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IWLG NYLIM ACTIVE ETF TR

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CMN (fund)

8 managers (8 13F filers) reported a position in IWLG shares at 2025-06-30, 2,372,657 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
8
13F filers
8
New
1
Added
1
Reduced
4
Sold out
0
Shares held by filers
2,372,657

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
New York Life Investment Management LLCin group New York Life Investment Mana…2,201,540$114M1.07%-107,07613F-HRTimelineGroup
Kesler, Norman & Wride, LLC98,927$5.12M0.91%-3,10113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,750$2.78M<0.01%+29,21513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,116$420K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,882$356K0.01%-4,52613F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,574$133K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/868$44.9K<0.01%-4,10513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.