Nylim Winslow Large Cap GrowIWLGETF

13F holders, Q4 2024 (December 31)
6holders +2
3new positions
1sold out
$47.24avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding Nylim Winslow Large Cap Grow (IWLG) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($85.3M), Kesler, Norman & Wride, LLC ($4.6M) and Kestra Private Wealth Services, LLC ($3.0M).

Company
Nylim Winslow Large Cap Grow
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q4 2024)
CUSIP
45409F769
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 6Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 10Q3 2025Q4 2025: 23Q4 2025Q1 2026: 25Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$4.9M
Exits1$224K

All 13F filers, Q3 2024 → Q4 2024: 572,505 shares bought and 4,925 shares sold, net +567,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

New York Life Investment Management LLC 0.83% Add +34.9% 1,806,533 $85.3M
Kesler, Norman & Wride, LLC 0.98% New 96,472 $4.6M
Kestra Private Wealth Services, LLC 0.05% Add +3.1% 63,543 $3.0M
Goldman Sachs Group Inc. 0.00% No change 10,330 $488K
Envestnet Asset Management Inc. 0.00% New 7,163 $338K
UBS Group AG 0.00% New 27 $1K

"% of holder's portfolio" is IWLG's weight in each manager's 13F, not the share of Nylim Winslow Large Cap Grow the manager owns.