IWLG — New York Life Invts Active E Institutional Holders · Q2 2026

Name: Who Owns IWLG? 31 Institutions Hold $347M (Q2 2026)
Creator: ko.io

Who owns New York Life Invts Active E (IWLG)? 31 institutions reported holding $347.38M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cullen/Frost Bankers, Inc. ($119.4M), Envestnet Asset Management Inc ($97.3M), New York Life Investment Management LLC ($89.4M).

Rank	Institution	Value	Shares	Change
1	Cullen/Frost Bankers, Inc.	$119.4M	2.1M	Trimmed
2	ENVESTNET ASSET MANAGEMENT INC	$97.3M	1.7M	Trimmed
3	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$89.4M	1.6M	Trimmed
4	Mariner, LLC	$17.9M	316,241	New
5	Kesler, Norman & Wride, LLC	$5.8M	101,985	Trimmed
6	RAYMOND JAMES FINANCIAL INC	$4.6M	81,449	Added
7	Rockefeller Capital Management L.P.	$3.0M	53,620	Added
8	KINGSWOOD WEALTH ADVISORS, LLC	$1.8M	32,046	Added
9	HighTower Advisors, LLC	$1.8M	31,299	Added
10	GOLDMAN SACHS GROUP INC	$1.4M	25,461	Added
11	CITADEL ADVISORS LLC	$755,024	13,342	Trimmed
12	Empirical Asset Management, LLC	$623,071	11,010	Trimmed
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$546,603	9,659	Trimmed
14	KESTRA PRIVATE WEALTH SERVICES, LLC	$534,269	9,441	Added
15	Parkside Financial Bank & Trust	$387,699	6,851	New
16	D. E. Shaw & Co., Inc.	$382,435	6,758	New
17	OAK HARBOR WEALTH PARTNERS, LLC	$378,134	6,682	New
18	JONES FINANCIAL COMPANIES LLLP	$362,949	6,678	Added
19	Kestra Advisory Services, LLC	$328,680	5,808	Added
20	LPL Financial LLC	$277,970	4,912	Trimmed
21	Hilltop Partners LLC	$237,831	17,656	New
22	JPMORGAN CHASE & CO	$118,227	2,128	Trimmed
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$21,474	382	Hold
24	MORGAN STANLEY	$14,713	260	New
25	Royal Bank of Canada	$14,000	241	Added

Source: SEC Form 13F filings · as of 2026-06-30