Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / NYLI WINSLOW FOC
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
872,976
-
Shares change
-
+662,387
-
Total reported value, excl. options
-
$46,631,158
-
Value change
-
+$35,382,274
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$53.42
Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) as of Q3 2025
5 filings reported holding IWFG - NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC as of Q3 2025.
NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 872,976 shares
.
Largest 5 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (859,507 shares), CITADEL ADVISORS LLC (6,561 shares), GOLDMAN SACHS GROUP INC (6,137 shares), UBS Group AG (770 shares), and MORGAN STANLEY (1 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.