NEW YORK LIFE INVTS ACTIVE E (IWLG)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
25
Reporting holders
$347.0M
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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | $119.4M | 2,109,171 | 1.18% | 3q | -1.9%-$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $97.3M | 1,719,106 | 0.02% | 7q | -81.4%-$425.5M |
| New York Life Investment Management LLC | $89.4M | 1,580,116 | 0.62% | 17q | -24.4%-$28.9M |
| Mariner, LLC | $17.9M | 316,241 | 0.02% | new | NEW |
| Kesler, Norman & Wride, LLC | $5.8M | 101,985 | 0.91% | 7q | -1.6%-$95.2K |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 81,449 | 0.00% | 3q | +581.2%+$3.9M |
| Rockefeller Capital Management L.P. | $3.0M | 53,620 | 0.00% | 3q | +50.3%+$1.0M |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.8M | 32,046 | 0.07% | 3q | +35.5%+$474.7K |
| HighTower Advisors, LLC | $1.8M | 31,299 | 0.00% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $1.4M | 25,461 | 0.00% | 10q | +6.1%+$83.0K |
| CITADEL ADVISORS LLC | $755.0K | 13,342 | 0.00% | 3q | -60.6%-$1.2M |
| Empirical Asset Management, LLC | $623.1K | 11,010 | 0.14% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546.6K | 9,659 | 0.00% | 3q | -6.0%-$34.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $534.3K | 9,441 | 0.01% | 9q | +7.4%+$36.7K |
| D. E. Shaw & Co., Inc. | $382.4K | 6,758 | 0.00% | new | NEW |
| Cordgrass Capital Advisors, LLC | $378.1K | 6,682 | 0.14% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $362.9K | 6,678 | 0.00% | 4q | +43.6%+$110.2K |
| Kestra Advisory Services, LLC | $328.7K | 5,808 | 0.00% | 3q | +6.7%+$20.5K |
| LPL Financial LLC | $278.0K | 4,912 | 0.00% | 4q | -78.4%-$1.0M |
| Hilltop Partners LLC | $237.8K | 17,656 | 0.06% | new | NEW |
| JPMORGAN CHASE & CO | $118.2K | 2,128 | 0.00% | 3q | -37.9%-$72.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21.5K | 382 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $14.7K | 260 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $14.0K | 241 | 0.00% | 2q | +2.1% |
| WELLS FARGO & COMPANY/MN | $38 | 1 | 0.00% | 2q | -50.0% |
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 | 25 | $347.0M | 6,145,452 | 5 | 8 | 9 | 0.0% |
| Q1 2026 | 23 | $659.5M | 13,820,227 | 5 | 10 | 5 | 0.0% |
| Q4 2025 | 22 | $712.2M | 13,139,937 | 13 | 7 | 2 | 0.0% |
| Q3 2025 | 9 | $453.0M | 8,436,900 | 3 | 4 | 2 | 0.0% |
| Q2 2025 | 7 | $122.8M | 2,372,657 | 1 | 1 | 4 | 0.0% |
| Q1 2025 | 6 | $105.9M | 2,459,676 | 1 | 3 | 2 | 0.0% |
| Q4 2024 | 6 | $93.7M | 1,984,068 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $64.4M | 1,416,488 | 0 | 2 | 2 | 0.0% |
| Q2 2024 | 4 | $41.3M | 926,911 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $28.6M | 691,035 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 1 | $23.2M | 637,774 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $19.7M | 637,329 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $20.4M | 637,329 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $18.0M | 637,329 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $12.7M | 499,559 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $11.9M | 500,902 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 2 | $2.5M | 291,801 | 2 | 0 | 0 | 0.0% |