# NEW YORK LIFE INVTS ACTIVE E (IWFG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IWFG/

- Reporting holders: 5
- Reported value: $93.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [New York Life Investment Management LLC](https://holderbook.com/funds/1133639-new-york-life-investment-management-llc/) | $93.2M | 1,719,014 | 0.7% | 17 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $17.2K | 318 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1.2K | 23 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $54 | 1 | 0.0% | 4 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $53 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $93.2M |
| Q1 2026 | 3 | $39.9M |
| Q4 2025 | 3 | $46.3M |
| Q3 2025 | 5 | $46.6M |
| Q2 2025 | 3 | $10.9M |
| Q1 2025 | 4 | $9.2M |
| Q4 2024 | 3 | $9.7M |
| Q3 2024 | 3 | $9.6M |
| Q2 2024 | 4 | $11.5M |
| Q1 2024 | 3 | $9.0M |
| Q4 2023 | 2 | $7.5M |
| Q3 2023 | 2 | $6.4M |