York Life Invts Active E (IWFG) institutional ownership
NEW YORK LIFE INVTS ACTIVE E · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 1,719,357 |
| Reported value | $93.2m |
| Quarter flows | 3 new, 1 added, 0 trimmed, 1 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| New York Life Investment Management LLC | 1,719,014 | $93.2m | 0.7% |
| ASSETMARK, INC | 318 | $17,244 | 0.0% |
| WELLS FARGO & COMPANY/MN | 23 | $1,247 | 0.0% |
| MORGAN STANLEY | 1 | $54 | 0.0% |
| JPMORGAN CHASE & CO | 1 | $53 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("IWFG"). IWFG price history · All 13F data