NEW YORK LIFE INVTS ACTIVE E (IWFG)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
5
Reporting holders
$93.2M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | $93.2M | 1,719,014 | 0.65% | 17q | +100.0%+$46.6M |
| ASSETMARK, INC | $17.2K | 318 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.2K | 23 | 0.00% | new | NEW |
| MORGAN STANLEY | $54 | 1 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $53 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $93.2M | 1,719,357 | 3 | 1 | 0 | 0.0% |
| Q1 2026 | 3 | $39.9M | 859,551 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 3 | $46.3M | 866,733 | 0 | 1 | 0 | 0.0% |
| Q3 2025 | 5 | $46.6M | 872,976 | 2 | 1 | 2 | 0.0% |
| Q2 2025 | 3 | $10.9M | 210,589 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 4 | $9.2M | 214,741 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 3 | $9.7M | 208,082 | 0 | 0 | 2 | 0.0% |
| Q3 2024 | 3 | $9.6M | 208,186 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 4 | $9.7M | 251,544 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $9.0M | 216,012 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 2 | $7.5M | 207,989 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $6.4M | 206,648 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $6.7M | 207,337 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $5.8M | 200,000 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $5.2M | 200,000 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $5.1M | 215,000 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $200.0K | 200,000 | 1 | 0 | 0 | 0.0% |