IWLG Institutional Ownership & Shareholders
NYLIM WINSLOW LARGE CAP GROW (IWLG) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $344.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cullen/Frost Bankers, Inc. is currently the largest disclosed institutional shareholder of IWLG tracked by InsiderSet, reporting ownership valued at approximately $118.99M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $111.07M, representing an estimated loss of -6.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed IWLG value among the investors covered in this analysis. Major shareholders include Cullen/Frost Bankers, Inc., Envestnet Asset Management Inc, New York Life Investment Management Llc, and several other long-term asset managers with concentrated positions in NYLIM WINSLOW LARGE CAP GROW (IWLG).
This page ranks the largest institutional IWLG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$344.71M
Largest Holder
Cullen/Frost Bankers, Inc.
Largest Position
$118.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1.16% | 2,070,440 | $118,988,185 | $111,072,895 | -$7,915,290 | -6.65% | |
| Envestnet Asset Management Inc | 0.02% | 1,719,106 | $97,284,233 | $92,224,880 | -$5,059,353 | -5.20% | |
| New York Life Investment Management Llc | 0.63% | 1,580,116 | $89,418,764 | $84,768,483 | -$4,650,281 | -5.20% | |
| Mariner, Llc | 0.02% | 316,241 | $17,896,078 | $16,965,381 | -$930,697 | -5.20% | |
| Kesler, Norman & Wride, Llc | 0.91% | 101,985 | $5,771,350 | $5,471,189 | -$300,161 | -5.20% | |
| Raymond James Financial Inc | 0.00% | 81,449 | $4,609,199 | $4,369,495 | -$239,704 | -5.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 53,620 | $3,034,359 | $2,876,552 | -$157,807 | -5.20% | |
| Goldman Sachs Group Inc | 0.00% | 25,461 | $1,440,838 | $1,365,906 | -$74,932 | -5.20% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 19,162 | $1,101,240 | $1,027,984 | -$73,256 | -6.65% | |
| Citadel Advisors Llc | 0.00% | 13,342 | $755,024 | $715,758 | -$39,266 | -5.20% | |
| Empirical Asset Management, Llc | 0.14% | 11,010 | $623,071 | $590,653 | -$32,418 | -5.20% | |
| Kestra Private Wealth Services, Llc | 0.01% | 10,009 | $575,220 | $536,953 | -$38,267 | -6.65% | |
| Susquehanna International Group, Llp | 0.00% | 9,659 | $546,603 | $518,176 | -$28,427 | -5.20% | |
| Cordgrass Capital Advisors, Llc | 0.19% | 8,861 | $509,242 | $475,366 | -$33,876 | -6.65% | |
| Parkside Financial Bank & Trust | 0.03% | 6,851 | $393,727 | $367,536 | -$26,191 | -6.65% | |
| D. E. Shaw & Co., Inc. | 0.00% | 6,758 | $382,435 | $362,546 | -$19,889 | -5.20% | |
| Jones Financial Companies Lllp | 0.00% | 6,678 | $362,949 | $358,255 | -$4,694 | -1.29% | |
| Kestra Advisory Services, Llc | 0.00% | 6,092 | $350,112 | $326,818 | -$23,294 | -6.65% | |
| Lpl Financial Llc | 0.00% | 4,912 | $277,970 | $263,514 | -$14,456 | -5.20% | |
| Hilltop Partners Llc | 0.06% | 17,656 | $237,831 | $947,191 | +$709,360 | +298.26% | |
| Jpmorgan Chase & Co | 0.00% | 2,128 | $118,227 | $114,161 | -$4,066 | -3.44% | |
| Morgan Stanley | 0.00% | 260 | $14,713 | $13,948 | -$765 | -5.20% | |
| Royal Bank Of Canada | 0.00% | 241 | $14,000 | $12,929 | -$1,071 | -7.65% | |
| Blue Trust, Inc. | 0.00% | 1 | $57 | $54 | -$3 | -5.88% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $38 | $54 | +$16 | +41.18% |
Frequently asked questions about IWLG
Who are the largest institutional holders of IWLG?
The largest institutional holders of IWLG reported in the latest SEC Form 13F filings include Cullen/Frost Bankers, Inc., Envestnet Asset Management Inc, New York Life Investment Management Llc, Mariner, Llc, and Kesler, Norman & Wride, Llc. InsiderSet ranks institutional holders by their latest reported IWLG position.
What is IWLG institutional ownership?
This page tracks IWLG positions reported by institutional investment managers through SEC Form 13F. NYLIM WINSLOW LARGE CAP GROW (IWLG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWLG?
InsiderSet currently tracks 25 institutional managers reporting IWLG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWLG shareholders.
How much IWLG stock do institutions own?
Institutional investment managers disclosed approximately $344.71M in IWLG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWLG institutional ownership last updated?
The latest IWLG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWLG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWLG position after the reporting date.
Are institutions buying or selling IWLG?
Institutional buying and selling can be analyzed by comparing IWLG positions across consecutive 13F reporting periods. InsiderSet's IWLG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWLG ownership changes.
How has IWLG institutional ownership changed over time?
InsiderSet tracks IWLG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.