4 tracked 13F filers disclose a position in IWFG as of the latest SEC 13F filings, a combined $93.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $93.2M | 1.7M | ▲+100% Added · +860K sh | Q2 2026 | |
| 2 | ASSETMARK, INC | $17K | 318 | ▲New +318 sh | Q2 2026 | |
| 3 | UBS Group AG | $2K | 43 | ▼−70% Reduced · −98 sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $46 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in IWFG and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 1 funds | $728.4M |
| APPLE INCAAPL | 1 funds | $671.2M |
| MICROSOFT CORPMSFT | 1 funds | $433.8M |
| NYLI US LRG CAP R&D LEAD-USDLRND | 1 funds | $379.3M |
| AMAZON.COM INCAMZN | 1 funds | $355.7M |
| ALPHABET INC-CL AGOOGL | 1 funds | $344.8M |
| NYLI CANDRIAM US M/C EQ ETFIQSM | 1 funds | $331.5M |
| NYLI CANDRIAM US L/C EQ ETFIQSU | 1 funds | $295.7M |
| NYLI MACKAY CORE PLUS BONDCPLB | 1 funds | $277.2M |
| BROADCOM INCAVGO | 1 funds | $264.1M |
| ALPHABET INC-CL CGOOG | 1 funds | $248.0M |
| NYLI CANDRIAM INTL EQTY ETFIQSI | 1 funds | $218.1M |
Ranked by how many of IWFG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MMITNYLI MACKAYMUN | 155 funds | $1.2B |
| MMINmc | 65 funds | $295.4M |
| MMCANYLI MACKAY CALI | 24 funds | $103.4M |
| IWLGWINSLOW LAR CAP | 23 funds | $668.3M |
| CPLBNYLI MACKAY CORE | 17 funds | $304.2M |
| SECRNYLI MACKAY SECU | 8 funds | $189.4M |
| IQHINYLI MACKAY HIGH | 4 funds | $119.8M |
| IWFGthis pageWINSLOW FOCUSED | 4 funds | $93.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IWFG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IWFG/capital-change-brief"
Use Arkolith's capital_change_brief for IWFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IWFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.