4 institutions reported holding $39.9M of NEW YORK LIFE INVTS ACTIVE E (IWFG) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($39.9M), UBS Group AG ($1,998), MORGAN STANLEY ($46), CITADEL ADVISORS LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $39.9M | 859,507 | Hold |
| 2 | UBS Group AG | $1,998 | 43 | New |
| 3 | MORGAN STANLEY | $46 | 1 | Hold |
| 4 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31