6 institutions reported holding $93.2M of NEW YORK LIFE INVTS ACTIVE E (IWFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($93.2M), ASSETMARK, INC ($17,244), WELLS FARGO & COMPANY/MN ($1,247), MORGAN STANLEY ($54), JPMORGAN CHASE & CO ($53). Source: SEC Form 13F.
| 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