23 tracked 13F filers disclose a position in IWLG as of the latest SEC 13F filings, a combined $668.3M 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 | ENVESTNET ASSET MANAGEMENT INC | $440.9M | 9.2M | ▲+11% Added · +881K sh | Q1 2026 | |
| 2 | CULLEN/FROST BANKERS, INC. | $119.4M | 2.1M | ▼−1.9% Reduced · −41K sh | Q2 2026 | |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $89.4M | 1.6M | ▼−24% Reduced · −510K sh | Q2 2026 | |
| 4 | Kesler, Norman & Wride, LLC | $5.8M | 102K | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 5 | Rockefeller Capital Management L.P. | $1.7M | 36K | ▲+60% Added · +13K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.6M | 34K | ▲+258% Added · +24K sh | Q1 2026 | |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $1.8M | 32K | ▲+35% Added · +8K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | $1.5M | 31K | ▲+3.8% Added · +1K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $1.1M | 24K | ▲+61% Added · +9K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.1M | 23K | ▲+16% Added · +3K sh | Q1 2026 | |
| 11 | Hilltop Partners LLC | $238K | 18K | ▲New +18K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $571K | 12K | ▼−91% Reduced · −128K sh | Q1 2026 | |
| 13 | Empirical Asset Management, LLC | $623K | 11K | ▼−0.4% Reduced · −45 sh | Q2 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $490K | 10K | ▼−53% Reduced · −11K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $458K | 10K | ▲New +10K sh | Q1 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $534K | 9K | ▲+7.4% Added · +649 sh | Q2 2026 | |
| 17 | Cordgrass Capital Advisors, LLC | $378K | 7K | ▲New +7K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | $329K | 6K | ▲+6.7% Added · +363 sh | Q2 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $216K | 5K | ▼−9.0% Reduced · −460 sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $158K | 3K | ▼−19% Reduced · −821 sh | Q1 2026 | |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21K | 382 | —Held | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $11K | 236 | ▲New +236 sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $32 | 1 | ▲New +1 sh | 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, 2 funds opened a new position in IWLG and 1 added to an existing one, while 4 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 | 8 funds | $4.4B |
| APPLE INCAAPL | 8 funds | $2.7B |
| AMAZON.COM INCAMZN | 8 funds | $2.3B |
| MICROSOFT CORPMSFT | 8 funds | $1.8B |
| BROADCOM INCAVGO | 8 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 8 funds | $979.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $779.7M |
| MASTERCARD INC - AMA | 8 funds | $724.0M |
| COSTCO WHOLESALE CORPCOST | 8 funds | $710.9M |
| JOHNSON & JOHNSONJNJ | 8 funds | $654.9M |
Ranked by how many of IWLG'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 |
| IWLGthis pageWINSLOW 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 |
| IWFGWINSLOW 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 IWLG
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/IWLG/capital-change-brief"
Use Arkolith's capital_change_brief for IWLG. 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 IWLG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.