NYLI WINSLOW LRG CAP GRW ETF IWLG
$55.37
-1.5% 52w: $45.96 – $58.04
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data45.9652.0058.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
25
+2 QoQ
13F value
$660.3M
-7.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IWLG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.2M | $440.9M | 0.1% | +10.5% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 2.2M | $102.6M | 1.2% | +14.5% |
| New York Life Investment Management LLC | Insurance | 2.1M | $99.8M | 0.8% | -15.8% |
| Kesler, Norman & Wride, LLC | Other | 103.7K | $4.9M | 0.9% | +0.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 35.7K | $1.7M | 0.0% | +60.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 33.8K | $1.6M | 0.0% | +258.4% |
| HighTower Advisors, LLC | Diversified mechanical | 31.3K | $1.5M | 0.0% | +3.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.0K | $1.1M | 0.0% | +61.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 23.7K | $1.1M | 0.1% | +14.8% |
| LPL Financial LLC | Bank broker | 22.8K | $1.1M | 0.0% | +16.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.0K | $571K | 0.0% | -91.4% |
| Empirical Asset Management, LLC | Wealth advisor | 11.1K | $528K | 0.1% | -0.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 10.8K | $507K | 0.0% | +1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.3K | $490K | 0.0% | -52.8% |
| JANE STREET GROUP, LLC | Market maker | 9.6K | $458K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 8.8K | $420K | 0.0% | +3.2% |
| FLOW TRADERS U.S. LLC | Market maker | 5.6K | $268K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 5.4K | $260K | 0.0% | +0.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 4.7K | $216K | 0.0% | -9.0% |
| JPMORGAN CHASE & CO | Bank broker | 3.4K | $158K | 0.0% | -19.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 382 | $18K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 384 | $18K | 0.0% | New |
| Winch Advisory Services, LLC | Wealth advisor | 334 | $16K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 236 | $11K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $32 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.