IWFG · NYLI Winslow Focused Large Cap Growth ETF ETF
$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.
Holders: 3
Total Value: $39,939,035
Total Shares: 859,551
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Dec 31, 2025Top Holder
100.0%
+0.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,999
Highly concentrated+164
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
2
Holder count:
0
Institutional value:
-13.8%
Shares held:
-0.8%
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 43 | $1,997 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 7,225 | $386,342 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large New York Life Investment Management LLC IWFG | $39,936,992 | 99.99% | 859,507 | Shares | 2026-05-07 | |
| Mega UBS Group AG IWFG | $1,997 | 0.01% | 43 | Shares | 2026-05-05 | |
| Mega MORGAN STANLEY IWFG | $46 | 0.00% | 1 | Shares | 2026-05-15 |