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 | 9,238,385 | 440,855 | 0.12% | 0.13% | 1 | +880,677 | 10.54% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,150,058 | 102,600 | 1.17% | 1.12% | 2 | +272,223 | 14.5% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,090,380 | 99,752 | 0.84% | 1.16% | 3 | -392,677 | -15.81% | Q1 2026 | May 07, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 103,667 | 4,947 | 0.85% | 0.96% | 4 | +689 | 0.67% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,680 | 1,702 | 0.0% | 0.0% | 5 | +13,439 | 60.42% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,834 | 1,614 | 0.0% | 0.0% | 6 | +24,393 | 258.37% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,277 | 1,492 | 0.0% | 0.0% | 7 | +1,134 | 3.76% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,995 | 1,145 | 0.0% | 0.0% | 8 | +9,137 | 61.5% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,658 | 1,128 | 0.05% | 0.05% | 9 | +3,045 | 14.77% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 22,763 | 1,086 | 0.0% | 0.0% | 10 | +3,197 | 16.34% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,956 | 570 | 0.0% | 0.0% | 11 | -127,770 | -91.44% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,055 | 527 | 0.14% | 0.17% | 12 | -22 | -0.2% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,828 | 507 | 0.0% | 0.0% | 13 | +108 | 1.01% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,275 | 490 | 0.0% | 0.0% | 14 | -11,479 | -52.77% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,591 | 457 | 0.0% | — | 15 | +9,591 | New | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,792 | 419 | 0.01% | 0.01% | 16 | +274 | 3.22% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,622 | 268 | 0.01% | — | 17 | +5,622 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,445 | 259 | 0.0% | 0.0% | 18 | +21 | 0.39% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,651 | 215 | 0.0% | 0.0% | 19 | -460 | -9.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,427 | 157 | 0.0% | 0.0% | 20 | -821 | -19.33% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | New | 384 | 18 | 0.0% | — | 22 | +384 | New | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 382 | 18 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winch Advisory Services, LLC | History | New | 334 | 15 | 0.0% | — | 23 | +334 | New | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 236 | 11 | 0.0% | — | 24 | +236 | New | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -4,305 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |