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Funds Holding NYF

On this page, we present all of the funds holding NYF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NYF, with a link to that fund's top holdings. The next columns indicate the amount of NYF stock held by each of the funds holding NYF, followed by the NYF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 130 funds holding NYF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC (or by any of the other funds holding NYF), click the fund name in the "Holder" column of the funds-holding-NYF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC1,212,026$65,558 12/31/2023
     NYF1,212,026$65,558 12/31/2023
TIAA Trust National Association706,546$38,217 12/31/2023
     NYF706,546$38,217 12/31/2023
Bank of America Corp DE478,589$25,887 12/31/2023
     NYF478,589$25,887 12/31/2023
Morgan Stanley360,787$19,515 12/31/2023
     NYF360,787$19,515 12/31/2023
Adviser Investments LLC325,659$17,615 12/31/2023
     NYF325,659$17,615 12/31/2023
FMR LLC282,865$15,300 12/31/2023
     NYF282,865$15,300 12/31/2023
Hsbc Holdings PLC279,785$15,134 12/31/2023
     NYF279,785$15,134 12/31/2023
Alesco Advisors LLC240,220$12,994 12/31/2023
     NYF240,220$12,994 12/31/2023
Altfest L J & Co. Inc.207,277$11,212 12/31/2023
     NYF207,277$11,212 12/31/2023
Mariner LLC184,076$9,957 12/31/2023
     NYF184,076$9,957 12/31/2023
Miracle Mile Advisors LLC183,885$9,946 12/31/2023
     NYF183,885$9,946 12/31/2023
Opal Wealth Advisors LLC167,630$9,020 03/31/2024
     NYF167,630$9,020 03/31/2024
Facet Wealth Inc.152,339$8,200 12/31/2023
     NYF152,339$8,200 12/31/2023
Envestnet Asset Management Inc.148,579$8,037 12/31/2023
     NYF148,579$8,037 12/31/2023
Taylor Cottrill Erickson & Associates Inc.125,210$6,773 12/31/2023
     NYF125,210$6,773 12/31/2023
Betterment LLC112,701$6,096 12/31/2023
     NYF112,701$6,096 12/31/2023
Allspring Global Investments Holdings LLC104,042$5,628 12/31/2023
     NYF104,042$5,628 12/31/2023
Ameriprise Financial Inc.102,914$5,567 12/31/2023
     NYF102,914$5,567 12/31/2023
NBT Bank N A NY93,682$5,067 12/31/2023
     NYF93,682$5,067 12/31/2023
LPL Financial LLC89,916$4,864 12/31/2023
     NYF89,916$4,864 12/31/2023
Arrow Financial Corp88,985$4,813 12/31/2023
     NYF88,985$4,813 12/31/2023
Advisor Group Holdings Inc.81,600$4,414 12/31/2023
     NYF81,600$4,414 12/31/2023
UBS Group AG68,869$3,725 12/31/2023
     NYF68,869$3,725 12/31/2023
James J. Burns & Company LLC65,535$3,544 12/31/2023
     NYF65,535$3,544 12/31/2023
Francis Financial Inc.63,114$3,414 12/31/2023
     NYF63,114$3,414 12/31/2023
Cetera Investment Advisers57,256$3,097 12/31/2023
     NYF57,256$3,097 12/31/2023
Alliancebernstein L.P.50,484$2,731 12/31/2023
     NYF50,484$2,731 12/31/2023
Commonwealth Equity Services LLC49,775$2,692 12/31/2023
     NYF49,775$2,692 12/31/2023
Assetmark Inc.49,577$2,682 12/31/2023
     NYF49,577$2,682 12/31/2023
Wedmont Private Capital49,698$2,650 03/31/2024
     NYF49,698$2,650 03/31/2024
Level Financial Advisors Inc.47,817$2,586 12/31/2023
     NYF47,817$2,586 12/31/2023
Wells Fargo & Company MN45,756$2,475 12/31/2023
     NYF45,756$2,475 12/31/2023
Eagle Ridge Investment Management44,892$2,428 12/31/2023
     NYF44,892$2,428 12/31/2023
Durante & Waters LLC41,267$2,232 12/31/2023
     NYF41,267$2,232 12/31/2023
HighTower Advisors LLC39,342$2,126 12/31/2023
     NYF39,342$2,126 12/31/2023
NewEdge Wealth LLC35,580$1,925 12/31/2023
     NYF35,580$1,925 12/31/2023
Myecfo LLC31,062$1,680 12/31/2023
     NYF31,062$1,680 12/31/2023
Northeast Financial Group Inc.28,594$1,539 03/31/2024
     NYF28,594$1,539 03/31/2024
Israel Discount Bank of New York27,165$1,469 12/31/2023
     NYF27,165$1,469 12/31/2023
WNY Asset Management LLC24,333$1,316 12/31/2023
     NYF24,333$1,316 12/31/2023
Allworth Financial LP23,515$1,272 12/31/2023
     NYF23,515$1,272 12/31/2023
Atria Wealth Solutions Inc.22,922$1,240 12/31/2023
     NYF22,922$1,240 12/31/2023
Creative Planning22,871$1,237 12/31/2023
     NYF22,871$1,237 12/31/2023
Proffitt & Goodson Inc.22,661$1,226 12/31/2023
     NYF22,661$1,226 12/31/2023
CI Private Wealth LLC21,059$1,139 12/31/2023
     NYF21,059$1,139 12/31/2023
Cambridge Investment Research Advisors Inc.20,890$1,130 12/31/2023
     NYF20,890$1,130 12/31/2023
Cetera Advisor Networks LLC20,356$1,101 12/31/2023
     NYF20,356$1,101 12/31/2023
Conrad Siegel Investment Advisors Inc.20,419$1,099 03/31/2024
     NYF20,419$1,099 03/31/2024
Wealth Enhancement Advisory Services LLC20,106$1,082 03/31/2024
     NYF20,106$1,082 03/31/2024
Captrust Financial Advisors19,728$1,067 12/31/2023
     NYF19,728$1,067 12/31/2023
Chicago Partners Investment Group LLC19,447$1,043 12/31/2023
     NYF19,447$1,043 12/31/2023
Revolve Wealth Partners LLC18,868$1,015 03/31/2024
     NYF18,868$1,015 03/31/2024
Royal Bank of Canada17,853$965 12/31/2023
     NYF17,853$965 12/31/2023
Stratos Wealth Advisors LLC16,808$909 12/31/2023
     NYF16,808$909 12/31/2023
Steward Partners Investment Advisory LLC16,644$900 12/31/2023
     NYF16,644$900 12/31/2023
Magnus Financial Group LLC16,346$884 12/31/2023
     NYF16,346$884 12/31/2023
OLD Mission Capital LLC16,188$876 12/31/2023
     NYF16,188$876 12/31/2023
Kades & Cheifetz LLC15,936$862 12/31/2023
     NYF15,936$862 12/31/2023
Goldman Sachs Group Inc.15,202$822 12/31/2023
     NYF15,202$822 12/31/2023
MML Investors Services LLC15,147$819 12/31/2023
     NYF15,147$819 12/31/2023
Etfidea LLC15,058$814 12/31/2023
     NYF15,058$814 12/31/2023
Private Advisor Group LLC13,955$755 12/31/2023
     NYF13,955$755 12/31/2023
King Luther Capital Management Corp13,864$750 12/31/2023
     NYF13,864$750 12/31/2023
Bailard Inc.13,843$749 12/31/2023
     NYF13,843$749 12/31/2023
Signature Securities Group Corporation13,516$727 03/31/2024
     NYF13,516$727 03/31/2024
Mercer Global Advisors Inc. ADV13,366$723 12/31/2023
     NYF13,366$723 12/31/2023
McNamara Financial Services Inc.12,986$699 03/31/2024
     NYF12,986$699 03/31/2024
Resources Investment Advisors LLC.12,710$687 12/31/2023
     NYF12,710$687 12/31/2023
EP Wealth Advisors LLC12,535$678 12/31/2023
     NYF12,535$678 12/31/2023
Ndwm LLC12,177$659 12/31/2023
     NYF12,177$659 12/31/2023
North Star Investment Management Corp.11,950$646 12/31/2023
     NYF11,950$646 12/31/2023
Rockbridge Investment Management LCC11,888$643 12/31/2023
     NYF11,888$643 12/31/2023
Citizens Business Bank11,434$618 12/31/2023
     NYF11,434$618 12/31/2023
Hudson Valley Investment Advisors Inc. ADV11,200$603 03/31/2024
     NYF11,200$603 03/31/2024
Stifel Financial Corp10,510$568 12/31/2023
     NYF10,510$568 12/31/2023
Breakwater Capital Group10,412$560 12/31/2023
     NYF10,412$560 12/31/2023
Citigroup Inc.10,011$541 12/31/2023
     NYF10,011$541 12/31/2023
Crestwood Advisors Group LLC9,999$541 12/31/2023
     NYF9,999$541 12/31/2023
W.G. Shaheen & Associates DBA Whitney & Co9,894$535 12/31/2023
     NYF9,894$535 12/31/2023
Bank of New York Mellon Corp9,670$523 12/31/2023
     NYF9,670$523 12/31/2023
Citadel Advisors LLC9,184$497 12/31/2023
     NYF9,184$497 12/31/2023
Bell Investment Advisors Inc8,430$456 12/31/2023
     NYF8,430$456 12/31/2023
GAMMA Investing LLC8,403$452 03/31/2024
     NYF8,403$452 03/31/2024
Hennion & Walsh Asset Management Inc.8,281$448 12/31/2023
     NYF8,281$448 12/31/2023
