Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / NYLI WINSLOW LAR
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
2,372,657
-
Shares change
-
-87,019
-
Total reported value, excl. options
-
$122,817,241
-
Value change
-
-$4,504,411
-
Number of buys
-
2
-
Number of sells
-
-4
-
Price
-
$51.76
Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW LAR (IWLG) as of Q2 2025
7 filings reported holding IWLG - NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW LAR as of Q2 2025.
NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW LAR (IWLG) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,372,657 shares
.
Largest 7 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (2,201,540 shares), Kesler, Norman & Wride, LLC (98,927 shares), ENVESTNET ASSET MANAGEMENT INC (53,750 shares), GOLDMAN SACHS GROUP INC (8,116 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (6,882 shares), UBS Group AG (2,574 shares), and BANK OF AMERICA CORP /DE/ (868 shares).
This table shows the top 7 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.