Who Owns IWLG?
NYLI Winslow Large Cap Growth ETF — Institutional Ownership & 13F Holdings
$53.86
+0.50 (+0.94%)
Market Cap
$136.3M
Shares Outstanding
2,683,785
Institutional Holders
6
Total Inst. Value
$5.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
3
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Kesler, Norman & Wride, LLC | $4.4M | 102,028 |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $491K | 11,408 |
| 3 | GOLDMAN SACHS GROUP INC | $349K | 8,116 |
| 4 | BANK OF AMERICA CORP /DE/New | $214K | 4,973 |
| 5 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $99K | 2,308,616 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1K | 24,535 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Kesler, Norman & Wride, LLC | +6K | $4.4M |
| BANK OF AMERICA CORP /DE/New | +5K | $214K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | +502K | $99K |
| ENVESTNET ASSET MANAGEMENT INC | +17K | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | -52K | $491K |
| GOLDMAN SACHS GROUP INC | -2K | $349K |
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Frequently Asked Questions
How many institutional investors hold IWLG?
As of Q1 2025, 6 institutional investors report holding IWLG (NYLI Winslow Large Cap Growth ETF) in their 13F filings.
Which hedge fund owns the most IWLG?
The largest institutional holder of IWLG is Kesler, Norman & Wride, LLC with $4.4M in shares.
Are institutions buying or selling IWLG?
This quarter, 1 institutions opened new positions in IWLG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.