IWFG Institutional Ownership
NYLI Winslow Focused Large Cap Growth ETF
1W: +0.5%
1M: +4.7%
3M: +4.4%
YTD: +5.9%
1Y: +5.0%
3Y: +94.0%
$56.28
+0.28 (+0.51%)
Weekly Expected Move ±1.9%
$54
$55
$56
$57
$58
Overview
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Holdings
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Short Interest
Dividends
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Institutional Ownership — IWFG
6
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
93M
Total Invested
3
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 1,719,014 | 97M | +859,507 | +100.0% | 17Q | SEC ↗ |
| 2 | ASSETMARK, INC NEW | 318 | 18K | — | +0.0% | 1Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN NEW | 23 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 6 | UBS Group AG | 0 | 0K | -43 | -100.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 0 | 0K | -7,225 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| ASSETMARK, INC | 318 | 18K |
| WELLS FARGO & COMPANY/MN | 23 | 1K |
| JPMORGAN CHASE & CO | 1 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,225 | 407K |
| UBS Group AG | 43 | 2K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +859,507 | +100.0% | 1,719,014 |
Biggest Decreases (0)
None.