NEW YORK LIFE INVTS ACTIVE E

Ticker: IWLG CUSIP: 45409F769 Class: NYLI WINSLOW LAR

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (13)

CULLEN/FROST BANKERS, INC.
Value ($000) $101,779 Shares 1,877,835
Empirical Asset Management, LLC
Value ($000) $600 Shares 11,077
Coastal Investment Advisors, Inc.
Value ($000) $233 Shares 4,305
KINGSWOOD WEALTH ADVISORS, LLC
Value ($000) $1,117 Shares 20,613
RAYMOND JAMES FINANCIAL INC
Value ($000) $7,573 Shares 139,726
Rockefeller Capital Management L.P.
Value ($000) $1,205 Shares 22,241
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $1,179 Shares 21,754
Kestra Advisory Services, LLC
Value ($000) $294 Shares 5,424
CITADEL ADVISORS LLC
Value ($000) $512 Shares 9,441
JPMORGAN CHASE & CO
Value ($000) $230 Shares 4,248
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Value ($000) $21 Shares 382
MORGAN STANLEY
Value ($000) $27 Shares 499
OSAIC HOLDINGS, INC.
Value ($000) $17 Shares 312

Increased Positions (7)

NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Value ($000) $134,582 (+8.0%) Shares 2,483,057 (+7.1%)
Kesler, Norman & Wride, LLC
Value ($000) $5,581 (+22.5%) Shares 102,978 (+6.7%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $452,988 (+41.5%) Shares 8,357,708 (+40.4%)
LPL Financial LLC
Value ($000) $1,060 (+49.2%) Shares 19,566 (+48.0%)
JONES FINANCIAL COMPANIES LLLP
Value ($000) $277 (+42.0%) Shares 5,111 (+39.7%)
KESTRA PRIVATE WEALTH SERVICES, LLC
Value ($000) $462 (+10.6%) Shares 8,518 (+9.7%)
GOLDMAN SACHS GROUP INC
Value ($000) $805 (+9.5%) Shares 14,858 (+8.6%)

Decreased Positions (3)

HighTower Advisors, LLC
Value ($000) $1,634 (-1.2%) Shares 30,143 (-2.0%)
UBS Group AG
Value ($000) $8 (-72.1%) Shares 141 (-72.3%)
Thrivent Financial for Lutherans
Value ($000) $1 (-7.3%) Shares 10,720 (-8.6%)