Who owns IWFG?
NYLI Winslow Focused Large Cap Growth ETF · New York Life
5 institutions reported holding IWFG, worth $93.2M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of IWFG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New York Life Investment Management LLC | New York, NY | $93.2M | 1,719,014 | +859,507 shares |
| Assetmark, Inc. | Concord, CA | $17K | 318 | New position |
| Wells Fargo & Company | San Francisco, CA | $1K | 23 | New position |
| Morgan Stanley | New York, NY | $54 | 1 | No change |
| JPMorgan Chase & Co | New York, NY | $53 | 1 | New position |
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 IWFG?
5 institutional managers reported holding IWFG in Form 13F filings for June 30, 2026, worth $93.2M in total. The largest reported position was held by New York Life Investment Management LLC, at $93.2M.
Did institutions buy or sell IWFG last quarter?
Reported 13F value rose 133.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 IWFG 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.