DOSSIER · 13F Holders · Q2 2026
IWFG

NEW YORK LIFE INVTS ACTIVE E

6 institutions still hold NEW YORK LIFE INVTS ACTIVE E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45409F751·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$93M
visible holders
Holders
6
filers reporting
Concentration
99.98%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported IWFG in Q2 2026. NEW YORK LIFE INVESTMENT MANAGEMENT LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$93M1.7M0.65%Q2 2026
02
ASSETMARK, INC
CIK 0001344551
$17K3180.00%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1K230.00%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$5410.00%Q2 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$5310.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025