IWLG · NYLI Winslow Large Cap Growth ETF ETF
$56.47
+0.13 (+0.24%)
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.
Holders: 2
Total Value: $1,142,721
Total Shares: 20,193
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
66.1%
−0.7 pts
Top 5
100.0%
+1.6 pts
Top 10
100.0%
+0.6 pts
HHI
5,517
Highly concentrated+588
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
24
Unchanged
0
Holder count:
-23
Institutional value:
-99.8%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −20,492 | 13,342 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 6,851 | $387,698 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | 9,238,385 | $440,855,732 | |
| Mid Cullen/Frost Bankers, Inc. | 2,150,058 | $102,600,767 | |
| Large New York Life Investment Management LLC | 2,090,380 | $99,752,933 | |
| Small Kesler, Norman & Wride, LLC | 103,667 | $4,946,989 | |
| Large Rockefeller Capital Management L.P. | 35,680 | $1,702,649 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IWLG | $755,023 | 66.07% | 13,342 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IWLG | $387,698 | 33.93% | 6,851 | Shares | 2026-09-04 |