Nylim Winslow Focused LargeIWFGETF
13F holders, Q2 2026 (June 30)5holders +2
3new positions
1sold out
$54.23avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Nylim Winslow Focused Large (IWFG) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($93.2M), Assetmark, Inc. ($17K) and Wells Fargo & Company ($1K).
- Company
- Nylim Winslow Focused Large
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q2 2026)
- CUSIP
- 45409F751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $19K |
| Exits | 1 | $2K |
All 13F filers, Q1 2026 → Q2 2026: 859,849 shares bought and 43 shares sold, net +859,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| New York Life Investment Management LLC | 0.65% | Add +100.0% | 1,719,014 | $93.2M |
| Assetmark, Inc. | 0.00% | New | 318 | $17K |
| Wells Fargo & Company | 0.00% | New | 23 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $54 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $53 |
"% of holder's portfolio" is IWFG's weight in each manager's 13F, not the share of Nylim Winslow Focused Large the manager owns.