8 institutions reported holding $225.1M of NEW YORK LIFE INVTS ACTIVE E (IWLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cullen/Frost Bankers, Inc. ($119.4M), ENVESTNET ASSET MANAGEMENT INC ($97.3M), Kesler, Norman & Wride, LLC ($5.8M), KINGSWOOD WEALTH ADVISORS, LLC ($1.8M), KESTRA PRIVATE WEALTH SERVICES, LLC ($534,269). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cullen/Frost Bankers, Inc. | $119.4M | 2.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $97.3M | 1.7M | Trimmed |
| 3 | Kesler, Norman & Wride, LLC | $5.8M | 101,985 | Trimmed |
| 4 | KINGSWOOD WEALTH ADVISORS, LLC | $1.8M | 32,046 | Added |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $534,269 | 9,441 | Added |
| 6 | Kestra Advisory Services, LLC | $328,680 | 5,808 | Added |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21,474 | 382 | Hold |
| 8 | Blue Trust, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30