IWLG NEW YORK LIFE INVTS ACTIVE E: institutional ownership and insider trading

27 funds reported holding $347M of NEW YORK LIFE INVTS ACTIVE E in their latest 13F filings; in Q2 2026 funds net sold $435M, with 6 new positions and 5 funds selling out.

Famous investors holding IWLG

Largest institutional holders of IWLG

  1. CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) — $119M
  2. ENVESTNET ASSET MANAGEMENT INC — $97.3M
  3. NEW YORK LIFE INVESTMENT MANAGEMENT LLC — $89.4M
  4. Mariner, LLC — $17.9M
  5. Kesler, Norman & Wride, LLC — $5.77M
  6. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $4.61M
  7. Rockefeller Capital Management L.P. — $3.03M
  8. HighTower Advisors, LLC — $1.77M
  9. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $1.44M
  10. KINGSWOOD WEALTH ADVISORS, LLC — $1.10M

All IWLG 13F holders