Orion Portfolio Solutions LLC8,262$447 12/31/2023
     NYF8,262$447 12/31/2023
Wsfs Capital Management LLC7,774$421 12/31/2023
     NYF7,774$421 12/31/2023
Elevatus Welath Management7,511$406 12/31/2023
     NYF7,511$406 12/31/2023
ST Germain D J Co. Inc.7,335$395 03/31/2024
     NYF7,335$395 03/31/2024
Raymond James & Associates6,935$375 12/31/2023
     NYF6,935$375 12/31/2023
Raymond James Financial Services Advisors Inc.6,898$373 12/31/2023
     NYF6,898$373 12/31/2023
Wealthfront Advisers LLC6,820$369 12/31/2023
     NYF6,820$369 12/31/2023
Valicenti Advisory Services Inc.6,675$361 12/31/2023
     NYF6,675$361 12/31/2023
Sutton Place Investors LLC6,496$351 12/31/2023
     NYF6,496$351 12/31/2023
Boston Standard Wealth Management LLC6,360$342 03/31/2024
     NYF6,360$342 03/31/2024
Equitable Holdings Inc.6,277$340 12/31/2023
     NYF6,277$340 12/31/2023
Deutsche Bank AG6,250$338 12/31/2023
     NYF6,250$338 12/31/2023
MBL Wealth LLC6,200$335 12/31/2023
     NYF6,200$335 12/31/2023
Baird Financial Group Inc.6,179$334 12/31/2023
     NYF6,179$334 12/31/2023
Merriman Wealth Management LLC6,033$326 12/31/2023
     NYF6,033$326 12/31/2023
Cerity Partners LLC5,985$324 12/31/2023
     NYF5,985$324 12/31/2023
Financial Engines Advisors L.L.C.5,857$317 12/31/2023
     NYF5,857$317 12/31/2023
Wealth Alliance5,627$304 12/31/2023
     NYF5,627$304 12/31/2023
Avantax Advisory Services Inc.5,285$286 12/31/2023
     NYF5,285$286 12/31/2023
AllSquare Wealth Management LLC5,236$283 12/31/2023
     NYF5,236$283 12/31/2023
American Investment Services Inc.4,925$266 12/31/2023
     NYF4,925$266 12/31/2023
Carl P. Sherr & Co. LLC4,800$260 12/31/2023
     NYF4,800$260 12/31/2023
Relyea Zuckerberg Hanson LLC4,387$237 12/31/2023
     NYF4,387$237 12/31/2023
Davidson Investment Advisors4,181$226 12/31/2023
     NYF4,181$226 12/31/2023
J. W. Coons Advisors LLC4,000$216 12/31/2023
     NYF4,000$216 12/31/2023
Tortoise Investment Management LLC3,992$216 12/31/2023
     NYF3,992$216 12/31/2023
Seven Mile Advisory3,917$212 12/31/2023
     NYF3,917$212 12/31/2023
Middleton & Co Inc MA3,800$206 12/31/2023
     NYF3,800$206 12/31/2023
JPMorgan Chase & Co.3,639$197 12/31/2023
     NYF3,639$197 12/31/2023
CWM LLC2,800$151 03/31/2024
     NYF2,800$151 03/31/2024
CNB Bank2,505$135 12/31/2023
     NYF2,505$135 12/31/2023
IFP Advisors Inc2,158$117 12/31/2023
     NYF2,158$117 12/31/2023
Creative Financial Designs Inc. ADV1,819$98 12/31/2023
     NYF1,819$98 12/31/2023
Capital Analysts LLC1,747$94 12/31/2023
     NYF1,747$94 12/31/2023
SOA Wealth Advisors LLC.1,642$88 03/31/2024
     NYF1,642$88 03/31/2024
Nemes Rush Group LLC1,552$84 12/31/2023
     NYF1,552$84 12/31/2023
Whittier Trust Co. of Nevada Inc.1,476$80 12/31/2023
     NYF1,476$80 12/31/2023
Armstrong Advisory Group Inc.1,158$63 03/31/2024
     NYF1,158$63 03/31/2024
Advisory Services Network LLC853$46 12/31/2023
     NYF853$46 12/31/2023
Global Retirement Partners LLC739$40 12/31/2023
     NYF739$40 12/31/2023
Fairfield Bush & CO.500$27 12/31/2023
     NYF500$27 12/31/2023
Signature Resources Capital Management LLC408$22 03/31/2024
     NYF408$22 03/31/2024
Capital Investment Advisory Services LLC200$11 12/31/2023
     NYF200$11 12/31/2023
Jones Financial Companies Lllp60$3 12/31/2023
     NYF60$3 12/31/2023
Parallel Advisors LLC48$3 12/31/2023
     NYF48$3 12/31/2023
Able Wealth Management LLC42$2 12/31/2023
     NYF42$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     NYF0$0 12/31/2023

See Summary: Institutional Holders of NYF
See Details: Top 10 Hedge Funds Holding NYF
Also See: NYF Holdings Changes

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