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IWFG · NYLI Winslow Focused Large Cap Growth ETF ETF

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$54.69 +0.12 (+0.21%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

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Holders: 2
Total Value: $5,702,600
Total Shares: 200,000

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2022
Top Holder
100.0%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
Top 5
100.0%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
HHI
10,000
Jun 2022 → Mar 2023 · range 0 – 10,000
Highly concentrated0

Quarterly Activity

vs Dec 31, 2022
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
2
Holder count: 0
Institutional value: +9.0%
Shares held: 0.0%
Filter: New 0 Increased 0 Reduced 0 Sold out 0 Unchanged 2
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
New York Life Investment Management LLC IWFG $5,702,600 100.00% 200,000
PROEQUITIES, INC. IWFG $0 0.00% 0