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IWLG NEW YORK LIFE INVTS ACTIVE E

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CMN (fund)

24 managers (25 13F filers) reported a position in IWLG shares at 2026-06-30, 6,145,452 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
24
13F filers
25
New
5
Added
9
Reduced
9
Sold out
5
Shares held by filers
6,145,452

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,109,171$119M1.18%-40,88713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,719,106$97.3M0.02%-7,519,27913F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,580,116$89.4M0.62%-510,26413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC316,241$17.9M0.02%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC101,985$5.77M0.91%-1,68213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,449$4.61M<0.01%+69,49313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,620$3.03M<0.01%+17,94013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC32,046$1.81M0.07%+8,38813F-HRTimeline
HighTower Advisors, LLC31,299$1.77M<0.01%+2213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,461$1.44M<0.01%+1,46613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding15,249$863K+1,012Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,342$755K<0.01%-20,49213F-HRTimelineGroup
Empirical Asset Management, LLC11,010$623K0.14%-4513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,659$547K<0.01%-61613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,758$382K<0.01%new13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC6,682$378K0.14%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,678$363K<0.01%+2,02713F-HRTimelineGroup
LPL Financial LLC4,912$278K<0.01%-17,85113F-HRTimeline
Hilltop Partners LLC17,656$238K0.06%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,128$118K<0.01%-1,29913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…382$21.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY260$14.7K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241$14K<0.01%+513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%013F-HRTimelineGroup