# NEW YORK LIFE INVTS ACTIVE E (IWLG)

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

- Reporting holders: 26
- Reported value: $445.4M
- 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 |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $194.6M | 3,438,212 | 0.0% | 7 |
| [Cullen/Frost Bankers, Inc.](https://holderbook.com/funds/39263-cullen-frost-bankers-inc/) | $119.4M | 2,109,171 | 1.2% | 3 |
| [New York Life Investment Management LLC](https://holderbook.com/funds/1133639-new-york-life-investment-management-llc/) | $89.4M | 1,580,116 | 0.6% | 17 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $17.9M | 316,241 | 0.0% | 1 |
| [Kesler, Norman & Wride, LLC](https://holderbook.com/funds/1840455-kesler-norman-wride-llc/) | $5.8M | 101,985 | 0.9% | 7 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $4.6M | 81,449 | 0.0% | 3 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $3.0M | 53,620 | 0.0% | 3 |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://holderbook.com/funds/1987855-kingswood-wealth-advisors-llc/) | $1.8M | 32,046 | 0.1% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $1.8M | 31,299 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.5M | 26,684 | 0.0% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.4M | 25,461 | 0.0% | 10 |
| [Empirical Asset Management, LLC](https://holderbook.com/funds/1926596-empirical-asset-management-llc/) | $623.1K | 11,010 | 0.1% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $546.6K | 9,659 | 0.0% | 3 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $534.3K | 9,441 | 0.0% | 9 |
| [Parkside Financial Bank & Trust](https://holderbook.com/funds/1455267-parkside-financial-bank-trust/) | $387.7K | 6,851 | 0.0% | 1 |
| [D. E. Shaw & Co., Inc.](https://holderbook.com/funds/1009207-d-e-shaw-co-inc/) | $382.4K | 6,758 | 0.0% | 1 |
| [Cordgrass Capital Advisors, LLC](https://holderbook.com/funds/1912040-cordgrass-capital-advisors-llc/) | $378.1K | 6,682 | 0.1% | 1 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $362.9K | 6,678 | 0.0% | 4 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $328.7K | 5,808 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $278.0K | 4,912 | 0.0% | 4 |
| [Hilltop Partners LLC](https://holderbook.com/funds/1957867-hilltop-partners-llc/) | $237.8K | 17,656 | 0.1% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $118.2K | 2,128 | 0.0% | 3 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $21.5K | 382 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $14.7K | 260 | 0.0% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $14.0K | 241 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 26 | $445.4M |
| Q1 2026 | 25 | $660.3M |
| Q4 2025 | 23 | $712.8M |
| Q3 2025 | 10 | $453.7M |
| Q2 2025 | 7 | $122.8M |
| Q1 2025 | 6 | $105.9M |
| Q4 2024 | 6 | $93.7M |
| Q3 2024 | 4 | $64.4M |
| Q2 2024 | 4 | $41.3M |
| Q1 2024 | 3 | $28.6M |
| Q4 2023 | 1 | $23.2M |
| Q3 2023 | 1 | $19.7M |