DOSSIER · 13F Holders · Q2 2026
IWLG

NEW YORK LIFE INVTS ACTIVE E

29 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 45409F769·29 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$347M
visible holders
Holders
29
filers reporting
Concentration
34.37%
CULLEN/FROST BANKERS, INC. #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported IWLG in Q2 2026. CULLEN/FROST BANKERS, INC. leads at 34.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$119M2.1M1.18%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$97M1.7M0.02%Q2 2026
03
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$89M1.6M0.62%Q2 2026
04
Mariner, LLC
CIK 0001373442
$18M316K0.02%Q2 2026
05
Kesler, Norman & Wride, LLC
CIK 0001840455
$6M102K0.91%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M81K0.00%Q2 2026
07
Rockefeller Capital Management L.P.
CIK 0001739439
$3M54K0.00%Q2 2026
08
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$2M32K0.07%Q2 2026
09
HighTower Advisors, LLC
CIK 0001462245
$2M31K0.00%Q2 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M25K0.00%Q2 2026
11
CITADEL ADVISORS LLC
CIK 0001423053
$755K13K0.00%Q2 2026
12
Empirical Asset Management, LLC
CIK 0001926596
$623K11K0.14%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$547K10K0.00%Q2 2026
14
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$534K9K0.01%Q2 2026
15
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$507K11K0.00%Q1 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$458K10K0.00%Q1 2026
17
Parkside Financial Bank & Trust
CIK 0001455267
$388K7K0.03%Q2 2026
18
OAK HARBOR WEALTH PARTNERS, LLC
CIK 0001912040
$378K7K0.14%Q2 2026
19
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$363K7K0.00%Q2 2026
20
Kestra Advisory Services, LLC
CIK 0001830819
$329K6K0.00%Q2 2026
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