202450$21.5T-9
Q2 202459$23.0T+4
Q1 202455$25.4T—

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As of Q4 2025, 50 institutional investors hold MNA (NYLI Merger Arbitrage ETF). The largest holder is OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC with $19.6B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MNA?

As of Q4 2025, 50 institutional investors report holding MNA (NYLI Merger Arbitrage ETF) in their 13F filings.

Who is the largest institutional holder of MNA?

The largest institutional holder of MNA is OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC with $19.6B in shares.

Is institutional ownership of MNA increasing or decreasing?

This quarter, 11 institutions opened new positions in MNA and 2 closed their positions.