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Nylim Winslow Large Cap Grow (IWLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cullen T Bankers, Inc.
DECREASED
Shares2,070,440 from 2,109,171
Change-38,731 (-2%)
Value$119.0M (-$369.8K)
Filed 2026-10-28
New York Life Investment Management LLC
DECREASED
Shares1,225,634 from 1,580,116
Change-354,482 (-22%)
Value$70.4M (-$19.0M)
Filed 2026-11-04
Kesler, Norman & Wride, LLC
DECREASED
Shares99,967 from 101,985
Change-2,018 (-2%)
Value$5.7M (-$26.2K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares19,162 from 32,046
Change-12,884 (-40%)
Value$1.1M (-$712.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares10,009 from 9,441
Change+568 (+6%)
Value$575.2K (+$41.0K)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
INCREASED
Shares8,861 from 6,682
Change+2,179 (+33%)
Value$509.2K (+$131.1K)
Filed 2026-10-30
Parkside Financial Bank & Trust
UNCHANGED
Shares6,851 from 6,851
Change0 (0%)
Value$393.7K (+$6.0K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares6,092 from 5,808
Change+284 (+5%)
Value$350.1K (+$21.4K)
Filed 2026-11-02
LPL Financial LLC
UNCHANGED
Shares4,912 from 4,912
Change0 (0%)
Value$282.3K (+$4.3K)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$57
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 382
Change-382 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 1,719,106
Change-1,719,106 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 316,241
Change-316,241 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,449
Change-81,449 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 53,620
Change-53,620 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,299
Change-31,299 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,461
Change-25,461 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,342
Change-13,342 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 260
Change-260 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 241
Change-241 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cullen T Bankers, Inc.
DECREASED2,070,4402,109,171-38,731-2%$119.4M$119.0M-$369.8K2026-10-28
New York Life Investment Management LLC
DECREASED1,225,6341,580,116-354,482-22%$89.4M$70.4M-$19.0M2026-11-04
Kesler, Norman & Wride, LLC
DECREASED99,967101,985-2,018-2%$5.8M$5.7M-$26.2K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED19,16232,046-12,884-40%$1.8M$1.1M-$712.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED10,0099,441+568+6%$534.3K$575.2K+$41.0K2026-11-06
Cordgrass Capital Advisors, LLC
INCREASED8,8616,682+2,179+33%$378.1K$509.2K+$131.1K2026-10-30
Parkside Financial Bank & Trust
UNCHANGED6,8516,85100%$387.7K$393.7K+$6.0K2026-10-27
Kestra Advisory Services, LLC
INCREASED6,0925,808+284+5%$328.7K$350.1K+$21.4K2026-11-02
LPL Financial LLC
UNCHANGED4,9124,91200%$278.0K$282.3K+$4.3K2026-11-06
Blue Trust, Inc.
NEW1—+1——$57—2026-10-15
International Assets Investment Management, LLC
CLOSED0382-382-100%$21.5K$0-$21.5K2026-11-02
Envestnet Asset Management Inc
N/A—1,719,106-1,719,106-100%$97.3M———
Mariner, LLC
N/A—316,241-316,241-100%$17.9M———
Raymond James Financial Inc
N/A—81,449-81,449-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—53,620-53,620-100%$3.0M———
HighTower Advisors, LLC
N/A—31,299-31,299-100%$1.8M———
Goldman Sachs Group Inc
N/A—25,461-25,461-100%$1.4M———
Hilltop Partners LLC
N/A—17,656-17,656-100%$237.8K———
Citadel Advisors LLC
N/A—13,342-13,342-100%$755.0K———
Empirical Asset Management, LLC
N/A—11,010-11,010-100%$623.1K———
Susquehanna International Group, LLP
N/A—9,659-9,659-100%$546.6K———
D. E. Shaw & Co., Inc.
N/A—6,758-6,758-100%$382.4K———
Jones Financial Companies Lllp
N/A—6,678-6,678-100%$362.9K———
JPMorgan Chase & Co
N/A—2,128-2,128-100%$118.2K———
Morgan Stanley
N/A—260-260-100%$14.7K———
Royal Bank of Canada
N/A—241-241-100%$14.0K———
Wells Fargo & Company
N/A—1-1-100%$38———
Showing 27 of 27 institutions