Location
Dallas, TX
Holdings as of
3/31/2026
Value ($000)
$2,020,119
Num holdings
66
Date filed
4/28/2026
Form type
13F-HR
Prev filing
1/27/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 028-06325