Institutional Ownership Indexiq Active ETF Tr Iq Winsl (IWLG)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Winsl (IWLG). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
2,201,540
shares
|
$116 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
98,927
shares
|
$5.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
53,750
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Added 119.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,116
shares
|
$426,901
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,882
shares
|
$361,993
0.01% of portfolio
|
Q2 2025
Reduced 39.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,973
shares
|
$261,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,574
shares
|
$135,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|