New York Life Investments ETF Trust - IWLG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,357,708 | 452,987 | 0.13% | 0.09% | 1 | +2,405,146 | 40.41% | Q4 2025 | Feb 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 2,483,057 | 134,581 | 1.16% | 1.1% | 2 | +164,772 | 7.11% | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,877,835 | 101,778 | 1.12% | — | 3 | +1,877,835 | New | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 139,726 | 7,573 | 0.0% | — | 4 | +139,726 | New | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 102,978 | 5,581 | 0.96% | 0.89% | 5 | +6,506 | 6.74% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 30,143 | 1,633 | 0.0% | 0.0% | 6 | -610 | -1.98% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 22,241 | 1,205 | 0.0% | — | 7 | +22,241 | New | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,754 | 1,179 | 0.0% | — | 8 | +21,754 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 20,613 | 1,117 | 0.05% | — | 9 | +20,613 | New | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 19,566 | 1,060 | 0.0% | 0.0% | 10 | +6,349 | 48.04% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,858 | 805 | 0.0% | 0.0% | 11 | +1,177 | 8.6% | Q4 2025 | Mar 25, 2026 |
| Empirical Asset Management, LLC | History | New | 11,077 | 600 | 0.17% | — | 12 | +11,077 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,720 | 585 | 0.0% | 0.0% | 13 | -1,006 | -8.58% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,441 | 511 | 0.0% | — | 14 | +9,441 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,518 | 461 | 0.01% | 0.01% | 15 | +756 | 9.74% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,424 | 293 | 0.0% | — | 16 | +5,424 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,111 | 277 | 0.0% | 0.0% | 17 | +1,452 | 39.68% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | New | 4,305 | 233 | 0.08% | — | 18 | +4,305 | New | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,248 | 230 | 0.0% | — | 19 | +4,248 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | New | 499 | 27 | 0.0% | — | 20 | +499 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 382 | 20 | 0.0% | — | 21 | +382 | New | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 312 | 16 | 0.0% | — | 22 | +312 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 141 | 7 | 0.0% | 0.0% | 23 | -368 | -72.3% | Q4 2025 | Jan 29, 2026 |