IWFG — New York Life Invts Active E Institutional Holders · Q2 2026
Who owns New York Life Invts Active E (IWFG)? 6 institutions reported holding $93.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: New York Life Investment Management LLC ($93.2M), Assetmark, Inc ($17,244), Wells Fargo & Company ($1,247).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $93.2M | 1.7M | Added |
| 2 | ASSETMARK, INC | $17,244 | 318 | New |
| 3 | WELLS FARGO & COMPANY/MN | $1,247 | 23 | New |
| 4 | MORGAN STANLEY | $54 | 1 | Hold |
| 5 | JPMORGAN CHASE & CO | $53 | 1 | New |
| 6 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30