Who owns IWLG?
NYLI Winslow Large Cap Growth ETF · New York Life
25 institutions reported holding IWLG, worth $347.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWLG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | San Antonio, TX | $119.4M | 2,109,171 | −40,887 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $97.3M | 1,719,106 | −7,519,279 shares |
| New York Life Investment Management LLC | New York, NY | $89.4M | 1,580,116 | −510,264 shares |
| Mariner, LLC | Overland Park, KS | $17.9M | 316,241 | New position |
| Kesler, Norman & Wride, LLC | Ogden, UT | $5.8M | 101,985 | −1,682 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.6M | 81,449 | +69,493 shares |
| Rockefeller Capital Management L.P. | New York, NY | $3.0M | 53,620 | +17,940 shares |
| Kingswood Wealth Advisors, LLC | San Diego, CA | $1.8M | 32,046 | +8,388 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.8M | 31,299 | +22 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.4M | 25,461 | +1,466 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWLG?
25 institutional managers reported holding IWLG in Form 13F filings for June 30, 2026, worth $347.0M in total. The largest reported position was held by Cullen/Frost Bankers, Inc., at $119.4M.
Did institutions buy or sell IWLG last quarter?
Reported 13F value fell 47.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWLG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.