Who Owns NEW YORK LIFE INVTS ACTIVE E (IWLG)? -- Institutional Holders (2026-06-30)
30 institutions reported holding $347.0M of NEW YORK LIFE INVTS ACTIVE E (IWLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cullen/Frost Bankers, Inc. ($119.4M), ENVESTNET ASSET MANAGEMENT INC ($97.3M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($89.4M), Mariner, LLC ($17.9M), Kesler, Norman & Wride, LLC ($5.8M). Source: SEC Form 13F.
| 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 | D. E. Shaw & Co., Inc. | $382,435 | 6,758 | New |
| 16 | OAK HARBOR WEALTH PARTNERS, LLC | $378,134 | 6,682 | New |
| 17 | JONES FINANCIAL COMPANIES LLLP | $362,949 | 6,678 | Added |
| 18 | Kestra Advisory Services, LLC | $328,680 | 5,808 | Added |
| 19 | LPL Financial LLC | $277,970 | 4,912 | Trimmed |
| 20 | Hilltop Partners LLC | $237,831 | 17,656 | New |
| 21 | JPMORGAN CHASE & CO | $118,227 | 2,128 | Trimmed |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21,474 | 382 | Hold |
| 23 | MORGAN STANLEY | $14,713 | 260 | New |
| 24 | Royal Bank of Canada | $14,000 | 241 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $38 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30