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Nylim Winslow Focused Large (IWFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares859,507 from 1,719,014
Change-859,507 (-50%)
Value$48.0M (-$45.2M)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-21
Wells Fargo & Company
N/A
Shares— from 23
Change-23 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
New York Life Investment Management LLC
DECREASED859,5071,719,014-859,507-50%$93.2M$48.0M-$45.2M2026-11-04
Assetmark, Inc
CLOSED0318-318-100%$17.2K$0-$17.2K2026-10-21
Wells Fargo & Company
N/A—23-23-100%$1.2K———
JPMorgan Chase & Co
N/A—1-1-100%$53———
Morgan Stanley
N/A—1-1-100%$54———
Showing 5 of 5 institutions