IWLG institutional holders

NEW YORK LIFE INVTS ACTIVE E · 13F, 2026Q2

Managers holding25
Shares held6,145,452
Reported value$347.0m
Quarter flows5 new, 9 added, 9 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cullen/Frost Bankers, Inc.2,109,171$119.4m1.2%
ENVESTNET ASSET MANAGEMENT INC1,719,106$97.3m0.0%
New York Life Investment Management LLC1,580,116$89.4m0.6%
Mariner, LLC316,241$17.9m0.0%
Kesler, Norman & Wride, LLC101,985$5.8m0.9%
RAYMOND JAMES FINANCIAL INC81,449$4.6m0.0%
Rockefeller Capital Management L.P.53,620$3.0m0.0%
KINGSWOOD WEALTH ADVISORS, LLC32,046$1.8m0.1%
HighTower Advisors, LLC31,299$1.8m0.0%
GOLDMAN SACHS GROUP INC25,461$1.4m0.0%
CITADEL ADVISORS LLC13,342$755,0240.0%
Empirical Asset Management, LLC11,010$623,0710.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP9,659$546,6030.0%
KESTRA PRIVATE WEALTH SERVICES, LLC9,441$534,2690.0%
D. E. Shaw & Co., Inc.6,758$382,4350.0%
Cordgrass Capital Advisors, LLC6,682$378,1340.1%
JONES FINANCIAL COMPANIES LLLP6,678$362,9490.0%
Kestra Advisory Services, LLC5,808$328,6800.0%
LPL Financial LLC4,912$277,9700.0%
Hilltop Partners LLC17,656$237,8310.1%
JPMORGAN CHASE & CO2,128$118,2270.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC382$21,4740.0%
MORGAN STANLEY260$14,7130.0%
ROYAL BANK OF CANADA241$14,0000.0%
WELLS FARGO & COMPANY/MN1$380.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IWLG"). IWLG price history · All 13F data

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