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IWLG — NYLI WINSLOW LARGE CAP GROWTH

Reported value held$2.76M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)6
Institutional value$2.71M · 47.95K sh
New / Add / Cut / Exit3 / 1 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -17.1% (-9.88K sh)
Institutional value change Down -1.8%

As of Q2 2026, 6 SEC-registered investment managers reported holding IWLG (NYLI WINSLOW LARGE CAP GROWTH) in their latest 13F filings, with a combined reported value of $2.71M across 47.95K shares. That is -17.1% by share count (-9.88K shares) versus the previous quarter, while reported value moved -1.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2026 25.46K $1.44M 0.00% Add
Citadel Advisors history Q2 2026 13.34K $755.02K 0.00% Reduce
D. E. Shaw & Co history Q2 2026 6.76K $382.44K 0.00% New
JPMorgan Chase & Co history Q2 2026 2.13K $118.23K 0.00% New
Bank of America Corp history Q2 2025 868 $44.93K 0.00% Reduce
Morgan Stanley history Q2 2026 260 $14.71K 0.00% New
UBS Group AG history Q4 2025 141 $7.64K 0.00% Reduce
Wells Fargo & Co history Q2 2026 1 $38 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Goldman Sachs Group 10.43K 10.43K 10.33K 10.33K 8.12K 8.12K 13.68K 14.86K 24.00K 25.46K
Citadel Advisors 9.76K 6.97K 4.92K — — — — 9.44K 33.83K 13.34K
D. E. Shaw & Co — — — — — — — — — 6.76K
JPMorgan Chase & Co — — — — — — — 4.25K — 2.13K
Morgan Stanley — — — — — — — 499 — 260
Wells Fargo & Co — — — — — — — — 1 1
UBS Group AG — — — 27 — 2.57K 509 141 — —
Bank of America Corp — — — — 4.97K 868 — — — —

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