IWLG Institutional Ownership
NYLI Winslow Large Cap Growth ETF
1W: -0.2%
1M: -1.7%
3M: +7.7%
YTD: +4.5%
1Y: +2.0%
3Y: +86.4%
$56.37
+0.75 (+1.35%)
Weekly Expected Move ±2.8%
$52
$54
$55
$57
$58
Overview
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Institutional Ownership — IWLG
31
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
347M
Total Invested
6
New Positions
9
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cullen/Frost Bankers, Inc. | 2,109,171 | 119M | -40,887 | -1.9% | 3Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,719,106 | 97M | -7,519,279 | -81.4% | 7Q | SEC ↗ |
| 3 | New York Life Investment Management LL | 1,580,116 | 89M | -510,264 | -24.4% | 17Q | SEC ↗ |
| 4 | Mariner, LLC NEW | 316,241 | 18M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Kesler, Norman & Wride, LLC | 101,985 | 6M | -1,682 | -1.6% | 7Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 81,449 | 5M | +69,493 | +581.2% | 3Q | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 53,620 | 3M | +17,940 | +50.3% | 3Q | SEC ↗ |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | 32,046 | 2M | +8,388 | +35.5% | 3Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 31,299 | 2M | +22 | +0.1% | 4Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 25,461 | 1M | +1,466 | +6.1% | 10Q | SEC ↗ |
| 11 | Hilltop Partners LLC NEW | 17,656 | 995K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 13,342 | 752K | -20,492 | -60.6% | 3Q | SEC ↗ |
| 13 | Empirical Asset Management, LLC | 11,010 | 621K | -45 | -0.4% | 3Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,659 | 544K | -616 | -6.0% | 3Q | SEC ↗ |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 9,441 | 532K | +649 | +7.4% | 9Q | SEC ↗ |
| 16 | Parkside Financial Bank & Trust NEW | 6,851 | 386K | — | +0.0% | 1Q | SEC ↗ |
| 17 | D. E. Shaw & Co., Inc. NEW | 6,758 | 381K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cordgrass Capital Advisors, LLC NEW | 6,682 | 377K | — | +0.0% | 1Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 6,678 | 376K | +2,027 | +43.6% | 4Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 5,808 | 327K | +363 | +6.7% | 3Q | SEC ↗ |
| 21 | LPL Financial LLC | 4,912 | 277K | -17,851 | -78.4% | 4Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 2,128 | 120K | -1,299 | -37.9% | 3Q | SEC ↗ |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 382 | 22K | — | +0.0% | 3Q | SEC ↗ |
| 24 | MORGAN STANLEY NEW | 260 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 241 | 14K | +5 | +2.1% | 2Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Blue Trust, Inc. | 0 | 0K | -384 | -100.0% | 1Q | SEC ↗ |
| 28 | Winch Advisory Services, LLC | 0 | 0K | -334 | -100.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 0 | 0K | -141 | -100.0% | 3Q | SEC ↗ |
| 30 | Realta Investment Advisors | 0 | 0K | -4,305 | -100.0% | 1Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 0 | 0K | -9,591 | -100.0% | 1Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 0 | 0K | -5,622 | -100.0% | 1Q | SEC ↗ |
| 33 | Thrivent Financial for Lutherans | 0 | 0K | -10,828 | -100.0% | 3Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 0 | 0K | -312 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Mariner, LLC | 316,241 | 18M |
| Hilltop Partners LLC | 17,656 | 995K |
| Parkside Financial Bank & Trust | 6,851 | 386K |
| D. E. Shaw & Co., Inc. | 6,758 | 381K |
| Cordgrass Capital Advisors, LLC | 6,682 | 377K |
| MORGAN STANLEY | 260 | 15K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 10,828 | 610K |
| JANE STREET GROUP, LLC | 9,591 | 541K |
| FLOW TRADERS U.S. LLC | 5,622 | 317K |
| Realta Investment Advisors | 4,305 | 243K |
| Blue Trust, Inc. | 384 | 22K |
| Winch Advisory Services, LLC | 334 | 19K |
| OSAIC HOLDINGS, INC. | 312 | 18K |
| UBS Group AG | 141 | 8K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +69,493 | +581.2% | 81,449 |
| Rockefeller Capital Management L.P. | +17,940 | +50.3% | 53,620 |
| KINGSWOOD WEALTH ADVISORS, LLC | +8,388 | +35.5% | 32,046 |
| JONES FINANCIAL COMPANIES LLLP | +2,027 | +43.6% | 6,678 |
| GOLDMAN SACHS GROUP INC | +1,466 | +6.1% | 25,461 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +649 | +7.4% | 9,441 |
| Kestra Advisory Services, LLC | +363 | +6.7% | 5,808 |
| HighTower Advisors, LLC | +22 | +0.1% | 31,299 |
| ROYAL BANK OF CANADA | +5 | +2.1% | 241 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -7,519,279 | -81.4% | 1,719,106 |
| New York Life Investment Management | -510,264 | -24.4% | 1,580,116 |
| Cullen/Frost Bankers, Inc. | -40,887 | -1.9% | 2,109,171 |
| CITADEL ADVISORS LLC | -20,492 | -60.6% | 13,342 |
| LPL Financial LLC | -17,851 | -78.4% | 4,912 |
| Kesler, Norman & Wride, LLC | -1,682 | -1.6% | 101,985 |
| JPMORGAN CHASE & CO | -1,299 | -37.9% | 2,128 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -616 | -6.0% | 9,659 |
| Empirical Asset Management, LLC | -45 | -0.4% | 11,010 |